Vistica Wealth Advisors

Vistica Wealth Advisors as of March 31, 2026

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