Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vistica Wealth Advisors, LLC (CIK 2109247) reported $115.6M across 54 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($23.3M, 20.19%), BSVO ($17.6M, 15.24%), DFIV ($7.1M, 6.15%), DFEM ($6.7M, 5.83%), DISV ($6.6M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $23.3M | 20.19% | 526,146 | Added |
| 2 | BSVO | EA SERIES TRUST | $17.6M | 15.24% | 603,279 | Added |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 6.15% | 131,563 | Added |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $6.7M | 5.83% | 165,834 | Added |
| 5 | DISV | DIMENSIONAL ETF TRUST | $6.6M | 5.70% | 164,283 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $5.8M | 5.00% | 98,009 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $4.6M | 3.99% | 59,181 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $4.1M | 3.57% | 59,060 | Trimmed |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $4.0M | 3.47% | 72,988 | Added |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $3.5M | 3.00% | 93,031 | Trimmed |
| 11 | VTIP | VANGUARD MALVERN FDS | $2.9M | 2.51% | 57,750 | Added |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $2.6M | 2.26% | 70,944 | Trimmed |
| 13 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.87% | 20,965 | Trimmed |
| 14 | ITOT | ISHARES TR | $2.1M | 1.82% | 12,819 | Trimmed |
| 15 | COLB | COLUMBIA BKG SYS INC | $2.1M | 1.82% | 65,625 | Added |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $2.0M | 1.69% | 67,497 | Trimmed |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.2M | 1.07% | 9,934 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $1.1M | 0.98% | 984 | Trimmed |
| 19 | DFNM | DIMENSIONAL ETF TRUST | $1.0M | 0.88% | 21,078 | Added |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $996,638 | 0.86% | 23,883 | Trimmed |
| 21 | IDEV | ISHARES TR | $984,755 | 0.85% | 11,063 | Trimmed |
| 22 | AAPL | APPLE INC | $906,181 | 0.78% | 3,132 | Added |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $866,352 | 0.75% | 10,573 | Trimmed |
| 24 | IEMG | ISHARES INC | $787,477 | 0.68% | 9,506 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $718,667 | 0.62% | 1,942 | Added |
Source: SEC Form 13F filings · as of 2026-06-30