Vista Wealth Management Group, LLC
CIK 1800593 · View on SEC EDGAR ↗
- Portfolio value
- $1.5B
- Positions
- 259
- As of
- March 31, 2025 Data as of Q1 2025
#1,839 of 9,443 by 13F value · top 19.5%
Portfolio value QoQ: -1.5% 13F does not disclose cash
- Top 10 holdings weight
- 63.46%
- Top 25 holdings weight
- 83.81%
- Positions above 1%
- 20
- Effective number of positions
- 16.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 2.49% Est. buys $61,911,609 · sells $38,302,560
- New positions
- 18
- Increased
- 138
- Decreased
- 69
- Closed
- 21
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
13.5%
Financials
4.0%
Consumer Discretionary
3.5%
Communication Services
3.2%
Industrials
1.4%
Retail
0.9%
Healthcare
0.7%
Financial Services
0.6%
Consumer Staples
0.4%
Energy
0.2%
Consumer products
0.1%
Communications
0.0%
Telecommunication
0.0%
Utilities
0.0%
Real Estate
0.0%
Other/Unmapped
71.4%
Full portfolio 259 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DUHP | $233,586,704 | 15.28% | 7,048,482 | $188,234 | Up ×1 | ||
| DIHP | $173,981,522 | 11.38% | 6,458,111 | $14,111,824 | Up ×1 | ||
| AVUS | $153,274,007 | 10.03% | 1,659,169 | $1,365,106 | Up ×1 | ||
| AVDE | $80,851,187 | 5.29% | 1,220,027 | $8,475,607 | Up ×1 | ||
| DFAR | $74,427,390 | 4.87% | 3,131,148 | $4,117,332 | Up ×1 | ||
| AVEM | $60,799,620 | 3.98% | 1,010,464 | $4,332,798 | Up ×1 | ||
| DFAC | $53,557,482 | 3.50% | 1,623,446 | $-4,223,566 | Down ×1 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $47,951,688 | 3.14% | 4,682,782 | $-565,197 | Down ×1 | ||
| DFAS | $47,105,794 | 3.08% | 788,381 | $-1,766,764 | Up ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $44,380,849 | 2.90% | 242,823 | $-3,728,927 | Down ×1 | ||
| CCC CCC Intelligent Solutions Holdings Inc. - Common Stock | $44,160,529 | 2.89% | 4,890,424 | $-20,713,092 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $29,970,862 | 1.96% | 134,925 | $-3,563,638 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $27,270,430 | 1.78% | 251,619 | $-7,051,900 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $23,491,408 | 1.54% | 150,364 | $10,095,828 | Up ×1 | ||
| SNOW Snowflake Inc. Common Stock | $23,158,821 | 1.52% | 158,448 | $-9,392,107 | Down ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $23,073,551 | 1.51% | 232,573 | $-10,584,737 | Down ×1 | ||
| DFSU | $20,167,706 | 1.32% | 563,186 | $-1,654,712 | Down ×1 | ||
| DFSI | $19,765,875 | 1.29% | 566,520 | $553,647 | Down ×1 | ||
| PCOR Procore Technologies, Inc. Common Stock | $18,520,062 | 1.21% | 280,522 | $1,778,827 | Up ×1 | ||
| DFUS | $16,966,454 | 1.11% | 280,530 | $-917,334 | |||
| DFAT | $14,592,579 | 0.95% | 283,406 | $-1,436,837 | Down ×1 | ||
| VOO | $14,147,859 | 0.93% | 27,530 | $-263,827 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $13,359,949 | 0.87% | 183,365 | $2,158,485 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $12,149,880 | 0.79% | 21,080 | $201,162 | Up ×1 | ||
| VGSR Vert Global Sustainable Real Estate ETF | $10,217,251 | 0.67% | 1,007,618 | $-518,882 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $9,613,502 | 0.63% | 25,609 | $709,116 | Up ×1 | ||
| SPY SPY | $8,217,707 | 0.54% | 14,690 | $-391,969 | |||
| DT Dynatrace, Inc. Common Stock | $7,756,882 | 0.51% | 164,515 | $-1,313,861 | Down ×1 | ||
| IQLT | $7,206,791 | 0.47% | 181,577 | $190,554 | Down ×1 | ||
| DFSE | $7,083,162 | 0.46% | 210,308 | $246,191 | Up ×1 | ||
| DFAI | $6,573,665 | 0.43% | 210,492 | $331,406 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,180,427 | 0.40% | 39,967 | $-1,314,442 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,672,821 | 0.37% | 29,816 | $-213,227 | Up ×1 | ||
| VV | $5,631,270 | 0.37% | 21,909 | $-277,587 | |||
