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Cresta Advisors, Ltd.

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13F filer, CIK 1947670, LAREDO, TX

Cresta Advisors, Ltd. reported $244,213,398 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-27. Its ten largest share positions make up 68.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000325

Period
2026-03-31
Reported value
$244M
Holdings
53
Top 10 weight
68.33%
New
2
Sold out
116

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+3,695$2.4M
EIMadded+205,400$2.01M
VTVadded+9,470$1.86M
MEARadded+29,667$1.49M
DGRWadded+16,644$1.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRMexited-2,146-$568K
ADBEexited-1,500-$525K
MYIexited-27,000-$293K
VOOreduced-382-$228K
VIGexited-941-$207K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000325, largest first. % of portfolio is the value over $244,213,398, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,740 shares; 2024Q4: 40,740 shares; 2025Q1: 47,255 shares; 2025Q2: 46,792 shares; 2025Q3: 49,273 shares; 2025Q4: 49,552 shares; 2026Q1: 53,247 shares 53,247$34.6M14.18%+3,695Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,087 shares; 2024Q4: 57,087 shares; 2025Q1: 65,600 shares; 2025Q2: 64,376 shares; 2025Q3: 66,753 shares; 2025Q4: 67,133 shares; 2026Q1: 70,842 shares 70,842$22.7M9.31%+3,709Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,425 shares; 2024Q4: 176,425 shares; 2025Q1: 217,034 shares; 2025Q2: 227,856 shares; 2025Q3: 231,224 shares; 2025Q4: 225,262 shares; 2026Q1: 241,906 shares 241,906$21.2M8.7%+16,644Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,519 shares; 2024Q4: 90,519 shares; 2025Q1: 93,399 shares; 2025Q2: 97,747 shares; 2025Q3: 95,706 shares; 2025Q4: 97,956 shares; 2026Q1: 107,426 shares 107,426$21.1M8.63%+9,470Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,683 shares; 2024Q4: 152,683 shares; 2025Q1: 203,721 shares; 2025Q2: 212,780 shares; 2025Q3: 216,473 shares; 2025Q4: 210,604 shares; 2026Q1: 226,368 shares 226,368$17M6.97%+15,764Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,211 shares; 2024Q4: 132,211 shares; 2025Q1: 122,548 shares; 2025Q2: 112,175 shares; 2025Q3: 118,560 shares; 2025Q4: 121,392 shares; 2026Q1: 123,987 shares 123,987$13.5M5.53%+2,595Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,120 shares; 2024Q4: 21,120 shares; 2025Q1: 20,809 shares; 2025Q2: 20,359 shares; 2025Q3: 18,818 shares; 2025Q4: 18,576 shares; 2026Q1: 18,872 shares 18,872$10.9M4.46%+296Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,165 shares; 2024Q4: 23,165 shares; 2025Q1: 22,541 shares; 2025Q2: 22,089 shares; 2025Q3: 21,850 shares; 2025Q4: 21,670 shares; 2026Q1: 21,410 shares 21,410$9.13M3.74%-260Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,129 shares; 2024Q4: 41,129 shares; 2025Q1: 40,431 shares; 2025Q2: 37,182 shares; 2025Q3: 34,497 shares; 2025Q4: 34,408 shares; 2026Q1: 33,957 shares 33,957$8.62M3.53%-451Timeline
PMBSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,977 shares; 2024Q4: 156,977 shares; 2025Q1: 138,330 shares; 2025Q2: 136,105 shares; 2025Q3: 153,403 shares; 2025Q4: 158,335 shares; 2026Q1: 161,628 shares 161,628$8.02M3.28%+3,293Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,233 shares; 2024Q4: 17,233 shares; 2025Q1: 21,592 shares; 2025Q2: 22,042 shares; 2025Q3: 29,202 shares; 2025Q4: 29,184 shares; 2026Q1: 29,934 shares 29,934$5.22M2.14%+750Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,341 shares; 2024Q4: 49,341 shares; 2025Q1: 139,763 shares; 2025Q2: 