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| Happy Holidays!! thanks for using AUM13F!! |
| Vista Investment Partners II LLC
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| CRD # | 327983 |
| SEC # | 801-128904 |
| CIK # | 0002035219 |
| AUM | $321.8 M (2025-03-31) |
| Employees | 10 (50% Investors, 50% Brokers) |
| Phone | 765-962-5153 |
| Address | One Woodside Drive Richmond, IN 47374 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002035219 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MicroStrategy Inc | 15.7 | ||
| Lilly Eli & Co | 8.9 | ||
| Nvidia Corp | 6.9 | ||
| KLA Tencor Corp | 5.1 | ||
| Oracle Corp | 4.6 | ||
| Sprouts Farmers Market Inc | 4.5 | ||
| Apple Inc | 4.4 | ||
| O Reilly Automotive Inc | 4.4 | ||
| Parker Hannifin Corp | 4.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.8 | ||
| Broadcom Inc | 3.6 | ||
| Synchrony Financial | 3.5 | ||
| Thomson Reuters Corp /Can/ | 3.4 | ||
| US Bancorp de | 3.3 | ||
| Mastercard Inc | 3.3 | ||
| Kroger Co | 3.3 | ||
| Automatic Data Processing Inc | 3.2 | ||
| Amerisourcebergen Corp | 3.1 | ||
| TJX Companies Inc /DE/ | 3.1 | ||
| Wyndham Worldwide Corp | 3.1 | ||
| Fifth Third Bancorp | 3.0 | ||
| Home Depot Inc | 3.0 | ||
| Accenture PLC | 2.9 | ||
| Honeywell International Inc | 2.9 | ||
| BJ's Wholesale Club Holdings Inc | 2.9 | ||
| Darden Restaurants Inc | 2.8 | ||
| Tenet Healthcare Corp | 2.7 | ||
| Tempur Pedic International Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 103.5 |
| (b) Individuals (high net worth individuals) | 90 | 213.4 |
| (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 | 0.1 |
| (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 | 7 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,427 | 321.8 |
| By Discretionary | ||
| Discretionary | 1,427 | 321.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,427 | 321.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 321.8 | |
| Total | 1,427 | 321.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002035219] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Resurgent Financial Advisors LLC
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|
GA | 0.3 |
|
National Wealth Management Group LLC
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|
OH | 0.3 |
|
OMNI 360 Wealth Inc
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NJ | 0.3 |
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Fairhaven Financial Advisory Corporation
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MI | 0.3 |
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Eiger Wealth Management LLC
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|
CA | 0.3 |
|
Oak Wealth Advisors LLC
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|
IL | 0.3 |
|
William Howard & Co Financial Advisors Inc
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|
TN | 0.3 |
|
Raleigh Capital Management Inc
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|
NC | 0.3 |
|
Atala Financial Inc
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|
CA | 0.3 |
|
Presper Financial Architects LLC
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|
OH | 0.3 |