Realta Investment Advisors
All 13F Filings
- Location
- Wilmington, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 321,771
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 378 | 321,771 | 13F-HR | Realta Investment Advisors |
| Q1 2026 | 4/22/2026 | 367 | 288,295 | 13F-HR | Realta Investment Advisors |
| Q4 2025 | 1/20/2026 | 346 | 305,512 | 13F-HR | Realta Investment Advisors |
| Q3 2025 | 10/23/2025 | 330 | 299,080 | 13F-HR | Realta Investment Advisors |
| Q2 2025 | 7/22/2025 | 302 | 253,066 | 13F-HR | Realta Investment Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.4 K | 61.7% | 23.02 K | 0 | 23.02 K |
| ETFs | 123.3 K | 38.3% | 11.31 K | 0 | 11.31 K |
| Debt | 2 | 0.0% | 0 | 319 | -319 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
321,771
Holdings
378
QoQ value change ($000)
33,476
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.