StockDriftsStockDriftsTop 50 Vista Finance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 20.84% | 101.2K | $37.3M | +1.00%(+999) | $247.24(+63.23%) | 2026-06-30 | |
| MAGS | LISTED FDS TR | 16.25% | 452.2K | $29.1M | +30.62%(+105.98K) | $60.09(+14.84%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.4% | 155.6K | $15.0M | +261.20%(+112.53K) | $91.54(+10.37%) | 2026-06-30 | |
| EEM | ISHARES TR | 8.16% | 213.4K | $14.6M | +6.48%(+12.99K) | $44.23(+48.61%) | 2026-06-30 | |
| AMLP | ALPS ETF TR | 7.48% | 258.1K | $13.4M | +17.62%(+38.67K) | $46.88(+17.60%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.05% | 16.9K | $12.6M | +372.87%(+13.29K) | $654.28(+18.81%) | 2026-06-30 | |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 5.43% | 1.95M | $9.7M | -2.22%(-44.26K) | $6.32(-20.45%) | 2026-06-30 | |
| AIQ | GLOBAL X FDS | 5.22% | 142.3K | $9.3M | new | $54.85(+15.12%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.4% | 20.2K | $6.1M | +172.50%(+12.81K) | $253.27(+19.00%) | 2026-06-30 | |
| ICSH | ISHARES TR | 2.02% | 71.4K | $3.6M | +59.37%(+26.60K) | $50.50(-0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.10% | +12.80% | — | — | -16.37% |
| Top 20 Holdings Unweighted | +4.49% | +14.08% | — | — | -19.36% |
Vista Finance LLC reports $178.92M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are GLD (20.8%), MAGS (16.3%) and IEFA (8.4%). The top 20 holdings account for 91.58% of reported assets. Its disclosed equity book has returned +12.80% on a three-year cumulative basis. Figures reflect the Q2 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