StockDriftsStockDriftsTop 50 Vista Finance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 20.07% | 98.9K | $37.7M | -2.26%(-2.29K) | $247.24(+48.10%) | 2026-09-30 | |
| MAGS | LISTED FDS TR | 16.68% | 436.8K | $31.3M | -3.39%(-15.32K) | $60.09(+16.83%) | 2026-09-30 | |
| IVV | ISHARES TR | 8.56% | 21.0K | $16.1M | +24.51%(+4.13K) | $674.57(+13.28%) | 2026-09-30 | |
| IEFA | ISHARES TR | 8.06% | 156.2K | $15.1M | +0.39%(+604) | $91.56(+4.45%) | 2026-09-30 | |
| EEM | ISHARES TR | 7.65% | 215.0K | $14.4M | +0.76%(+1.63K) | $44.40(+39.50%) | 2026-09-30 | |
| AMLP | ALPS ETF TR | 7.29% | 263.6K | $13.7M | +2.13%(+5.50K) | $46.99(+13.25%) | 2026-09-30 | |
| AIQ | GLOBAL X FDS | 4.81% | 138.6K | $9.0M | -2.64%(-3.75K) | $54.85(+13.57%) | 2026-09-30 | |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 4.67% | 1.70M | $8.8M | -12.74%(-248.14K) | $6.32(-20.29%) | 2026-09-30 | |
| IWM | ISHARES TR | 3.03% | 20.4K | $5.7M | +0.98%(+199) | $253.62(+8.72%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 2.81% | 85.6K | $5.3M | new | $43.35(+59.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.81% | +11.87% | — | — | -14.10% |
| Top 20 Holdings Unweighted | +4.11% | +12.83% | — | — | -18.28% |
Vista Finance LLC reports $187.70M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are GLD (20.1%), MAGS (16.7%) and IVV (8.6%). The top 20 holdings account for 93.66% of reported assets. Its disclosed equity book has returned +11.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vista Finance LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1893809). View Vista Finance LLC’s 13F filings on SEC