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Latest VISTA FINANCE, LLC Stock Portfolio

$187Million | No. of Holdings #53

VISTA FINANCE, LLC Performance

2026 Q3+2.69%
YTD+1.15%
2025+10.31%

About VISTA FINANCE, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, VISTA FINANCE, LLC reported an equity portfolio of $187.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of VISTA FINANCE, LLC are GLD, , IJR. The fund has invested 20.1% of it's portfolio in SPDR GOLD TR and 16.7% of portfolio in LISTED FDS TR. <br><br> The fund managers got completely rid off QXO INC (SSNT), DIMENSIONAL ETF TRUST (DFAC) and VICTORY CAP HLDGS INC DEL (VCTR) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), FS CREDIT OPPORTUNITIES CORP and CHAMPION HOMES INC (SKY). VISTA FINANCE, LLC opened new stock positions in SELECT SECTOR SPDR TR (XLB) and INNOVAGE HLDG CORP (INNV). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), SPACE EXPLORATION TECHN CORP and ALPHABET INC (GOOG).
VISTA FINANCE, LLC Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$187Million
  as of Oct 23, 2026

VISTA FINANCE, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that VISTA FINANCE, LLC made a return of 2.69% in the last quarter. In trailing 12 months, it's portfolio return was 2.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
select sector spdr tr5,265,580
innovage hldg corp155,311
New stocks bought by VISTA FINANCE, LLC

Additions

Ticker% Inc.
nvidia corporation672
space exploration techn corp313
alphabet inc99.84
ies holdings inc88.65
world gold tr42.24
grayscale bitcoin trust etf38.52
ishares tr34.03
ishares bitcoin trust etf29.14
Additions to existing portfolio by VISTA FINANCE, LLC

Reductions

Ticker% Reduced
ishares tr-27.26
fs credit opportunities corp-12.74
champion homes inc-6.78
houlihan lokey inc-6.73
enpro inc-5.86
bel fuse inc-5.85
bread financial holdings inc-5.84
chefs whse inc-5.82
VISTA FINANCE, LLC reduced stake in above stock

Sold off

Ticker$ Sold
qxo inc-2,356,650
fs kkr cap corp-315,000
dimensional etf trust-531,987
magnolia oil & gas corp-210,677
extreme networks inc-265,855
perimeter solutions inc-214,150
victory cap hldgs inc del-432,825
wsfs finl corp-204,639
VISTA FINANCE, LLC got rid off the above stocks

Sector Distribution

VISTA FINANCE, LLC has about 92.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others92.3
Technology3.4
Consumer Cyclical1.9

Market Cap. Distribution

VISTA FINANCE, LLC has about 5.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
UNALLOCATED92.3
MEGA-CAP5.4
MID-CAP1.9

Stocks belong to which Index?

About 7.3% of the stocks held by VISTA FINANCE, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others92.7
S&P 5005.4
RUSSELL 20001.9
Top 5 Winners (%)%
franklin xrp trust
42.5 %
fidelity wise origin bitcoin
40.2 %
MSFT
microsoft corp
36.7 %
ishares bitcoin trust etf
35.7 %
grayscale bitcoin trust etf
34.1 %
Top 5 Winners ($)$
listed fds tr
3.3 M
GLD
spdr gold tr
1.2 M
fidelity wise origin bitcoin
0.6 M
IJR
ishares tr
0.3 M
ishares bitcoin trust etf
0.3 M
Top 5 Losers (%)%
IESC
ies holdings inc
-49.6 %
PUMP
propetro hldg corp
-37.2 %
MOD
modine mfg co
-29.0 %
BELFB
bel fuse inc
-25.9 %
CAT
caterpillar inc
-23.8 %
Top 5 Losers ($)$
IJR
ishares tr
-0.5 M
IJR
ishares tr
-0.3 M
IESC
ies holdings inc
-0.3 M
TSLA
tesla inc
-0.2 M
MOD
modine mfg co
-0.1 M

VISTA FINANCE, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VISTA FINANCE, LLC

VISTA FINANCE, LLC has 53 stocks in it's portfolio. About 83.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. was the most profitable stock for VISTA FINANCE, LLC last quarter.

$187.70MTotal Value
71.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of VISTA FINANCE, LLC, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA FINANCE, LLC's holding in Ishares Tr over time
0.65%16,090
$1.22M
0.65%
increased 34.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
VISTA FINANCE, LLC's holding in Ishares Tr over time
0.41%26,230
$773.8K
0.41%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
VISTA FINANCE, LLC's holding in Alps Etf Tr over time
7.28%263,629
$13.67M
7.28%
increased 2.13 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
VISTA FINANCE, LLC's holding in Ishares Tr over time
1.4%51,937
$2.62M
1.4%
decreased 27.26 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
VISTA FINANCE, LLC's holding in Global X Fds over time
4.81%138,575
$9.03M
4.81%
decreased 2.64 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
VISTA FINANCE, LLC's holding in Global X Fds over time
0.1%10,475
$184.4K
0.1%
unchanged 0 percentunchanged
BELFB
Bel Fuse Inc

Bel Fuse Inc

BELFB
VISTA FINANCE, LLC's holding in Bel Fuse Inc over time
0.12%902
$220.2K
0.12%
decreased 5.85 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
VISTA FINANCE, LLC's holding in Dimensional Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
VISTA FINANCE, LLC's holding in Schwab Strategic Tr over time
0.22%12,801
$416.4K
0.22%
increased 0.4 percentadded