Vista Private Wealth Partners. LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $26.2M, Schwab Strategic Tr Us Large C with a value of $17M, Ishares Tr Ibonds Dec 2025 Ter with a value of $16.4M, Schwab Strategic U.S. Mid Cap with a value of $16.3M, and Schwab Strategic Tr Intl Eqty with a value of $15.7M.

Examining the 13F form we can see an increase of $19.9M in the current position value, from $256M to 276M.

Below you can find more details about Vista Private Wealth Partners. LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Million
ETFs: $258 Million
Technology: $7.73 Million
Consumer Defensive: $2.21 Million
Industrials: $2.07 Million
Communication Services: $1.34 Million
Energy: $1.26 Million
Consumer Cyclical: $1.25 Million
Healthcare: $1.11 Million
Other: $627,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $276 Million
  • Prior Value $256 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.