Realta Investment Advisors
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$288.3M
Holdings
367
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Sold 91.2% (83.6k → 7.4k shares)
7.1%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 9.8% (114.1k → 102.8k shares)
6.0%
03
$AMZN
AMAZON COM INC
Q4 2025: Sold 3.8% (51.3k → 49.4k shares)
3.4%
04
$AG
FIRST MAJESTIC SILVER CORP
Q4 2025: Increased +4.2% (575.7k → 599.8k shares)
3.1%
05
$GOOG
ALPHABET INC
Q4 2025: Sold 1.8% (28.5k → 27.9k shares)
2.8%
06
$PLTR
PALANTIR TECHNOLOGIES INC
Q3 2025: Increased +16.3% (38.7k → 45.0k shares)
2.3%
07
$TSLA
TESLA INC
Q4 2025: Sold 3.0% (16.6k → 16.1k shares)
2.2%
08
$GDXJ
VANECK ETF TRUST
Q4 2025: Sold 1.1% (48.1k → 47.5k shares)
2.0%
09
$MSFT
MICROSOFT CORP
Q4 2025: Increased +6.5% (13.9k → 14.8k shares)
1.9%
10
$AVGO
BROADCOM INC
Q4 2025: Sold 9.5% (18.6k → 16.8k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:53 UTC.