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 201–250 of 344
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RFI | COHEN & STEERS TOTAL RETURN | 15K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 563 | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| IWV | ISHARES TR | 395 | $100K–$500K | SH |
| MUB | ISHARES TR | 1K | $100K–$500K | SH |
| IWS | ISHARES TR | 1K | $100K–$500K | SH |
| NNY | NUVEEN N Y MUN VALUE FD | 17K | $100K–$500K | SH |
| MVF | BLACKROCK MUNIVEST FD INC | 21K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 14K | $100K–$500K | SH |
| BFK | BLACKROCK MUN INCOME TR | 14K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 16K | $100K–$500K | SH |
| IVW | ISHARES TR | 1K | $100K–$500K | SH |
| EIM | EATON VANCE MUN BD FD | 12K | $100K–$500K | SH |
| FREL | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| FDIS | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| VLUE | ISHARES TR | 744 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 386 | $50K–$100K | SH |
| QUAL | ISHARES TR | 500 | $50K–$100K | SH |
| BKKT | BAKKT HOLDINGS INC | 10K | $50K–$100K | SH |
| IGIB | ISHARES TR | 2K | $50K–$100K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 15K | $50K–$100K | SH |
| BOTZ | GLOBAL X FDS | 3K | $50K–$100K | SH |
| SHYG | ISHARES TR | 2K | $50K–$100K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 2K | $50K–$100K | SH |
| EFA | ISHARES TR | 890 | $50K–$100K | SH |
| ILCB | ISHARES TR | 892 | $50K–$100K | SH |
| VNQ | VANGUARD INDEX FDS | 938 | $50K–$100K | SH |
| URA | GLOBAL X FDS | 2K | $50K–$100K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 1K | $50K–$100K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 630 | $50K–$100K | SH |
| MBB | ISHARES TR | 769 | $50K–$100K | SH |
| XBI | SPDR SERIES TRUST | 588 | $50K–$100K | SH |
| IYW | ISHARES TR | 352 | $50K–$100K | SH |
| INDA | ISHARES TR | 1K | $50K–$100K | SH |
| IYH | ISHARES TR | 1K | $50K–$100K | SH |
| SPSM | SPDR SERIES TRUST | 1K | $50K–$100K | SH |
| IWO | ISHARES TR | 200 | $50K–$100K | SH |
| LIT | GLOBAL X FDS | 976 | $50K–$100K | SH |
| ITOT | ISHARES TR | 426 | $50K–$100K | SH |
| MTUM | ISHARES TR | 243 | $50K–$100K | SH |
| ILCG | ISHARES TR | 580 | $50K–$100K | SH |
| IAK | ISHARES TR | 440 | $50K–$100K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 2K | $50K–$100K | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 11K | $50K–$100K | SH |
| BINC | BLACKROCK ETF TRUST II | 1K | $50K–$100K | SH |
| IYF | ISHARES TR | 406 | $50K–$100K | SH |
| SPTL | SPDR SERIES TRUST | 2K | $50K–$100K | SH |
| XNTK | SPDR SERIES TRUST | 170 | $15K–$50K | SH |
| SPIP | SPDR SERIES TRUST | 2K | $15K–$50K | SH |
| STKL | SUNOPTA INC | 10K | $15K–$50K | SH |