13F Insight
DOSSIER · 13F-HR · Q1 2026

VISTA FINANCE, LLC

VISTA FINANCE's family office based in Greenwich, CT — $126M in tracked AUM across 55 positions as of Q1 2026.

VF
VISTA FINANCE·Greenwich, CT·Family Office
CIK 0001893809 · last filed Mar 31, 2026
Total AUM
$126M
▼ 12.7%
vs prior
Holdings
55
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VISTA FINANCE, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$43M100K34.2%
02
MAGS
LISTED FDS TR
$20M346K15.9%
03
AMLP
ALPS ETF TR
$12M219K9.2%
04
EEM
ISHARES TR
$11M200K9.0%
05
FSCO
FS CREDIT OPPORTUNITIES CORP
$10M2.0M8.1%
06
IEFA
ISHARES TR
$4M43K3.1%
07
IVV
ISHARES TR
$2M4K1.8%
08
ICSH
ISHARES TR
$2M45K1.8%
09
IWM
ISHARES TR
$2M7K1.5%
10
FBTC
FIDELITY WISE ORIGIN BITCOIN
$2M28K1.3%

Filing history

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