Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $305,746,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 736,549 $26,361,072 8.62%
2.
Schwab Strategic Trust
 SCHD 532,138 $18,821,725 6.16%
3.
Schwab Strategic Trust
 SCHD 512,689 $18,815,693 6.15%
4.
Ishares Tr
 820,926 $18,360,006 6%
5.
Ishares Tr - HDG MSCI EAFE
 345,322 $16,509,823 5.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.