Vista Wealth Management Group, LLC

CIK

1800593

Location

PALO ALTO, CA

Portfolio Value

Mid $1,517,771,976

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,510 / 8,116 ▲ 26 · as of Mar 2025

Top Industry

Software - Application 32.3%

3Y Alpha vs SPY

+8.2%

Period ended 1 year ago

Filed Apr 17, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Sep 2023–Oct 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.1%

SPY

+46.3%

Annualised alpha

+8.2%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 8 quarters.Vista Wealth Management Group, LLC has stopped filing, so the simulation ends in Oct 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

202 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

44.4%

+1.3 pts

Top 5

72.9%

+1.0 pts

Top 10

81.9%

−0.4 pts

HHI

2,407

Moderately concentrated+140

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	70.8%	$1,074,294,719	36
Technology	14.7%	$223,867,932	49
Financial Services	5.0%	$75,983,654	36
Consumer Cyclical	4.3%	$65,156,464	14
Communication Services	3.3%	$50,394,887	14
Healthcare	0.7%	$10,131,867	19
Consumer Defensive	0.6%	$9,489,459	10
Industrials	0.3%	$4,989,331	13
Energy	0.2%	$2,433,177	5
Real Estate	0.0%	$650,948	4
Utilities	0.0%	$379,538	2

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+321,960	21,355,809	$674,527,364
ACSG	American Century Small Cap Growth Insights ETF	+182,643	3,889,660	$294,924,839
GOOGL	Alphabet Inc.	+80,398	190,331	$29,671,863
PCOR	Procore Technologies, Inc.	+57,097	280,522	$18,520,062
ZM	Zoom Communications, Inc.	+38,644	44,153	$3,257,166
MSFT	Microsoft Corp	+4,484	25,609	$9,613,362
SAN	Banco Santander, S.A.	+3,549	69,738	$467,244
TSLA	Tesla, Inc.	+3,472	18,813	$4,875,577
AMZN	Amazon Com Inc	+2,987	29,816	$5,672,792
VIGI	Vanguard International Dividend Appreciation ETF	+2,007	3,707	$478,054
BNDW	Vanguard Total World Bond ETF	+1,929	39,138	$3,156,479
NMR	Nomura Holdings Inc	+1,848	12,006	$73,836
BIV	Vanguard Intermediate-Term Bond ETF	+1,502	56,547	$4,368,917
MUFG	Mitsubishi Ufj Financial Group Inc	+1,416	17,461	$237,993
IBN	Icici Bank Ltd	+1,286	10,805	$340,573
PINS	Pinterest, Inc.	+1,259	12,939	$401,109
AVGO	Broadcom Inc.	+1,253	4,317	$722,795
CVX	Chevron Corp	+1,177	6,377	$1,066,808
NOK	Nokia Corp	+1,119	30,234	$159,333
NVS	Novartis AG	+1,053	3,620	$403,557
AAPL	Apple Inc.	+1,012	134,925	$29,970,890
NWG	NatWest Group plc	+985	12,723	$151,658
SONY	Sony Group Corp	+975	11,348	$288,125
T	At&T Inc.	+895	11,030	$311,928
SHEL	Shell plc	+891	4,512	$330,639
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	−640,149	4,890,424	$44,160,528
