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Filers›Family Office›VISTA INVESTMENT MANAGEMENT
DOSSIER · 13F-HR · Q1 2026

VISTA INVESTMENT MANAGEMENT

VISTA INVESTMENT's family office based in Boston, MA — $301M in tracked AUM across 180 positions as of Q1 2026.

VI
VISTA INVESTMENT·Boston, MA·Family Office
CIK 0001740140 · last filed Mar 31, 2026
Total AUM
$301M
▲ 18.6%
vs prior
Holdings
180
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

VISTA INVESTMENT MANAGEMENT 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
VCSH
VANGUARD SCOTTSDALE FDS
$10M127K3.4%
02
JAAA
JANUS DETROIT STR TR
$10M192K3.2%
03
VGT
VANGUARD WORLD FD
$9M14K3.1%
04
FLTR
VANECK ETF TRUST
$8M332K2.8%
05
SPIB
SPDR SERIES TRUST
$8M245K2.7%
06
BSCU
INVESCO EXCH TRD SLF IDX FD
$8M480K2.7%
07
BSCS
INVESCO EXCH TRD SLF IDX FD
$7M348K2.4%
08
QUAL
ISHARES TR
$6M34K2.1%
09
QUS
SPDR SERIES TRUST
$6M37K2.1%
10
COHR
COHERENT CORP
$6M26K2.1%

Filing history

Filing history loading…
AI Agent · grounded in VISTA
haiku-4-5 · 180 positions indexed
Sector mix
  • Tech22%
  • Financials6%
  • Cons. Disc.11%
  • Communications9%
  • Industrials18%
  • Energy35%
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