Cresta Advisors, Ltd.

CIK 0001947670 • 7 13F filings • May 12, 2025 – Oct 14, 2026

Import this data to Google Sheets with:

=jivedata("cresta-advisors-ltd","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $238.5M165 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	CORE PLUS BD ETF	$153K	0.1%	4,313 SH	New
ABBOTT LABS	COM	$2K	0.0%	13 SH	New
ABBVIE INC	COM	$3K	0.0%	14 SH	New
ABRDN GLOBAL INFRA INCOME FU	COM SHS BEN INT	$20K	0.0%	874 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$5K	0.0%	17 SH	New
ADOBE INC	COM	$525K	0.2%Prev: 0.2%	1,500 SH	Decreased
ALPHABET INC	CAP STK CL A	$2.8M	1.2%Prev: 1.2%	8,983 SH	Increased-2,129 SH
ALPHABET INC	CAP STK CL C	$126K	0.1%	400 SH	New
AMAZON COM INC	COM	$4.2M	1.8%Prev: 1.6%	18,184 SH	Increased+1,375 SH
AMERICAN ELEC PWR CO INC	COM	$8K	0.0%	66 SH	New
APPLE INC	COM	$9.4M	3.9%Prev: 3.9%	34,408 SH	Increased-89 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$8K	0.0%	51 SH	New
ARK ETF TR	INNOVATION ETF	$1K	0.0%	17 SH	New
AT&T INC	COM	$26K	0.0%	1,027 SH	New
AURORA CANNABIS INC	COM	$5	0.0%	1 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1K	0.0%	5 SH	New
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$137K	0.1%	5,866 SH	New
BANK AMERICA CORP	COM	$146K	0.1%	2,647 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$49K	0.0%	98 SH	New
BITMINE IMMERSION TECNOLOGIE	COM NEW	$679	0.0%	25 SH	New
BLACKROCK INC	COM	$2K	0.0%	2 SH	New
BLACKROCK MULTI SECTOR INC T	COM	$91K	0.0%	7,000 SH	New
BLACKROCK MUNIYIELD QUALITY	COM	$293K	0.1%Prev: 0.1%	27,000 SH	Decreased
BORGWARNER INC	COM	$3K	0.0%	63 SH	New
BOSTON SCIENTIFIC CORP	COM	$33K	0.0%	343 SH	New
BRIGHT HORIZONS FAM SOL IN D	COM	$9K	0.0%	90 SH	New
BROADCOM INC	COM	$66K	0.0%	190 SH	New
CADENCE DESIGN SYSTEM INC	COM	$16K	0.0%	51 SH	New
CHEVRON CORP NEW	COM	$2K	0.0%	16 SH	New
CITIZENS INC	CL A	$343	0.0%	71 SH	New
COMCAST CORP NEW	CL A	$3K	0.0%	90 SH	New
CONOCOPHILLIPS	COM	$13K	0.0%	140 SH	New
CONSTELLATION BRANDS INC	CL A	$207K	0.1%Prev: 0.1%	1,500 SH	Increased
COSTCO WHSL CORP NEW	COM	$10K	0.0%	12 SH	New
DISNEY WALT CO	COM	$14K	0.0%	120 SH	New
DUTCH BROS INC	CL A	$123	0.0%	2 SH	New
EA SERIES TRUST	JLENS 500 JEWISH	$13K	0.0%	450 SH	New
EATON VANCE MUN BD FD	COM	$487K	0.2%	50,015 SH	New
ELI LILLY & CO	COM	$566K	0.2%Prev: 0.2%	527 SH	Increased-8 SH
ENBRIDGE INC	COM	$132K	0.1%	2,748 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$1.3M	0.5%Prev: 0.6%	40,819 SH	Increased-627 SH
EOG RES INC	COM	$11K	0.0%	100 SH	New
EXXON MOBIL CORP	COM	$5K	0.0%	44 SH	New
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$894K	0.4%Prev: 0.3%	6,876 SH	Increased+1,376 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$275K	0.1%Prev: 0.1%	3,955 SH	Increased+255 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$8K	0.0%	29 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$9K	0.0%	53 SH	New
FORD MTR CO	COM	$1K	0.0%	77 SH	New
GENUINE PARTS CO	COM	$23K	0.0%	186 SH	New
GOLDMAN SACHS GROUP INC	COM	$44K	0.0%	50 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$12K	0.0%	506 SH	New
HOME DEPOT INC	COM	$24K	0.0%	70 SH	New
HONEYWELL INTL INC	COM	$21K	0.0%	110 SH	New
HOULIHAN LOKEY INC	CL A	$14K	0.0%	83 SH	New
HP INC	COM	$11K	0.0%	506 SH	New
ILLINOIS TOOL WKS INC	COM	$25K	0.0%	100 SH	New
INTEL CORP	COM	$7K	0.0%	180 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$17K	0.0%	103 SH	New
INTERNATIONAL BANCSHARES COR	COM	$3.9M	1.6%Prev: 1.9%	58,563 SH	Decreased-1,738 SH
