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 151–200 of 344
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 678 | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 23K | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 18K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| FEMB | FIRST TR EXCH TRADED FD III | 10K | $100K–$500K | SH |
| XYZ | BLOCK INC | 5K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| TOPT | ISHARES TR | 9K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| FDG | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| HNDL | STRATEGY SHS | 12K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 21K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 238 | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| BWX | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| HGRO | ETF OPPORTUNITIES TRUST | 9K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| RAAX | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | 4K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 865 | $100K–$500K | SH |
| BGC | BGC GROUP INC | 25K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 957 | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| RIOT | RIOT PLATFORMS INC | 17K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 3K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 16K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 11K | $100K–$500K | SH |
| WLTH | WEALTHFRONT CORP | 14K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 765 | $100K–$500K | SH |
| MQT | BLACKROCK MUNIYIELD QUALITY | 19K | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 12K | $100K–$500K | SH |