Cresta Advisors, Ltd.

All 13F Filings

Location
Laredo, TX
Most recent 13F
Q2 2026
Holdings value ($000)
278,590
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 7/22/2026 54 278,590 13F-HR Cresta Advisors, Ltd.
Q1 2026 4/27/2026 53 244,213 13F-HR Cresta Advisors, Ltd.
Q4 2025 2/3/2026 167 238,513 13F-HR Cresta Advisors, Ltd.
Q3 2025 10/22/2025 48 224,068 13F-HR Cresta Advisors, Ltd.
Q2 2025 7/16/2025 47 205,164 13F-HR Cresta Advisors, Ltd.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 74.59 K 26.8% 8.399 K 0 8.399 K
ETFs 204 K 73.2% 25.97 K 0 25.97 K
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Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
278,590
Holdings
54
QoQ value change ($000)
34,377 (14.1%)
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.