CIK 1776792
Realta Investment Advisors
Institutional 13F holdings & portfolio
Holdings
344
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 344
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 21K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 2K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 4K | $1M+ | SH |
| NEM | NEWMONT CORP | 13K | $1M+ | SH |
| AGG | ISHARES TR | 12K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 6K | $1M+ | SH |
| IEFA | ISHARES TR | 13K | $1M+ | SH |
| ITA | ISHARES TR | 5K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 4K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 5K | $1M+ | SH |
| ALAB | ASTERA LABS INC | 7K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 9K | $1M+ | SH |
| PFF | ISHARES TR | 33K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 13K | $1M+ | SH |
| TJX | TJX COS INC NEW | 7K | $1M+ | SH |
| KLAC | KLA CORP | 835 | $1M+ | SH |
| VFL | ABRDN NATL MUN INCOME FD | 95K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 21K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 8K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| TLT | ISHARES TR | 9K | $500K+ | SH |
| MISL | FIRST TR EXCHANGE-TRADED FD | 19K | $500K+ | SH |
| VST | VISTRA CORP | 5K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 29K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 13K | $500K+ | SH |
| PULS | PGIM ETF TR | 15K | $500K+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| IBB | ISHARES TR | 4K | $500K+ | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 16K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 21K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 8K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 15K | $500K+ | SH |