Vista Cima Wealth Management Llc Portfolio Stock Holdings
Vista Cima Wealth Management Llc disclosed 48 stock positions valued at approximately $101.2 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SPDR INDEX SHS FDS, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 48
- Portfolio Value
- $101.2M
Holdings by Sector
Vista Cima Wealth Management Llc Portfolio Holdings in Q1 2026
47 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | Other | 11.47% | 398,745 | -76,788 | -16.15% | $11,615,449 |
| SPDR INDEX SHS FDS | SPDW | Other | 7.07% | 156,718 | +52,291 | +50.07% | $7,154,177 |
| NVIDIA CORPORATION | NVDA | Technology | 6.61% | 38,359 | -17 | -0.04% | $6,689,877 |
| ISHARES TR | IEFA | Other | 6.35% | 71,011 | +38,847 | +120.78% | $6,428,665 |
| APPLE INC | AAPL | Technology | 5.24% | 20,920 | -491 | -2.29% | $5,309,208 |
| ISHARES TR | SMLF | Other | 4.45% | 59,707 | -3,686 | -5.81% | $4,507,281 |
| VANGUARD INDEX FDS | VO | Other | 4.30% | 15,152 | -4,558 | -23.13% | $4,351,380 |
| MICROSOFT CORP | MSFT | Technology | 4.10% | 11,221 | +42 | +0.38% | $4,153,656 |
| ISHARES TR | DGRO | Other | 3.87% | 55,765 | -23,679 | -29.81% | $3,913,573 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.64% | 120,093 | -47,556 | -28.37% | $3,684,449 |
| LATTICE STRATEGIES TR | ROUS | Other | 3.62% | 62,051 | -5,586 | -8.26% | $3,663,491 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 3.45% | 33,804 | -13,109 | -27.94% | $3,494,319 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 3.21% | 29,025 | +7,585 | +35.38% | $3,254,003 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 2.65% | 18,494 | +5,940 | +47.32% | $2,682,000 |
| BROADCOM INC | AVGO | Technology | 2.34% | 7,653 | +146 | +1.94% | $2,368,594 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.02% | 37,899 | +37,899 | +100.00% | $2,048,441 |
| ISHARES INC | IEMG | Other | 2.01% | 29,161 | +29,161 | +100.00% | $2,033,980 |
| ISHARES TR | AGZ | Other | 1.80% | 16,581 | -1,734 | -9.47% | $1,819,102 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.73% | 34,678 | -5,143 | -12.92% | $1,755,054 |
| ISHARES TR | ICSH | Other | 1.62% | 32,298 | -5,773 | -15.16% | $1,634,925 |
| ALPHABET INC | GOOGL | Communication Services | 1.54% | 5,421 | +1,484 | +37.69% | $1,558,827 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.45% | 7,032 | -2,922 | -29.36% | $1,464,555 |
| INNOVATOR ETFS TRUST | BSTP | Other | 1.17% | 32,861 | -4,317 | -11.61% | $1,183,275 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.14% | 15,013 | -1,244 | -7.65% | $1,158,703 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.92% | 2,761 | -7 | -0.25% | $933,082 |
| META PLATFORMS INC | META | Communication Services | 0.87% | 1,541 | -413 | -21.14% | $881,793 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.84% | 35,145 | -8,027 | -18.59% | $852,969 |
| CISCO SYS INC | CSCO | Technology | 0.80% | 10,420 | +548 | +5.55% | $808,488 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 0.78% | 16,968 | -1,367 | -7.46% | $794,611 |
| TESLA INC | TSLA | Consumer Cyclical | 0.77% | 2,087 | +33 | +1.61% | $775,842 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.70% | 12,055 | -4,075 | -25.26% | $705,700 |
| LAM RESEARCH CORP | LRCX | Other | 0.63% | 2,964 | +2,964 | +100.00% | $633,288 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.58% | 1,742 | +1,742 | +100.00% | $588,517 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.55% | 3,791 | +207 | +5.78% | $554,547 |
| SPDR SERIES TRUST | LGLV | Other | 0.53% | 2,988 | -7 | -0.23% | $532,163 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.49% | 2,461 | +915 | +59.18% | $500,641 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.49% | 14,623 | - | - | $493,819 |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | Other | 0.48% | 19,970 | - | - | $481,377 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.41% | 5,289 | +407 | +8.34% | $419,259 |
| GE AEROSPACE | GE | Industrials | 0.34% | 1,212 | +320 | +35.87% | $343,929 |
| PROSHARES TR II | AGQ | Other | 0.26% | 2,211 | - | - | $264,237 |
| AT&T INC | T | Communication Services | 0.25% | 8,843 | +8,843 | +100.00% | $256,350 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 2,022 | +134 | +7.10% | $251,312 |
| ISHARES TR | LQD | Other | 0.22% | 2,020 | -6 | -0.30% | $220,160 |
| DBX ETF TR | RVNU | Other | 0.20% | 8,400 | - | - | $206,935 |
| ISHARES U S ETF TR | IGBH | Other | 0.20% | 8,359 | -2,993 | -26.37% | $202,121 |
| CREDIT SUISSE HIGH YIELD CRE | DHY | Financial Services | 0.02% | 10,000 | - | - | $19,000 |