Vista Finance, LLC
Vista Finance, LLC is a registered investment adviser headquartered in Clayton, Missouri, founded in 2021. The firm provides investment advisory services including comprehensive portfolio management, portfolio monitoring, and financial planning & consulting to individuals (notably high net worth individuals) and some charitable organizations. As of July 2025, Vista Finance manages approximately $273.8 million in assets and employs 8 professionals. Their expertise is centered around serving clients with tailored investment advice and periodic rebalancing to meet evolving financial goals.
Investment Strategy
Vista Finance, LLC offers individualized portfolio management and financial planning, focusing on understanding each client’s financial situation, objectives, and risk tolerance. Client portfolios are regularly monitored and rebalanced as needed. Clients may select advisory relationships with either discretionary or non-discretionary authority, meaning Vista may buy and sell investments without prior client approval under certain configurations. Vista primarily serves high net worth individuals, tailoring strategies to personal goals while maintaining a fiduciary standard and disclosing potential conflicts. The firm also has connections with affiliated entities (such as Vista Holding Co.) for specialized investment products and services.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MAGS | LISTED FDS TR | 22.17% | $33.4M | 514,804 | $64.86 | $64.86 | +$33.4M |
G GLD | SPDR GOLD TR | 22.12% | $33.3M | 93,695 | $238.72 | $355.47 | +$8.3M |
F FSCO | FS CREDIT OPPORTUNITIES CORP | 9.96% | $15.0M | 2,170,009 | $6.55 | $6.91 | +$77.5K |
A ARCC | ARES CAPITAL CORP | 8.22% | $12.4M | 606,745 | $21.91 | $20.41 | -$436.6K |
A AMLP | ALPS ETF TR | 6.95% | $10.5M | 222,920 | $46.59 | $46.93 | +$112.7K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | — | Call | $177.9K | 4 | $444.72 | $317.66 | 0 | +$34.7K |