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Vista Cima Wealth Management

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

Top 5 stock holdings are SCHG, SPDW, NVDA, IEFA, AAPL, and represent 36.75% of Vista Cima Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IEFA, SPDW, VWO, IEMG, SGVT, XMMO, SPMO, LRCX, MU, GOOGL.
Started 6 new stock positions in T, SGVT, LRCX, VWO, IEMG, MU.
Reduced shares in these 10 stocks: QQQ (-$16M), SCHG, DGRO, SCHD, XMHQ, VO, , AMZN, , NFLX.
Sold out of its positions in ADI, QQQ, LQDH, LLY, MRK, NFLX, ORCL, SPGI, NOW.
Vista Cima Wealth Management was a net seller of stock by $-15M.
Vista Cima Wealth Management has $101M in assets under management (AUM), dropping by -15.60%.
Central Index Key (CIK): 0002055907

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Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 48 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.5	$12M	-16%	399k	29.13	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	7.1	$7.2M	+50%	157k	45.65	View chart
NVIDIA Corporation (NVDA)	6.6	$6.7M		38k	174.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.4	$6.4M	+120%	71k	90.53	View chart
Apple (AAPL)	5.2	$5.3M	-2%	21k	253.79	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	4.5	$4.5M	-5%	60k	75.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.3	$4.4M	-23%	15k	287.18	View chart
Microsoft Corporation (MSFT)	4.1	$4.2M		11k	370.17	View chart
Ishares Tr Core Div Grwth (DGRO)	3.9	$3.9M	-29%	56k	70.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.6	$3.7M	-28%	120k	30.68	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	3.6	$3.7M	-8%	62k	59.04	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.5	$3.5M	-27%	34k	103.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.2	$3.3M	+35%	29k	112.11	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.6	$2.7M	+47%	19k	145.02	View chart
Broadcom (AVGO)	2.3	$2.4M		7.7k	309.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$2.0M	NEW	38k	54.05	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$2.0M	NEW	29k	69.75	View chart
Ishares Tr Agency Bond Etf (AGZ)	1.8	$1.8M	-9%	17k	109.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$1.8M	-12%	35k	50.61	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.6	$1.6M	-15%	32k	50.62	View chart
Schwab Strategic Tr Government Money (SGVT)	1.6	$1.6M	NEW	16k	100.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$1.6M	+37%	5.4k	287.55	View chart
Amazon (AMZN)	1.4	$1.5M	-29%	7.0k	208.27	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	1.2	$1.2M	-11%	33k	36.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.2M	-7%	15k	77.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$933k		2.8k	337.95	View chart
Meta Platforms Cl A (META)	0.9	$882k	-21%	1.5k	572.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.8	$853k	-18%	35k	24.27	View chart
Cisco Systems (CSCO)	0.8	$809k	+5%	10k	77.59	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.8	$795k	-7%	17k	46.83	View chart
Tesla Motors (TSLA)	0.8	$776k		2.1k	371.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.7	$706k	-25%	12k	58.54	View chart
Lam Research Corp Com New (LRCX)	0.6	$633k	NEW	3.0k	213.66	View chart
Micron Technology (MU)	0.6	$589k	NEW	1.7k	337.84	View chart
Palantir Technologies Cl A (PLTR)	0.5	$555k	+5%	3.8k	146.28	View chart
Spdr Series Trust State Street Spd (LGLV)	0.5	$532k		3.0k	178.10	View chart
Advanced Micro Devices (AMD)	0.5	$501k	+59%	2.5k	203.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$494k		15k	33.77	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.5	$481k		20k	24.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$419k	+8%	5.3k	79.27	View chart
Ge Aerospace Com New (GE)	0.3	$344k	+35%	1.2k	283.77	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.3	$264k		2.2k	119.51	View chart
At&t (T)	0.3	$256k	NEW	8.8k	28.99	View chart
Wal-Mart Stores (WMT)	0.2	$251k	+7%	2.0k	124.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$220k		2.0k	108.99	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$207k		8.4k	24.64	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.2	$202k	-26%	8.4k	24.18	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.0	$19k		10k	1.90	View chart

Past Filings by Vista Cima Wealth Management

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

Vista Cima Wealth Management 2026 Q1 filed May 13, 2026
Vista Cima Wealth Management 2025 Q4 filed Feb. 11, 2026
Vista Cima Wealth Management 2025 Q3 filed Nov. 14, 2025
Vista Cima Wealth Management 2025 Q2 filed Aug. 11, 2025
Vista Cima Wealth Management 2025 Q1 restated filed May 28, 2025
Vista Cima Wealth Management 2025 Q1 filed May 15, 2025
Vista Cima Wealth Management 2024 Q4 filed Feb. 14, 2025

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