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$26K	0.0%	688 SH	New
INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$24K	0.0%	973 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$9K	0.0%	37 SH	New
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$2.4M	1.0%Prev: 1.1%	117,973 SH	Decreased+3,753 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.9M	1.2%Prev: 1.2%	49,706 SH	Increased+1,161 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$370K	0.2%Prev: 0.2%	1,929 SH	Increased+76 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$15.8M	6.6%Prev: 7.1%	210,604 SH	Decreased-5,869 SH
INVESCO QQQ TR	UNIT SER 1	$11.4M	4.8%Prev: 5.0%	18,576 SH	Increased-242 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$51K	0.0%	1,020 SH	New
ISHARES GOLD TR	ISHARES NEW	$46K	0.0%	564 SH	New
ISHARES TR	10-20 YR TRS ETF	$5.1M	2.2%Prev: 2.2%	50,540 SH	Increased+2,985 SH
ISHARES TR	20 YR TR BD ETF	$966K	0.4%Prev: 0.4%	11,085 SH	Decreased
ISHARES TR	7-10 YR TRSY BD	$494K	0.2%	5,140 SH	New
ISHARES TR	CORE HIGH DV ETF	$938K	0.4%Prev: 0.4%	7,714 SH	Increased+500 SH
ISHARES TR	CORE LT USDB ETF	$1.1M	0.5%Prev: 0.5%	22,570 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$685	0.0%	1 SH	New
ISHARES TR	CORE US AGGBD ET	$25K	0.0%	255 SH	New
ISHARES TR	GL CLEAN ENE ETF	$2K	0.0%	132 SH	New
ISHARES TR	IBOXX INV CP ETF	$13.4M	5.6%Prev: 5.9%	121,392 SH	Increased+2,832 SH
ISHARES TR	ISHARES SEMICDTR	$219K	0.1%Prev: 0.1%	726 SH	Decreased-274 SH
ISHARES TR	ISHS 1-5YR INVS	$12K	0.0%	221 SH	New
ISHARES TR	MSCI EAFE ETF	$161K	0.1%	1,677 SH	New
ISHARES TR	RUS 1000 ETF	$62K	0.0%	166 SH	New
ISHARES TR	RUS 1000 GRW ETF	$10.3M	4.3%Prev: 4.6%	21,670 SH	Increased-180 SH
ISHARES TR	RUS MID CAP ETF	$133K	0.1%	1,380 SH	New
ISHARES TR	RUSSELL 2000 ETF	$85K	0.0%	346 SH	New
ISHARES TR	U.S. FINLS ETF	$151K	0.1%	1,168 SH	New
ISHARES TR	US AER DEF ETF	$9K	0.0%	42 SH	New
ISHARES U S ETF TR	SHORT MATURITY M	$2.5M	1.0%	49,100 SH	New
JOHNSON & JOHNSON	COM	$26K	0.0%	124 SH	New
JPMORGAN CHASE & CO.	COM	$48K	0.0%	150 SH	New
LOCKHEED MARTIN CORP	COM	$599K	0.3%Prev: 0.3%	1,237 SH	Decreased
MARTIN MARIETTA MATLS INC	COM	$329K	0.1%Prev: 0.1%	529 SH	Decreased
MASTERCARD INCORPORATED	CL A	$45K	0.0%	78 SH	New
MCDONALDS CORP	COM	$5K	0.0%	17 SH	New
MERCK & CO INC	COM	$3K	0.0%	31 SH	New
META PLATFORMS INC	CL A	$3.3M	1.4%Prev: 1.6%	4,938 SH	Decreased-57 SH
MICROSOFT CORP	COM	$1.0M	0.4%Prev: 0.4%	2,125 SH	Increased+203 SH
MONOLITHIC PWR SYS INC	COM	$18K	0.0%	20 SH	New
MOODYS CORP	COM	$16K	0.0%	31 SH	New
NIKE INC	CL B	$2K	0.0%	29 SH	New
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$226K	0.1%Prev: 0.1%	5,000 SH	Increased
NORTHERN LTS FD TR IV	INSPIRE GBL HOPE	$151K	0.1%	3,502 SH	New
NUVEEN AMT FREE QLTY MUN INC	COM	$3.1M	1.3%Prev: 1.3%	269,647 SH	Increased+13,000 SH
NUVEEN MUN VALUE FD INC	COM	$1.6M	0.7%Prev: 0.7%	180,840 SH	Increased
NUVEEN SELECT MAT MUN FD	SH BEN INT	$14K	0.0%	1,522 SH	New
NUVEEN TAXABLE MUNICPAL INM	COM	$450K	0.2%Prev: 0.2%	28,463 SH	Decreased
NVIDIA CORPORATION	COM	$5.4M	2.3%Prev: 2.4%	29,184 SH	Decreased-18 SH
ONEOK INC NEW	COM	$72K	0.0%	975 SH	New
ORACLE CORP	COM	$38K	0.0%	195 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$72K	0.0%	406 SH	New
PAYPAL HLDGS INC	COM	$20K	0.0%	350 SH	New
PEPSICO INC	COM	$564K	0.2%Prev: 0.3%	3,933 SH	Decreased-317 SH
PHILLIPS 66	COM	$9K	0.0%	70 SH	New
PIMCO CORPORATE & INCOME OPP	COM	$52K	0.0%	4,000 SH	New
