Q2 2026 13F · SEC CIK 2055907

Vista Cima Wealth Management LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $134.3M
Reported positions: 49
Holdings vs S&P 500, 3 yrs: —
Assets under management: $142.5M

Vista Cima Wealth Management LLC is a wealth manager that reported 49 positions worth $134.3M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Invesco Qqq Tr (QQQ, 13.2%), Schwab Strategic Tr (SCHG, 10.2%), Spdr Index Shs Fds (SPDW, 6.1%).

Vista Cima Wealth Management LLC holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Vista Cima Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	13.2%	New	24,157	—	$17.8M
SCHGSchwab Strategic Tr	10.2%	11.5%	403,164	+1.1%	$13.6M
SPDWSpdr Index Shs Fds	6.1%	7.1%	163,583	+4.4%	$8.2M
NVDANvidia Corporation	5.6%	6.6%	37,302	-2.8%	$7.5M
IEFAIshares Tr	5.5%	6.4%	75,956	+7.0%	$7.3M
AAPLApple Inc	4.3%	5.2%	20,118	-3.8%	$5.8M
SMLFIshares Tr	4.0%	4.5%	60,239	+0.9%	$5.4M
VOVanguard Index Fds	3.7%	4.3%	61,736	+307.4%	$5.0M
SPMOInvesco Exch Traded Fd Tr II	3.5%	3.2%	28,863	-0.6%	$4.7M
DGROIshares Tr	3.3%	3.9%	57,825	+3.7%	$4.4M
SCHDSchwab Strategic Tr	3.2%	3.6%	137,423	+14.4%	$4.4M
ROUSLattice Strategies Tr	3.2%	3.6%	62,780	+1.2%	$4.2M
MSFTMicrosoft Corp	3.1%	4.1%	11,329	+1.0%	$4.2M
XMHQInvesco Exchange Traded Fd T	2.9%	3.5%	34,417	+1.8%	$3.9M
XMMOInvesco Exchange Traded Fd T	2.4%	2.6%	18,680	+1.0%	$3.2M
AVGOBroadcom Inc	2.0%	2.3%	7,125	-6.9%	$2.7M
IEMGIshares Inc	1.9%	2.0%	30,472	+4.5%	$2.5M
VWOVanguard Intl Equity Index F	1.8%	2.0%	40,255	+6.2%	$2.4M
AGZIshares Tr	1.5%	1.8%	17,873	+7.8%	$2.0M
GOOGLAlphabet Inc	1.4%	1.5%	5,217	-3.8%	$1.9M
JPSTJ P Morgan Exchange Traded F	1.3%	1.7%	34,917	+0.7%	$1.8M
ICSHIshares Tr	1.2%	1.6%	32,085	-0.7%	$1.6M
AMZNAmazon Com Inc	1.2%	1.4%	6,650	-5.4%	$1.6M
TSMTaiwan Semiconductor Manufac	1.0%	0.9%	2,862	+3.7%	$1.4M
BSTPInnovator Etfs Trust	1.0%	1.2%	32,835	-0.1%	$1.3M
MUMicron Technology Inc	1.0%	0.6%	1,116	-35.9%	$1.3M
BIVVanguard Bd Index Fds	0.9%	1.1%	16,275	+8.4%	$1.2M
LRCXLam Research Corp	0.9%	0.6%	2,760	-6.9%	$1.2M
CSCOCisco Sys Inc	0.8%	0.8%	8,904	-14.5%	$1.0M
METAMeta Platforms Inc	0.7%	0.9%	1,726	+12.0%	$972K
SGVTSchwab Strategic Tr	0.7%	1.6%	9,232	-41.2%	$930K
TSLATesla Inc	0.7%	0.8%	2,107	+1.0%	$886K
46090A804Invesco Actively Managed Exc	0.6%	0.8%	17,785	+4.8%	$834K
SCHOSchwab Strategic Tr	0.6%	0.8%	34,346	-2.3%	$829K
AMDAdvanced Micro Devices Inc	0.6%	0.5%	1,401	-43.1%	$814K
VGSHVanguard Scottsdale Fds	0.5%	0.7%	11,543	-4.2%	$672K
VWOBVanguard Whitehall Fds	0.4%	New	8,942	—	$601K
LGLVSpdr Series Trust	0.4%	0.5%	2,984	-0.1%	$541K
BUFRFirst Tr Exchng Traded Fd Vi	0.4%	0.5%	14,623	+0.0%	$534K
VCSHVanguard Scottsdale Fds	0.4%	0.4%	6,604	+24.9%	$522K
MMITNylim Active ETF Tr	0.4%	0.5%	19,970	+0.0%	$486K
GEGe Aerospace	0.4%	0.3%	1,289	+6.4%	$482K
PLTRPalantir Technologies Inc	0.3%	0.5%	3,779	-0.3%	$441K
XLPSelect Sector Spdr Tr	0.3%	New	4,811	—	$400K
GEVGe Vernova Inc	0.2%	New	219	—	$257K
LQDIshares Tr	0.2%	0.2%	2,020	+0.0%	$220K
RVNUDbx ETF Tr	0.2%	0.2%	8,400	+0.0%	$213K
WMTWalmart Inc	0.2%	0.2%	1,873	-7.4%	$212K
XDHYXCredit Suisse High Yield Cre	0.0%	0.0%	11,000	+10.0%	$20K

