Cresta Advisors, Ltd.

Q1 2026 13F-HR Holdings

Location
Laredo, TX
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$244,213
Net value change ($000)
+5,700 (2.4%)
New positions
2
Sold out positions
116
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTV 2,368 12.7%
EIM 2,008 412.3%
MEAR 1,494 60.5%
SPHQ 1,215 7.7%
NEA 1,195 38.1%
DGRW 1,104 5.5%
SCHD 866 19.9%
SPY 839 2.5%
GE 709 NEW
ENB 566 428.8%
Top Reduces (Value $000, Stocks/ETFs)
IWF -1,127 -11.0%
AAPL -736 -7.9%
CRM -568 -100.0%
META -546 -16.7%
ADBE -525 -100.0%
QQQ -518 -4.5%
XLK -342 -6.7%
AMZN -320 -7.6%
VOO -314 -17.3%
MYI -293 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type