| TSLA Tesla, Inc. - Common Stock | $4,875,681 | 0.32% | 18,813 | $-1,319,790 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,844,024 | 0.32% | 19,747 | $222,955 | Up ×1 | ||
| DAY | $4,625,102 | 0.30% | 79,292 | $-1,293,750 | Down ×1 | ||
| BRKB | $4,042,261 | 0.26% | 7,590 | $708,405 | Up ×1 | ||
| RLX RLX Technology Inc. American Depositary Shares, each representing the right to receive one (1) Class A ordinary share | $3,875,174 | 0.25% | 2,061,263 | $-577,154 | |||
| VTI | $3,770,002 | 0.25% | 13,717 | $-199,538 | Up ×1 | ||
| RBLX Roblox Corporation Class A Common Stock | $3,487,199 | 0.23% | 59,825 | $28,502 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3,329,339 | 0.22% | 53,613 | $169,975 | Up ×1 | ||
| ZM Zoom Communications, Inc. - Class A Common Stock | $3,257,167 | 0.21% | 44,153 | $2,807,578 | Up ×1 | ||
| BRKA | $3,193,766 | 0.21% | 4 | Up ×1 | |||
| VTWO Vanguard Russell 2000 ETF | $3,156,439 | 0.21% | 39,138 | $-167,396 | Up ×1 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $3,146,533 | 0.21% | 26,340 | $-396,759 | Down ×1 | ||
| WFC Wells Fargo & Company Common Stock | $3,107,013 | 0.20% | 43,279 | $87,944 | Up ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $3,055,042 | 0.20% | 23,104 | $-603,138 | Down ×1 | ||
| IWM | $3,002,881 | 0.20% | 15,053 | $-327,603 | Down ×1 | ||
| DFIV | $2,837,595 | 0.19% | 72,093 | $280,133 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $2,753,211 | 0.18% | 3,458 | $-899,114 | Up ×1 | ||
| QUAL | $2,690,834 | 0.18% | 15,746 | $-1,242,419 | Down ×1 | ||
| BIV | $2,578,330 | 0.17% | 33,673 | $149,318 | Up ×1 | ||
| VOOG | $2,543,386 | 0.17% | 7,604 | $-235,009 | Up ×1 | ||
| VT | $2,443,499 | 0.16% | 21,074 | $-32,190 | Up ×1 | ||
| AXP American Express Company Common Stock | $2,362,259 | 0.15% | 8,780 | $-224,859 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2,308,684 | 0.15% | 4,923 | $-176,102 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,236,708 | 0.15% | 13,487 | $322,931 | Up ×1 | ||
| SPLV | $2,227,281 | 0.15% | 29,808 | $-84,212 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2,214,502 | 0.14% | 6,281 | $-381,072 | Down ×1 | ||
| IWD | $2,031,187 | 0.13% | 10,795 | $282,264 | Up ×1 | ||
| DFAE | $1,920,779 | 0.13% | 74,190 | $-74,851 | Down ×1 | ||
| VNQ | $1,903,054 | 0.12% | 21,019 | $-78,165 | Down ×1 | ||
| LYFT Lyft, Inc. - Class A Common Stock | $1,828,502 | 0.12% | 154,044 | $-153,828 | Up ×1 | ||
| BSV | $1,790,564 | 0.12% | 22,874 | $48,822 | Up ×1 | ||
| DFUV | $1,701,144 | 0.11% | 41,280 | $-79,485 | Down ×1 | ||
| DVY iShares Select Dividend ETF | $1,696,083 | 0.11% | 12,630 | $37,890 | |||
| IWB | $1,530,833 | 0.10% | 4,991 | $-76,956 | |||
| V Visa Inc. | $1,467,842 | 0.10% | 4,188 | $194,412 | Up ×1 | ||
| SCHX | $1,463,126 | 0.10% | 66,265 | $-74,908 | Down ×1 | ||
| SPOT Spotify Technology S.A. Ordinary Shares | $1,449,329 | 0.09% | 2,635 | $278,983 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $1,385,143 | 0.09% | 2,256 | $-18,279 | Up ×1 | ||
| LSPD Lightspeed Commerce Inc. Subordinate Voting Shares | $1,383,646 | 0.09% | 158,131 | $-1,024,689 | |||
| VO | $1,329,307 | 0.09% | 5,140 | $-371,162 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,315,126 | 0.09% | 2,399 | $35,909 | Down ×1 | ||
| IWF | $1,288,369 | 0.08% | 3,568 | $110,133 | Up ×1 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $1,280,853 | 0.08% | 7,302 | $-417,605 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $1,250,094 | 0.08% | 1,341 | $120,310 | Up ×1 | ||
| FBTC | $1,241,626 | 0.08% | 17,252 | $-162,203 | Up ×1 | ||
