Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vistica Wealth Advisors

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

Top 5 stock holdings are DFAC, BSVO, DFIV, DFEM, DISV, and represent 53.11% of Vistica Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BSV, VGIT, BSVO, DFNM, DFIV, VTIP, DFEM, DFCA, VTI, DISV.
Started 6 new stock positions in AMZN, IWD, DFCA, JPM, GLW, CAT.
Reduced shares in these 10 stocks: DFUS, ITOT, MU, DFLV, VT, DUHP, DIHP, AVDE, DFGR, DFAT.
Sold out of its position in VT.
Vistica Wealth Advisors was a net buyer of stock by $4.4M.
Vistica Wealth Advisors has $116M in assets under management (AUM), dropping by 15.18%.
Central Index Key (CIK): 0002109247

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Vistica Wealth Advisors

Vistica Wealth Advisors holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	20.2	$23M		526k	44.36	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	15.2	$18M	+4%	603k	29.19	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.1	$7.1M	+7%	132k	54.02	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.8	$6.7M	+6%	166k	40.64	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	5.7	$6.6M	+4%	164k	40.13	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.0	$5.8M	+15%	98k	58.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$4.6M	+31%	59k	77.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.6	$4.1M	-2%	59k	69.90	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.5	$4.0M		73k	55.01	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.0	$3.5M	-2%	93k	37.26	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.5	$2.9M	+18%	58k	50.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	2.3	$2.6M		71k	36.84	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.9	$2.2M		21k	103.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$2.1M	-12%	13k	164.27	View chart
Columbia Banking System (COLB)	1.8	$2.1M		66k	32.05	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.7	$2.0M	-5%	68k	28.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$1.2M		9.9k	124.76	View chart
Micron Technology (MU)	1.0	$1.1M	-20%	984.00	1154.29	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.9	$1.0M	+287%	21k	48.34	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.9	$997k	-16%	24k	41.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$985k		11k	89.01	View chart
Apple (AAPL)	0.8	$906k	+3%	3.1k	289.33	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.7	$866k	-42%	11k	81.94	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$788k		9.5k	82.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$719k	+70%	1.9k	370.07	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$712k		17k	41.82	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.6	$636k	-30%	16k	39.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$550k		6.7k	82.34	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.5	$531k	+7%	11k	47.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$499k	-3%	9.7k	51.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$481k	-9%	12k	41.25	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$416k	NEW	8.3k	50.18	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$386k	-26%	11k	34.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$386k	+33%	2.8k	136.72	View chart
Qualcomm (QCOM)	0.3	$349k		1.9k	184.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$348k	-27%	3.9k	89.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$333k	+4%	941.00	353.33	View chart
NVIDIA Corporation (NVDA)	0.3	$326k	-11%	1.6k	200.09	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$296k		3.6k	82.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$292k	-16%	818.00	357.37	View chart
Wells Fargo & Company (WFC)	0.2	$284k		3.4k	82.64	View chart
Microsoft Corporation (MSFT)	0.2	$280k	-8%	751.00	373.02	View chart
Aim Etf Products Trust Allianzim Us Eq (SIXJ)	0.2	$274k		7.5k	36.48	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$268k		7.9k	33.87	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$247k		2.6k	96.49	View chart
Caterpillar (CAT)	0.2	$243k	NEW	228.00	1064.90	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$226k		2.7k	82.27	View chart
Chevron Corporation (CVX)	0.2	$225k	+33%	1.4k	165.76	View chart
Amazon (AMZN)	0.2	$221k	NEW	928.00	238.34	View chart
Corning Incorporated (GLW)	0.2	$219k	NEW	859.00	255.43	View chart
Bristol Myers Squibb (BMY)	0.2	$215k	-17%	3.7k	57.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$215k	NEW	885.00	242.43	View chart
JPMorgan Chase & Co. (JPM)	0.2	$210k	NEW	641.00	327.33	View chart
Geron Corporation (GERN)	0.0	$32k		25k	1.28	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 Q2 filed July 27, 2026
Vistica Wealth Advisors 2026 Q1 filed April 24, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z