StockDriftsStockDriftsTop 50 Vistica Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.19% | 526.1K | $23.3M | +0.58%(+3.03K) | $39.09(+17.65%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 15.24% | 603.3K | $17.6M | +4.51%(+26.05K) | $23.15(+28.89%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 6.15% | 131.6K | $7.1M | +7.10%(+8.72K) | $48.32(+19.90%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.83% | 165.8K | $6.7M | +6.76%(+10.51K) | $32.86(+19.94%) | 2026-06-30 | |
| DISV | DIMENSIONAL ETF TRUST | 5.7% | 164.3K | $6.6M | +4.13%(+6.52K) | $36.94(+18.55%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5% | 98.0K | $5.8M | +15.47%(+13.13K) | $59.87(-2.50%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.99% | 59.2K | $4.6M | +31.22%(+14.08K) | $78.65(-1.45%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.57% | 59.1K | $4.1M | -2.46%(-1.49K) | $58.88(+22.60%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.47% | 73.0K | $4.0M | +0.99%(+716) | $45.70(+25.51%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3% | 93.0K | $3.5M | -2.17%(-2.06K) | $33.63(+16.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.39% |
Vistica Wealth Advisors, LLC reports $115.58M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (20.2%), BSVO (15.2%) and DFIV (6.2%). The top 20 holdings account for 87.9% of reported assets. Its disclosed equity book has returned +12.79% cumulatively over 2 quarters. 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 Vistica Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109247). View Vistica Wealth Advisors, LLC’s 13F filings on SEC