Fund HoldingsRealta Investment Advisors

Total Portfolio Value
$321.77M
Total Bought
$81.82M
Total Sold
$78.40M
Net Transaction
+$3.42M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
029,230+29,23005,5691.73%+5,569
ISHARES U S ETF TR
SHOR DURA BD ETF
071,087+71,08703,6011.12%+3,601
AMPLIFY ETF TR0121,296+121,29603,1440.98%+3,144
SPDR SERIES TRUST
ST STR P500ETF
031,992+31,99202,8110.87%+2,811
ISHARES TR026,545+26,54502,6720.83%+2,672
CROWDSTRIKE HLDGS INC(CRWD)06,983+6,98305,3291.66%+5,329
APPLE INC(AAPL)079,507+79,507023,0067.15%+23,006
SELECT SECTOR SPDR TR
ST STR FINL ETF
046,825+46,82502,5100.78%+2,510
SELECT SECTOR SPDR TR
ST STR CARE ETF
015,390+15,39002,4420.76%+2,442
VANGUARD WORLD FD
INF TECH ETF
058,525+58,52506,9952.17%+6,995
SELECT SECTOR SPDR TR
ST STR SVC ETF
020,389+20,38902,1840.68%+2,184
SELECT SECTOR SPDR TR
ST STR INDL ETF
011,201+11,20102,0750.64%+2,075
ASTERA LABS INC(ALAB)05,627+5,62702,7180.84%+2,718
SPDR INDEX SHS FDS
ST STR PO EX ETF
036,822+36,82201,8550.58%+1,855
ALPHABET INC(GOOG)027,971+27,97109,8833.07%+9,883
VERTIV HOLDINGS CO(VRT)05,122+5,12201,7150.53%+1,715
SELECT SECTOR SPDR TR
ST STR DISCR ETF
013,631+13,63101,5990.50%+1,599
NVIDIA CORPORATION(NVDA)093,562+93,562018,7215.82%+18,721
VANGUARD INDEX FDS05,703+5,70303,9171.22%+3,917
ELI LILLY & CO(LLY)01,580+1,58001,8950.59%+1,895
UNITEDHEALTH GROUP INC(UNH)04,897+4,89702,0350.63%+2,035
STATE STR SPDR S&P 500 ETF T(SPY)05,452+5,45204,0711.27%+4,071
ADVANCED MICRO DEVICES INC(AMD)6,9504,561-2,3891,4142,6500.82%+1,236
INVESCO QQQ TR08,536+8,53606,2861.95%+6,286
SELECT SECTOR SPDR TR
ST STR REAL ETF
027,401+27,40101,2060.37%+1,206
KLA CORP(KLAC)7597,330+6,5711,1182,2120.69%+1,094
SELECT SECTOR SPDR TR
ST STR UTIL ETF
023,016+23,01601,0440.32%+1,044
AMAZON COM INC(AMZN)045,492+45,492010,8433.37%+10,843
SERVICENOW INC(NOW)010,269+10,26901,0200.32%+1,020
PHILIP MORRIS INTL INC(PM)06,493+6,49301,1750.37%+1,175
CF INDUSTRIES HOLD(CF)08,321+8,32109010.28%+901
BROADCOM INC(AVGO)015,875+15,87505,9971.86%+5,997
TESLA INC(TSLA)017,198+17,19807,2332.25%+7,233
CLOUDFLARE INC(NET)13,76814,885+1,1172,8413,6511.13%+810
CATERPILLAR INC(CAT)2,4482,320-1281,7342,4710.77%+736
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
08,125+8,12507300.23%+730
ISHARES TR012,910+12,91007140.22%+714
VANGUARD INDEX FDS018,009+18,00901,5510.48%+1,551
ORACLE CORP(ORCL)06,354+6,35409310.29%+931
NEBIUS GROUP N.V.(NBIS)02,507+2,50706920.22%+692
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
03,359+3,35909130.28%+913
PACER FDS TR
US CASH COWS 100
013,902+13,90208650.27%+865
GE VERNOVA INC(GEV)2,2092,188-211,9282,5710.80%+642
CALAMOS ETF TR
CONVERTIBLE EQTY
4,80016,350+11,5502008410.26%+641
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,967+6,96706380.20%+638
FIRST TR EXCHANGE TRADED FD
NASDQ OIL GAS
018,497+18,49706180.19%+618
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
012,037+12,03705930.18%+593
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
