Vista Private Wealth Partners. LLC - Q12026 Holdings

Vista Private Wealth Partners. LLC holds 87 stocks with a total portfolio value of $ 290.92M as of Q12026. In Q12026, Vista Private Wealth Partners. LLC added 16 new positions, increased stakes in 15 stocks, reduced 51 holdings, and fully exited 5 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 8.70% of the total portfolio.