Vista Private Wealth Partners. LLC logo

Vista Private Wealth Partners. LLC

RIA/Wealth

Vista Private Wealth Partners. LLC is a RIA/Wealth based in Denver, CO led by Darin Michael Snow, reporting $554.1M in AUM as of Q3 2025 with 91% ETF concentration and 59% concentrated in top 10 holdings.

Managing PartnerDarin Michael Snow
Portfolio Value
$320.7M
Positions
78
Top Holding
SCHG at 9.83%
Last Reported
Q3 2025
Address2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222, United States

Top Holdings

Largest long holdings in Vista Private Wealth Partners. LLC's portfolio (59% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$31.5M
9.83%
+$3.4K
Bought
1.1M shares
ETF
ETF
$20.4M
6.37%
+$3.3K
Bought
875.3K shares
ETF
ETF
$18.3M
5.71%
+$3.0K
Bought
661.8K shares
ETF
ETF
$18.3M
5.69%
+$5.9K
Bought
651.0K shares
ETF
ETF
$17.9M
5.59%
+$10.1K
Bought
810.9K shares
ETF
ETF
$17.9M
5.58%
+$3.2K
Bought
781.0K shares
ETF
ETF
$16.8M
5.23%
750.0K shares
ETF
ETF
$16.7M
5.21%
+$1.3K
Bought
743.4K shares
ETF
ETF
$16.0M
4.98%
+$7.8K
Bought
398.0K shares
ETF
ETF
$15.3M
4.79%
404.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Vista Private Wealth Partners. LLC's latest filing

See all changes
Market Value
$320.7M
Prior: $320.7M
Q/Q Change
+0.025%
+$81.6K
Net Flows % of MV
+0.025%
Turnover Ratio
0.013%
New Purchases
0 stocks
-
Added To
16 stocks
+$81.6K
Sold Out Of
0 stocks
-
Reduced Holdings
0 stocks
--

Increased Positions

PositionShares Δ
+2.09%
+0.39%
+0.37%
+0.36%
+0.16%

Decreased Positions

PositionShares Δ
No decreased positions

Analytics

Portfolio insights and performance metrics for Vista Private Wealth Partners. LLC

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Sector Allocation

ETF: 91.20%ETFTechnology: 4.20%Industrials: 0.90%Consumer Defensive: 0.90%Communication Services: 0.70%Consumer Cyclical: 0.60%Healthcare: 0.40%Financial Services: 0.40%Energy: 0.30%
ETF
91.20%
Technology
4.20%
Industrials
0.90%
Consumer Defensive
0.90%
Communication Services
0.70%
Consumer Cyclical
0.60%
Healthcare
0.40%
Financial Services
0.40%
Energy
0.30%

Market Cap Distribution

Mega Cap (> $200B): 7.06%Large Cap ($10B - $200B): 1.15%Small Cap ($300M - $2B): 0.51%N/A (ETF or Unknown): 91.29%N/A (ETF or Unknown)
Mega Cap (> $200B)
7.06%
Large Cap ($10B - $200B)
1.15%
Small Cap ($300M - $2B)
0.51%
N/A (ETF or Unknown)
91.29%

Portfolio Concentration

Top 10 Holdings %
58.98%
Top 20 Holdings %
82.26%
Top 50 Holdings %
97.2%
Top 100 Holdings %
100.0%

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