Vistica Wealth Advisors, LLC
Vistica Wealth Advisors, LLC reported 54 positions worth $115.6M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: DFAC (20.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $23.3M | 20.19% | 526,146 | — | — | |
| ▸ 2 | BSVO | SH | $17.6M | 15.24% | 603,279 | — | — | |
| ▸ 3 | DFIV | SH | $7.1M | 6.15% | 131,563 | — | — | |
| ▸ 4 | DFEM | SH | $6.7M | 5.83% | 165,834 | — | — | |
| ▸ 5 | DISV | SH | $6.6M | 5.70% | 164,283 | — | — | |
| ▸ 6 | VGIT | SH | $5.8M | 5.00% | 98,009 | — | — | |
| ▸ 7 | BSV | SH | $4.6M | 3.99% | 59,181 | — | — | |
| ▸ 8 | DFAT | SH | $4.1M | 3.57% | 59,060 | — | — | |
| ▸ 9 | DFUV | SH | $4.0M | 3.47% | 72,988 | — | — | |
| ▸ 10 | DFIC | SH | $3.5M | 3.00% | 93,031 | — | — |
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Frequently Asked Questions
What stocks does Vistica Wealth Advisors, LLC hold as of Q2 2026?
Vistica Wealth Advisors, LLC reported 54 positions worth $115.6M in its Q2 2026 13F filing. Largest positions: DFAC (20.2%), BSVO (15.2%), DFIV (6.1%), DFEM (5.8%) and DISV (5.7%).
What did Vistica Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vistica Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.