13F Filings History of Realta Investment Advisors

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$304,479,642
Signature - Title
Jake Palmer - Chief Compliance Officer
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by Realta Investment Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Realta Investment Advisors reported 341 stock holdings with total value $304,479,642 as of Q4 2025. Top holdings included AAPL, NVDA, AMZN, AG, and GOOG.

Notify me when Realta Investment Advisors files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 341 $304,479,642 +$30,953,555 -$22,650,559 +$8,302,996 AAPL, NVDA, AMZN, AG, GOOG 13F-HR 20 Jan 2026, 16:10
Q3 2025 328 $299,080,153 +$40,783,327 -$22,693,741 +$18,089,586 AAPL, NVDA, AMZN, PLTR, TSLA 13F-HR 23 Oct 2025, 09:20
Q2 2025 300 $253,066,268 +$27,556,949 -$24,204,572 +$3,352,377 NVDA, AAPL, AMZN, MSTR, MSFT 13F-HR 22 Jul 2025, 10:40
Q1 2025 319 $219,424,910 +$19,643,484 -$25,202,757 -$5,559,273 AAPL, NVDA, AMZN, OXLC, MSFT 13F-HR 01 May 2025, 11:21
Q4 2024 339 $244,002,672 +$47,695,369 -$29,767,222 +$17,928,147 AAPL, NVDA, AMZN, TSLA, MSFT 13F-HR 28 Jan 2025, 10:49
Q3 2024 356 $217,348,501 +$19,247,620 -$332,913,457 -$313,665,837 AAPL, NVDA, AMZN, MSFT, GOOG 13F-HR 29 Oct 2024, 09:02
Q2 2024 779 $510,705,171 +$61,565,896 -$34,575,311 +$26,990,585 AAPL, AMZN, NVDA, MSFT, GOOG 13F-HR 15 Jul 2024, 08:46
Q1 2024 799 $485,174,275 +$46,261,935 -$48,518,608 -$2,256,673 AAPL, AMZN, MSFT, NVDA, GOOG 13F-HR 19 Apr 2024, 08:33
Q4 2023 443 $442,768,690 +$49,210,872 -$65,258,370 -$16,047,498 AAPL, AMZN, MSFT, NVDA, GOOG 13F-HR 19 Jan 2024, 16:38
Q3 2023 778 $414,646,893 +$588,196 -$19,540,132 -$18,951,936 AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 20 Oct 2023, 08:42
Q2 2023 820 $454,645,528 +$37,851,715 -$22,796,346 +$15,055,369 AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 09 Aug 2023, 09:29
Q1 2023 424 $410,855,078 +$30,572,203 -$57,564,760 -$26,992,557 AAPL, AMZN, MSFT, QQQ, BRKB 13F-HR 05 May 2023, 13:46
Q4 2022 843 $408,942,206 +$26,942,913 -$17,543,386 +$9,399,527 AAPL, MSFT, AMZN, PG, QQQ 13F-HR 10 Feb 2023, 11:15
Q3 2022 812 $381,427,000 +$56,321,576 -$46,473,457 +$9,848,119 AAPL, AMZN, MSFT, QQQ, GOOG 13F-HR 27 Oct 2022, 15:23
Q2 2022 391 $407,959,000 +$34,196,736 -$36,123,071 -$1,926,335 AAPL, SPY, AMZN, IWR, MSFT 13F-HR 09 Aug 2022, 12:37
Q1 2022 426 $501,851,000 +$99,569,019 -$27,927,045 +$71,641,974 AAPL, SPY, AMZN, IWR, MSFT 13F-HR 13 Apr 2022, 11:03
Q4 2021 417 $454,540,000 +$27,337,513 -$26,489,883 +$847,630 AAPL, AMZN, MSFT, QQQ, PG 13F-HR 18 Jan 2022, 16:34
Q3 2021 406 $424,311,000 +$36,093,847 -$19,047,570 +$17,046,277 AAPL, AMZN, MSFT, QQQ, PG 13F-HR 18 Oct 2021, 08:26
Q2 2021 397 $421,634,000 +$27,708,872 -$13,541,644 +$14,167,228 AAPL, AMZN, MSFT, QQQ, NVDA 13F-HR 15 Jul 2021, 10:48
Q1 2021 375 $380,151,000 +$72,357,274 -$57,310,651 +$15,046,623 AAPL, AMZN, MSFT, PG, QQQ 13F-HR 12 Apr 2021, 14:58
Q4 2020 330 $353,209,000 +$50,854,223 -$29,938,959 +$20,915,264 AAPL, AMZN, SPY, IWR, MSFT 13F-HR 13 Jan 2021, 14:40
Q3 2020 317 $298,601,000 +$54,611,950 -$64,859,473 -$10,247,523 SPY, AAPL, AMZN, MSFT, IWR 13F-HR 23 Oct 2020, 07:44
Q2 2020 341 $303,980,000 +$43,465,091 -$19,629,304 +$23,835,787 SPY, AMZN, AAPL, MSFT, IWR 13F-HR 16 Jul 2020, 08:18
Q1 2020 297 $232,893,000 +$27,263,555 -$109,857,286 -$82,593,731 SPY, AMZN, AAPL, MSFT, WORK 13F-HR 23 Apr 2020, 12:42
Q4 2019 2,022 $361,057,000 +$23,185,715 -$45,062,429 -$21,876,714 SPY, AAPL, AMZN, ITA, IWR 13F-HR 05 Feb 2020, 10:48
Q3 2019 2,017 $366,943,000 +$43,708,219 -$34,102,871 +$9,605,348 SPY, AAPL, AMZN, AXP, PG 13F-HR 18 Oct 2019, 10:05
Q2 2019 2,173 $358,844,000 +$150,037,726 -$16,176,912 +$133,860,814 SPY, AMZN, AAPL, ITA, APOG 13F-HR 01 Aug 2019, 11:47
Q1 2019 1,718 $218,323,000 $0 $0 $0 AAPL, AMZN, SPY, IWM, MSFT 13F-HR 15 May 2019, 16:45