Realta Investment Advisors Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$305.5M

Holdings

344

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (344 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
85,643$23.3M7.62%Put
2
NVDANVIDIA CORPORATION
102,849$19.2M6.28%
3
AMZNAMAZON COM INC
49,398$11.4M3.73%
4
AGFIRST MAJESTIC SILVER CORP
599,809$10.0M3.27%
5
GOOGALPHABET INC
27,934$8.8M2.87%
6
PLTRPALANTIR TECHNOLOGIES INC
45,176$8.0M2.63%
7
TSLATESLA INC
16,071$7.2M2.37%
8
MSFTMICROSOFT CORP
14,758$7.1M2.34%
9
VGTVANGUARD WORLD FD
8,182$6.2M2.02%
10
AVGOBROADCOM INC
16,825$5.8M1.91%
11
NDQINVESCO QQQ TR
9,473$5.8M1.90%
12
GDXJVANECK ETF TRUST
47,500$5.4M1.77%
13
XLKSELECT SECTOR SPDR TR
31,521$4.5M1.49%
14
CRWDCROWDSTRIKE HLDGS INC
9,511$4.5M1.46%
15
ICSHISHARES TR
80,179$4.1M1.33%
16
METAMETA PLATFORMS INC
5,808$3.8M1.25%
17
OXLCOXFORD LANE CAP CORP
242,781$3.6M1.16%
18
BITOPROSHARES TR
289,516$3.5M1.15%
19
VOOVANGUARD INDEX FDS
5,563$3.5M1.14%
20
GOOGLALPHABET INC
10,929$3.4M1.12%
21
NEARISHARES U S ETF TR
62,786$3.2M1.05%
22
SPYSPDR S&P 500 ETF TR
4,631$3.2M1.03%
23
XLFSELECT SECTOR SPDR TR
51,634$2.8M0.93%
24
GDXVANECK ETF TRUST
32,962$2.8M0.93%
25
NETCLOUDFLARE INC
13,933$2.7M0.90%
26
MIGASTRATEGY INC
16,600$2.5M0.83%
27
SGOVISHARES TR
23,948$2.4M0.79%
28
XLCSELECT SECTOR SPDR TR
20,233$2.4M0.78%
29
NFLXNETFLIX INC
25,038$2.3M0.77%
30
SPYMSPDR SERIES TRUST
27,847$2.2M0.73%
31
SHVISHARES TR
20,115$2.2M0.73%
32
COSTCOSTCO WHSL CORP NEW
2,542$2.2M0.72%
33
MOATVANECK ETF TRUST
21,090$2.2M0.71%
34
JPMJPMORGAN CHASE & CO.
6,768$2.2M0.71%
35
XLYSELECT SECTOR SPDR TR
17,893$2.1M0.70%
36
IVVISHARES TR
3,090$2.1M0.69%
37
SHYISHARES TR
24,111$2.0M0.65%
38
XLISELECT SECTOR SPDR TR
12,472$1.9M0.63%
39
VTIVANGUARD INDEX FDS
5,708$1.9M0.63%
40
XLVSELECT SECTOR SPDR TR
12,029$1.9M0.61%
41
VIGVANGUARD SPECIALIZED FUNDS
8,467$1.9M0.61%
42
ALBALBEMARLE CORP
12,965$1.8M0.60%
43
BBARRICK MNG CORP
41,050$1.8M0.58%
44
COINCOINBASE GLOBAL INC
7,706$1.7M0.57%
45
GEVGE VERNOVA INC
2,582$1.7M0.55%
46
CATCATERPILLAR INC
2,814$1.6M0.53%
47
ANETARISTA NETWORKS INC
12,033$1.6M0.52%
48
LRCXLAM RESEARCH CORP
9,181$1.6M0.51%
49
SPDWSPDR INDEX SHS FDS
33,702$1.5M0.49%
50
GSGOLDMAN SACHS GROUP INC
1,673$1.5M0.48%
51
AXPAMERICAN EXPRESS CO
3,925$1.5M0.48%
52
VUGVANGUARD INDEX FDS
2,888$1.4M0.46%
53
IWFISHARES TR
2,957$1.4M0.46%
54
AMDADVANCED MICRO DEVICES INC
6,444$1.4M0.45%
55
SLVISHARES SILVER TR
21,235$1.4M0.45%
56
AXONAXON ENTERPRISE INC
2,237$1.3M0.42%
57
EXPEEXPEDIA GROUP INC
4,443$1.3M0.41%
58
NEMNEWMONT CORP
12,547$1.3M0.41%
59
AGGISHARES TR
12,044$1.2M0.39%
60
IWMISHARES TR
4,796$1.2M0.39%
61
PANWPALO ALTO NETWORKS INC
6,372$1.2M0.38%
62
AQLTISHARES TR
12,896$1.2M0.38%
63
ITA*ISHARES TR
5,327$1.1M0.37%
64
CDNSCADENCE DESIGN SYSTEM INC
3,643$1.1M0.37%
65
PNCPNC FINL SVCS GROUP INC
5,419$1.1M0.37%
66
ALABASTERA LABS INC
6,512$1.1M0.35%
67
PWRQUANTA SVCS INC
2,514$1.1M0.35%
68
JPSTJ P MORGAN EXCHANGE TRADED F
20,673$1.0M0.34%
69
BKBANK NEW YORK MELLON CORP
8,969$1.0M0.34%
70
PFFISHARES TR
33,188$1.0M0.34%
71
MNSTMONSTER BEVERAGE CORP NEW
13,332$1.0M0.33%
72
TJXTJX COS INC NEW
6,638$1.0M0.33%
73
KLACKLA CORP
835$1.0M0.33%
74
VFLABRDN NATL MUN INCOME FD
95,192$977K0.32%
75
SPGIS&P GLOBAL INC
1,854$968K0.32%
76
DEDEERE & CO
2,056$957K0.31%
77
VVISA INC
2,726$956K0.31%
78
GEGE AEROSPACE
3,073$946K0.31%
79
XLUSELECT SECTOR SPDR TR
21,438$915K0.30%
80
HOODROBINHOOD MKTS INC
7,932$897K0.29%
81
EMREMERSON ELEC CO
6,468$857K0.28%Call
82
BABOEING CO
3,841$833K0.27%
83
VTVVANGUARD INDEX FDS
4,335$827K0.27%
84
TLTISHARES TR
9,380$817K0.27%
85
MISLFIRST TR EXCHANGE-TRADED FD
18,909$809K0.26%
86
VSTVISTRA CORP
5,008$807K0.26%
87
SOFISOFI TECHNOLOGIES INC
29,292$766K0.25%
88
ETNEATON CORP PLC
2,372$755K0.25%
89
FXOFIRST TR EXCHANGE TRADED FD
12,517$755K0.25%
90
PULSPGIM ETF TR
14,998$743K0.24%
91
FDNFIRST TR EXCHANGE-TRADED FD
2,758$742K0.24%
92
IBBISHARES TR
4,397$742K0.24%
93
FXUFIRST TR EXCHANGE TRADED FD
15,820$712K0.23%
94
UNHUNITEDHEALTH GROUP INC
2,157$711K0.23%
95
SPIBSPDR SERIES TRUST
20,856$705K0.23%
96
SHOPSHOPIFY INC
4,324$696K0.23%
97
FTXLFIRST TR EXCHANGE TRADED FD
5,351$693K0.23%
98
XLESELECT SECTOR SPDR TR
15,464$691K0.23%
99
BILSPDR SERIES TRUST
7,500$685K0.22%
100
IBMINTERNATIONAL BUSINESS MACHS
2,222$658K0.22%
Page 1 of 4Next