014,289+14,28905870.18%+587
SPDR SERIES TRUST
ST STR P500VAL
09,636+9,63605860.18%+586
SPDR SERIES TRUST
ST INTER BD ETF
017,383+17,38305820.18%+582
SPDR SERIES TRUST
ST STR P500GRW
04,735+4,73505630.18%+563
VANGUARD INTL EQUITY INDEX F05,289+5,28908300.26%+830
KRANESHARES TRUST013,063+13,06305380.17%+538
ARISTA NETWORKS INC(ANET)011,497+11,49701,9530.61%+1,953
SPDR SERIES TRUST
ST STR SP DIV
03,442+3,44205240.16%+524
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
03,415+3,41505180.16%+518
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
010,040+10,04005000.16%+500
GE AEROSPACE(GE)3,5434,001+4581,0051,4950.46%+490
SELECT SECTOR SPDR TR
ST STR MATER ETF
08,871+8,87104510.14%+451
MARVELL TECHNOLOGY INC(MRVL)01,512+1,51204500.14%+450
MICRON TECHNOLOGY INC(MU)0367+36704240.13%+424
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,864+7,86404180.13%+418
DELL TECHNOLOGIES INC(DELL)0964+96404160.13%+416
CADENCE DESIGN SYSTEM INC(CDNS)03,955+3,95501,4840.46%+1,484
SPDR SERIES TRUST
ST INTER ETF
013,471+13,47103820.12%+382
APPLIED MATLS INC0518+51803740.12%+374
LAM RESEARCH CORP(LRCX)0862+86203740.12%+374
ISHARES TR012,754+12,75401,5840.49%+1,584
BLACKROCK ETF TRUST II06,767+6,76703440.11%+344
T ROWE PRICE EXCHANGE-TRADED
SMALL MID CAP
07,717+7,71703380.11%+338
WESTERN DIGITAL CORP(WDC)0517+51703300.10%+330
MARATHON PETE CORP(MPC)01,280+1,28003270.10%+327
ISHARES TR
ULTRA SHORT DUR
83,99290,472+6,4804,2524,5761.42%+324
PNC FINL SVCS GROUP INC(PNC)05,349+5,34901,3170.41%+1,317
DEERE & CO(DE)1,7702,049+2799971,3000.40%+303
ISHARES TR
LIFEP RETIR ETF
09,364+9,36403010.09%+301
BANK OF NY MELLON CORP9,5949,894+3001,1381,4310.44%+293
AMERICAN EXPRESS CO(AXP)04,594+4,59401,5540.48%+1,554
GOLDMAN SACHS GROUP INC(GS)01,643+1,64301,6620.52%+1,662
ISHARES TR
MSCI USA MIN ETF
02,938+2,93802830.09%+283
SPDR SERIES TRUST
ST BLOO HIGH ETF
02,920+2,92002810.09%+281
VANGUARD SPECIALIZED FUNDS8,8189,176+3581,8962,1710.67%+275
CEREBRAS SYSTEMS INC01,215+1,21502690.08%+269
MONSTER BEVERAGE CORP NEW(MNST)010,920+10,92001,0500.33%+1,050
QUANTA SVCS INC2,3402,148-1921,2851,5470.48%+262
EATON CORP PLC(ETN)2,3242,555+2318311,0890.34%+258
SANDISK CORP(SNDK)0109+10902480.08%+248
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
5,1903,524-1,6667651,0040.31%+239
SPDR SERIES TRUST
ST STR SP HOME
02,052+2,05202370.07%+237
CAPITAL GROUP NEW GEOGRAPHY
SHS
06,316+6,31602370.07%+237
TOWER SEMICONDUCTOR LTD(TSEM)0902+90202350.07%+235
MODINE MFG CO(MOD)0872+87202330.07%+233
SPDR SERIES TRUST
ST INTL BBG ETF
010,114+10,11402190.07%+219
CAPITAL ONE FINL CORP(COF)01,075+1,07502160.07%+216
SPDR SERIES TRUST
ST STR AGGRE ETF
08,172+8,17202090.06%+209
ISHARES INC01,032+1,03202080.06%+208
NXP SEMICONDUCTORS N V
COM
0735+73502070.06%+207
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
09,844+9,84405290.16%+529
PRUDENTIAL FINL INC(PFH)01,858+1,85802010.06%+201
VISTRA CORP(VST)06,171+6,17109790.30%+979
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