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| Vista Investment Partners II LLC
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| CRD # | 327983 |
| SEC # | 801-128904 |
| CIK # | 0002035219 |
| AUM | 383.1 M (2026-03-31) |
| Employees | 12 (50% Investors, 50% Brokers) |
| Phone | 765-962-5153 |
| Address | One Woodside Drive Richmond, IN 47374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 10.4 | ||
| Nvidia Corp | 7.3 | ||
| MicroStrategy Inc | 6.8 | ||
| KLA Tencor Corp | 6.0 | ||
| Apple Inc | 5.0 | ||
| Parker Hannifin Corp | 4.7 | ||
| O Reilly Automotive Inc | 4.5 | ||
| Wyndham Worldwide Corp | 4.1 | ||
| TJX Companies Inc /DE/ | 4.0 | ||
| US Bancorp de | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 126.4 |
| (b) Individuals (high net worth individuals) | 94 | 249.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,548 | 383.1 |
| By Discretionary | ||
| Discretionary | 1,547 | 383.0 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,548 | 383.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.1 | |
| Total | 1,548 | 383.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035219] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Canter Strategic Wealth Management LLC
✚
|
CA | 386.5 M |
|
Alternative Investment Advisors LLC
✚
|
FL | 385.9 M |
|
Elevate Wealth Advisory Inc
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|
GA | 385.5 M |
|
Realta Investment Advisors Inc
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|
DE | 385.4 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |