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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) |
| Fees | |
| Minimum | |
| Phone | 765-962-5153 |
| Address | One Woodside Drive Richmond, IN 47374 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002035219 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Fifth Third Bancorp | 3.4 | ||
| Kroger Co | 3.3 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.3 | ||
| Amerisourcebergen Corp | 3.3 | ||
| Jabil Circuit Inc | 3.2 | ||
| Tyco International Ltd /Ber/ | 3.1 | ||
| Federated Investors Inc /PA/ | 3.1 | ||
| Ace Ltd | 3.1 | ||
| Mastercard Inc | 3.0 | ||
| Invesco Ltd | 2.9 | ||
| Tenet Healthcare Corp | 2.8 | ||
| BJ's Wholesale Club Holdings Inc | 2.8 | ||
| Nasdaq OMX Group Inc | 2.8 | ||
| Honeywell International Inc | 2.8 | ||
| Citizens Financial Group Inc/Ri | 2.7 | ||
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| 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 |
|
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Elevate Wealth Advisory Inc
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Wealth Management Resources Inc
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The Strategic Financial Alliance Inc
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GA | 382.0 M |
|
Wolff Wiese Magana LLC
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CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
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OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |