13F Insight
DOSSIER · 13F-HR · Q2 2026

Vistica Wealth Advisors, LLC

$116M in tracked AUM across 54 positions as of Q2 2026.

VW
CIK 0002109247 · last filed Jun 30, 2026
Total AUM
$116M
as of Q2 2026
Holdings
54
+9 QoQ
positions
Whale Score
54
54
tracked
Activity
49
+11 new, −2 sold
changes this Q
AI Analysis · Q2 2026

Vistica Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. 49 position changes this quarter — 11 new, 2 exited, 15 added, 21 trimmed.

Quarter at a glance — Q2 2026

49 material changes this filing.

TRIM
BSVOEA SERIES TRUST
-6K sh
+$3M
15.2%
TRIM
DFACDIMENSIONAL ETF TRUST
-10K sh
+$2M
20.2%
ADD
BSVVANGUARD BD INDEX FDS
+22K sh
+$2M
4.0%
ADD
DFEMDIMENSIONAL ETF TRUST
+2K sh
+$1M
5.8%
NEW
DFNMDIMENSIONAL ETF TRUST
+21K sh
+$1M
0.9%
ADD
VGITVANGUARD SCOTTSDALE FDS
+17K sh
+$914K
5.0%
TRIM
MUMICRON TECHNOLOGY INC
-68 sh
+$836K
1.0%

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$23M526K20.2%02
BSVO
EA SERIES TRUST
$18M603K15.2%03
DFIV
DIMENSIONAL ETF TRUST
$7M132K6.1%04
DFEM
DIMENSIONAL ETF TRUST
$7M166K5.8%05
DISV
DIMENSIONAL ETF TRUST
$7M164K5.7%06
VGIT
VANGUARD SCOTTSDALE FDS
$6M98K5.0%07
BSV
VANGUARD BD INDEX FDS
$5M59K4.0%08
DFAT
DIMENSIONAL ETF TRUST
$4M59K3.6%09
DFUV
DIMENSIONAL ETF TRUST
$4M73K3.5%10
DFIC
DIMENSIONAL ETF TRUST
$3M93K3.0%

Filing history

2026Q2Jun 30
$116M▲ 15.1%
54 positionsView →2025Q4Dec 31
$100M—
45 positionsView →