Realta Investment Advisors
•CIK: 1776792•Filing: Q4 2025
**Realta Investment Advisors** manages $283M across a diversified portfolio of 341 positions. The fund exhibits a significant concentration in technology and growth names, with top holdings including NVDA at $19.2M and AMZN at $11.4M. Further notable allocations include AG ($10.0M), GOOG ($8.8M), and PLTR ($8.0M). This structure suggests a conviction-driven, large-cap technology tilt within its mandate.
Total AUM
$282.2M
+ $1.0M in options
QoQ Performance
-5.6%
Positions
152
+ 1 option
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.8%
AMZN4.0%
AG3.5%
GOOG3.1%
PLTR2.8%
TSLA2.6%
MSFT2.5%
VGT2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.0%
Technology19.2%
Consumer8.4%
ETF3.2%
Financial2.8%
Industrial2.0%
Communication1.0%
Healthcare0.7%
🚪 Exited Positionssold since Q3 2025
+148 more exited positions
Changes from Q3 2025
NEW25 new positions
↑90 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023