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
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Vistica Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#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 →