DOSSIER · 13F-HR · Q4 2025

Vistica Wealth Advisors, LLC

$100M in tracked AUM across 45 positions as of Q4 2025.

VW
CIK 0002109247 · last filed Dec 31, 2025
Total AUM
$100M
as of Q4 2025
Holdings
45
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Vistica Wealth Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$21M536K21.1%
02
BSVO
EA SERIES TRUST
$14M609K14.1%
03
DFIV
DIMENSIONAL ETF TRUST
$7M131K6.5%
04
DISV
DIMENSIONAL ETF TRUST
$6M165K6.2%
05
DFEM
DIMENSIONAL ETF TRUST
$5M164K5.4%
06
VGIT
VANGUARD SCOTTSDALE FDS
$5M81K4.8%
07
DFAT
DIMENSIONAL ETF TRUST
$4M68K4.1%
08
DFUV
DIMENSIONAL ETF TRUST
$4M82K3.8%
09
DFIC
DIMENSIONAL ETF TRUST
$3M96K3.3%
10
BSV
VANGUARD BD INDEX FDS
$3M38K3.0%

Filing history

2025Q4Dec 31
$100M
45 positionsView →