Vista Wealth Management Group, LLC

CIK

1800593

Location

PALO ALTO, CA

Portfolio Value

Mid $1,527,730,657

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,523 / 8,136 ▲ 34 · as of Mar 2025

Top Industry

Software - Application 32.3%

Period ended 1 year ago

Filed Apr 17, 2025 · 1y

21 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.6% of the book (60%+)

Turnover

Low turnover

5.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.3 quarters (12+), a floor since 9.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 58.4% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

44.2%

+1.3 pts

Top 5

72.4%

+1.0 pts

Top 10

81.6%

−0.3 pts

HHI

2,376

Moderately concentrated+142

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	71.0%	$1,084,253,400	90
Technology	14.7%	$223,867,932	49
Financial Services	5.0%	$75,983,654	37
Consumer Cyclical	4.3%	$65,156,464	14
Communication Services	3.3%	$50,394,887	15
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
DUHP	Dimensional US High Profitability ETF	+141,158	7,048,482	$233,586,693
DIHP	Dimensional International High Profitability ETF	+121,619	6,458,111	$173,981,510
DFAR	Dimensional US Real Estate ETF	+109,659	3,131,148	$74,427,387
AVUS	Avantis U.S. Equity ETF	+91,967	1,659,169	$153,274,032
GOOG	Alphabet Inc.	+80,024	150,364	$23,491,367
PCOR	Procore Technologies, Inc.	+57,097	280,522	$18,520,062
AVEM	Avantis Emerging Markets Equity ETF	+49,981	1,010,464	$60,799,618
AVDE	Avantis International Equity ETF	+40,695	1,220,027	$80,851,189
ZM	Zoom Communications, Inc.	+38,644	44,153	$3,257,166
DFAS	Dimensional U.S. Small Cap ETF	+37,420	788,381	$47,105,764
MSFT	Microsoft Corp	+4,484	25,609	$9,613,362
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	+3,948	210,308	$7,083,173
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
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+2,007	3,707	$478,054
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	+1,929	39,138	$3,156,479
NMR	Nomura Holdings Inc	+1,848	12,006	$73,836
MUFG	Mitsubishi Ufj Financial Group Inc	+1,416	17,461	$237,993
IWD	iShares Russell 1000 Value ETF	+1,348	10,795	$2,031,187
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
BIV	Vanguard Bond Index Funds	+1,169	33,673	$2,578,341
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
VGSR	Vert Global Sustainable Real Estate ETF	−53,265	1,007,618	$10,217,246
SNOW	Snowflake Inc.	−52,360	158,448	$23,158,759
DFAC	Dimensional U.S. Core Equity 2 ETF	−47,009	1,623,446	$53,557,483
DASH	DoorDash, Inc.	−43,971	242,823	$44,380,759
BABA	Alibaba Group Holding Ltd	−20,040	23,104	$3,055,041
DFSI	Dimensional International Sustainability Core 1 ETF	−18,327	566,520	$19,765,882
DFSU	Dimensional US Sustainability Core 1 ETF	−12,603	563,186	$20,167,690
INFY	Infosys Ltd	−8,045	10,243	$186,934
IQLT	iShares MSCI Intl Quality Factor ETF	−7,438	181,577	$7,206,791
VOD	Vodafone Group Public Ltd Co	−6,542	14,400	$134,928
QUAL	iShares MSCI USA Quality Factor ETF	−6,341	15,746	$2,690,833
PLTR	Palantir Technologies Inc.	−4,933	10,121	$854,212
DFAT	Dimensional U.S. Targeted Value ETF	−4,582	283,406	$14,592,574
DFAE	Dimensional Emerging Core Equity Market ETF	−4,471	74,190	$1,920,779
CMF	iShares California Muni Bond ETF	−4,434	7,845	$441,516
NVDA	Nvidia Corp	−3,965	251,619	$27,270,467
WIT	Wipro Ltd	−3,339	19,084	$58,397
DFAI	Dimensional International Core Equity Market ETF	−3,284	210,492	$6,573,665
SPLV	Invesco S&P 500 Low Volatility 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
DFUV	Dimensional U.S. Marketwide Value ETF	−2,235	41,280	$1,701,148
—		−2,190	79,292	$4,625,102
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
BRK-A	Berkshire Hathaway Inc	4	$3,193,768
SGOV	iShares 0-3 Month Treasury Bond ETF	6,862	$690,797
INTC	Intel Corp	12,414	$281,921
—		3,443	$263,389
MO	Altria Group, Inc.	3,819	$229,216
PGR	Progressive Corp	784	$221,879
RELX	Relx PLC	4,329	$218,224
BLK	BlackRock, Inc.	230	$217,690
IHDG	WisdomTree International Hedged Quality Dividend Growth 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	$66,504
IEMG	iShares Trust	3,829	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
—		7,695	$703,553
FNDA	Schwab Strategic Trust	12,107	$359,577
FNDX	Schwab Fundamental U.S. Large Company ETF	15,091	$357,354
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	2,068	$207,627
CLS	Celestica Inc	2,245	$207,213
GM	General Motors Co	3,872	$206,261
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	6,576	$202,080
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

