Cresta Advisors, Ltd.
•CIK: 1947670•Filing: Q4 2025
**Cresta Advisors, Ltd.** manages $239M across a diversified portfolio of 167 positions. The fund exhibits a notable tilt toward broad market exposure, with top holdings including SPY ($33.8M) and VTI ($22.5M). Significant allocations are also directed toward sector and factor plays, evidenced by substantial positions in DGRW ($20.1M), VTV ($18.7M), and SPHQ ($15.8M). This structure suggests a systematic approach balancing core index exposure with targeted factor and sector overweighting.
Total AUM
$238.5M
QoQ Performance
+6.5%
Positions
128
Top 10 Concentration
68.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
VTI
DGRW
VTV
SPHQ
LQD
SPY14.2%
VTI9.4%
DGRW8.4%
VTV7.8%
SPHQ6.6%
LQD5.6%
NDQ4.8%
IWF4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.2%
ETF14.9%
Technology9.8%
Consumer1.8%
Financial0.4%
Industrial0.3%
Healthcare0.3%
Consumer Staples0.2%
Changes from Q3 2025
NEW119 new positions
↑21 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023