Vista Finance Portfolio Shifts: Major Buys and Sales in Q2 2026
Vista Finance, Llc's portfolio analysis for the second quarter of 2026 shows significant changes with substantial increases in GLD and MAGS ETF holdings.
According to data from Vista Finance, Llc, the portfolio underwent notable adjustments during Q2 2026. The total value remained substantial at $177,872,295.
Major Purchases This Quarter
Vista significantly increased its exposure to physical gold through a large purchase of SPDR GOLD TR (GLD). The fund acquired an additional 999 shares during the quarter, representing a modest increase in allocation percentage but adding considerable value. Similarly, Vista substantially boosted its Listed Credit ETF position by acquiring ISHARES TR (MAGS) at a rapid pace.
Other significant additions include major purchases of several prominent index funds and exchange-traded products:
- ISHARES TR (IEFA): Vista added a substantial number of shares, increasing its allocation significantly.
- ALPS ETF TR (AMLP): The investor increased holdings considerably during the quarter.
- GLOBAL X FDS (AIQ): Vista made a significant purchase of this fund, boosting its position meaningfully.
- ISHARES TR (PFF): The investor initiated a new position in the iShares Core Senior Floating Rate Fund.
- ISHARES TR (ICSH): Vista added shares to this ETF, increasing its allocation percentage.
Notable Sales and Reductions
Vista Finance also saw changes in some of its existing holdings. The fund sold all remaining shares of QXO INC (QXO), completely exiting this position.
Conversely, the investor reduced its stake in FS CREDIT OPPORTUNITIES CORP (FSCO). This reduction was significant but not a complete exit. Additionally, Vista sold shares of FIRST FINL BANKSHARES INC (FFIN), though this position was very small to begin with.
New Holdings Added This Quarter
The portfolio indicators confirm that Vista has been actively investing. The fund added new positions during Q2, including:
- QXO INC (QXO): A newly initiated position.
Holdings with Significant Changes This Quarter
Vista made considerable adjustments to several holdings:
- SPDR GOLD TR (GLD): The largest increase in shares and value.
- LISTED FDS TR (MAGS): A substantial percentage-based increase, indicating strong confidence.
- ISHARES TR (IEFA): Significant share growth during the quarter.
Overall Portfolio Allocation Changes
The portfolio's allocation shifted notably this quarter. The largest holdings by weight percentage remained GLD, MAGS, and IEFA, though their relative percentages may have changed slightly due to the significant additions elsewhere.