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Home > Institutional Investor > Vista Private Wealth Partners. Llc > Profile

Instuitional Investor - Vista Private Wealth Partners. Llc

Fund Profile
Filing Period:
Fund Name: Vista Private Wealth Partners. Llc
Portfolio Value $277,863,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,045,456 $26,178,223 9.42%
2.
Schwab Strategic Trust
 FNDF 639,105 $16,987,421 6.11%
3.
Ishares Tr
 703,372 $16,437,809 5.92%
4.
Schwab Strategic Trust
 FNDF 620,349 $16,253,134 5.85%
5.
Schwab Strategic Trust
 FNDF 795,514 $15,735,264 5.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)