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Vistica Wealth Advisors

Latest statistics and disclosures from Vistica Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109247

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Positions held by Vistica Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vistica Wealth Advisors

Vistica Wealth Advisors holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	20.3	$20M	523k	38.86	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	14.6	$15M	577k	25.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.5	$6.5M	123k	52.78	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	6.2	$6.2M	158k	39.44	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.3	$5.4M	155k	34.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.0	$5.1M	85k	59.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$3.8M	61k	62.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.5	$3.5M	45k	78.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$3.5M	72k	48.46	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.4	$3.4M	95k	35.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.4	$2.4M	49k	49.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.4	$2.4M	72k	33.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.1	$2.1M	21k	99.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.1	$2.1M	15k	142.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.9	$1.9M	72k	26.58	View chart
Columbia Banking System (COLB)	1.8	$1.8M	66k	27.43	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$1.3M	18k	70.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$1.1M	9.9k	110.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$1.1M	29k	36.76	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$934k	11k	83.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$823k	23k	35.71	View chart
Apple (AAPL)	0.8	$765k	3.0k	253.79	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.7	$676k	17k	39.68	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$666k	9.5k	69.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$500k	13k	38.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$495k	10k	47.88	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$494k	15k	32.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$475k	6.7k	71.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$457k	5.4k	84.84	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$453k	10k	45.12	View chart
Micron Technology (MU)	0.4	$419k	1.2k	337.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$366k	1.1k	320.92	View chart
Exxon Mobil Corporation (XOM)	0.4	$358k	2.1k	169.66	View chart
NVIDIA Corporation (NVDA)	0.3	$322k	1.8k	174.40	View chart
Microsoft Corporation (MSFT)	0.3	$303k	818.00	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$283k	984.00	287.53	View chart
Wells Fargo & Company (WFC)	0.3	$275k	3.5k	79.61	View chart
Bristol Myers Squibb (BMY)	0.3	$274k	4.5k	60.64	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$263k	3.6k	73.78	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$261k	5.4k	47.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$259k	902.00	286.86	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.3	$256k	7.9k	32.46	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.3	$252k	7.5k	33.64	View chart
Qualcomm (QCOM)	0.2	$246k	1.9k	128.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$238k	1.7k	138.30	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$215k	2.7k	78.41	View chart
Chevron Corporation (CVX)	0.2	$211k	1.0k	206.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$206k	2.6k	80.58	View chart
Geron Corporation (GERN)	0.0	$37k	25k	1.49	View chart

Past Filings by Vistica Wealth Advisors

SEC 13F filings are viewable for Vistica Wealth Advisors going back to 2026

Vistica Wealth Advisors 2026 Q1 filed April 24, 2026

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