Cresta Advisors, Ltd. - Portfolio overview

Cresta Advisors, Ltd. has 55 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.13%
2. VTI - VANGUARD INDEX FDS, 9.27%
3. DGRW - WISDOMTREE TR, 8.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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