PIMCO ETF TR	MTG BKD SECS ACT	$7.9M	3.3%Prev: 3.4%	158,335 SH	Increased+4,932 SH
PROCTER AND GAMBLE CO	COM	$70K	0.0%	489 SH	New
PROSHARES TR	ULTRAPRO QQQ	$57K	0.0%	1,078 SH	New
PRUDENTIAL FINL INC	COM	$75K	0.0%	668 SH	New
RBC BEARINGS INC	COM	$18K	0.0%	40 SH	New
RTX CORPORATION	COM	$99K	0.0%	542 SH	New
S&P GLOBAL INC	COM	$17K	0.0%	32 SH	New
SALESFORCE INC	COM	$568K	0.2%	2,146 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.3M	1.8%Prev: 1.8%	158,290 SH	Increased+9,587 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$18K	0.0%	148 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.0M	1.3%	19,493 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.5M	0.6%	9,713 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$5.1M	2.1%	35,508 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$64K	0.0%	1,506 SH	New
SNOWFLAKE INC	COM SHS	$11K	0.0%	50 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$1K	0.0%	27 SH	New
SOUTHSTATE BK CORP	COM	$24K	0.0%	255 SH	New
SPDR GOLD TR	GOLD SHS	$1.1M	0.5%Prev: 0.4%	2,746 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$33.8M	14.2%Prev: 14.6%	49,552 SH	Increased+279 SH
SPDR SERIES TRUST	STATE STREET SPD	$282K	0.1%	2,222 SH	New
STARBUCKS CORP	COM	$3K	0.0%	36 SH	New
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$64K	0.0%	1,222 SH	New
TESLA INC	COM	$151K	0.1%	335 SH	New
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$3K	0.0%	98 SH	New
TEXAS INSTRS INC	COM	$50K	0.0%	291 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$3K	0.0%	6 SH	New
UNION PAC CORP	COM	$58K	0.0%	249 SH	New
US BANCORP DEL	COM NEW	$2K	0.0%	40 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$24K	0.0%	960 SH	New
VANECK ETF TRUST	URANIUM AND NUCL	$10K	0.0%	80 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$5K	0.0%	12 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$431K	0.2%	883 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1K	0.0%	12 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	0.8%Prev: 0.6%	2,891 SH	Increased+751 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.5M	9.4%Prev: 9.8%	67,133 SH	Increased+380 SH
VANGUARD INDEX FDS	VALUE ETF	$18.7M	7.8%Prev: 8.0%	97,956 SH	Increased+2,250 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$12K	0.0%	196 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$29K	0.0%	496 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$207K	0.1%	941 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$8K	0.0%	28 SH	New
VANGUARD WORLD FD	INF TECH ETF	$314K	0.1%Prev: 0.1%	417 SH	Decreased-15 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.1M	1.3%Prev: 1.3%	22,144 SH	Increased+971 SH
VERIZON COMMUNICATIONS INC	COM	$489K	0.2%Prev: 0.2%	12,013 SH	Decreased
VISA INC	COM CL A	$26K	0.0%	75 SH	New
WALMART INC	COM	$1K	0.0%	12 SH	New
WARNER BROS DISCOVERY INC	COM SER A	$7K	0.0%	247 SH	New
WASTE MGMT INC DEL	COM	$44K	0.0%	200 SH	New
WELLS FARGO CO NEW	COM	$13K	0.0%	135 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$20.1M	8.4%Prev: 9.2%	225,262 SH	Decreased-5,962 SH
YUM BRANDS INC	COM	$86K	0.0%	571 SH	New
YUM CHINA HLDGS INC	COM	$28K	0.0%	596 SH	New

Sold (vs prior filing)

SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $2.6M
SELECT SECTOR SPDR TR — $4.6M
SPDR SERIES TRUST — $278K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001754960-26-000871	—	View
Feb 3, 2026	Q4 2025	13F-HR	0001754960-26-000142	$238.5M	View
Oct 22, 2025	Q3 2025