Vista Cima Wealth Management LLC
CIK 2055907 · View on SEC EDGAR ↗
- Portfolio value
- $134.3M
- Positions
- 49
- As of
- June 30, 2026
#7,735 of 9,443 by 13F value · top 81.9%
Portfolio value QoQ: +32.6% 13F does not disclose cash
- Top 10 holdings weight
- 59.34%
- Top 25 holdings weight
- 88.35%
- Positions above 1%
- 24
- Effective number of positions
- 19.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.31% Est. buys $25,550,053 · sells $3,893,546
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 53.8% still held
- New positions
- 4
- Increased
- 23
- Decreased
- 18
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
18.8%
Communication Services
2.1%
Retail
1.3%
Communications
0.8%
Consumer Discretionary
0.7%
Industrials
0.6%
Other/Unmapped
75.7%
Full portfolio 49 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $17,789,211 | 13.25% | 24,157 | ||||
| SCHG | $13,643,055 | 10.16% | 403,164 | $2,027,606 | Up ×1 | ||
| SPDW | $8,242,947 | 6.14% | 163,583 | $1,088,770 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,463,692 | 5.56% | 37,302 | $773,815 | Down ×2 | ||
| IEFA | $7,335,802 | 5.46% | 75,956 | $907,137 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $5,821,365 | 4.34% | 20,118 | $512,157 | Down ×2 | ||
| SMLF | $5,369,704 | 4.00% | 60,239 | $862,423 | Up ×1 | ||
| VO | $4,974,099 | 3.70% | 61,736 | $622,719 | Up ×1 | ||
| SPMO | $4,662,547 | 3.47% | 28,863 | $1,408,544 | Down ×1 | ||
| DGRO | $4,382,575 | 3.26% | 57,825 | $469,002 | Up ×1 | ||
| SCHD | $4,357,670 | 3.25% | 137,423 | $673,221 | Up ×1 | ||
| ROUS | $4,231,372 | 3.15% | 62,780 | $567,881 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,225,765 | 3.15% | 11,329 | $72,109 | Up ×3 | ||
| XMHQ | $3,884,991 | 2.89% | 34,417 | $390,672 | Up ×1 | ||
| XMMO | $3,178,215 | 2.37% | 18,680 | $496,215 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,691,485 | 2.00% | 7,125 | $322,891 | Down ×1 | ||
| IEMG | $2,524,300 | 1.88% | 30,472 | $490,320 | Up ×1 | ||
| VWO | $2,402,821 | 1.79% | 40,255 | $354,380 | Up ×1 | ||
| AGZ | $1,953,099 | 1.45% | 17,873 | $133,997 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,864,371 | 1.39% | 5,217 | $305,544 | Down ×1 | ||
| JPST | $1,765,753 | 1.32% | 34,917 | $10,699 | Up ×1 | ||
| ICSH | $1,622,859 | 1.21% | 32,085 | $-12,066 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,584,961 | 1.18% | 6,650 | $120,406 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,366,808 | 1.02% | 2,862 | $433,726 | Up ×1 | ||
| BSTP | $1,291,414 | 0.96% | 32,835 | $108,139 | Down ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1,288,188 | 0.96% | 1,116 | $699,671 | Down ×1 | ||
| BIV | $1,248,293 | 0.93% | 16,275 | $89,590 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1,195,991 | 0.89% | 2,760 | $562,703 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,045,881 | 0.78% | 8,904 | $237,393 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $972,401 | 0.72% | 1,726 | $90,608 | Up ×1 | ||
| SGVT | $930,032 | 0.69% | 9,232 | $-652,682 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $886,204 | 0.66% | 2,107 | $110,362 | Up ×3 | ||
| GTO | $833,583 | 0.62% | 17,785 | $38,972 | Up ×1 | ||
