Vistica Wealth Advisors

Vistica Wealth Advisors as of June 30, 2026

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