Cresta Advisors, Ltd. Portfolio Holdings

Cresta Advisors, Ltd.

  • $216 Million
  • Q3 2025

Cresta Advisors, Ltd. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.8M, Vanguard Total Stock Market Et with a value of $21.9M, Wisdomtree Tr Us Quality Divid with a value of $20.6M, Vanguard Value ETF with a value of $17.8M, and Invesco Exchange Traded Fd Tr with a value of $15.9M.

Examining the 13F form we can see an increase of $18M in the current position value, from $198M to 216M.

Cresta Advisors, Ltd. is based out at Laredo, TX

Below you can find more details about Cresta Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $216 Million
ETFs: $177 Million
Technology: $15.8 Million
Financial Services: $9.45 Million
Communication Services: $6.9 Million
Consumer Cyclical: $3.69 Million
Energy: $1.3 Million
Consumer Defensive: $798,000
Industrials: $617,000
Other: $741,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15B
$4.15 Million 1.92% of portfolio
60,301
Q3 2025 Reduced 1.95%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $216 Million
  • Prior Value $198 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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