HoldingsChannel.com
Vista Wealth Management Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Vista Wealth Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Vista Wealth Management Group LLC. In the Vista Wealth Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Vista Wealth Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Vista Wealth Management Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DUHP) 6,364,069 +1,300,428 $144,719
     DUHP6,364,069+1,300,428$144,719
DIMENSIONAL ETF TRUST (DIHP) 4,860,508 +4,688,354 $101,730
     DIHP4,860,508+4,688,354$101,730
DIMENSIONAL ETF TRUST (DFAC) 2,043,562 -52,502 $47,819
     DFAC2,043,562-52,502$47,819
AMERICAN CENTY ETF TR (AVUS) 665,527 -43,899 $43,406
     AVUS665,527-43,899$43,406
SNOWFLAKE INC 196,067 +13,649 $29,332
     SNOW196,067+13,649$29,332
AMERICAN CENTY ETF TR (AVDE) 546,364 +61,249 $27,209
     AVDE546,364+61,249$27,209
DIMENSIONAL ETF TRUST (DFAS) 469,341 -9,867 $22,571
     DFAS469,341-9,867$22,571
DATADOG INC 220,107 +654 $21,425
     DDOG220,107+654$21,425
DOORDASH INC 242,278 +4,450 $17,381
     DASH242,278+4,450$17,381
NU HLDGS LTD 3,997,210 +3,997,210 $15,909
     NU3,997,210+3,997,210$15,909
AMERICAN CENTY ETF TR (AVEM) 315,511 +66,134 $15,848
     AVEM315,511+66,134$15,848
DIMENSIONAL ETF TRUST (DFAT) 350,045 -11,690 $14,002
     DFAT350,045-11,690$14,002
DIMENSIONAL ETF TRUST (DFUS) 288,299 UNCH $11,812
     DFUS288,299UNCH$11,812
VANGUARD INDEX FDS (VOO) 32,360 -189 $11,273
     VOO32,360-189$11,273
PROCORE TECHNOLOGIES INC 212,793 +29 $9,746
     PCOR212,793+29$9,746
ALPHABET INC 3,146 -39 $7,059
     GOOG3,146-39$7,059
CCC INTELLIGENT SOLUTIONS HL 742,500 +742,500 $6,846
     CCCS742,500+742,500$6,846
RLX TECHNOLOGY INC 3,163,367 +38,123 $6,169
     RLX3,163,367+38,123$6,169
TWILIO INC 69,799 -2,356 $5,939
     TWLO69,799-2,356$5,939
DYNATRACE INC 158,264 +2,539 $5,898
     DT158,264+2,539$5,898
APPLE INC 37,066 -934 $5,393
     AAPL37,066-934$5,393
TESLA INC 6,395 +766 $4,548
     TSLA6,395+766$4,548
NVIDIA CORPORATION 28,066 +24,696 $4,256
     NVDA28,066+24,696$4,256
ISHARES TR (ESML) 123,037 -1,640 $3,915
     ESML123,037-1,640$3,915
CERIDIAN HCM HLDG INC 80,265 +1 $3,890
     CDAY80,265+1$3,890
DIMENSIONAL ETF TRUST (DFAI) 162,831 +162,831 $3,846
     DFAI162,831+162,831$3,846
MICROSOFT CORP 15,167 +1,009 $3,833
     MSFT15,167+1,009$3,833
INVESCO EXCH TRADED FD TR II (SPLV) 61,342 -1,910 $3,775
     SPLV61,342-1,910$3,775
SPDR S&P 500 ETF TR (SPY) 9,006 -118 $3,412
     SPY9,006-118$3,412
VANGUARD INDEX FDS (VNQ) 35,976 -512 $3,277
     VNQ35,976-512$3,277
VANGUARD SCOTTSDALE FDS (VTWO) 46,060 +20,098 $3,184
     VTWO46,060+20,098$3,184
FARFETCH LTD 445,031 +7,208 $3,151
     FTCH445,031+7,208$3,151
META PLATFORMS INC 18,893 +331 $3,089
     FB18,893+331$3,089
ROBLOX CORP 79,744 +30 $2,957
     RBLX79,744+30$2,957
LIGHTSPEED COMMERCE INC 158,131 UNCH $2,936
     LSPD158,131UNCH$2,936
ALPHABET INC 1,283 +82 $2,857
     GOOGL1,283+82$2,857
VANGUARD STAR FDS (VXUS) 56,115 UNCH $2,825
     VXUS56,115UNCH$2,825
DIMENSIONAL ETF TRUST (DFUV) 89,312 +89,312 $2,778
     DFUV89,312+89,312$2,778
ISHARES TR (IWM) 15,396 -246 $2,638
     IWM15,396-246$2,638
DIMENSIONAL ETF TRUST (DFAE) 111,387 +111,387 $2,487
     DFAE111,387+111,387$2,487
AMAZON COM INC 21,499 +20,421 $2,374
     AMZN21,499+20,421$2,374
ALIBABA GROUP HLDG LTD 21,009 -241 $2,292
     BABA21,009-241$2,292
DIMENSIONAL ETF TRUST (DFIV) 78,516 -5,797 $2,183
     DFIV78,516-5,797$2,183
MONGODB INC 7,295 +18 $2,154
     MDB7,295+18$2,154
VANGUARD WORLD FD (ESGV) 27,875 +27,875 $1,867
     ESGV27,875+27,875$1,867
SCHWAB STRATEGIC TR 32,004 -31 $1,540
     SCHZ32,004-31$1,540
SERVICENOW INC 3,505 +18 $1,482
     NOW3,505+18$1,482
ISHARES TR (DVY) 12,630 -250 $1,469
     DVY12,630-250$1,469
VANGUARD INTL EQUITY INDEX F (VT) 16,500 +3,850 $1,398
     VT16,500+3,850$1,398
ISHARES TR (ESGD) 22,643 +17,428 $1,394
     ESGD22,643+17,428$1,394

See Full List: All Stocks Held By Vista Wealth Management Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Vista Wealth Management Group LLC

Size ($ in 1000's)
At 06/30/2022: $705,131
At 03/31/2022: $680,037

Vista Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vista Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings

Vista Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.