Vista Cima Wealth Management

Vista Cima Wealth Management as of March 31, 2026

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