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Jake Palmer

Realta Investment Advisors

Assets Managed
$288.295M
Holdings
367
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-5.63%(2Q avg: -1.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Realta Investment Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 367 positions.

Assets under management

The assets under management (AUM) of Realta Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 288.295M in assets, with a quarterly growth rate of -5.63% and a 2-quarter average growth rate of -1.74%. The portfolio is managed by Jake Palmer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -5.87%
7.1%
$20.458M
80,611 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.18%
5.97%
$17.187M
98,547 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.69%
3.41%
$9.805M
47,080 shares@ $208.28 avg price
AG
First Majestic Silver Corp
Recent Activity
Decreased -30.49%
3.11%
$8.955M
416,889 shares@ $21.49 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.23%
2.79%
$8.031M
27,997 shares@ $286.86 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 1.55%
2.33%
$6.71M
45,874 shares@ $146.29 avg price
TSLA
Tesla Inc
Recent Activity
Increased 6.4%
2.21%
$6.356M
17,098 shares@ $371.76 avg price
GDXJ
Vaneck Junior Gold Miners
Recent Activity
Decreased -0.6%
1.97%
$5.668M
47,214 shares@ $120.05 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.5%
1.87%
$5.381M
14,536 shares@ $370.18 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.06%
1.77%
$5.1M
16,477 shares@ $309.51 avg price

1-10 of 367