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 $200 Billions or more
