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| Vista Investment Partners LLC
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|---|---|
| CRD # | 286014 |
| SEC # | 801-108779 |
| CIK # | 0002023386 |
| AUM | $610.6 M (2026-05-22) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 405-608-5390 |
| Address | 5601 North Classen Boulevard Oklahoma City, OK 73118 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.1 | ||
| KLA Tencor Corp | 11.9 | ||
| Denali Holding Inc | 9.6 | ||
| Chevron Corp | 8.7 | ||
| Alliance Resource Partners LP | 8.7 | ||
| Jabil Circuit Inc | 8.0 | ||
| Parker Hannifin Corp | 8.0 | ||
| Fortinet Inc | 7.5 | ||
| AbbVie Inc | 7.3 | ||
| Wyndham Worldwide Corp | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 107.4 |
| (b) Individuals (high net worth individuals) | 118 | 450.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 15.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 37.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,610 | 610.6 |
| By Discretionary | ||
| Discretionary | 1,539 | 595.4 |
| Non-Discretionary | 71 | 15.2 |
| Total | 1,610 | 610.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 608.4 | |
| Total | 1,610 | 610.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023386] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Watch Advisors Inc
✚
|
CO | 0.6 |
|
Quartz Partners LLC
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|
NY | 0.6 |
|
Highmark Wealth Management LLC
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|
MN | 0.6 |
|
Steffes Financial Ltd
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|
KS | 0.6 |
|
Arbor Trust Wealth Advisors LLC
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|
MI | 0.6 |
|
Peregrine Asset Advisers Inc
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|
OR | 0.6 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.6 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.6 |
|
Wespac Advisors Socal LLC
✚
|
CA | 0.6 |
|
CornerStone Wealth Advisors Inc
✚
|
MN | 0.6 |