Vista Wealth Management Group, LLC

CIK

1800593

Location

PALO ALTO, CA

Portfolio Value

Small $426,661,670

Diversification

Diversified

Filing Date

Global Rank

#2,535 / 7,977 ▼ 70

Top Industry

Software - Application 34.1%

3Y Alpha vs SPY

-8.3%

Period ended 1 year ago

Filed Apr 17, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.3%

SPY

+76.3%

Annualised alpha

-8.3%

Max drawdown

−25.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.2%

−2.2 pts

Top 5

45.4%

−2.2 pts

Top 10

66.6%

−3.1 pts

HHI

554

Diversified−69

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	52.0%	$221,665,490	49
Financial Services	17.0%	$72,678,533	36
Consumer Cyclical	15.1%	$64,588,207	14
Communication Services	6.0%	$25,778,050	14
Unclassified	3.3%	$13,936,078	6
Healthcare	2.4%	$10,089,830	17
Consumer Defensive	2.2%	$9,489,459	10
Industrials	1.2%	$4,972,360	13
Energy	0.6%	$2,433,177	4
Real Estate	0.2%	$650,948	4
Utilities	0.1%	$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
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
NMR	Nomura Holdings Inc	+1,848	12,006	$73,836
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
CL	Colgate Palmolive Co	+864	3,871	$362,712
NRDS	Nerdwallet, Inc.	+745	12,426	$112,455
KO	Coca Cola Co	+722	14,804	$1,060,262
META	Meta Platforms, Inc.	+673	21,080	$12,149,668
XOM	Exxon Mobil Corp	+652	6,599	$784,819
WMT	Walmart Inc.	+576	9,094	$798,362
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
SNOW	Snowflake Inc.	−52,360	158,448	$23,158,759
DASH	DoorDash, Inc.	−43,971	242,823	$44,380,759
BABA	Alibaba Group Holding Ltd	−20,040	23,104	$3,055,041
INFY	Infosys Ltd	−8,045	10,243	$186,934
VOD	Vodafone Group Public Ltd Co	−6,542	14,400	$134,928
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
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
NVO	Novo Nordisk A S	−1,469	3,878	$269,288
CRWD	CrowdStrike Holdings, Inc.	−1,305	6,281	$2,214,554
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
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−710	6,654	$1,104,564
ABNB	Airbnb, Inc.	−624	26,340	$3,146,576
CRM	Salesforce, Inc.	−623	2,351	$630,914
MRK	Merck & Co., Inc.	−618	7,320	$657,043
MFG	Mizuho Financial Group Inc	−608	17,820	$98,188
AMD	Advanced Micro Devices Inc	−519	8,445	$867,639
AMAT	Applied Materials Inc /De	−457	2,464	$357,575
ENIC	Enel Chile S.A.	−456	28,367	$92,760
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	12,414	$281,921
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
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
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

