Vistica Wealth Advisors, LLC: 13F holdings
CIK 21092472026Q2
| Positions | 54 |
|---|
| Reported value | $115.6m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 54 (+5 vs prior quarter) |
|---|
| Reported value | $115.6m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 526,146 | $23.3m | 20.2% |
| BSVO EA SERIES TRUST | 603,279 | $17.6m | 15.2% |
| DFIV DIMENSIONAL ETF TRUST | 131,563 | $7.1m | 6.1% |
| DFEM DIMENSIONAL ETF TRUST | 165,834 | $6.7m | 5.8% |
| DISV DIMENSIONAL ETF TRUST | 164,283 | $6.6m | 5.7% |
| VGIT VANGUARD SCOTTSDALE FDS | 98,009 | $5.8m | 5.0% |
| BSV VANGUARD BD INDEX FDS | 59,181 | $4.6m | 4.0% |
| DIMENSIONAL ETF TRUST | 59,060 | $4.1m | 3.6% |
| YM=F DIMENSIONAL ETF TRUST | 72,988 | $4.0m | 3.5% |
| DFIC DIMENSIONAL ETF TRUST | 93,031 | $3.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109247")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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