Vista Cima Wealth Management

Latest statistics and disclosures from Vista Cima Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, SCHG, SPDW, NVDA, IEFA, and represent 40.57% of Vista Cima Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: QQQ (+$18M), VO, VWOB, SCHD, IEFA, XLP, SPDW, GEV, DGRO, SCHG.
  • Started 4 new stock positions in QQQ, VWOB, XLP, GEV.
  • Reduced shares in these 10 stocks: MU, SGVT, AMD, AGQ, , AAPL, NVDA, IGBH, AVGO, CSCO.
  • Sold out of its positions in T, IGBH, AGQ.
  • Vista Cima Wealth Management was a net buyer of stock by $22M.
  • Vista Cima Wealth Management has $134M in assets under management (AUM), dropping by 32.64%.
  • Central Index Key (CIK): 0002055907

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Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.2 $18M NEW 24k 736.40
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.2 $14M 403k 33.84
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 6.1 $8.2M +4% 164k 50.39
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NVIDIA Corporation (NVDA) 5.6 $7.5M -2% 37k 200.09
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Ishares Tr Core Msci Eafe (IEFA) 5.5 $7.3M +6% 76k 96.58
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Apple (AAPL) 4.3 $5.8M -3% 20k 289.36
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Ishares Tr Us Sml Cap Eqt (SMLF) 4.0 $5.4M 60k 89.14
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Vanguard Index Fds Mid Cap Etf (VO) 3.7 $5.0M +307% 62k 80.57
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.5 $4.7M 29k 161.54
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Ishares Tr Core Div Grwth (DGRO) 3.3 $4.4M +3% 58k 75.79
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $4.4M +14% 137k 31.71
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Lattice Strategies Tr Hartford Us Eqty (ROUS) 3.2 $4.2M 63k 67.40
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Microsoft Corporation (MSFT) 3.1 $4.2M 11k 373.00
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.9 $3.9M 34k 112.88
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.4 $3.2M 19k 170.14
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Broadcom (AVGO) 2.0 $2.7M -6% 7.1k 377.75
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Ishares Core Msci Emkt (IEMG) 1.9 $2.5M +4% 31k 82.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $2.4M +6% 40k 59.69
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Ishares Tr Agency Bond Etf (AGZ) 1.5 $2.0M +7% 18k 109.28
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.9M -3% 5.2k 357.36
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $1.8M 35k 50.57
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Ishares Tr Ultra Short Dur (ICSH) 1.2 $1.6M 32k 50.58
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Amazon (AMZN) 1.2 $1.6M -5% 6.7k 238.34
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.0 $1.4M +3% 2.9k 477.57
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Innovator Etfs Trust Buff Step Up Etf (BSTP) 1.0 $1.3M 33k 39.33
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Micron Technology (MU) 1.0 $1.3M -35% 1.1k 1154.29
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Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $1.2M +8% 16k 76.70
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Lam Research Corp Com New (LRCX) 0.9 $1.2M -6% 2.8k 433.33
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Cisco Systems (CSCO) 0.8 $1.0M -14% 8.9k 117.46
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Meta Platforms Cl A (META) 0.7 $972k +12% 1.7k 563.38
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Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.7 $930k -41% 9.2k 100.74
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Tesla Motors (TSLA) 0.7 $886k 2.1k 420.60
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Invesco Actively Managed Exc Total Return (GTO) 0.6 $834k +4% 18k 46.87
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $829k -2% 34k 24.14
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Advanced Micro Devices (AMD) 0.6 $814k -43% 1.4k 580.91
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $672k -4% 12k 58.20
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $601k NEW 8.9k 67.24
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Spdr Series Trust St Str R1k Lowv (LGLV) 0.4 $542k 3.0k 181.46
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First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.4 $534k 15k 36.53
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $522k +24% 6.6k 79.03
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New York Life Invts Active E Mackay Mun Inter (MMIT) 0.4 $486k 20k 24.35
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Ge Aerospace Com New (GE) 0.4 $482k +6% 1.3k 373.73
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Palantir Technologies Cl A (PLTR) 0.3 $441k 3.8k 116.67
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.3 $400k NEW 4.8k 83.07
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Ge Vernova (GEV) 0.2 $257k NEW 219.00 1174.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $220k 2.0k 109.07
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Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $213k 8.4k 25.31
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Wal-Mart Stores (WMT) 0.2 $212k -7% 1.9k 113.28
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Credit Suisse High Yield Cre Sh Ben Int (DHY) 0.0 $20k +10% 11k 1.78
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Past Filings by Vista Cima Wealth Management

SEC 13F filings are viewable for Vista Cima Wealth Management going back to 2024