SJCP	SanJac Alpha Core Plus Bond ETF	−53,265	1,007,618	$10,217,246
SNOW	Snowflake Inc.	−52,360	158,448	$23,158,759
DASH	DoorDash, Inc.	−43,971	242,823	$44,380,759
FNDA	Schwab Fundamental U.S. Small Company ETF	−26,975	143,872	$3,323,369
BABA	Alibaba Group Holding Ltd	−20,040	23,104	$3,055,041
INFY	Infosys Ltd	−8,045	10,243	$186,934
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−7,521	7,358	$299,912
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−6,580	7,092	$962,242
VOD	Vodafone Group Public Ltd Co	−6,542	14,400	$134,928
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,337	316,426	$25,213,595
PLTR	Palantir Technologies Inc.	−4,933	10,121	$854,212
NVDA	Nvidia Corp	−3,965	251,619	$27,270,467
WIT	Wipro Ltd	−3,339	19,084	$58,397
BAB	Invesco Taxable Municipal Bond ETF	−3,213	29,808	$2,227,253
DDOG	Datadog, Inc.	−2,981	232,573	$23,073,567
DT	Dynatrace, Inc.	−2,380	164,515	$7,756,882
UBER	Uber Technologies, Inc	−2,336	183,365	$13,359,973
—		−2,190	79,292	$0
NVO	Novo Nordisk A S	−1,469	3,878	$269,288
CRWD	CrowdStrike Holdings, Inc.	−1,305	6,281	$2,214,554
VIG	Vanguard Dividend Appreciation ETF	−1,217	22,480	$2,186,479
NKE	NIKE, Inc.	−1,164	6,988	$443,598
AFL	Aflac Inc	−986	5,044	$560,842
KB	KB Financial Group Inc.	−883	4,656	$251,936
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	12,414	$281,921
AOA	iShares Core 80/20 Aggressive Allocation ETF	3,443	$263,389
MO	Altria Group, Inc.	3,819	$229,216
PGR	Progressive Corp/Oh/	784	$221,879
RELX	Relx PLC	4,329	$218,224
BLK	BlackRock, Inc.	230	$217,690
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	4,853	$210,620
MFC	Manulife Financial Corp	6,661	$207,490
JLL	Jones Lang Lasalle Inc	814	$201,798
ROP	Roper Technologies Inc	340	$200,457
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	13,220	$180,056
LAND	GLADSTONE LAND Corp	10,207	$107,377
UMC	United Microelectronics Corp	12,426	$88,845
—		15,466	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
URI	United Rentals, Inc.	332	$233,874
HUBB	Hubbell Inc	556	$232,902
WCC	Wesco International Inc	1,272	$230,181
EMR	Emerson Electric Co	1,823	$225,924
ROST	Ross Stores, Inc.	1,459	$220,702
BNS	Bank Of Nova Scotia	4,096	$220,037
TGT	Target Corp	1,577	$213,178
OKE	Oneok Inc /New/	2,068	$207,627
CLS	Celestica Inc	2,245	$207,213
GM	General Motors Co	3,872	$206,261
DECK	Deckers Outdoor Corp	985	$200,043
RDY	Dr Reddys Laboratories Ltd	11,415	$180,242
VTRS	Viatris Inc	12,781	$159,123
PATH	UiPath, Inc.	12,271	$155,964
STLA	Stellantis N.V.	11,039	$144,058
RIG	Transocean Ltd.	10,178	$38,167
CIG	Energy Co Of Minas Gerais	10,512	$18,606
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

