Vista Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    pleasanton, CA
  • CIK
    0001800593
  • Alternate names
    Adero Partners, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

259

$1.53 B
DUHP, DIHP, AVUS, AVDE
13F-HR
Apr 17, 2025
000176538025000145

262

$1.55 B
DUHP, DIHP, AVUS, AVDE
13F-HR
Jan 27, 2025
000176538025000013

240

$1.51 B
DUHP, DIHP, AVUS, DFAR
13F-HR
Nov 6, 2024
000176538024000403

218

$1.37 B
DUHP, DIHP, AVUS, DFAR
13F-HR
Jul 30, 2024
000176538024000244

204

$1.32 B
DUHP, DIHP, AVUS, AVDE
13F-HR
Apr 29, 2024
000176538024000170

192

$1.18 B
DUHP, DIHP, AVUS, AVDE
13F-HR
Feb 12, 2024
000176538024000070

182

$1.04 B
DUHP, DIHP, AVUS, CCCS
13F-HR
Nov 14, 2023
000176538023000249

165

$1.01 B
DUHP, DIHP, AVUS, CCCS
13F-HR
Aug 2, 2023
000176538023000127

162

$912.26 M
DUHP, DIHP, AVUS, DFAC
13F-HR
May 4, 2023
000176538023000099

161

$830.43 M
DUHP, DIHP, AVUS, DFAC
13F-HR
Feb 7, 2023
000176538023000023

154

$791.38 M
DUHP, DIHP, DFAC, AVUS
13F-HR
Oct 25, 2022
000176538022000133

150

$705.13 M
DUHP, DIHP, DFAC, AVUS
13F-HR
Jul 14, 2022
000176538022000093

157

$680.04 M
DUHP, DFAC, AVUS, SNOW
13F-HR
May 4, 2022
000176538022000057

155

$609.82 M
DFAC, AVUS, SNOW, DDOG
13F-HR
Jan 19, 2022
000176538022000004

144

$554.53 M
DFAC, AVUS, DASH, DDOG
13F-HR
Nov 2, 2021
000176538021000107

134

$432.06 M
DFAC, AVUS, LSPD, TWLO
13F-HR
Jul 27, 2021
000176538021000076

115

$223.51 M
VOO, TWLO, AVUS, AVDE
13F-HR
Apr 26, 2021
000176538021000045

81

$116.62 M
VOO, VANGUARD STAR FDS, AVUS, VANGUARD SCOTTSDALE FDS
13F-HR
Jan 25, 2021
000176538021000008

85

$124.80 M
VOO, TWLO, VANGUARD STAR FDS, BABA
13F-HR
Oct 26, 2020
000176538020000084

75

$96.22 M
VOO, SPLV, VNQ, TWLO
13F-HR
Jul 14, 2020
000176538020000063

69

$60.45 M
SPLV, VNQ, SNAP INC, SCHZ
13F-HR
May 1, 2020
000176538020000042

75

$89.16 M
SPLV, VNQ, SNAP INC, SPY
13F-HR
Feb 3, 2020
000176538020000018