Vistica Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Vistica Wealth Advisors, LLC held in its portfolio 45 assets valued at $100,439,295 (i.e. $100.44M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($21.22M), EA SERIES TRUST ($14.19M), and DIMENSIONAL ETF TRUST ($6.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vistica Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 535865 | 21214897 | US CORE EQUITY 2 |
| EA SERIES TRUST | 608817 | 14185443 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 131403 | 6557016 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 164860 | 6264686 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 163805 | 5418677 | EMERGING MKTS CO |
| VANGUARD SCOTTSDALE FDS | 81203 | 4866472 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 68325 | 4068074 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 81691 | 3805970 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 95596 | 3294238 | INTL CORE EQUITY |
| VANGUARD BD INDEX FDS | 37631 | 2965667 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 94939 | 2508289 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 76107 | 2490986 | WORLD EX US CORE |
| VANGUARD MALVERN FDS | 45504 | 2250628 | STRM INFPROIDX |
| ISHARES TR | 14741 | 2191839 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 22921 | 2153919 | INTL SMCP VLU |
| COLUMBIA BKG SYS INC | 65452 | 1829383 | COM |
| DIMENSIONAL ETF TRUST | 18392 | 1364135 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 33981 | 1162490 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 30434 | 1157405 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 9958 | 1015478 | US SML CP VALU |
| ISHARES TR | 11333 | 934726 | CORE MSCI INTL |
| APPLE INC | 2967 | 806720 | COM |
| ISHARES TR | 17025 | 647801 | MSCI INTL VLU FT |
| ISHARES INC | 9547 | 641749 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 10400 | 498680 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 15610 | 494291 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 12845 | 489523 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 10038 | 469778 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 6677 | 465187 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 1183 | 396776 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 3896 | 320719 | INTL EQT ETF |
| EXXON MOBIL CORP | 2556 | 307589 | COM |
| WELLS FARGO CO NEW | 3289 | 306535 | COM |
| QUALCOMM INC | 1771 | 302930 | COM |
| MICRON TECHNOLOGY INC | 1052 | 300251 | COM |
| ALPHABET INC | 934 | 292306 | CAP STK CL A |
| ALPHABET INC | 854 | 267985 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 3558 | 263221 | WORLD EQUITY ETF |
| INNOVATOR ETFS TRUST | 7900 | 257303 | U S EQ 10 BUFFER |
| AIM ETF PRODUCTS TRUST | 7500 | 257100 | ALLIANZIM US EQ |
| VANGUARD INTL EQUITY INDEX F | 1721 | 242722 | TT WRLD ST ETF |
| MICROSOFT CORP | 488 | 236007 | COM |
| NEOS ETF TRUST | 4586 | 228039 | NEOS ENH INC 1-3 |
| ISHARES TR | 2743 | 212665 | EAFE SML CP ETF |
| GERON CORP | 25000 | 33000 | COM |
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