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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Vista Wealth Management Group, LLC

Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001765380-25-000145

Total Value
$1.53B
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V8317,048,482$233.6M15.28%
2DIMENSIONAL ETF TRUST25434V7656,458,111$174.0M11.38%
3AMERICAN CENTY ETF TR0250728851,659,169$153.3M10.03%
4AMERICAN CENTY ETF TR0250727031,220,027$80.9M5.29%
5DIMENSIONAL ETF TRUST25434V8233,131,148$74.4M4.87%
6AMERICAN CENTY ETF TR0250726041,010,464$60.8M3.98%
7DIMENSIONAL ETF TRUST25434V7081,623,446$53.6M3.50%
8NU HLDGS LTDNU4,682,782$48.0M3.14%
9DIMENSIONAL ETF TRUST25434V500788,381$47.1M3.08%
10DOORDASH INCDASH242,823$44.4M2.90%
11CCC INTELLIGENT SOLUTIONS HLCCC4,890,424$44.2M2.89%
12APPLE INCAAPL134,925$30.0M1.96%
13NVIDIA CORPORATIONNVDA251,619$27.3M1.78%
14ALPHABET INCGOOG150,364$23.5M1.54%
15SNOWFLAKE INCSNOW158,448$23.2M1.52%
16DATADOG INCDDOG232,573$23.1M1.51%
17DIMENSIONAL ETF TRUST25434V716563,186$20.2M1.32%
18DIMENSIONAL ETF TRUST25434V690566,520$19.8M1.29%
19PROCORE TECHNOLOGIES INCPCOR280,522$18.5M1.21%
20DIMENSIONAL ETF TRUST25434V401280,530$17.0M1.11%
21DIMENSIONAL ETF TRUST25434V609283,406$14.6M0.95%
22VANGUARD INDEX FDS92290836327,530$14.1M0.93%
23UBER TECHNOLOGIES INCUBER183,365$13.4M0.87%
24META PLATFORMS INCMETA21,080$12.1M0.79%
25MANAGER DIRECTED PORTFOLIOS56170L6951,007,618$10.2M0.67%
26MICROSOFT CORPMSFT25,609$9.6M0.63%
27SPDR S&P 500 ETF TRSPY14,690$8.2M0.54%
28DYNATRACE INCDT164,515$7.8M0.51%
29ISHARES TR46434V456181,577$7.2M0.47%
30DIMENSIONAL ETF TRUST25434V682210,308$7.1M0.46%
31DIMENSIONAL ETF TRUST25434V203210,492$6.6M0.43%
32ALPHABET INCGOOG39,967$6.2M0.40%
33AMAZON COM INCAMZN29,816$5.7M0.37%
34VANGUARD INDEX FDS92290863721,909$5.6M0.37%
35TESLA INCTSLA18,813$4.9M0.32%
36JPMORGAN CHASE & CO.VYLD19,747$4.8M0.32%
37DAYFORCE INC15677J10879,292$4.6M0.30%
38BERKSHIRE HATHAWAY INC DELBRK-A7,590$4.0M0.26%
39RLX TECHNOLOGY INCRLX2,061,263$3.9M0.25%
40VANGUARD INDEX FDS92290876913,717$3.8M0.25%
41ROBLOX CORPRBLX59,825$3.5M0.23%
42VANGUARD STAR FDS92190976853,613$3.3M0.22%
43ZOOM COMMUNICATIONS INCZM44,153$3.3M0.21%
44BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M0.21%
45VANGUARD SCOTTSDALE FDS92206C66439,138$3.2M0.21%
46AIRBNB INCABNB26,340$3.1M0.21%
47WELLS FARGO CO NEW94974610143,279$3.1M0.20%
48ALIBABA GROUP HLDG LTDBBAAY23,104$3.1M0.20%
49ISHARES TR46428765515,053$3.0M0.20%
50DIMENSIONAL ETF TRUST25434V80772,093$2.8M0.19%
51SERVICENOW INCNOW3,458$2.8M0.18%
52ISHARES TR46432F33915,746$2.7M0.18%
53VANGUARD BD INDEX FDS92193781933,673$2.6M0.17%
54VANGUARD ADMIRAL FDS INC9219325057,604$2.5M0.17%
55VANGUARD INTL EQUITY INDEX F92204274221,074$2.4M0.16%
56AMERICAN EXPRESS COAXP8,780$2.4M0.15%
57INVESCO QQQ TRIVZ4,923$2.3M0.15%
58JOHNSON & JOHNSONJNJ13,487$2.2M0.15%
59INVESCO EXCH TRADED FD TR IIIVZ29,808$2.2M0.15%
60CROWDSTRIKE HLDGS INCCRWD6,281$2.2M0.14%
61ISHARES TR46428759810,795$2.0M0.13%
62DIMENSIONAL ETF TRUST25434V30274,190$1.9M0.13%
63VANGUARD INDEX FDS92290855321,019$1.9M0.12%
64LYFT INCLYFT154,044$1.8M0.12%
65VANGUARD BD INDEX FDS92193782722,874$1.8M0.12%
66DIMENSIONAL ETF TRUST25434V72441,280$1.7M0.11%
67ISHARES TR46428716812,630$1.7M0.11%
68ISHARES TR4642876224,991$1.5M0.10%
69VISA INCV4,188$1.5M0.10%
70SCHWAB STRATEGIC TR80852420166,265$1.5M0.10%
71SPOTIFY TECHNOLOGY S ASPOT2,635$1.4M0.09%
72INTUITINTU2,256$1.4M0.09%
73LIGHTSPEED COMMERCE INCLSPD158,131$1.4M0.09%
74VANGUARD INDEX FDS9229086295,140$1.3M0.09%
75MASTERCARD INCORPORATEDMA2,399$1.3M0.09%
76ISHARES TR4642876143,568$1.3M0.08%
77MONGODB INCMDB7,302$1.3M0.08%
78NETFLIX INCNFLX1,341$1.3M0.08%
79FIDELITY WISE ORIGIN BITCOINFBTC17,252$1.2M0.08%
80VANGUARD INDEX FDS9229087515,579$1.2M0.08%
81PROCTER AND GAMBLE CO7427181097,236$1.2M0.08%
82RTX CORPORATIONRTX8,452$1.1M0.07%
83TAIWAN SEMICONDUCTOR MFG LTD8740391006,654$1.1M0.07%
84VANGUARD TAX-MANAGED FDS92194385821,709$1.1M0.07%
85CHEVRON CORP NEWCVX6,377$1.1M0.07%
86COCA COLA COKO14,804$1.1M0.07%
87EA SERIES TRUST02072L5659,466$1.1M0.07%
88ELI LILLY & COLLY1,270$1.0M0.07%
89SPDR SER TR78464A7637,092$962,2430.06%
90COSTCO WHSL CORP NEW22160K105996$941,7850.06%
91HOME DEPOT INCHD2,536$929,3630.06%
92VANGUARD INDEX FDS9229086525,310$914,7010.06%
93SPDR S&P MIDCAP 400 ETF TRMDY1,642$875,9740.06%
94ADVANCED MICRO DEVICES INCAMD8,445$867,6070.06%
95PALANTIR TECHNOLOGIES INCPLTR10,121$854,2390.06%
96ISHARES TR4642872001,501$843,4120.06%
97WALMART INCWMT9,094$798,3750.05%
98EXXON MOBIL CORPXOM6,599$784,8760.05%
99UNITEDHEALTH GROUP INCUNH1,470$770,1730.05%
100TWILIO INCTWLO7,829$766,5030.05%
101WORLD GOLD TRGLDW12,000$742,6800.05%
102TEXAS INSTRS INC8825081044,121$740,4950.05%
103BROADCOM INCAVGO4,317$722,8370.05%
104ISHARES TR46432F8429,539$721,6250.05%
105MARSH & MCLENNAN COS INC5717481022,864$698,8890.05%
106SCHWAB STRATEGIC TR80852430027,808$696,3150.05%
107VANGUARD INTL EQUITY INDEX F92204285815,273$691,2480.05%
108ISHARES TR46436E7186,862$690,7980.05%
109VANGUARD INDEX FDS9229087361,825$676,8450.04%
110VERTEX PHARMACEUTICALS INCVRTX1,380$669,0320.04%
111ABBVIE INCABBV3,182$666,6400.04%
112MERCK & CO INCMRK7,320$657,0220.04%
113VANGUARD WORLD FD9219108162,062$636,9110.04%
114SALESFORCE INCCRM2,351$630,9690.04%
115OREILLY AUTOMOTIVE INC67103H107425$608,8470.04%
116ABBOTT LABSABLZF4,380$581,0370.04%
117MCKESSON CORPMCK856$576,0400.04%
118LOCKHEED MARTIN CORPLMT1,261$563,3010.04%
119AFLAC INCAFL5,044$560,8420.04%
120FISERV INCFISV2,490$549,8670.04%
121ISHARES TR4642871504,360$531,9640.03%
122CISCO SYS INCCSCO8,152$503,0880.03%
123ISHARES TR4642874995,881$500,3240.03%
124PEPSICO INCPEP3,232$484,6710.03%
125MAPLEBEAR INCCART12,019$479,4380.03%
126VANGUARD WHITEHALL FDS9219464063,707$478,0550.03%
127SNAP INCSNAP54,571$475,3130.03%
128ISHARES TR4642874814,000$469,9600.03%
129BANCO SANTANDER S.A.BCDRF69,738$467,2450.03%
130ISHARES TR4642882737,346$466,6910.03%
131STRYKER CORPORATIONSYK1,215$452,2580.03%
132BROADRIDGE FINL SOLUTIONS IN11133T1031,857$450,2480.03%
133ISHARES TR4642884144,238$446,8550.03%
134NIKE INCNKE6,988$443,5810.03%
135ISHARES TR4642883567,845$441,5170.03%
136WORKDAY INCWDAY1,880$439,0740.03%
137ISHARES TR4642878044,101$428,8420.03%
138TJX COS INC NEW8725401093,506$427,0280.03%
139BOEING COBA-PA2,475$422,1110.03%
140INTERNATIONAL BUSINESS MACHSINTR1,663$413,4500.03%
141ISHARES TR4642872349,449$412,9210.03%
142ROBINHOOD MKTS INC7707001029,789$407,4180.03%
143NOVARTIS AGNVSEF3,620$403,5580.03%
144ISHARES TR46435G5164,935$403,1400.03%
145PINTEREST INCPINS12,939$401,1090.03%
146DANAHER CORPORATION2358511021,953$400,3580.03%
147BOSTON SCIENTIFIC CORPBSX3,859$389,2780.03%
148PAYCHEX INCPAYX2,443$376,9080.02%
149ASML HOLDING N VASMLF564$373,7230.02%
150SCHWAB STRATEGIC TR80852480518,850$372,8540.02%
151AMGEN INCAMGN1,193$371,8130.02%
152TAKE-TWO INTERACTIVE SOFTWARTTWO1,784$369,7340.02%
153GRAINGER W W INC384802104370$365,5000.02%
154COLGATE PALMOLIVE COCL3,871$362,7530.02%
155VANGUARD WORLD FD92204A702669$362,6420.02%
156APPLIED MATLS INC0382221052,464$357,5990.02%
157BANK AMERICA CORP0605051048,456$352,8820.02%
158ACCENTURE PLC IRELANDACN1,116$348,0870.02%
159PRICE T ROWE GROUP INCTROW3,716$341,3440.02%
160ICICI BANK LIMITEDIBN10,805$340,5740.02%
161NUSHARES ETF TRNU8,824$338,3120.02%
162US BANCORP DELUSB-PS7,992$337,4240.02%
163SHELL PLCRYDAF4,512$330,6390.02%
164SCHWAB STRATEGIC TR80852460714,048$329,1450.02%
165MOODYS CORPMCO706$328,9420.02%
166VERISK ANALYTICS INCVRSK1,078$320,8340.02%
167ISHARES TR4642872263,200$316,5440.02%
168AT&T INCT-PC11,030$311,9380.02%
169CATERPILLAR INCCAT943$311,0010.02%
170MSA SAFETY INCMNESP2,081$305,2620.02%
171ISHARES TR4642876712,401$305,1190.02%
172MCDONALDS CORPMCD969$302,7880.02%
173QUALCOMM INCQCOM1,968$302,3720.02%
174GE AEROSPACE3696043011,507$301,6180.02%
175SPDR SER TR78468R8537,358$299,9120.02%
176ADOBE INCADBE774$296,9000.02%
177GILEAD SCIENCES INCGILD2,642$296,0650.02%
178HONEYWELL INTL INC4385161061,394$295,1860.02%
179AMERIPRISE FINL INC03076C106610$295,1280.02%
180SAMSARA INCIOT7,626$292,3050.02%
181TOYOTA MOTOR CORPTOYOF1,654$291,9810.02%
182S&P GLOBAL INCSPGI571$290,3070.02%
183VERIZON COMMUNICATIONS INCVZ6,390$289,8640.02%
184SONY GROUP CORPSNEJF11,348$288,1260.02%
185AMERICAN WTR WKS CO INC NEW0304201031,944$286,7810.02%
186WILLIAMS SONOMA INCWSM1,801$284,7380.02%
187VANGUARD SPECIALIZED FUNDS9219088441,461$283,4190.02%
188VANGUARD INDEX FDS9229087441,637$282,7750.02%
189INTEL CORPINTC12,414$281,9200.02%
190MICRON TECHNOLOGY INCMU3,239$281,4350.02%
191TOTALENERGIES SETTE4,210$272,3450.02%
192NOVO-NORDISK A SNONOF3,878$269,2880.02%
193PROLOGIS INC.PLDGP2,393$267,4830.02%
194UNION PAC CORPUNP1,125$265,8000.02%