258 tracked positions · $1,527,730,657 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 258 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
DUHP	Dimensional US High Profitability ETF	Added	7,048,482	+141,158	$233,586,693	+0.1%	13	$25.66	15.29%
DIHP	Dimensional International High Profitability ETF	Added	6,458,111	+121,619	$173,981,510	+8.8%	13	unpriced	11.39%
AVUS	Avantis U.S. Equity ETF	Added	1,659,169	+91,967	$153,274,032	+0.9%	20	$76.67	10.03%
AVDE	Avantis International Equity ETF	Added	1,220,027	+40,695	$80,851,189	+11.7%	18	$59.87	5.29%
DFAR	Dimensional US Real Estate ETF	Added	3,131,148	+109,659	$74,427,387	+5.9%	12	$22.06	4.87%
AVEM	Avantis Emerging Markets Equity ETF	Added	1,010,464	+49,981	$60,799,618	+7.7%	18	$57.07	3.98%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	1,623,446	-47,009	$53,557,483	−7.3%	16	unpriced	3.51%
NU	Nu Holdings Ltd. Financial Services	Reduced	4,682,782	-315	$47,951,687	−1.2%	12	$6.11	3.14%
DFAS	Dimensional U.S. Small Cap ETF	Added	788,381	+37,420	$47,105,764	−3.6%	16	unpriced	3.08%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	242,823	-43,971	$44,380,759	−7.8%	17	$155.08	2.91%
CCC	CCC Intelligent Solutions Holdings Inc. Technology	Reduced	4,890,424	-640,149	$44,160,528	−31.9%	12	$10.20	2.89%
AAPL	Apple Inc. Technology	Added	134,925	+1,012	$29,970,890	−10.6%	21+	before history	1.96%
NVDA	Nvidia Corp Technology	Reduced	251,619	-3,965	$27,270,467	−20.5%	19	unpriced	1.79%
GOOG	Alphabet Inc. Communication Services	Added	150,364	+80,024	$23,491,367	+75.4%	21+	before history	1.54%
SNOW	Snowflake Inc. Technology	Reduced	158,448	-52,360	$23,158,759	−28.9%	17	$253.30	1.52%
DDOG	Datadog, Inc. Technology	Reduced	232,573	-2,981	$23,073,567	−31.4%	17	$118.39	1.51%
DFSU	Dimensional US Sustainability Core 1 ETF	Reduced	563,186	-12,603	$20,167,690	−7.6%	10	$29.22	1.32%
DFSI	Dimensional International Sustainability Core 1 ETF	Reduced	566,520	-18,327	$19,765,882	+2.9%	10	$30.92	1.29%
PCOR	Procore Technologies, Inc. Technology	Added	280,522	+57,097	$18,520,062	+10.6%	15	$73.32	1.21%
DFUS	Dimensional U.S. Equity Market ETF	Held	280,530	0	$16,966,454	−5.1%	16	unpriced	1.11%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	283,406	-4,582	$14,592,574	−9.0%	16	unpriced	0.96%
VOO	VANGUARD 500 INDEX FUND	Added	27,530	+783	$14,147,942	−1.8%	20	unpriced	0.93%
UBER	Uber Technologies, Inc Technology	Reduced	183,365	-2,336	$13,359,973	+19.3%	21+	before history	0.87%
META	Meta Platforms, Inc. Communication Services	Added	21,080	+673	$12,149,668	+1.7%	21+	before history	0.80%
