Vistica Wealth Advisors, LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical 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.
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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.3% | $3,216,831 |
| Financial Services | 35.0% | $2,597,050 |
| Energy | 8.2% | $610,789 |
| Communication Services | 3.9% | $292,328 |
| Healthcare | 3.3% | $246,980 |
| Industrials | 3.3% | $242,797 |
| Consumer Cyclical | 3.0% | $221,179 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,068 | 818 | $292,328 | |
| BMY | Bristol Myers Squibb Co | −790 | 3,731 | $214,980 | |
| MU | Micron Technology Inc | −257 | 984 | $1,135,821 | |
| NVDA | Nvidia Corp | −218 | 1,628 | $325,746 | |
| MSFT | Microsoft Corp | −67 | 751 | $280,138 | |
| QCOM | Qualcomm Inc/De | −17 | 1,891 | $349,437 | |
| WFC | Wells Fargo & Company/Mn | −17 | 3,436 | $283,951 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Added | 65,625 | $2,103,281 | 28.32% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 984 | $1,135,821 | 15.29% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,132 | $906,275 | 12.20% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,821 | $385,687 | 5.19% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,891 | $349,437 | 4.70% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,628 | $325,746 | 4.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 818 | $292,328 | 3.94% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 3,436 | $283,951 | 3.82% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 751 | $280,138 | 3.77% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 228 | $242,797 | 3.27% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,358 | $225,102 | 3.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 928 | $221,179 | 2.98% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 859 | $219,414 | 2.95% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 3,731 | $214,980 | 2.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 641 | $209,818 | 2.82% | |
| GERN |
Geron Corp
Healthcare
|
Held | 25,000 | $32,000 | 0.43% |
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.