What Vista Cima Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

VO Vanguard Index Fds+307.4% shares
VCSH Vanguard Scottsdale Fds+24.9% shares
SCHD Schwab Strategic Tr+14.4% shares
META Meta Platforms Inc+12.0% shares
XDHYX Credit Suisse High Yield Cre+10.0% shares
BIV Vanguard Bd Index Fds+8.4% shares
AGZ Ishares Tr+7.8% shares
IEFA Ishares Tr+7.0% shares

Reduced

AMD Advanced Micro Devices Inc-43.1% shares
SGVT Schwab Strategic Tr-41.2% shares
MU Micron Technology Inc-35.9% shares
CSCO Cisco Sys Inc-14.5% shares
WMT Walmart Inc-7.4% shares
AVGO Broadcom Inc-6.9% shares
LRCX Lam Research Corp-6.9% shares
AMZN Amazon Com Inc-5.4% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +21.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$134.3M	49
Q1 2026	$101.2M	48
Q4 2025	$119.9M	51
Q3 2025	$120.0M	75
Q2 2025	$107.0M	53
Q1 2025	$92.9M	50
Q4 2024	$96.2M	49

Questions about Vista Cima Wealth Management LLC's portfolio

What stocks does Vista Cima Wealth Management LLC own?

Vista Cima Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 49 positions worth $134.3M. The largest are Invesco Qqq Tr (QQQ) at 13.2%, Schwab Strategic Tr (SCHG) at 10.2%, Spdr Index Shs Fds (SPDW) at 6.1%, Nvidia Corporation (NVDA) at 5.6% and Ishares Tr (IEFA) at 5.5%.

What did Vista Cima Wealth Management LLC buy last quarter?

In Q2 2026, Vista Cima Wealth Management LLC added a new position in Invesco Qqq Tr (QQQ), a new position in Vanguard Whitehall Fds (VWOB), a new position in Select Sector Spdr Tr (XLP), a new position in Ge Vernova Inc (GEV), Vanguard Index Fds (VO) (+307.4% shares), Vanguard Scottsdale Fds (VCSH) (+24.9% shares) and Schwab Strategic Tr (SCHD) (+14.4% shares), compared with its Q1 2026 filing.

What did Vista Cima Wealth Management LLC sell last quarter?

In Q2 2026, Vista Cima Wealth Management LLC sold all of Proshares Tr II (AGQ), sold all of At&t Inc (T), sold all of Ishares U S ETF Tr (IGBH), Advanced Micro Devices Inc (AMD) (-43.1% shares), Schwab Strategic Tr (SGVT) (-41.2% shares) and Micron Technology Inc (MU) (-35.9% shares), compared with its Q1 2026 filing.

When is Vista Cima Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Vista Cima Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Vista Cima Wealth Management LLC manage?

Vista Cima Wealth Management LLC reported $142.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $134.3M.