Vista Wealth Management Group, LLC

CIK

1800593

Location

PALO ALTO, CA

Portfolio Value

Micro $2,433,177

Diversification

Diversified

Filing Date

Global Rank

#2,535 / 7,977 ▼ 70

Top Industry

Software - Application 34.1%

3Y Alpha vs SPY

-8.4%

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

+40.3%

SPY

+74.2%

Annualised alpha

-8.4%

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

4 positions · $2,433,177 total · Energy only · as of Mar 31, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Added	6,377	+1,177	$1,066,808	+41.6%	43.84%
XOM	Exxon Mobil Corp Energy	Added	6,599	+652	$784,819	+22.7%	32.25%
SHEL	Shell plc Energy	Added	4,512	+891	$330,639	+45.7%	13.59%
PSX	Phillips 66 Energy	Added	2,032	+132	$250,911	+15.9%	10.31%