| SCHO | $829,112 | 0.62% | 34,346 | $-23,857 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $813,855 | 0.61% | 1,401 | $313,214 | Down ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $671,803 | 0.50% | 11,543 | $-33,897 | Down ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $601,260 | 0.45% | 8,942 | Up ×1 | |||
| LGLV | $541,477 | 0.40% | 2,984 | $9,314 | Down ×4 | ||
| BUFR | $534,178 | 0.40% | 14,623 | $40,359 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $521,914 | 0.39% | 6,604 | $102,655 | Up ×6 | ||
| MMIT | $486,270 | 0.36% | 19,970 | $4,893 | |||
| GE GE Aerospace Common Stock | $481,738 | 0.36% | 1,289 | $137,809 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $440,896 | 0.33% | 3,779 | $-113,651 | Down ×1 | ||
| XLP XLP | $399,650 | 0.30% | 4,811 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $257,294 | 0.19% | 219 | Up ×1 | |||
| LQD | $220,321 | 0.16% | 2,020 | $161 | |||
| RVNU | $212,604 | 0.16% | 8,400 | $5,669 | |||
| WMT Walmart Inc. - Common Stock | $212,177 | 0.16% | 1,873 | $-39,135 | Down ×1 | ||
| DHY | $19,580 | 0.01% | 11,000 | $580 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| QQQ | March 31, 2026 | 26,565 | $16,319,122 | |
| BLK | Dec. 31, 2025 | 777 | $905,881 | 8.1% |
| V | Dec. 31, 2025 | 2,589 | $883,833 | 4.9% |
| MA | Dec. 31, 2025 | 1,551 | $882,225 | 0.8% |
| MDLZ | Dec. 31, 2025 | 14,037 | $876,912 | 19.1% |
| UNH | Dec. 31, 2025 | 2,225 | $768,293 | 17.3% |
| HD | Dec. 31, 2025 | 1,782 | $722,053 | -2.5% |
| LHX | Dec. 31, 2025 | 2,351 | $718,019 | -7.9% |
| ORCL | March 31, 2026 | 3,659 | $713,176 | -0.4% |
| NEE | Dec. 31, 2025 | 9,014 | $680,467 | 5.9% |
| NJR | Dec. 31, 2025 | 13,815 | $665,192 | 19.0% |
| DUK | Dec. 31, 2025 | 5,308 | $656,865 | 4.2% |
| PH | Dec. 31, 2025 | 862 | $653,525 | 15.1% |
| MCD | Dec. 31, 2025 | 2,111 | $641,512 | -12.1% |
| KO | Dec. 31, 2025 | 9,509 | $630,637 | 29.7% |
| CTRA | Dec. 31, 2025 | 26,354 | $623,272 | No longer tracked |
| EMR | Dec. 31, 2025 | 4,593 | $602,510 | 17.6% |
| AMT | Dec. 31, 2025 | 3,121 | $600,231 | 0.6% |
| ICE | Dec. 31, 2025 | 3,545 | $597,262 | -0.6% |
| CRM | Sept. 30, 2025 | 2,081 | $567,522 | -13.3% |
| CDNS | Sept. 30, 2025 | 1,797 | $553,746 | -10.6% |
| NOW | March 31, 2026 | 3,430 | $525,442 | 24.0% |
| VLO | Dec. 31, 2025 | 2,966 | $504,991 | 112.5% |
| PM | Dec. 31, 2025 | 2,982 | $483,680 | 18.3% |
| D | Dec. 31, 2025 | 7,649 | $467,889 | 15.3% |
| OMC | Dec. 31, 2025 | 5,713 | $465,781 | 6.9% |
| MRVL | Sept. 30, 2025 | 5,939 | $459,679 | 193.0% |
| PSX | Dec. 31, 2025 | 3,368 | $458,115 | 88.4% |
| CVX | Dec. 31, 2025 | 2,858 | $443,819 | 35.5% |
| AMD | March 31, 2025 | 3,556 | $429,529 | 358.2% |
| PG | Dec. 31, 2025 | 2,756 | $423,459 | 0.0% |
| ZTS | Dec. 31, 2025 | 2,806 | $410,574 | -39.1% |
| CMCSA | Dec. 31, 2025 | 12,893 | $405,111 | -5.5% |
| NFLX | March 31, 2026 | 4,181 | $392,011 | -17.2% |
| APD | Dec. 31, 2025 | 1,431 | $390,262 | 22.9% |
| NKE | Dec. 31, 2025 | 5,565 | $388,047 | -36.3% |
| LQDH | March 31, 2026 | 2,932 | $273,702 | No longer tracked |
| AGQ | June 30, 2026 | 2,211 | $264,237 | No longer tracked |
| T | June 30, 2026 | 8,843 | $256,350 | 22.6% |
| LLY | March 31, 2026 | 211 | $226,757 | 35.9% |
| ADI | March 31, 2026 | 807 | $218,858 | 18.3% |
| MRK | March 31, 2026 | 2,053 | $216,099 | 26.1% |
| SPGI | March 31, 2026 | 404 | $211,132 | 2.0% |
| MCD | March 31, 2025 | 728 | $211,040 | -14.0% |
| IGBH | June 30, 2026 | 8,359 | $202,121 | No longer tracked |