Vistica Wealth Advisors, LLC
All 13F Filings
- Location
- Carlsbad, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 115,580
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 54 | 115,580 | 13F-HR | Vistica Wealth Advisors, LLC |
| 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 | 8.027 K | 6.9% | 0 | 12.42 K | -12.42 K |
| ETFs | 102.9 K | 89.1% | 26.58 K | 0 | 26.58 K |
| Debt | 4.611 K | 4.0% | 1.075 K | 0 | 1.075 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
115,580
Holdings
54
QoQ value change ($000)
15,236
(15.2%)
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.