Vista Private Wealth Partners. LLC Portfolio Holdings

Vista Private Wealth Partners. LLC

  • $276 Million
  • Q1 2025

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 Market Cap. of $50 Millions to $300 Millions

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
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