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VISTA FINANCE, LLC

hedge fundUpdated 56 days ago

Managed by Vista Finance, Llc • Latest filing Q2 2026

Portfolio value
$178.9M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.1%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$70.6M
Q2 2023$64.1M
Q3 2023$68.6M
Q4 2023$47.2M
Q1 2024$40.2M
Q2 2024$65.3M
Q3 2024$73.8M
Q4 2024$97.4M
Q1 2025$115.3M
Q2 2025$116.1M
Q3 2025$150.6M
Q4 2025$151.2M
Q1 2026$125.9M
Q2 2026$178.9M

Top holdings

69 positions as of Q2 2026

View filing
G
1.GLD

SPDR GOLD TR

+1.0%
Value
$37.3M
Shares
101.2K
% Port
20.84%
?
2.N/A

LISTED FDS TR

+30.6%
Value
$29.1M
Shares
452.2K
% Port
16.25%
E

ISHARES TR

+261.2%
Value
$15M
Shares
155.6K
% Port
8.40%
E

ISHARES TR

+6.5%
Value
$14.6M
Shares
213.4K
% Port
8.16%
?
5.N/A

ALPS ETF TR

+17.6%
Value
$13.4M
Shares
258.1K
% Port
7.48%
E

ISHARES TR

+372.9%
Value
$12.6M
Shares
16.9K
% Port
7.05%
F

FS CREDIT OPPORTUNITIES CORP

-2.2%
Value
$9.7M
Shares
1.95M
% Port
5.43%
?
8.N/A

GLOBAL X FDS

Value
$9.3M
Shares
142.3K
% Port
5.22%
E

ISHARES TR

+172.5%
Value
$6.1M
Shares
20.2K
% Port
3.40%
?
10.N/A

ISHARES TR

+59.4%
Value
$3.6M
Shares
71.4K
% Port
2.02%
?
11.N/A

QXO INC

Value
$2.4M
Shares
136.4K
% Port
1.32%
A
12.AAPL

APPLE INC

+11.7%
Value
$1.9M
Shares
6.4K
% Port
1.04%
?
13.N/A

WORLD GOLD TR

+117.1%
Value
$1.7M
Shares
21.6K
% Port
0.96%
A
14.AMZN

AMAZON COM INC

+21.6%
Value
$1.4M
Shares
6.0K
% Port
0.80%
F
15.FBTC

FIDELITY WISE ORIGIN BITCOIN

-2.5%
Value
$1.4M
Shares
27.3K
% Port
0.78%
T
16.TSLA

TESLA INC

Unchanged
Value
$1.2M
Shares
2.7K
% Port
0.64%
E
17.ETHA

ISHARES TR

+54.6%
Value
$914K
Shares
12.0K
% Port
0.51%
?
18.N/A

ISHARES TR

Value
$800K
Shares
26.2K
% Port
0.45%
V
19.VGES

VANGUARD INDEX FDS

+0.2%
Value
$787K
Shares
2.1K
% Port
0.44%
S
20.SPY

STATE STR SPDR S&P 500 ETF T

+70.6%
Value
$699K
Shares
935
% Port
0.39%

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