Vista Wealth Management Group, LLC Portfolio Holdings

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025

Vista Wealth Management Group, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $234M, Dimensional ETF Tr Dimensional with a value of $174M, American Centy ETF Tr Avantis with a value of $153M, American Centy ETF Tr Avantis with a value of $80.9M, and Dimensional ETF Tr Dimensional with a value of $74.4M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $1.49B to 1.47B.

Below you can find more details about Vista Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.47 Billion
ETFs: $1.02 Billion
Technology: $228 Million
Communication Services: $95.6 Million
Financial Services: $75.2 Million
Consumer Cyclical: $20.3 Million
Healthcare: $10.4 Million
Consumer Defensive: $9.49 Million
Industrials: $5.34 Million
Other: $3.81 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.34B
$44.2 Million 3.01% of portfolio
4,890,424
Q1 2025 Reduced 11.57%
$7.83B
$18.5 Million 1.26% of portfolio
280,522
Q1 2025 Added 25.56%
$9.88B
$5.12 Million 0.35% of portfolio
79,292
Q1 2025 Reduced 2.69%
$2.69B
$3.88 Million 0.26% of portfolio
2,061,263
Q4 2024 Reduced 1.82%
$3.79B
$1.83 Million 0.12% of portfolio
154,044
Q1 2025 Added 0.24%
$9.47B
$284,000 0.02% of portfolio
1,801
Q1 2025 Added 2.21%
$3.93B
$292,000 0.02% of portfolio
7,626
Q1 2025 Reduced 0.47%
$5.69B
$305,000 0.02% of portfolio
2,081
Q1 2025 Added 1.27%
$2.1B
$114,000 0.01% of portfolio
11,928
Q1 2025 Reduced 1.87%
$4.63B
$92,000 0.01% of portfolio
28,367
Q1 2025 Reduced 1.58%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.47 Billion
  • Prior Value $1.49 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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