Vista Cima Wealth Management LLC Top Holdings and 13F Report (2026) About Vista Cima Wealth Management LLCInvestment ActivityVista Cima Wealth Management LLC has $101.23 million in total holdings as of March 31, 2026.Vista Cima Wealth Management LLC owns shares of 48 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 15.47% of the portfolio was purchased this quarter.About 29.90% of the portfolio was sold this quarter.This quarter, Vista Cima Wealth Management LLC has purchased 51 new stocks and bought additional shares in 14 stocks.Vista Cima Wealth Management LLC sold shares of 23 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $11,615,449SPDR Portfolio Developed World ex-US ETF $7,154,177NVIDIA $6,689,877iShares Core MSCI EAFE ETF $6,428,665Apple $5,309,208 Largest New Holdings this Quarter 922042858 - Vanguard FTSE Emerging Markets ETF $2,048,441 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $2,033,980 Holding808524581 - SCHWAB STRATEGIC TR $1,582,714 Holding512807306 - LAM RESEARCH CORP $633,288 Holding595112103 - Micron Technology $588,517 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 38,847 shares (about $3.52M)SPDR Portfolio Developed World ex-US ETF 52,291 shares (about $2.39M)Vanguard FTSE Emerging Markets ETF 37,899 shares (about $2.05M)iShares Core MSCI Emerging Markets ETF 29,161 shares (about $2.03M)SCHWAB STRATEGIC TR 15,714 shares (about $1.58M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 76,788 shares (about $2.24M)iShares Core Dividend Growth ETF 23,679 shares (about $1.66M)Schwab US Dividend Equity ETF 47,556 shares (about $1.46M)Invesco S&P MidCap Quality ETF 13,109 shares (about $1.36M)Vanguard Mid-Cap ETF 4,558 shares (about $1.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Cima Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$11,615,449$2,236,836 â–¼-16.1%398,74511.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,154,177$2,387,084 â–²50.1%156,7187.1%ETFNVDANVIDIA$6,689,877$2,965 â–¼0.0%38,3596.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$6,428,665$3,516,840 â–²120.8%71,0116.4%ETFAAPLApple$5,309,208$124,609 â–¼-2.3%20,9205.2%Computer and TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$4,507,281$278,256 â–¼-5.8%59,7074.5%ETFVOVanguard Mid-Cap ETF$4,351,380$1,308,975 â–¼-23.1%15,1524.3%ETFMSFTMicrosoft$4,153,656$15,547 â–²0.4%11,2214.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$3,913,573$1,661,786 â–¼-29.8%55,7653.9%ETFSCHDSchwab US Dividend Equity ETF$3,684,449$1,459,016 â–¼-28.4%120,0933.6%ETFROUSHartford Multifactor US Equity ETF$3,663,491$329,797 â–¼-8.3%62,0513.6%ETFXMHQInvesco S&P MidCap Quality ETF$3,494,319$1,355,077 â–¼-27.9%33,8043.5%ETFSPMOInvesco S&P 500 Momentum ETF$3,254,003$850,357 â–²35.4%29,0253.2%ETFXMMOInvesco S&P MidCap Momentum ETF$2,682,000$861,419 â–²47.3%18,4942.6%ETFAVGOBroadcom$2,368,594$45,187 â–²1.9%7,6532.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,048,441$2,048,441 â–²New Holding37,8992.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,033,980$2,033,980 â–²New Holding29,1612.0%ETFAGZiShares Agency Bond ETF$1,819,102$190,237 â–¼-9.5%16,5811.8%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,755,054$260,287 â–¼-12.9%34,6781.7%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,634,925$292,229 â–¼-15.2%32,2981.6%ETFSCHWAB STRATEGIC TR$1,582,714$1,582,714 â–²New Holding15,7141.6%GOVERNMENT MONEYGOOGLAlphabet$1,558,827$426,729 â–²37.7%5,4211.5%Computer and TechnologyAMZNAmazon.com$1,464,555$608,565 â–¼-29.4%7,0321.4%Retail/WholesaleBSTPInnovator Buffer Step-Up Strategy ETF$1,183,275$155,449 â–¼-11.6%32,8611.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,158,703$96,012 â–¼-7.7%15,0131.1%ETFTSMTaiwan Semiconductor Manufacturing$933,082$2,366 â–¼-0.3%2,7610.9%Computer and TechnologyMETAMeta Platforms$881,793$236,327 â–¼-21.1%1,5410.9%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$852,969$194,815 â–¼-18.6%35,1450.8%ETFCSCOCisco Systems$808,488$42,519 â–²5.6%10,4200.8%Computer and TechnologyGTOInvesco Total Return Bond ETF$794,611$64,017 â–¼-7.5%16,9680.8%ETFTSLATesla$775,842$12,268 â–²1.6%2,0870.8%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury ETF$705,700$238,551 â–¼-25.3%12,0550.7%ETFLAM RESEARCH CORP$633,288$633,288 â–²New Holding2,9640.6%COM NEWMUMicron Technology$588,517$588,517 â–²New Holding1,7420.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$554,547$30,280 â–²5.8%3,7910.5%CL ALGLVSPDR SSGA US Large Cap Low Volatility Index ETF$532,163$1,247 â–¼-0.2%2,9880.5%ETFAMDAdvanced Micro Devices$500,641$186,138 â–²59.2%2,4610.5%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$493,8190.0%14,6230.5%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$481,3770.0%19,9700.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$419,259$32,263 â–²8.3%5,2890.4%ETFGEGE Aerospace$343,929$90,806 â–²35.9%1,2120.3%AerospaceAGQProShares Ultra Silver$264,2370.0%2,2110.3%ManufacturingTAT&T$256,350$256,350 â–²New Holding8,8430.3%Computer and TechnologyWALMART INC$251,312$16,655 â–²7.1%2,0220.2%COMLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$220,160$654 â–¼-0.3%2,0200.2%FinanceRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$206,9350.0%8,4000.2%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$202,121$72,371 â–¼-26.4%8,3590.2%ETFDHYCredit Suisse High Yield Bond Fund$19,0000.0%10,0000.0%FinanceQQQInvesco QQQ$0$16,319,122 â–¼-100.0%00.0%FinanceORCLOracle$0$713,176 â–¼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$525,442 â–¼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$392,011 â–¼-100.0%00.0%Consumer DiscretionaryLQDHiShares Interest Rate Hedged Corporate Bond ETF$0$273,702 â–¼-100.0%00.0%ETFLLYEli Lilly and Company$0$226,757 â–¼-100.0%00.0%MedicalADIAnalog Devices$0$218,858 â–¼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$216,099 â–¼-100.0%00.0%MedicalSPGIS&P Global$0$211,132 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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