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Home > Institutional Investor > Vista Private Wealth Partners. Llc > 13F Holdings

Instuitional Investor - Vista Private Wealth Partners. Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 736,260 $26,453,835 8.78%
2.
Ishares Tr
 799,222 $17,838,631 5.92%
3.
Schwab Strategic Trust
 SCHD 535,334 $17,831,960 5.92%
4.
Schwab Strategic Trust
 SCHD 521,652 $17,746,602 5.89%
5.
Ishares Tr - HDG MSCI EAFE
 354,677 $16,453,489 5.46%
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)

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