Realta Investment Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1776792
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13F Reported Value
ⓘ$321.8M
Holdings
378
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Realta Investment Advisors disclosed 378 positions worth $321.8M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.2% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 52 new positions and exited 39 — including a new stake in $VRT and a full exit from $JPM. The portfolio is most concentrated in Other (40.3% of disclosed assets). All figures are sourced directly from Realta Investment Advisors’s Form 13F-HR filing with the SEC under CIK 1776792.
AI Fund Analysis
Stable
$AAPL7.2% weight
Held 10 quarters
$NVDA5.8% weight
Held 10 quarters
$AMZN3.4% weight
Held 10 quarters
$GOOG3.1% weight
Held 10 quarters
$TSLA2.3% weight
Held 10 quarters
$CDNS9 quarters accumulating
EA SERIES TRUST - STRIVE E
6 quarters accumulating
ISHARES TR - CORE DIV GRWT
6 quarters accumulating
ISHARES TR - ULTRA SHORT D
5 quarters accumulating
ISHARES U S ETF TR - SHOR
5 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$23.0M79,507 sh - 85.9#5
Quality
$18.7M93,562 sh - 68.7#300
Quality
$10.8M45,492 sh - 78.2
Quality
$9.9M27,971 sh - 53.9
Quality
$7.2M17,198 sh - —
Quality
$7.1M416,596 sh VANGUARD WORLD FD - INF TECH ETF
—Quality
$7.0M58,525 sh- —
Quality
$6.3M8,536 sh - 84.5
Quality
$6.0M15,875 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$5.6M29,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $23.0M | 79,507 |
| NVIDIA CORP$NVDA | 85.9#5 | $18.7M | 93,562 |
| AMAZON COM INC$AMZN | 68.7#300 | $10.8M | 45,492 |
 Alphabet Inc.$GOOGL | 78.2 | $9.9M | 27,971 |
| Tesla, Inc.$TSLA | 53.9 | $7.2M | 17,198 |
 FIRST MAJESTIC SILVER CORP$AG | — | $7.1M | 416,596 |
| VANGUARD WORLD FD - INF TECH ETF | — | $7.0M | 58,525 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $6.3M | 8,536 |
 Broadcom Inc.$AVGO | 84.5 | $6.0M | 15,875 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $5.6M | 29,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Realta Investment Advisors's 378 positions.
Showing top 10 of 378 holdings.
Sector Allocation
Other
$129.7M
Technology
$110.5M
Industrials
$19.9M
Financials
$17.9M
Consumer Discretionary
$15.7M
Materials
$14.2M
Healthcare
$4.7M
Energy
$3.0M
Top Holdings — Realta Investment Advisors (Q2 2026)
Top 150 of 378 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $23.0M | 7.2% | -1% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $18.7M | 5.8% | -5% | 85.9 |
| 3 | $AMZN | AMAZON COM INC | $10.8M | 3.4% | -3% | 68.7 |
| 4 | $GOOGL | Alphabet Inc. | $9.9M | 3.1% | -0% | 78.2 |
| 5 | $TSLA | Tesla, Inc. | $7.2M | 2.3% | +1% | 53.9 |
| 6 | $AG | FIRST MAJESTIC SILVER CORP | $7.1M | 2.2% | -0% | — |
| 7 | — | VANGUARD WORLD FD - INF TECH ETF | $7.0M | 2.2% | +796% | — |
| 8 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.3M | 1.9% | -3% | — |
| 9 | $AVGO | Broadcom Inc. | $6.0M | 1.9% | -4% | 84.5 |
| 10 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $5.6M | 1.7% | -5% | — |
| 11 |  $PLTR | Palantir Technologies Inc. | $5.3M | 1.7% | -0% | 84.6 |
| 12 |  $CRWD | CrowdStrike Holdings, Inc. | $5.3M | 1.7% | +2% | 67.7 |
| 13 |  $MSFT | MICROSOFT CORP | $5.2M | 1.6% | -4% | 79.8 |
| 14 | — | ISHARES TR - ULTRA SHORT DUR | $4.6M | 1.4% | +8% | — |
| 15 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $4.6M | 1.4% | -1% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $4.1M | 1.3% | +29% | — |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.9M | 1.2% | +36% | — |
| 18 |  $NET | Cloudflare, Inc. | $3.7M | 1.1% | +8% | 56.4 |