157,121 shares; 2025Q3: 148,703 shares; 2025Q4: 158,290 shares; 2026Q1: 169,753 shares 169,753$5.21M2.13%+11,463Timeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,920 shares; 2024Q4: 52,920 shares; 2025Q1: 42,454 shares; 2025Q2: 41,843 shares; 2025Q3: 47,555 shares; 2025Q4: 50,540 shares; 2026Q1: 51,604 shares 51,604$5.2M2.13%+1,064Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,967 shares; 2024Q4: 17,967 shares; 2025Q1: 17,581 shares; 2025Q2: 16,189 shares; 2025Q3: 16,399 shares; 2025Q4: 35,508 shares; 2026Q1: 35,892 shares 35,892$4.77M1.95%+384Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,786 shares; 2024Q4: 323,786 shares; 2025Q1: 256,647 shares; 2025Q2: 256,647 shares; 2025Q3: 256,647 shares; 2025Q4: 269,647 shares; 2026Q1: 385,647 shares 385,647$4.33M1.77%+116,000Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,100 shares; 2026Q1: 78,767 shares 78,767$3.97M1.62%+29,667Timeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,395 shares; 2024Q4: 56,395 shares; 2025Q1: 62,762 shares; 2025Q2: 61,501 shares; 2025Q3: 60,301 shares; 2025Q4: 58,563 shares; 2026Q1: 58,563 shares 58,563$3.94M1.61%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,592 shares; 2024Q4: 13,592 shares; 2025Q1: 13,594 shares; 2025Q2: 13,494 shares; 2025Q3: 16,809 shares; 2025Q4: 18,184 shares; 2026Q1: 18,616 shares 18,616$3.88M1.59%+432Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,905 shares; 2024Q4: 16,905 shares; 2025Q1: 18,660 shares; 2025Q2: 21,202 shares; 2025Q3: 21,173 shares; 2025Q4: 22,144 shares; 2026Q1: 24,151 shares 24,151$3.5M1.43%+2,007Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,655 shares; 2024Q4: 8,655 shares; 2025Q1: 10,112 shares; 2025Q2: 12,112 shares; 2025Q3: 11,112 shares; 2025Q4: 8,983 shares; 2026Q1: 10,332 shares 10,332$2.97M1.22%+1,349Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,488 shares; 2024Q4: 19,488 shares; 2025Q1: 17,231 shares; 2025Q2: 16,973 shares; 2025Q3: 18,490 shares; 2025Q4: 19,493 shares; 2026Q1: 19,883 shares 19,883$2.92M1.19%+390Timeline
PEYINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,319 shares; 2024Q4: 97,319 shares; 2025Q1: 103,196 shares; 2025Q2: 114,411 shares; 2025Q3: 114,220 shares; 2025Q4: 117,973 shares; 2026Q1: 127,797 shares 127,797$2.74M1.12%+9,824Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 4,995 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,938 shares; 2026Q1: 4,744 shares 4,744$2.71M1.11%-194Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,559 shares; 2024Q4: 62,559 shares; 2025Q1: 53,817 shares; 2025Q2: 47,565 shares; 2025Q3: 48,545 shares; 2025Q4: 49,706 shares; 2026Q1: 49,592 shares 49,592$2.71M1.11%-114Timeline
EIMEATON VANCE MUN BD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,015 shares; 2026Q1: 255,415 shares 255,415$2.5M1.02%+205,400Timeline
NUVNUVEEN MUN VALUE FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,840 shares; 2024Q4: 210,840 shares; 2025Q1: 180,840 shares; 2025Q2: 180,840 shares; 2025Q3: 180,840 shares; 2025Q4: 180,840 shares; 2026Q1: 180,840 shares 180,840$1.63M0.67%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,077 shares; 2024Q4: 30,077 shares; 2025Q1: 31,128 shares; 2025Q2: 40,774 shares; 2025Q3: 41,446 shares; 2025Q4: 40,819 shares; 2026Q1: 41,427 shares 41,427$1.57M0.64%+608Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,821 shares; 2024Q4: 14,821 shares; 2025Q1: 13,952 shares; 2025Q2: 13,316 shares; 2025Q3: 9,295 shares; 2025Q4: 9,713 shares; 2026Q1: 9,618 shares 