Vistica Wealth Advisors, LLC
•CIK: 2109247•Filing: Q4 2025
**Vistica Wealth Advisors, LLC** manages $100M across a diversified portfolio of 45 positions. The strategy exhibits a notable concentration in select names, with DFAC representing the largest holding at $21.2M. Further significant allocations include BSVO at $14.2M, followed by DFIV ($6.6M) and DISV ($6.3M). This positioning suggests a focused, conviction-driven approach within its current investment mandate.
Total AUM
$100.4M
QoQ Performance
N/A
Positions
22
Top 10 Concentration
72.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
BSVO
DFIV
DISV
DFEM
DFAC21.1%
BSVO14.1%
DFIV6.5%
DISV6.2%
DFEM5.4%
VGIT4.8%
DFAT4.1%
DFUV3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other97.5%
Technology1.9%
Energy0.3%
Financial0.3%