| 19 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $3.6M | 1.1% | +10% | — |
| 20 |  $META | Meta Platforms, Inc. | $3.4M | 1.0% | -3% | 79.6 |
| 21 | — | AMPLIFY ETF TR - JR SILV MINE ETF | $3.1M | 1.0% | -7% | — |
| 22 | $GOOG | Alphabet Inc. | $2.9M | 0.9% | -21% | 78.2 |
| 23 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.8M | 0.9% | -9% | — |
| 24 |  $ALAB | Astera Labs, Inc. | $2.7M | 0.8% | -11% | 75.1 |
| 25 | — | ISHARES TR - 0-3 MTH TREASURY | $2.7M | 0.8% | +8% | — |
| 26 |  $AMD | ADVANCED MICRO DEVICES INC | $2.6M | 0.8% | -34% | 79.8 |
| 27 |  $GEV | GE Vernova Inc. | $2.6M | 0.8% | -1% | 81.1 |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.8% | +10% | 66.2 |
| 29 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $2.5M | 0.8% | +10% | — |
| 30 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.5M | 0.8% | +9% | — |
| 31 | — | PROSHARES TR - BITCOIN ETF | $2.5M | 0.8% | -1% | — |
| 32 |  $CAT | CATERPILLAR INC | $2.5M | 0.8% | -5% | 66.5 |
| 33 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.4M | 0.8% | +24% | — |
| 34 |  $KLAC | KLA CORP | $2.2M | 0.7% | +866% | 78.6 |
| 35 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $2.2M | 0.7% | +13% | — |
| 36 | — | ISHARES TR - 1 3 YR TREAS BD | $2.2M | 0.7% | +7% | — |
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.2M | 0.7% | +4% | — |
| 38 | — | ISHARES TR - CORE S&P500 ETF | $2.1M | 0.7% | -8% | — |
| 39 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.1M | 0.7% | +0% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.1M | 0.6% | -17% | — |
| 41 |  $UNH | UNITEDHEALTH GROUP INC | $2.0M | 0.6% | +91% | 62.7 |
| 42 |  $ANET | Arista Networks, Inc. | $2.0M | 0.6% | -1% | 81.9 |
| 43 |  $LLY | ELI LILLY & Co | $1.9M | 0.6% | +179% | 87.5 |
| 44 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.9M | 0.6% | -5% | — |
| 45 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.9M | 0.6% | -13% | — |
| 46 |  $NFLX | NETFLIX INC | $1.9M | 0.6% | -6% | 78.8 |
| 47 |  $MSTR | Strategy Inc | $1.7M | 0.5% | +7% | 17.9 |
| 48 |  $VRT | Vertiv Holdings Co | $1.7M | 0.5% | NEW | 81 |
| 49 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.5% | +1% | 73.5 |
| 50 |  $ALB | ALBEMARLE CORP | $1.6M | 0.5% | -6% | 53.3 |
| 51 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $1.6M | 0.5% | -2% | — |
| 52 | — | ISHARES TR - RUS 1000 GRW ETF | $1.6M | 0.5% | +342% | — |
| 53 |  $AXP | AMERICAN EXPRESS CO | $1.6M | 0.5% | +10% | 69.4 |
| 54 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.6M | 0.5% | +829% | — |
| 55 |  $PWR | QUANTA SERVICES, INC. | $1.5M | 0.5% | -8% | 72.1 |
| 56 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.5% | +13% | 73.8 |
| 57 | $CDNS | CADENCE DESIGN SYSTEMS INC | $1.5M | 0.5% | +0% | 72.6 |
| 58 |  $BNY | Bank of New York Mellon Corp | $1.4M | 0.4% | +3% | 74.1 |
| 59 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.4% | -4% | 69.7 |
| 60 | — | ISHARES TR - US AER DEF ETF | $1.3M | 0.4% | -31% | — |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $1.3M | 0.4% | -8% | — |
| 62 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.3M | 0.4% | +11% | 73.7 |
| 63 |  $DE | DEERE & CO | $1.3M | 0.4% | +16% | 55.4 |
| 64 |  $STT | STATE STREET CORP | $1.2M | 0.4% | +251% | 71.5 |
| 65 |  $TPL | Texas Pacific Land Corp | $1.2M | 0.4% | +13% | 73 |
| 66 | — | ISHARES TR - CORE US AGGBD ET | $1.2M | 0.4% | -3% | — |
| 67 |  $B | BARRICK MINING CORP | $1.2M | 0.4% | +0% | 69.6 |
| 68 |  $PM | Philip Morris International Inc. | $1.2M | 0.4% | +302% | 75.9 |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.2M | 0.4% | -9% | — |
| 70 |  $COIN | Coinbase Global, Inc. | $1.1M | 0.3% | -1% | 44.8 |
| 71 |  $OKE | ONEOK INC /NEW/ | $1.1M | 0.3% | +5% | 71.7 |
| 72 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.1M | 0.3% | +10% | — |
| 73 |  $BA | BOEING CO | $1.1M | 0.3% | +8% | 61.6 |
| 74 |  $SLV | iShares Silver Trust | $1.1M | 0.3% | +10% | — |
| 75 |  $PKG | PACKAGING CORP OF AMERICA | $1.1M | 0.3% | +0% | 63 |
| 76 | — | EA SERIES TRUST - STRIVE ENHANCED | $1.1M | 0.3% | +10% | — |
| 77 |  $ETN | Eaton Corp plc | $1.1M | 0.3% | +10% | — |
| 78 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.3% | +12% | 68.7 |
| 79 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.3% | -7% | 46.4 |
| 80 |  $MNST | Monster Beverage Corp | $1.0M | 0.3% | +1% | 71.3 |
| 81 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.0M | 0.3% | -28% | — |
| 82 |  $NOW | ServiceNow, Inc. | $1.0M | 0.3% | NEW | 72.9 |
| 83 | — | ISHARES TR - PFD AND INCM SEC | $1.0M | 0.3% | +0% | — |
| 84 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $1.0M | 0.3% | -32% | — |
| 85 |  $VFL | abrdn National Municipal Income Fund | $987,141 | 0.3% | +0% | — |
| 86 |  $VST | Vistra Corp. | $978,906 | 0.3% | +19% | 71.9 |
| 87 |  $ORCL | ORACLE CORP | $931,201 | 0.3% | +299% | 66.2 |
| 88 |  $CRDO | Credo Technology Group Holding Ltd | $913,480 | 0.3% | +32% | 55.1 |
| 89 |  $CF | CF Industries Holdings, Inc. | $900,831 | 0.3% | NEW | 77.4 |
| 90 | — | PACER FDS TR - US CASH COWS 100 | $864,720 | 0.3% | +353% | — |
| 91 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $854,124 | 0.3% | +5% | 62.9 |
| 92 | — | CALAMOS ETF TR - CONVERTIBLE EQTY | $840,938 | 0.3% | +241% | — |
| 93 |  $NEM | NEWMONT Corp /DE/ | $831,260 | 0.3% | -10% | 86.8 |
| 94 |  $DOV | DOVER Corp | $830,109 | 0.3% | +172% | 58.1 |
| 95 | — | ISHARES TR - SELECT DIVID ETF | $827,869 | 0.3% | +23% | — |
| 96 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $816,294 | 0.3% | -63% | — |
| 97 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $783,332 | 0.2% | +0% | — |
| 98 | — | FIRST TR EXCHANGE TRADED FD - NASDAQ TRANSN | $777,914 | 0.2% | -8% | — |
| 99 |  $V | VISA INC. | $777,119 | 0.2% | -2% | 82.9 |
| 100 |  $GLD | SPDR GOLD TRUST | $751,127 | 0.2% | -17% | — |
| 101 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $730,031 | 0.2% | +8025% | — |
| 102 |  $VLO | VALERO ENERGY CORP/TX | $717,725 | 0.2% | -31% | 57.8 |
| 103 | — | ISHARES TR - US HLTHCR PR ETF | $714,309 | 0.2% | +6137% | — |
| 104 | — | ISHARES TR - US TRSPRTION | $707,446 | 0.2% | -3% | — |
| 105 |  $NBIS | Nebius Group N.V. | $692,358 | 0.2% | NEW | — |
| 106 | — | VANGUARD INDEX FDS - VALUE ETF | $683,864 | 0.2% | -13% | — |
| 107 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $655,390 | 0.2% | +13% | 70 |
| 108 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $655,042 | 0.2% | +0% | — |
| 109 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $644,875 | 0.2% | +0% | — |
| 110 | — | FIRST TR EXCHANGE-TRADED FD - ENERGY ALPHADX | $639,808 | 0.2% | -3% | — |
| 111 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $638,418 | 0.2% | -10% | — |
| 112 |  $ABBV | AbbVie Inc. | $633,087 | 0.2% | +8% | 72.6 |
| 113 |  $UNG | United States Natural Gas Fund, LP | $627,149 | 0.2% | -4% | — |
| 114 | — | ISHARES INC - CORE MSCI EMKT | $621,466 | 0.2% | -10% | — |
| 115 | — | FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS | $618,350 | 0.2% | NEW | — |
| 116 |  $NPV | NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND | $597,810 | 0.2% | +0% | — |
| 117 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $593,183 | 0.2% | NEW | — |
| 118 |  $NAD | Nuveen Quality Municipal Income Fund | $592,632 | 0.2% | +0% | — |
| 119 |  $BAH | Booz Allen Hamilton Holding Corp | $587,278 | 0.2% | NEW | 58 |
| 120 | — | SPDR SERIES TRUST - ST STR P500VAL | $585,799 | 0.2% | -11% | — |
| 121 | — | SPDR SERIES TRUST - ST INTER BD ETF | $581,628 | 0.2% | -0% | — |
| 122 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $572,008 | 0.2% | +0% | — |
| 123 | — | ISHARES TR - 20 YR TR BD ETF | $570,741 | 0.2% | -5% | — |
| 124 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $565,304 | 0.2% | +3% | — |
| 125 | — | SPDR SERIES TRUST - ST STR P500GRW | $563,444 | 0.2% | -19% | — |
| 126 |  $WMT | Walmart Inc. | $552,862 | 0.2% | +19% | 60.2 |
| 127 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $548,668 | 0.2% | +3% | — |
| 128 | — | KRANESHARES TRUST - GBL HUMANOID ROB | $538,457 | 0.2% | NEW | — |
| 129 | — | PROSHARES TR - S&P 500 DV ARIST | $537,057 | 0.2% | +110% | — |
| 130 | — | FIRST TR EXCHANGE-TRADED FD - SSI STRG ETF | $529,379 | 0.2% | +34% | — |
| 131 | — | SPDR SERIES TRUST - ST STR SP DIV | $523,787 | 0.2% | +28% | — |
| 132 | — | ISHARES TR - EXPANDED TECH | $520,497 | 0.2% | +10% | — |
| 133 |  $IVZ | Invesco Ltd. | $518,132 | 0.2% | -23% | — |
| 134 |  $URI | UNITED RENTALS, INC. | $515,645 | 0.2% | -0% | 63.9 |
| 135 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $500,016 | 0.2% | -0% | — |
| 136 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $499,782 | 0.2% | NEW | — |
| 137 |  $SHOP | SHOPIFY INC. | $487,663 | 0.1% | -1% | 64.9 |
| 138 |  $FSM | FORTUNA MINING CORP. | $469,398 | 0.1% | +0% | — |
| 139 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $450,913 | 0.1% | +1% | — |
| 140 |  $MRVL | Marvell Technology, Inc. | $450,410 | 0.1% | NEW | 76.5 |
| 141 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $449,923 | 0.1% | -2% | — |
| 142 | — | ISHARES TR - RUS MD CP GR ETF | $435,806 | 0.1% | -2% | — |
| 143 | $IVZ | Invesco Ltd. | $434,720 | 0.1% | +8% | — |
| 144 |  $XOM.R34088 | EXXON MOBIL CORP | $425,836 | 0.1% | -25% | 57.9 |
| 145 |  $MU | MICRON TECHNOLOGY INC | $423,624 | 0.1% | NEW | 86.2 |
| 146 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $417,644 | 0.1% | -67% | — |
| 147 |  $BKKT | Bakkt, Inc. | $416,343 | 0.1% | -4% | 53.7 |
| 148 |  $DELL | Dell Technologies Inc. | $415,927 | 0.1% | NEW | 71.2 |
| 149 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $413,744 | 0.1% | +22% | — |
| 150 |  $MA | Mastercard Inc | $410,513 | 0.1% | -10% | 85.1 |
New Positions (52)
$VRT Vertiv Holdings Co$1.7M$NOW ServiceNow, Inc.$1.0M$CF CF Industries Holdings, Inc.$900,831$NBIS Nebius Group N.V.$692,358 FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS$618,350
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT$593,183
$BAH Booz Allen Hamilton Holding Corp$587,278 KRANESHARES TRUST - GBL HUMANOID ROB$538,457
$MRVL Marvell Technology, Inc.$450,410$MU MICRON TECHNOLOGY INC$423,624$DELL Dell Technologies Inc.$415,927
$AMAT APPLIED MATERIALS INC /DE$374,255
$LRCX LAM RESEARCH CORP$373,578 T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP$338,390
$WDC WESTERN DIGITAL CORP$330,218Exited Positions (39)
$JPM JPMORGAN CHASE & CO
$AMGN AMGEN INC
$PPG PPG INDUSTRIES INC
$GLDM World Gold Trust
$HOOD Robinhood Markets, Inc. PGIM ETF TR
LISTED FDS TR
FIRST TR EXCHANGE-TRADED FD
FIDELITY COVINGTON TRUST
ISHARES TR
$BRK-A BERKSHIRE HATHAWAY INC
$KMI KINDER MORGAN, INC.
$MCD MCDONALDS CORP
$PSX Phillips 66
$CME CME GROUP INC.Browse Top Institutional Investors
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