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Realta Investment Advisors

Q2 2026 13F filing

Updated 55 days ago

378 disclosed positions worth $321.8M

Portfolio value
$321.8M
Total holdings
378
New positions
54
Closed positions
43
Increased
122
Decreased
116
Turnover
25.7%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-1.4%
Value
$23M
Shares
79.5K
% Port
7.15%
N

NVIDIA CORPORATION

-5.1%
Value
$18.7M
Shares
93.6K
% Port
5.82%
A

AMAZON COM INC

-3.4%
Value
$10.8M
Shares
45.5K
% Port
3.37%
G

ALPHABET INC

-0.1%
Value
$9.9M
Shares
28.0K
% Port
3.07%
T

TESLA INC

+0.6%
Value
$7.2M
Shares
17.2K
% Port
2.25%
A
6.AG

FIRST MAJESTIC SILVER CORP

-0.1%
Value
$7.1M
Shares
416.6K
% Port
2.20%
V

VANGUARD WORLD FD

+796.3%
Value
$7M
Shares
58.5K
% Port
2.17%
Q
8.QQQ

INVESCO QQQ TR

-2.6%
Value
$6.3M
Shares
8.5K
% Port
1.95%
A

BROADCOM INC

-3.6%
Value
$6M
Shares
15.9K
% Port
1.86%
S

SELECT SECTOR SPDR TR

-4.9%
Value
$5.6M
Shares
29.2K
% Port
1.73%
P
11.PLTR

PALANTIR TECHNOLOGIES INC

-0.4%
Value
$5.3M
Shares
45.7K
% Port
1.66%
C
12.CRWD

CROWDSTRIKE HLDGS INC

+2.5%
Value
$5.3M
Shares
7.0K
% Port
1.66%
M
13.MSFT

MICROSOFT CORP

-4.0%
Value
$5.2M
Shares
14.0K
% Port
1.62%
?
14.N/A

ISHARES TR

+7.7%
Value
$4.6M
Shares
90.5K
% Port
1.42%
?
15.N/A

VANECK ETF TRUST

-1.5%
Value
$4.6M
Shares
46.5K
% Port
1.42%
S
16.SPY

STATE STR SPDR S&P 500 ETF T

+28.9%
Value
$4.1M
Shares
5.5K
% Port
1.27%
V
17.VGES

VANGUARD INDEX FDS

+36.3%
Value
$3.9M
Shares
5.7K
% Port
1.22%
?
18.N/A

CLOUDFLARE INC

+8.1%
Value
$3.7M
Shares
14.9K
% Port
1.13%
?
19.N/A

ISHARES U S ETF TR

+9.8%
Value
$3.6M
Shares
71.1K
% Port
1.12%
M
20.META

META PLATFORMS INC

-3.3%
Value
$3.4M
Shares
6.0K
% Port
1.04%
?
21.N/A

AMPLIFY ETF TR

-7.0%
Value
$3.1M
Shares
121.3K
% Port
0.98%
G

ALPHABET INC

-20.6%
Value
$2.9M
Shares
8.0K
% Port
0.89%
S

SPDR SERIES TRUST

-9.4%
Value
$2.8M
Shares
32.0K
% Port
0.87%
?
24.N/A

ASTERA LABS INC

-10.9%
Value
$2.7M
Shares
5.6K
% Port
0.84%
?
25.N/A

ISHARES TR

+8.4%
Value
$2.7M
Shares
26.5K
% Port
0.83%
A
26.AMD

ADVANCED MICRO DEVICES INC

-34.4%
Value
$2.6M
Shares
4.6K
% Port
0.82%
G
27.GEV

GE VERNOVA INC

-0.9%
Value
$2.6M
Shares
2.2K
% Port
0.80%
C
28.COST

COSTCO WHOLESALE CORPORATION

+10.2%
Value
$2.5M
Shares
2.7K
% Port
0.79%
S

SELECT SECTOR SPDR TR

+9.9%
Value
$2.5M
Shares
46.8K
% Port
0.78%
?
30.N/A

ISHARES TR

+8.7%
Value
$2.5M
Shares
22.5K
% Port
0.77%
?
31.N/A

PROSHARES TR

-1.5%
Value
$2.5M
Shares
310.4K
% Port
0.77%
C
32.CAT

CATERPILLAR INC

-5.2%
Value
$2.5M
Shares
2.3K
% Port
0.77%
S

SELECT SECTOR SPDR TR

+23.6%
Value
$2.4M
Shares
15.4K
% Port
0.76%
K
34.KLAC

KLA CORP

+865.7%
Value
$2.2M
Shares
7.3K
% Port
0.69%
S

SELECT SECTOR SPDR TR

+12.6%
Value
$2.2M
Shares
20.4K
% Port
0.68%
?
36.N/A

ISHARES TR

+7.2%
Value
$2.2M
Shares
26.5K
% Port
0.68%
B
37.BX

VANGUARD SPECIALIZED FUNDS

+4.1%
Value
$2.2M
Shares
9.2K
% Port
0.67%
E
38.ETHA

ISHARES TR

-7.7%
Value
$2.1M
Shares
2.8K
% Port
0.66%
?
39.N/A

VANECK ETF TRUST

Unchanged
Value
$2.1M
Shares
27.7K
% Port
0.65%
S

SELECT SECTOR SPDR TR

-16.6%
Value
$2.1M
Shares
11.2K
% Port
0.64%
U
41.UNH

UNITEDHEALTH GROUP INC

+91.3%
Value
$2M
Shares
4.9K
% Port
0.63%
A
42.ANET

ARISTA NETWORKS INC

-0.7%
Value
$2M
Shares
11.5K
% Port
0.61%
L
43.LLY

ELI LILLY & CO

+179.2%
Value
$1.9M
Shares
1.6K
% Port
0.59%
V
44.VGES

VANGUARD INDEX FDS

-5.4%
Value
$1.9M
Shares
5.1K
% Port
0.59%
?
45.N/A

SPDR INDEX SHS FDS

-13.4%
Value
$1.9M
Shares
36.8K
% Port
0.58%
N
46.NFLX

NETFLIX INC.

-6.1%
Value
$1.9M
Shares
26.0K
% Port
0.58%
S
47.STRD

STRATEGY INC

+6.7%
Value
$1.7M
Shares
20.1K
% Port
0.54%
V
48.VRT

VERTIV HOLDINGS CO

Value
$1.7M
Shares
5.1K
% Port
0.53%
G

GOLDMAN SACHS GROUP INC

+1.2%
Value
$1.7M
Shares
1.6K
% Port
0.52%
A

ALBEMARLE CORP

-5.6%
Value
$1.6M
Shares
12.1K
% Port
0.51%