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 101–150 of 344
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 5K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 11K | $500K+ | SH |
| UNG | UNITED STS NAT GAS FD LP | 49K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| LLY | ELI LILLY & CO | 555 | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 19K | $500K+ | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 49K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | 52K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| JETS | ETF SER SOLUTIONS | 20K | $500K+ | SH |
| FSM | FORTUNA MNG CORP | 56K | $500K+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 47K | $500K+ | SH |
| IEMG | ISHARES INC | 8K | $500K+ | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 53K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| C | CITIGROUP INC | 5K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 873 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| IWP | ISHARES TR | 4K | $100K–$500K | SH |
| BUXX | EA SERIES TRUST | 24K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 5K | $100K–$500K | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 4K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| NKE | NIKE INC | 7K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| BRLN | BLACKROCK ETF TRUST II | 8K | $100K–$500K | SH |
| QTOP | ISHARES TR | 12K | $100K–$500K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 455 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 748 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |