Adero Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Pleasanton, CA
CIK
0001800593
Alternate names
Vista Wealth Management Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 240 1,507,062 DUHP, DIHP, AVUS, DFAR 13F-HR 11/6/2024 000176538024000403
Q2 2024 218 1,371,037 DUHP, DIHP, AVUS, DFAR 13F-HR 7/30/2024 000176538024000244
Q1 2024 204 1,321,062 DUHP, DIHP, AVUS, AVDE 13F-HR 4/29/2024 000176538024000170
Q4 2023 192 1,177,908 DUHP, DIHP, AVUS, AVDE 13F-HR 2/12/2024 000176538024000070
Q3 2023 182 1,037,263 DUHP, DIHP, AVUS, CCCS 13F-HR 11/14/2023 000176538023000249
Q2 2023 165 1,013,818 DUHP, DIHP, AVUS, CCCS 13F-HR 8/2/2023 000176538023000127
Q1 2023 162 912,263 DUHP, DIHP, AVUS, DFAC 13F-HR 5/4/2023 000176538023000099
Q4 2022 161 830,432 DUHP, DIHP, AVUS, DFAC 13F-HR 2/7/2023 000176538023000023
Q3 2022 154 791,385 DUHP, DIHP, DFAC, AVUS 13F-HR 10/25/2022 000176538022000133
Q2 2022 150 705,131 DUHP, DIHP, DFAC, AVUS 13F-HR 7/14/2022 000176538022000093
Q1 2022 157 680,037 DUHP, DFAC, AVUS, SNOW 13F-HR 5/4/2022 000176538022000057
Q4 2021 155 609,819 DFAC, AVUS, SNOW, DDOG 13F-HR 1/18/2022 000176538022000004
Q3 2021 144 554,533 DFAC, AVUS, DASH, DDOG 13F-HR 11/2/2021 000176538021000107
Q2 2021 134 432,062 DFAC, AVUS, LSPD, TWLO 13F-HR 7/27/2021 000176538021000076
Q1 2021 115 223,508 VOO, TWLO, AVUS, AVDE 13F-HR 4/26/2021 000176538021000045
Q4 2020 81 116,624 VOO, VXUS, AVUS, VTWO 13F-HR 1/25/2021 000176538021000008
Q3 2020 85 124,804 VOO, TWLO, VXUS, BABA 13F-HR 10/26/2020 000176538020000084
Q2 2020 75 96,223 VOO, SPLV, VNQ, TWLO 13F-HR 7/14/2020 000176538020000063
Q1 2020 69 60,454 SPLV, VNQ, SNAP, SCHZ 13F-HR 5/1/2020 000176538020000042
Q4 2019 75 89,155 SPLV, VNQ, SNAP, SPY 13F-HR 2/3/2020 000176538020000018