§ 13F · FUND PROFILE
Vista Cima Wealth Management LLC.
AUM · $134M (13F)Positions · 49Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 24K | $18M | 13.2% | NEW |
| 2 | SCHG | SCHWAB STRATEGIC TR | 403K | $14M | 10.2% | +1% |
| 3 | SPDW | SPDR INDEX SHS FDS | 164K | $8M | 6.1% | +4% |
| 4 | NVDA | NVIDIA CORPORATION | 37K | $7M | 5.6% | −3% |
| 5 | IEFA | ISHARES TR | 76K | $7M | 5.5% | +7% |
| 6 | AAPL | APPLE INC | 20K | $6M | 4.3% | −4% |
| 7 | SMLF | ISHARES TR | 60K | $5M | 4.0% | +1% |
| 8 | VO | VANGUARD INDEX FDS | 62K | $5M | 3.7% | +307% |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 29K | $5M | 3.5% | −1% |
| 10 | DGRO | ISHARES TR | 58K | $4M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISTA SIGNAL
AC read
Vista Cima Wealth Management LLC is a Other fund managing $134 million in assets. The fund runs a portfolio of 49 positions.
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