169 positions · $426,661,670 total · 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 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NU	Nu Holdings Ltd. Financial Services	Reduced	4,682,782	-315	$47,951,687	−1.2%	11.24%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	242,823	-43,971	$44,380,759	−7.8%	10.40%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Reduced	4,890,424	-640,149	$44,160,528	−31.9%	10.35%
AAPL	Apple Inc. Technology	Added	134,925	+1,012	$29,970,890	−10.6%	7.02%
NVDA	Nvidia Corp Technology	Reduced	251,619	-3,965	$27,270,467	−20.5%	6.39%
SNOW	Snowflake Inc. Technology	Reduced	158,448	-52,360	$23,158,759	−28.9%	5.43%
DDOG	Datadog, Inc. Technology	Reduced	232,573	-2,981	$23,073,567	−31.4%	5.41%
PCOR	Procore Technologies, Inc. Technology	Added	280,522	+57,097	$18,520,062	+10.6%	4.34%
UBER	Uber Technologies, Inc Technology	Reduced	183,365	-2,336	$13,359,973	+19.3%	3.13%
META	Meta Platforms, Inc. Communication Services	Added	21,080	+673	$12,149,668	+1.7%	2.85%
MSFT	Microsoft Corp Technology	Added	25,609	+4,484	$9,613,362	+8.0%	2.25%
SPY	Spdr S&P 500 ETF Trust	Held	14,690	0	$8,217,439	−4.6%	1.93%
DT	Dynatrace, Inc. Technology	Reduced	164,515	-2,380	$7,756,882	−14.5%	1.82%
GOOGL	Alphabet Inc. Communication Services	Added	39,967	+374	$6,180,496	−17.5%	1.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,816	+2,987	$5,672,792	−3.6%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,813	+3,472	$4,875,577	−21.3%	1.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,747	+469	$4,843,939	+4.8%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,590	+235	$4,042,282	+21.2%	0.95%
RLX	RLX Technology Inc. Consumer Defensive	Held	2,061,263	0	$3,875,174	−13.0%	0.91%
RBLX	Roblox Corp Communication Services	Added	59,825	+48	$3,487,199	+0.8%	0.82%
ZM	Zoom Communications, Inc. Technology	Added	44,153	+38,644	$3,257,166	+624.5%	0.76%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	26,340	-624	$3,146,576	−11.2%	0.74%
WFC	Wells Fargo & Company/Mn Financial Services	Added	43,279	+297	$3,106,999	+2.9%	0.73%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	23,104	-20,040	$3,055,041	−16.5%	0.72%
AXP	American Express Co Financial Services	Added	8,780	+63	$2,362,259	−8.7%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Added	4,923	+63	$2,308,493	−7.1%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	13,487	+254	$2,236,684	+16.9%	0.52%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	6,281	-1,305	$2,214,554	−14.7%	0.52%
LYFT	Lyft, Inc. Technology	Added	154,044	+375	$1,828,502	−7.8%	0.43%
V	Visa Inc. Financial Services	Added	4,188	+159	$1,467,726	+15.3%	0.34%
SPOT	Spotify Technology S.A. Communication Services	Added	2,635	+19	$1,449,329	+23.8%	0.34%
INTU	Intuit Inc. Technology	Added	2,256	+23	$1,385,161	−1.3%	0.32%
LSPD	Lightspeed Commerce Inc. Technology	Held	158,131	0	$1,383,646	−42.5%	0.32%
MA	Mastercard Inc Financial Services	Reduced	2,399	-30	$1,314,939	+2.8%	0.31%
MDB	MongoDB, Inc. Technology	Added	7,302	+7	$1,280,770	−24.6%	0.30%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	17,252	+44	$1,241,626	−11.6%	0.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,236	+25	$1,233,159	+2.0%	0.29%
RTX	RTX Corp Industrials	Added	8,452	+51	$1,119,551	+15.2%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	6,654	-710	$1,104,564	−24.0%	0.26%
CVX	Chevron Corp Energy	Added	6,377	+1,177	$1,066,808	+41.6%	0.25%
KO	Coca Cola Co Consumer Defensive	Added	14,804	+722	$1,060,262	+20.9%	0.25%
LLY	ELI LILLY & Co Healthcare	Added	1,270	+131	$1,048,905	+19.3%	0.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	996	+26	$941,996	+6.0%	0.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,536	+11	$929,418	−5.4%	0.22%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,642	0	$875,974	−6.3%	0.21%
AMD	Advanced Micro Devices Inc Technology	Reduced	8,445	-519	$867,639	−19.9%	0.20%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,121	-4,933	$854,212	−25.0%	0.20%
WMT	Walmart Inc. Consumer Defensive	Added	9,094	+576	$798,362	+3.7%	0.19%
XOM	Exxon Mobil Corp Energy	Added	6,599	+652	$784,819	+22.7%	0.18%
UNH	Unitedhealth Group Inc Healthcare	Added	1,470	+258	$769,912	+25.6%	0.18%