9,618$1.56M0.64%-95Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,340 shares; 2025Q1: 3,522 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 2,125 shares; 2026Q1: 4,125 shares 4,125$1.53M0.63%+2,000Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,185 shares; 2025Q2: 2,185 shares; 2025Q3: 2,140 shares; 2025Q4: 2,891 shares; 2026Q1: 2,509 shares 2,509$1.5M0.61%-382Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 7,066 shares; 2025Q1: 8,282 shares; 2025Q2: 9,151 shares; 2025Q3: 7,214 shares; 2025Q4: 7,714 shares; 2026Q1: 8,474 shares 8,474$1.15M0.47%+760Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 2,666 shares 2,666$1.15M0.47%-80Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 16,570 shares; 2025Q1: 22,570 shares; 2025Q2: 22,570 shares; 2025Q3: 22,570 shares; 2025Q4: 22,570 shares; 2026Q1: 22,570 shares 22,570$1.11M0.45%0Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 22,045 shares; 2025Q1: 12,145 shares; 2025Q2: 11,585 shares; 2025Q3: 11,085 shares; 2025Q4: 11,085 shares; 2026Q1: 11,085 shares 11,085$961K0.39%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237$748K0.31%0Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,876 shares; 2026Q1: 6,554 shares 6,554$717K0.29%-322Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500$709K0.29%newTimeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 12,920 shares 12,920$698K0.29%+10,172Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,730 shares; 2025Q1: 4,400 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 3,933 shares; 2026Q1: 3,933 shares 3,933$611K0.25%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,013 shares; 2024Q4: 12,013 shares; 2025Q1: 12,013 shares; 2025Q2: 12,013 shares; 2025Q3: 12,013 shares; 2025Q4: 12,013 shares; 2026Q1: 12,013 shares 12,013$603K0.25%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares 5,140$491K0.2%0Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 3,250 shares 3,250$488K0.2%+1,750Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527$485K0.2%0Timeline
NBBNUVEEN TAXABLE MUNICPAL INMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,463 shares; 2024Q4: 28,463 shares; 2025Q1: 28,463 shares; 2025Q2: 28,463 shares; 2025Q3: 28,463 shares; 2025Q4: 28,463 shares; 2026Q1: 28,463 shares 28,463$446K0.18%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 882 shares 882$385K0.16%-1Timeline
XOPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100$382K0.16%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 1,853 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares 1,929$370K0.15%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529$311K0.13%0Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,955 shares; 2026Q1: 3,700 shares 3,700$253K0.1%-255Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 432 shares; 2025Q4: 417 shares; 2026Q1: 354 shares 354$247K0.1%-63Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 939 shares; 2025Q3: 1,000 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726$239K0.1%0Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,094 shares 6,094$238K0.1%newTimeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$236K0.1%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 116. All 116

SecurityShares beforeValue beforeType
CRMSALESFORCE INC2,146$568Kshares
ADBEADOBE INC1,500$525Kshares
MYIBLACKROCK MUNIYIELD QUALITY27,000$293Kshares
VIGVANGUARD SPECIALIZED FUNDS941$207Kshares
EFAISHARES TR1,677$161Kshares
CPLSAB ACTIVE ETFS INC4,313$153Kshares
BLESNORTHERN LTS FD TR IV3,502$151Kshares
TSLATESLA INC335$151Kshares