| VB | $1,237,143 | 0.08% | 5,579 | $-94,969 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $1,233,094 | 0.08% | 7,236 | $24,234 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $1,119,488 | 0.07% | 8,452 | $147,336 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,104,564 | 0.07% | 6,654 | $-349,752 | Down ×1 | ||
| VEA | $1,103,468 | 0.07% | 21,709 | $66,683 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,066,844 | 0.07% | 6,377 | $313,645 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,060,248 | 0.07% | 14,804 | $183,516 | Up ×1 | ||
| BOXX | $1,055,364 | 0.07% | 9,466 | $16,526 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,048,525 | 0.07% | 1,270 | $169,573 | Up ×1 | ||
| SDY | $962,243 | 0.06% | 7,092 | $24,861 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $941,785 | 0.06% | 996 | $53,208 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $929,363 | 0.06% | 2,536 | $-52,777 | Up ×1 | ||
| VXF | $914,701 | 0.06% | 5,310 | $-94,093 | |||
| MDY | $875,974 | 0.06% | 1,642 | $-59,276 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $867,607 | 0.06% | 8,445 | $-215,117 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $854,239 | 0.06% | 10,121 | $-284,319 | Down ×1 | ||
| IVV | $843,412 | 0.06% | 1,501 | $-24,891 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $798,375 | 0.05% | 9,094 | $28,761 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $784,876 | 0.05% | 6,599 | $145,106 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $770,173 | 0.05% | 1,470 | $156,819 | Up ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $766,503 | 0.05% | 7,829 | $-66,972 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BRKA | $3,193,766 | 4 | 0.21% |
| SGOV | $690,798 | 6,862 | 0.05% |
| INTC | $281,920 | 12,414 | 0.02% |
| AOA | $263,390 | 3,443 | 0.02% |
| AZN | $238,214 | 3,241 | 0.02% |
| MO | $229,216 | 3,819 | 0.01% |
| PGR | $221,744 | 784 | 0.01% |
| RELX | $218,225 | 4,329 | 0.01% |
| BLK | $217,700 | 230 | 0.01% |
| IHDG | $210,620 | 4,853 | 0.01% |
| MFC | $207,490 | 6,661 | 0.01% |
| IEMG | $206,651 | 3,829 | 0.01% |
| JLL | $201,799 | 814 | 0.01% |
| ROP | $200,434 | 340 | 0.01% |
| BBVA | $180,056 | 13,220 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CCC | Trimmed | -640K | -$20.7M |
| DIHP | Bought more | +122K | +$14.1M |
| DDOG | Trimmed | -3K | -$10.6M |
| GOOG | Bought more | +80K | +$10.1M |
| SNOW | Trimmed | -52K | -$9.4M |
| AVDE | Bought more | +41K | +$8.5M |
| NVDA | Trimmed | -4K | -$7.1M |
| AVEM | Bought more | +50K | +$4.3M |
| DFAC | Trimmed | -47K | -$4.2M |
| DFAR | Bought more | +110K | +$4.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BIL | March 31, 2025 | 7,695 | $703,554 | No longer tracked |
| FNDA | March 31, 2025 | 12,107 | $359,588 | No longer tracked |
| FNDX | March 31, 2025 | 15,091 | $357,348 | No longer tracked |
| URI | March 31, 2025 | 332 | $234,213 | 76.6% |
| HUBB | March 31, 2025 | 556 | $232,903 | 43.6% |
| WCC | March 31, 2025 | 1,272 | $230,181 | 121.0% |
| EMR | March 31, 2025 | 1,823 | $225,931 | 42.3% |
| ROST | March 31, 2025 | 1,459 | $220,732 | 86.5% |
| BNS | March 31, 2025 | 4,096 | $220,037 | 85.7% |
| TGT | March 31, 2025 | 1,577 | $213,144 | 55.6% |
| OKE | March 31, 2025 | 2,068 | $207,627 | -4.5% |
| CLS | March 31, 2025 | 2,245 | $207,214 | 284.9% |
| GM | March 31, 2025 | 3,872 | $206,259 | 86.5% |
| FLRN | March 31, 2025 | 6,576 | $202,080 | No longer tracked |
| DECK | March 31, 2025 | 985 | $200,044 | -19.6% |
| RDY | March 31, 2025 | 11,415 | $180,243 | -8.4% |
| VTRS | March 31, 2025 | 12,781 | $159,119 | 84.4% |
| PATH | March 31, 2025 | 12,271 | $155,964 | 52.7% |
| STLA | March 31, 2025 | 11,039 | $144,059 | -52.0% |
| RIG | March 31, 2025 | 10,178 | $38,168 | 90.2% |
| CIG | March 31, 2025 | 10,512 | $18,606 | 8.8% |