Notify me when Cresta Advisors, Ltd. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 48 | $224M | +$9.3M | -$4.48M | +$4.82M | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 21 Oct 2025 |
| Q2 2025 | 47 | $205M | +$4.37M | -$5.7M | -$1.32M | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 16 Jul 2025 |
| Q1 2025 | 47 | $193M | +$16.5M | -$8.53M | +$8.01M | SPY, VTI, DGRW, VTV, SPHQ | 13F-HR | 09 May 2025 |
| Q4 2024 | 50 | $187M | $0 | $0 | SPY, VTI, VTV, LQD, DGRW | 13F-HR | 31 Jan 2025 | |
| Q3 2024 | 50 | $191M | +$20.9M | -$6.95M | +$14M | SPY, VTI, VTV, LQD, DGRW | 13F-HR | 18 Nov 2024 |
| Q2 2024 | 44 | $169M | +$7.9M | -$1.18M | +$6.72M | SPY, VTV, LQD, DGRW, QQQ | 13F-HR | 12 Aug 2024 |
| Q1 2024 | 42 | $158M | +$9.38M | -$8.64M | +$734K | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 02 May 2024 |
| Q4 2023 | 53 | $150M | +$8.86M | -$2.46M | +$6.4M | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 17 Jan 2024 |
| Q3 2023 | 49 | $129M | +$17.9M | -$10.4M | +$7.52M | SPY, VTV, LQD, DGRW, VTI | 13F-HR | 06 Nov 2023 |
| Q2 2023 | 43 | $129M | +$32.8M | -$35.3M | -$2.51M | LQD, VTV, SPY, DGRW, AAPL | 13F-HR | 28 Jul 2023 |
| Q1 2023 | 37 | $129M | +$22.3M | -$10.7M | +$11.6M | LQD, VTV, VTI, SCHD, NOBL | 13F-HR | 12 May 2023 |
| Q4 2022 | 35 | $115M | +$38.8M | -$7.76M | +$31M | LQD, VTV, SCHD, NOBL, IWF | 13F-HR | 13 Feb 2023 |
| Q3 2022 | 31 | $81M | VTV, SCHD, CDC, IWF, VTI | 13F-HR | 14 Nov 2022 |