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Portfolio (Quarterly) Guide ↗

Realta Investment Advisors

· CIK 0001776792
13F Portfolio $306M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 346 New
Page 2 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEAR ISHARES U S ETF TR 62,786.0 $3.2M 1.05% NEW $51.10 -1.0%
22 SPY SPDR S&P 500 ETF TR Financial Services 4,631.0 $3.2M 1.03% NEW $681.93 +9.5%
23 XLF SELECT SECTOR SPDR TR 51,634.0 $2.8M 0.93% NEW $54.77 -2.2%
24 GDX VANECK ETF TRUST 32,962.0 $2.8M 0.93% NEW $85.77 -3.8%
25 NET CLOUDFLARE INC Technology 13,933.0 $2.7M 0.90% NEW $197.15 +13.6%
26 MSTR STRATEGY INC Technology 16,600.0 $2.5M 0.83% NEW $151.95 -25.9%
27 SGOV ISHARES TR 23,948.0 $2.4M 0.79% NEW $100.38 +0.2%
28 XLC SELECT SECTOR SPDR TR 20,233.0 $2.4M 0.78% NEW $117.72 -7.0%
29 NFLX NETFLIX INC Communication Services 25,038.0 $2.3M 0.77% NEW $93.76 -17.5%
30 SPYM SPDR SERIES TRUST 27,847.0 $2.2M 0.73% NEW $80.22 +9.6%
31 SHV ISHARES TR 20,115.0 $2.2M 0.72% NEW $110.15 +0.1%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 2,542.0 $2.2M 0.72% NEW $862.40 +10.3%
33 MOAT VANECK ETF TRUST 21,090.0 $2.2M 0.71% NEW $103.56 -1.4%
34 JPM JPMORGAN CHASE & CO. Financial Services 6,768.0 $2.2M 0.71% NEW $322.21 +0.9%
35 XLY SELECT SECTOR SPDR TR 17,893.0 $2.1M 0.70% NEW $119.41 -1.9%
36 IVV ISHARES TR 3,090.0 $2.1M 0.69% NEW $684.93 +9.5%
37 SHY ISHARES TR 24,111.0 $2.0M 0.65% NEW $82.82 -1.0%
38 XLI SELECT SECTOR SPDR TR 12,472.0 $1.9M 0.63% NEW $155.12 +16.6%
39 VTI VANGUARD INDEX FDS 5,708.0 $1.9M 0.63% NEW $335.27 +10.4%
40 XLV SELECT SECTOR SPDR TR 12,029.0 $1.9M 0.61% NEW $154.81 -3.5%
Page 2 of 18  ·  346 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 17.7%
Consumer Cyclical 11.5%
Communication Services 9.7%
Basic Materials 7.8%
Industrials 5.0%
Consumer Defensive 2.4%
Utilities 1.3%
Healthcare 1.0%
Energy 0.8%