Vistica Wealth Advisors, LLC
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 100,344
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 49 | 100,344 | 13F-HR | Vistica Wealth Advisors, LLC |
| Q4 2025 | 2/13/2026 | 45 | 100,439 | 13F-HR | Vistica Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.45 K | 20.4% | 0 | 75.52 K | -75.52 K |
| ETFs | 76.36 K | 76.1% | 74.85 K | 0 | 74.85 K |
| Debt | 3.536 K | 3.5% | 570 | 0 | 570 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
100,344
Holdings
49
QoQ value change ($000)
-95
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.