VGSR	Vert Global Sustainable Real Estate ETF	Reduced	1,007,618	-53,265	$10,217,246	−4.8%	6	unpriced	0.67%
MSFT	Microsoft Corp Technology	Added	25,609	+4,484	$9,613,362	+8.0%	21+	before history	0.63%
SPY	Spdr S&P 500 ETF Trust	Held	14,690	0	$8,217,439	−4.6%	21+	before history	0.54%
DT	Dynatrace, Inc. Technology	Reduced	164,515	-2,380	$7,756,882	−14.5%	15	$62.19	0.51%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	181,577	-7,438	$7,206,791	+2.7%	19	unpriced	0.47%
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	Added	210,308	+3,948	$7,083,173	+3.6%	10	$30.74	0.46%
DFAI	Dimensional International Core Equity Market ETF	Reduced	210,492	-3,284	$6,573,665	+5.3%	12	$25.09	0.43%
GOOGL	Alphabet Inc. Communication Services	Added	39,967	+374	$6,180,496	−17.5%	21+	before history	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,816	+2,987	$5,672,792	−3.6%	21+	before history	0.37%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	21,909	0	$5,631,270	−4.7%	11	unpriced	0.37%
TSLA	Tesla, Inc. Consumer Cyclical	Added	18,813	+3,472	$4,875,577	−21.3%	21+	before history	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,747	+469	$4,843,939	+4.8%	19	$147.08	0.32%
		Reduced	79,292	-2,190	$4,625,102	−21.9%	17	unpriced	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,590	+235	$4,042,282	+21.2%	18	$304.05	0.26%
RLX	RLX Technology Inc. Consumer Defensive	Held	2,061,263	0	$3,875,174	−13.0%	15	$4.90	0.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	13,717	+20	$3,769,980	−5.0%	20	unpriced	0.25%
RBLX	Roblox Corp Communication Services	Added	59,825	+48	$3,487,199	+0.8%	16	$81.25	0.23%
VXUS	Vanguard Total International Stock ETF	Added	53,613	+1	$3,329,367	+5.4%	19	$52.77	0.22%
ZM	Zoom Communications, Inc. Technology	Added	44,153	+38,644	$3,257,166	+624.5%	14	$91.75	0.21%
BRK-A	Berkshire Hathaway Inc Financial Services	NEW	4	NEW	$3,193,768	NEW	1	$729,330.80	0.21%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	39,138	+1,929	$3,156,479	−5.0%	19	unpriced	0.21%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	26,340	-624	$3,146,576	−11.2%	14	$125.81	0.21%
WFC	Wells Fargo & Company Financial Services	Added	43,279	+297	$3,106,999	+2.9%	17	$48.04	0.20%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	23,104	-20,040	$3,055,041	−16.5%	17	$159.79	0.20%
IWM	iShares Russell 2000 ETF	Reduced	15,053	-20	$3,002,922	−9.8%	21+	before history	0.20%
DFIV	Dimensional International Value ETF	Added	72,093	+11	$2,837,580	+11.0%	15	unpriced	0.19%

Showing the top 50 of 258 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.