202 tracked positions · $1,517,771,976 total · filing declares 259 positions · $1,528,446,941 · as of Mar 31, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 202 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCOR	Dimensional US Core Equity 1 ETF	Added	21,355,809	+321,960	$674,527,364	+1.5%	44.44%
ACSG	American Century Small Cap Growth Insights ETF	Added	3,889,660	+182,643	$294,924,839	+5.0%	19.43%
NU	Nu Holdings Ltd. Financial Services	Reduced	4,682,782	-315	$47,951,687	−1.2%	3.16%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	242,823	-43,971	$44,380,759	−7.8%	2.92%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Reduced	4,890,424	-640,149	$44,160,528	−31.9%	2.91%
AAPL	Apple Inc. Technology	Added	134,925	+1,012	$29,970,890	−10.6%	1.97%
GOOGL	Alphabet Inc. Communication Services	Added	190,331	+80,398	$29,671,863	+42.0%	1.95%
NVDA	Nvidia Corp Technology	Reduced	251,619	-3,965	$27,270,467	−20.5%	1.80%
VB	Vanguard Morningstar Small-Cap ETF	Added	78,541	+156	$25,738,520	−3.4%	1.70%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	316,426	-5,337	$25,213,595	−2.0%	1.66%
SNOW	Snowflake Inc. Technology	Reduced	158,448	-52,360	$23,158,759	−28.9%	1.53%
DDOG	Datadog, Inc. Technology	Reduced	232,573	-2,981	$23,073,567	−31.4%	1.52%
PCOR	Procore Technologies, Inc. Technology	Added	280,522	+57,097	$18,520,062	+10.6%	1.22%
UBER	Uber Technologies, Inc Technology	Reduced	183,365	-2,336	$13,359,973	+19.3%	0.88%
META	Meta Platforms, Inc. Communication Services	Added	21,080	+673	$12,149,668	+1.7%	0.80%
SJCP	SanJac Alpha Core Plus Bond ETF	Reduced	1,007,618	-53,265	$10,217,246	−4.8%	0.67%
MSFT	Microsoft Corp Technology	Added	25,609	+4,484	$9,613,362	+8.0%	0.63%
SPY	Spdr S&P 500 ETF Trust	Held	14,690	0	$8,217,439	−4.6%	0.54%
DT	Dynatrace, Inc. Technology	Reduced	164,515	-2,380	$7,756,882	−14.5%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,594	+239	$7,236,050	+117.0%	0.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,816	+2,987	$5,672,792	−3.6%	0.37%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,813	+3,472	$4,875,577	−21.3%	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,747	+469	$4,843,939	+4.8%	0.32%
BIV	Vanguard Intermediate-Term Bond ETF	Added	56,547	+1,502	$4,368,917	+4.8%	0.29%
RLX	RLX Technology Inc. Consumer Defensive	Held	2,061,263	0	$3,875,174	−13.0%	0.26%
RBLX	Roblox Corp Communication Services	Added	59,825	+48	$3,487,199	+0.8%	0.23%
VXUS	Vanguard Total International Stock ETF	Added	53,613	+1	$3,329,367	+5.4%	0.22%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	143,872	-26,975	$3,323,369	−20.6%	0.22%
ZM	Zoom Communications, Inc. Technology	Added	44,153	+38,644	$3,257,166	+624.5%	0.21%
BNDW	Vanguard Total World Bond ETF	Added	39,138	+1,929	$3,156,479	−5.0%	0.21%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	26,340	-624	$3,146,576	−11.2%	0.21%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	36,347	-17	$3,134,785	−0.5%	0.21%
WFC	Wells Fargo & Company/Mn Financial Services	Added	43,279	+297	$3,106,999	+2.9%	0.20%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	23,104	-20,040	$3,055,041	−16.5%	0.20%
NOW	ServiceNow, Inc. Technology	Added	3,458	+13	$2,753,052	−24.6%	0.18%
AXP	American Express Co Financial Services	Added	8,780	+63	$2,362,259	−8.7%	0.16%
QQQ	Invesco Qqq Trust, Series 1	Added	4,923	+63	$2,308,493	−7.1%	0.15%
JNJ	Johnson & Johnson Healthcare	Added	13,487	+254	$2,236,684	+16.9%	0.15%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	29,808	-3,213	$2,227,253	−3.6%	0.15%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	6,281	-1,305	$2,214,554	−14.7%	0.15%
VIG	Vanguard Dividend Appreciation ETF	Reduced	22,480	-1,217	$2,186,479	−3.5%	0.14%
LYFT	Lyft, Inc. Technology	Added	154,044	+375	$1,828,502	−7.8%	0.12%
V	Visa Inc. Financial Services	Added	4,188	+159	$1,467,726	+15.3%	0.10%
SPOT	Spotify Technology S.A. Communication Services	Added	2,635	+19	$1,449,329	+23.8%	0.10%
INTU	Intuit Inc. Technology	Added	2,256	+23	$1,385,161	−1.3%	0.09%
LSPD	Lightspeed Commerce Inc. Technology	Held	158,131	0	$1,383,646	−42.5%	0.09%
MA	Mastercard Inc Financial Services	Reduced	2,399	-30	$1,314,939	+2.8%	0.09%
MDB	MongoDB, Inc. Technology	Added	7,302	+7	$1,280,770	−24.6%	0.08%
NFLX	Netflix Inc Communication Services	Added	1,341	+73	$1,250,522	+10.6%	0.08%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	17,252	+44	$1,241,626	−11.6%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.