195PALO ALTO NETWORKS INCPANW1,556$265,5120.02%
196ISHARES TR4642898593,443$263,3900.02%
197DOCUSIGN INCDOCU3,231$263,0030.02%
198CITIGROUP INCC-PR3,704$262,9470.02%
199KROGER COKR3,859$261,2200.02%
200PARKER-HANNIFIN CORPPH428$260,1670.02%
201DIMENSIONAL ETF TRUST25434V6174,236$259,5540.02%
202STATE STR CORPSTT-PG2,899$259,5470.02%
203ORACLE CORPORCL-PD1,843$257,6910.02%
204SCHWAB STRATEGIC TR8085247979,204$257,3540.02%
205BOOKING HOLDINGS INCBKNG56$256,6510.02%
206KB FINL GROUP INC48241A1054,656$251,9360.02%
207PHILLIPS 66PSX2,032$250,9110.02%
208INVESCO EXCHANGE TRADED FD TIVZ1,440$249,4510.02%
209THE CIGNA GROUP125523100746$245,3450.02%
210INVESCO EXCHANGE TRADED FD TIVZ6,070$245,2890.02%
211MORGAN STANLEYMS-PQ2,083$243,0250.02%
212UNITED NAT FOODS INCUNTCW8,863$242,7580.02%
213ILLINOIS TOOL WKS INC452308109971$240,8180.02%
214ASTRAZENECA PLCAZN3,241$238,2140.02%
215MITSUBISHI UFJ FINL GROUP IN60682210417,461$237,9930.02%
216ALTRIA GROUP INCMO3,819$229,2160.01%
217ANALOG DEVICES INCADI1,136$229,0080.01%
218VANGUARD INDEX FDS9229086111,204$224,2560.01%
219SHOPIFY INCSHOP2,346$223,9960.01%
220HDFC BANK LTDHDB3,352$222,7070.01%
221PROGRESSIVE CORP743315103784$221,7440.01%
222J P MORGAN EXCHANGE TRADED F46654Q2034,250$220,0650.01%
223RELX PLCRLXXF4,329$218,2250.01%
224BLACKROCK INCBLK230$217,7000.01%
225ISHARES TR4642875492,400$217,6080.01%
226ISHARES TR4642875073,628$211,6940.01%
227WISDOMTREE TRWT4,853$210,6200.01%
228MANULIFE FINL CORP56501R1066,661$207,4900.01%
229UBS GROUP AGUBS6,752$206,8140.01%
230DISNEY WALT CO2546871062,095$206,8110.01%
231ISHARES INC46434G1033,829$206,6510.01%
232HP INCHPQ7,413$205,2750.01%
233SCHWAB STRATEGIC TR8085244097,697$204,5990.01%
234JONES LANG LASALLE INCJLL814$201,7990.01%
235ROPER TECHNOLOGIES INCROP340$200,4340.01%
236GLOBAL X FDS37954Y48311,428$190,0480.01%
237INFOSYS LTDINFY10,243$186,9350.01%
238BANCO BILBAO VIZCAYA ARGENTABBVXF13,220$180,0560.01%
239SUMITOMO MITSUI FINL GROUP I86562M20910,901$168,5290.01%
240NOKIA CORPNOKBF30,234$159,3330.01%
241NATWEST GROUP PLCRBSPF12,723$151,6580.01%
242VODAFONE GROUP PLC NEW92857W30814,400$134,9280.01%
243FINVOLUTION GROUPFVGPY11,928$114,8670.01%
244NERDWALLET INCNRDS12,426$112,4550.01%
245GLADSTONE LD CORP37654910110,207$107,3780.01%
246AEGON LTDAEFC16,237$107,0020.01%
247MIZUHO FINANCIAL GROUP INCMZHOF17,820$98,1880.01%
248ENEL CHILE S.A.ENIC28,367$92,7600.01%
249UNITED MICROELECTRONICS CORPUMC12,426$88,8460.01%
250SKILLZ INCSKLZ18,714$84,2130.01%
251PIEDMONT OFFICE REALTY TR INPDM10,076$74,2600.00%
252NOMURA HLDGS INCNRSCF12,006$73,8370.00%
253PARAMOUNT GROUP INC69924R10815,466$66,5040.00%
254WIPRO LTDWIT19,084$58,3970.00%
255HEALTH CATALYST INCHCAT12,477$56,5210.00%
256LLOYDS BANKING GROUP PLCLLOBF13,883$53,0330.00%
257BLEND LABS INCBLND14,815$49,6300.00%
258NEKTAR THERAPEUTICSNKTR51,500$35,0200.00%
259LYELL IMMUNOPHARMA INCLYEL13,043$7,0170.00%