Vistica Wealth Advisors, LLC - Portfolio Stock Holdings

Vistica Wealth Advisors, LLC disclosed 55 stock positions in a recent SEC 13F filing. $115,579,689 of stock holdings were filed, with the largest holdings including DFAC, BSVO, and DFIV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $260,142,729 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.