§ 13F · FUND PROFILE
Vista Cima Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $107M (13F)Positions · 53Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 399K | $12M | 11.5% | −16% |
| 2 | SPDW | SPDR INDEX SHS FDS | 157K | $7M | 7.1% | +50% |
| 3 | NVDA | NVIDIA CORPORATION | 38K | $7M | 6.6% | ±0% |
| 4 | IEFA | ISHARES TR | 71K | $6M | 6.4% | +121% |
| 5 | AAPL | APPLE INC | 21K | $5M | 5.2% | −2% |
| 6 | SMLF | ISHARES TR | 60K | $5M | 4.5% | −6% |
| 7 | VO | VANGUARD INDEX FDS | 15K | $4M | 4.3% | −23% |
| 8 | MSFT | MICROSOFT CORP | 11K | $4M | 4.1% | ±0% |
| 9 | DGRO | ISHARES TR | 56K | $4M | 3.9% | −30% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 120K | $4M | 3.6% | −28% |
§ 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 $107 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed