Realta Investment Advisors has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 362 distinct positions held by the firm, with no single stock holding a value exceeding $100 million.
The largest position disclosed in the portfolio is Amazon.com Inc., for which the firm holds 44,392 shares. Other notable large holdings include BlackRock Inc. (196 shares), BlackRock Municipal Holdings California (13,652 shares), and BlackRock Municipal Income Fund (11,495 shares).
The portfolio features a mix of large-cap technology and industrial names. Apple Inc. is held with 74,022 shares, while Microsoft Corporation is listed with 25,999 shares. The firm also holds significant positions in Intel Corporation (14,780 shares) and International Business Machines (2,599 shares). In the industrial sector, Caterpillar Inc. is held with 2,305 shares, and Deere & Co. with 2,088 shares.
A significant portion of the portfolio is allocated to exchange-traded funds (ETFs). The filing includes shares in iShares Core S&P 500 ETF (2,958 shares), iShares Core S&P 500 ETF (2,958 shares), and iShares Core S&P 500 ETF (2,958 shares). Additionally, the firm holds ISHARES TR RUSSELL 2000 ETF (4,364 shares) and ISHARES TR RUSSELL 1000 ETF (12,492 shares).
The filing also lists positions in various specialized ETFs, including First Trust Nasdaq Cybersecurity ETF (100 shares), Global X Lithium Battery ETF (976 shares), and Global X Uranium ETF (1,775 shares).
The report was signed by Amy Odom, Chief Compliance Officer, on October 13, 2026.
