Vista Private Wealth Partners. LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdenver, CO
- CIK0001657980
- Alternate namesDenver PWM, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
231 | $258.38M | SCHG, SCHM, SCHV, IBTF | 13F-HR | Feb 3, 2025 | 000198615225000014 | ||
159 | $263.31M | SCHG, SCHF, SCHV, SCHM | RESTATEMENT | Dec 3, 2024 | 000198615224000060 | ||
234 | $250.66M | SCHG, SCHF, SCHV, SCHM | 13F-HR | Aug 5, 2024 | 000198615224000043 | ||
98 | $258.73M | SCHG, Schwab FTSE Dev International, SCHM, SCHV | 13F-HR | May 14, 2024 | 000198615224000020 | ||
88 | $215.81M | GOVT, Schwab FTSE Dev International, SCHM, SCHD | 13F-HR | Feb 13, 2024 | 000198615224000008 | ||
96 | $238.97M | SCHG, SCHV, SCHF, SCHM | 13F-HR | Oct 11, 2023 | 000108514623003640 | ||
97 | $241.63M | SCHG, SCHM, SCHV, SCHF | 13F-HR | Jul 18, 2023 | 000108514623002742 | ||
95 | $227.32M | SCHG, SCHM, SCHV, SCHF | 13F-HR | May 9, 2023 | 000108514623002170 | ||
101 | $210.85M | SCHG, SCHM, SCHV, SCHD | 13F-HR | Jan 13, 2023 | 000108514623000101 | ||
90 | $179.35M | SCHG, SCHM, SCHV, SCHF | 13F-HR | Oct 13, 2022 | 000108514622003372 | ||
92 | $212.38M | SCHG, SCHM, SCHV, SCHF | 13F-HR | Jul 13, 2022 | 000108514622002370 | ||
94 | $251.53M | SCHG, SCHM, SCHF, SCHV | 13F-HR | Apr 13, 2022 | 000108514622001375 | ||
97 | $261.78M | SCHG, SCHM, SCHF, SCHV | 13F-HR | Jan 19, 2022 | 000108514622000181 | ||
95 | $242.01M | SCHG, SCHM, SCHF, SCHV | 13F-HR | Oct 13, 2021 | 000108514621002735 | ||
94 | $238.82M | SCHG, SCHM, SCHF, SCHD | 13F-HR | Jul 14, 2021 | 000108514621001966 | ||
74 | $171.32M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Apr 14, 2021 | 000108514621001159 | ||
85 | $200.93M | SCHG, SCHM, SCHF, BSCO | 13F-HR | Jan 20, 2021 | 000108514621000182 | ||
75 | $171.59M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Dec 22, 2020 | 000108514620003101 | ||
77 | $163.77M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Jul 15, 2020 | 000108514620001786 | ||
68 | $136.21M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Apr 16, 2020 | 000108514620001135 | ||
73 | $173.01M | SCHG, SCHM, SCHX, SCHV | 13F-HR | Jan 8, 2020 | 000108514620000035 | ||
223 | $166.05B | SCHG, SCHM, SCHV, SCHX | 13F-HR | Oct 16, 2019 | 000108514619002545 | ||
69 | $156.87M | SCHG, SCHM, SCHX, SCHF | 13F-HR | Aug 27, 2019 | 000108514619002400 | ||
70 | $153.09M | SCHG, SCHM, SCHF, SCHV | 13F-HR | Apr 18, 2019 | 000108514619001197 | ||
67 | $139.46M | SCHG, SCHM, SCHX, SCHF | 13F-HR | Feb 14, 2019 | 000108514619000813 | ||
68 | $133.13M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Nov 15, 2018 | 000108514618002793 | ||
53 | $112.19M | SCHG, SCHM, SCHF, SCHX | 13F-HR | May 15, 2018 | 000108514618001491 | ||
65 | $132.40M | SCHG, SCHM, SCHF, SCHX | 13F-HR | Feb 26, 2018 | 000108514618000929 | ||
60 | $127.93M | SCHG, SCHF, SCHM, SCHX | 13F-HR | Dec 5, 2017 | 000108514617002517 |