Vistica Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Vistica Wealth Advisors, LLCInvestment ActivityVistica Wealth Advisors, LLC has $100.34 million in total holdings as of March 31, 2026.Vistica Wealth Advisors, LLC owns shares of 49 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 4.99% of the portfolio was sold this quarter.This quarter, Vistica Wealth Advisors, LLC has purchased 45 new stocks and bought additional shares in 12 stocks.Vistica Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $20,328,393EA Bridgeway Omni Small-Cap Value ETF $14,644,256Dimensional International Value ETF $6,483,826Dimensional International Small Cap Value ETF $6,222,043Dimensional Emerging Markets Core Equity 2 ETF $5,366,605 Largest New Holdings this Quarter 67066G104 - NVIDIA $321,942 Holding110122108 - Bristol Myers Squibb $274,172 Holding25434V849 - Dimensional National Municipal Bond ETF $260,500 Holding166764100 - Chevron $210,624 Holding025072604 - Avantis Emerging Markets Equity ETF $205,882 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 7,470 shares (about $585.72K)NVIDIA 1,846 shares (about $321.94K)Bristol Myers Squibb 4,521 shares (about $274.17K)Dimensional National Municipal Bond ETF 5,435 shares (about $260.50K)Vanguard Intermediate-Term Treasury ETF 3,676 shares (about $218.91K) Largest Sales this Quarter EA Bridgeway Omni Small-Cap Value ETF 31,590 shares (about $801.44K)Dimensional Global Real Estate ETF 23,444 shares (about $623.14K)Dimensional U.S. Core Equity 2 ETF 12,746 shares (about $495.31K)Dimensional U.S. Targeted Value ETF 7,778 shares (about $485.73K)Dimensional US Marketwide Value ETF 9,419 shares (about $456.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVistica Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$20,328,393$495,309 ▼-2.4%523,11920.3%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$14,644,256$801,439 ▼-5.2%577,22714.6%ETFDFIVDimensional International Value ETF$6,483,826$451,639 ▼-6.5%122,8466.5%ETFDISVDimensional International Small Cap Value ETF$6,222,043$280,023 ▼-4.3%157,7606.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,366,605$292,845 ▼-5.2%155,3295.3%ETFVGITVanguard Intermediate-Term Treasury ETF$5,054,548$218,906 ▲4.5%84,8795.0%ETFDFATDimensional U.S. Targeted Value ETF$3,781,151$485,735 ▼-11.4%60,5473.8%ETFBSVVanguard Short-Term Bond ETF$3,536,377$585,724 ▲19.9%45,1013.5%ETFDFUVDimensional US Marketwide Value ETF$3,502,315$456,447 ▼-11.5%72,2723.5%ETFDFICDimensional International Core Equity 2 ETF$3,378,725$17,801 ▼-0.5%95,0953.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,442,305$169,380 ▲7.5%48,8952.4%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$2,438,060$147,294 ▼-5.7%71,7712.4%ETFAVDVAvantis International Small Cap Value ETF$2,131,535$157,381 ▼-6.9%21,3452.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,098,421$1,139 ▼-0.1%14,7332.1%ETFDFGRDimensional Global Real Estate ETF$1,900,338$623,142 ▼-24.7%71,4951.9%ETFCOLBColumbia Banking System$1,797,735$2,386 ▲0.1%65,5391.8%FinanceDFUSDimensional U.S. Equity ETF$1,304,1770.0%18,3921.3%ETFAVUVAvantis U.S. Small Cap Value ETF$1,096,929$3,093 ▼-0.3%9,9301.1%ETFDUHPDimensional US High Profitability ETF$1,056,262$62,492 ▼-5.6%28,7341.1%ETFIDEViShares Core MSCI International Developed Markets ETF$934,041$13,037 ▼-1.4%11,1770.9%ETFDFLVDimensional US Large Cap Value ETF$822,616$390,846 ▼-32.2%23,0360.8%ETFAAPLApple$764,669$11,674 ▲1.6%3,0130.8%Computer and TechnologyIVLUiShares MSCI Intl Value Factor ETF$675,5520.0%17,0250.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$665,9030.0%9,5470.7%ETFDFAIDimensional International Core Equity Market ETF$500,4410.0%12,8450.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$494,983$2,969 ▼-0.6%10,3380.5%ETFDIHPDimensional International High Profitability ETF$494,416$8,538 ▼-1.7%15,3450.5%ETFDFASDimensional U.S. Small Cap ETF$474,9350.0%6,6770.5%ETFAVDEAvantis International Equity ETF$456,524$125,987 ▲38.1%5,3810.5%ETFDFAUDimensional US Core Equity Market ETF$452,9150.0%10,0380.5%ETFMUMicron Technology$419,259$63,852 ▲18.0%1,2410.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$365,846$13,799 ▼-3.6%1,1400.4%ETFXOMExxonMobil$357,983$75,668 ▼-17.4%2,1100.4%EnergyNVDANVIDIA$321,942$321,942 ▲New Holding1,8460.3%Computer and TechnologyMSFTMicrosoft$302,799$122,156 ▲67.6%8180.3%Computer and TechnologyGOOGLAlphabet$282,926$14,376 ▲5.4%9840.3%Computer and TechnologyWFCWells Fargo & Company$274,893$13,056 ▲5.0%3,4530.3%FinanceBMYBristol Myers Squibb$274,172$274,172 ▲New Holding4,5210.3%MedicalDIMENSIONAL ETF TRUST$262,5090.0%3,5580.3%WORLD EQUITY ETFDFNMDimensional National Municipal Bond ETF$260,500$260,500 ▲New Holding5,4350.3%ETFGOOGAlphabet$258,748$13,769 ▲5.6%9020.3%Computer and TechnologyINNOVATOR ETFS TRUST$256,4340.0%7,9000.3%U S EQ 10 BUFFERSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$252,3000.0%7,5000.3%ETFQCOMQualcomm$245,712$17,643 ▲7.7%1,9080.2%Computer and TechnologyVTVanguard Total World Stock ETF$238,0080.0%1,7210.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$215,0790.0%2,7430.2%ETFCVXChevron$210,624$210,624 ▲New Holding1,0180.2%EnergyAVEMAvantis Emerging Markets Equity ETF$205,882$205,882 ▲New Holding2,5550.2%ETFGERNGeron$37,2500.0%25,0000.0%MedicalCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$0$228,039 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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