Cresta Advisors, LTD.
Cresta Advisors, Ltd. is an independent Registered Investment Advisor (RIA) headquartered in Laredo, TX. Founded in 2014, the firm offers comprehensive, fee-only financial advisory and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. Their focus is on personalized, goals-based wealth management and fiduciary advice, acting solely in their clients' best interests. Cresta Advisors operates with a client-first, transparent, and collaborative approach, serving the unique financial planning and investment needs of each client segment. The firm has a strong emphasis on long-term relationships, integrity, and professional development within their team. As of now, they have an estimated staff of 6-10 employees.
Investment Strategy
Cresta Advisors employs a goals-based, client-first investment approach, starting with in-depth financial planning to establish each client’s unique needs and objectives. Portfolios are customized to align with these goals and incorporate prudent asset allocation and risk management. The firm operates under a strict fiduciary model, eschewing commissions and hidden incentives, instead focusing on long-term portfolio growth, retirement planning, and wealth preservation. Strategies are continually updated in collaboration with clients, leveraging transparency and ongoing communication. The firm also manages 401(k) plans for businesses and assets for public entities, aiming for disciplined performance in line with benchmarks while prioritizing clients' financial milestones.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.65% | $32.8M | 49,273 | $481.21 | $666.18 | +$3.9M |
V VTI | VANGUARD INDEX FDS | 9.78% | $21.9M | 66,753 | $234.70 | $328.17 | +$2.3M |
D DGRW | WISDOMTREE TR | 9.18% | $20.6M | 231,224 | $70.56 | $88.96 | +$1.5M |
V VTV | VANGUARD INDEX FDS | 7.97% | $17.8M | 95,706 | $127.84 | $186.49 | +$572.4K |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 7.08% | $15.9M | 216,473 | $56.89 | $73.29 | +$702.6K |