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.