Cresta Advisors, Ltd. - Portfolio Stock Holdings
Cresta Advisors, Ltd. disclosed 54 stock positions in a recent SEC 13F filing. $229,328,015 of stock holdings were filed, with the largest holdings including SPY, VTV, and DGRW. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $786,011,371 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
54Est. Stock Holding Value:
$229,328,015Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Cresta Advisors, Ltd.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...