Vistica Wealth Advisors, LLC
CIK: 0002109247SEC EDGAR →
Portfolio Value
$100.4M
Holdings
45
As of
Q4 2025
New Positions
45
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 535,865 | $21.2M | 21.12% |
| 2 | EA SERIES TRUST | 608,817 | $14.2M | 14.12% |
| 3 | DIMENSIONAL ETF TRUST | 131,403 | $6.6M | 6.53% |
| 4 | DIMENSIONAL ETF TRUST | 164,860 | $6.3M | 6.24% |
| 5 | DIMENSIONAL ETF TRUST | 163,805 | $5.4M | 5.39% |
| 6 | VANGUARD SCOTTSDALE FDS | 81,203 | $4.9M | 4.84% |
| 7 | DIMENSIONAL ETF TRUST | 68,325 | $4.1M | 4.05% |
| 8 | DIMENSIONAL ETF TRUST | 81,691 | $3.8M | 3.79% |
| 9 | DIMENSIONAL ETF TRUST | 95,596 | $3.3M | 3.28% |
| 10 | VANGUARD BD INDEX FDS | 37,631 | $3.0M | 2.95% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $83.7M | 83.3% |
| Unknown | 2 | $14.2M | 14.2% |
| Technology | 4 | $1.6M | 1.6% |
| Communication Services | 2 | $559K | 0.6% |
| Energy | 1 | $307K | 0.3% |