IYFISHARES TR1,168$151Kshares
BACBANK OF AMER CORP2,647$146Kshares
BBVABANCO BILBAO VIZCAYA ARGENTA5,866$137Kshares
IWRISHARES TR1,380$133Kshares
GOOGALPHABET INC400$126Kshares
RTXRTX CORPORATION542$99.4Kshares
BITBLACKROCK MULTI SECTOR INC T7,000$91.4Kshares
YUMYUM BRANDS INC571$86.4Kshares
IWMISHARES TR346$85.2Kshares
PRUPRUDENTIAL FINL INC668$75.4Kshares
PLTRPALANTIR TECHNOLOGIES INC406$72.2Kshares
OKEONEOK INC NEW975$71.7Kshares
PGPROCTER & GAMBLE CO489$70.1Kshares
AVGOBROADCOM INC190$65.8Kshares
XLUSELECT SECTOR SPDR TR1,506$64.3Kshares
SUNSUNOCO LP/SUNOCO FIN CORP1,222$64Kshares
IWBISHARES TR166$62Kshares
UNPUNION PAC CORP249$57.6Kshares
TQQQPROSHARES TR1,078$56.8Kshares
PTYPIMCO CORPORATE & INCOME OPP4,000$51.6Kshares
IBITISHARES BITCOIN TRUST ETF1,020$50.6Kshares
TXNTEXAS INSTRS INC291$50.5Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL98$49.3Kshares
JPMJPMORGAN CHASE & CO150$48.3Kshares
IAUISHARES GOLD TR564$45.8Kshares
MAMASTERCARD INCORPORATED78$44.5Kshares
GSGOLDMAN SACHS GROUP INC50$44Kshares
WMWASTE MGMT INC DEL200$43.9Kshares
ORCLORACLE CORP195$38Kshares
BSXBOSTON SCIENTIFIC CORP343$32.7Kshares
VGSHVANGUARD SCOTTSDALE FDS496$29.1Kshares
YUMCYUM CHINA HLDGS INC596$28.5Kshares
VVISA INC75$26.3Kshares
PHDGINVESCO ACTIVELY MANAGED EXC688$25.8Kshares
JNJJOHNSON & JOHNSON124$25.7Kshares
TAT&T INC1,027$25.5Kshares
AGGISHARES TR255$25.5Kshares
ITWILLINOIS TOOL WKS INC100$24.6Kshares
FLTRVANECK ETF TRUST960$24.5Kshares
VRIGINVESCO ACTIVELY MANAGED EXC973$24.4Kshares
HDHOME DEPOT INC70$24.1Kshares
SSBSOUTHSTATE BK CORP255$24Kshares
GPCGENUINE PARTS CO186$22.9Kshares
HONHONEYWELL INTL INC110$21.5Kshares
PYPLPAYPAL HLDGS INC350$20.4Kshares
ASGIABRDN GLOBAL INFRA INCOME FU874$19.5Kshares
MPWRMONOLITHIC PWR SYS INC20$18.1Kshares
RBCRBC BEARINGS INC40$17.9Kshares
XLYSELECT SECTOR SPDR TR148$17.7Kshares
SPGIS&P GLOBAL INC32$16.7Kshares
ICEINTERCONTINENTAL EXCHANGE IN103$16.7Kshares
SDYSPDR SERIES TRUST116$16.1Kshares
CDNSCADENCE DESIGN SYSTEM INC51$15.9Kshares
MCOMOODYS CORP31$15.8Kshares
HLIHOULIHAN LOKEY INC83$14.5Kshares
NIMNUVEEN SELECT MAT MUN FD1,522$14.2Kshares
DISDISNEY WALT CO120$13.7Kshares
COPCONOCOPHILLIPS140$13.1Kshares
TOVEA SERIES TRUST450$12.9Kshares
WFCWELLS FARGO & CO135$12.6Kshares
HPEHEWLETT PACKARD ENTERPRISE C506$12.2Kshares
VGITVANGUARD SCOTTSDALE FDS196$11.7Kshares
IGSBISHARES TR221$11.7Kshares
HPQHP INC506$11.3Kshares
SNOWSNOWFLAKE INC50$11Kshares
EOGEOG RES INC100$10.5Kshares
COSTCOSTCO WHOLESALE CORPORATION12$10.3Kshares
NLRVANECK ETF TRUST80$9.94Kshares
QQQMINVESCO EXCH TRADED FD TR II37$9.36Kshares
BFAMBRIGHT HORIZONS FAM SOL IN D90$9.13Kshares
PSXPHILLIPS 6670$9.03Kshares
ITAISHARES TR42$9.02Kshares
FPXFIRST TR EXCHANGE-TRADED FD53$8.67Kshares
ARESARES MANAGEMENT CORPORATION51$8.24Kshares
VHTVANGUARD WORLD FD28$8.06Kshares
FDNFIRST TR EXCHANGE-TRADED FD29$7.81Kshares
AEPAMERICAN ELEC PWR CO INC66$7.61Kshares
WBDWARNER BROS DISCOVERY INC247$7.12Kshares
INTCINTEL CORP180$6.64Kshares
VOOGVANGUARD ADMIRAL FDS INC12$5.34Kshares
XOMEXXON MOBIL CORP44$5.29Kshares
MCDMCDONALDS CORP17$5.2Kshares
ACNACCENTURE PLC IRELAND17$4.56Kshares
TMOTHERMO FISHER SCIENTIFIC INC6$3.48Kshares
MRKMERCK & CO INC31$3.26Kshares
ABBVABBVIE INC14$3.2Kshares
TEVATEVA PHARMACEUTICAL INDS LTD98$3.06Kshares
SBUXSTARBUCKS CORP36$3.03Kshares
BWABORGWARNER INC63$2.84Kshares
CMCSACOMCAST CORP NEW90$2.69Kshares
CVXCHEVRON CORPORATION16$2.44Kshares
ICLNISHARES TR132$2.17Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000325 base2026-04-27acceptance time not in the bulk data set