Vistica Wealth Advisors
Vistica Wealth Advisors reported 54 stocks worth $116M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional ETF Trust (20.2%), BSVO (15.2%) and DFIV (6.2%). Compared with Q1 2026, the fund opened new positions in DFCA, CAT and AMZN, added to BSVO, DFIV and DFEM, trimmed DFIC, DFAX and AVDV and sold out of VT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $23.3M | 20.2% | 526K | +3,027 (+1%) | 3 of 3 | |
| 2 |  BSVO EA Series Trust | $17.6M | 15.2% | 603K | +26K (+5%) | 3 of 3 | |
| 3 |  DFIV Dimensional ETF Trust | $7.1M | 6.2% | 132K | +8,717 (+7%) | 3 of 3 | |
| 4 |  DFEM Dimensional ETF Trust | $6.7M | 5.8% | 166K | +11K (+7%) | 3 of 3 | |
| 5 |  DISV Dimensional ETF Trust | $6.6M | 5.7% | 164K | +6,523 (+4%) | 3 of 3 | |
| 6 |  VGIT Vanguard Scottsdale Fds | $5.8M | 5.0% | 98K | +13K (+15%) | 3 of 3 | |
| 7 |  BSV Vanguard Short-Term Bond ETF | $4.6M | 4.0% | 59K | +14K (+31%) | 3 of 3 | |
| 8 | DIMENSIONAL U S TARGETED | $4.1M | 3.6% | 59K | −1,487 (−2%) | 3 of 3 | |
| 9 |  DFUV Dimensional US Marketwide Value ETF | $4M | 3.5% | 73K | +716 (+1%) | 3 of 3 | |
| 10 |  DFIC Dimensional Intern Core | $3.5M | 3.0% | 93K | −2,064 (−2%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VT Vanguard Total World | $238K | 1,721 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vistica Wealth Advisors 13F FAQ
What does Vistica Wealth Advisors own?
Vistica Wealth Advisors reported 54 stocks worth $116M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are Dimensional ETF Trust (20.2%), BSVO (15.2%) and DFIV (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Vistica Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 18 added to, 22 trimmed and 1 sold out. New positions include DFCA, CAT and AMZN. It sold all of VT.
When will Vistica Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Vistica Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $116M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.