Cresta Advisors, Ltd.
RIA/Wealth
Cresta Advisors, Ltd. is a RIA/Wealth based in Laredo, TX led by Mark Lawrence Deutsch, reporting $533.1M in AUM as of Q3 2025 with 81% ETF concentration, 73% concentrated in top 10 holdings, and 15% allocation to SPY.
PartnerMark Lawrence Deutsch
- Portfolio Value
- $216.5M
- Positions
- 47
- Top Holding
- SPY at 15.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cresta Advisors, Ltd.'s portfolio (73% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.8M | 15.16% | +$1.7M Bought | — 49.3K shares | |
ETF ETF | $21.9M | 10.12% | +$780.1K Bought | — 66.8K shares | |
ETF ETF | $20.6M | 9.50% | +$299.6K Bought | — 231.2K shares | |
ETF ETF | $17.8M | 8.25% | -$380.6K Sold | — 95.7K shares | |
ETF ETF | $15.9M | 7.33% | +$270.7K Bought | — 216.5K shares | |
ETF ETF | $13.2M | 6.11% | +$711.7K Bought | — 118.6K shares | |
ETF ETF | $11.3M | 5.22% | -$925.2K Sold | — 18.8K shares | |
ETF ETF | $10.2M | 4.73% | -$111.9K Sold | — 21.9K shares | |
Consumer Electronics Technology | $8.8M | 4.06% | -$683.7K Sold | 0.00% 34.5K shares | |
Semiconductors Technology | $5.4M | 2.52% | +$1.3M Bought | 0.00% 29.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cresta Advisors, Ltd.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+32.48% | |
+24.57% | |
+13.65% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-30.2% | |
-21.17% | |
-13.43% |
Analytics
Portfolio insights and performance metrics for Cresta Advisors, Ltd.
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