Vista Cima Wealth Management LLC Top Holdings and 13F Report (2026) About Vista Cima Wealth Management LLCInvestment ActivityVista Cima Wealth Management LLC has $134.28 million in total holdings as of June 30, 2026.Vista Cima Wealth Management LLC owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 19.03% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, Vista Cima Wealth Management LLC has purchased 48 new stocks and bought additional shares in 23 stocks.Vista Cima Wealth Management LLC sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $17,789,211Schwab U.S. Large-Cap Growth ETF $13,643,055SPDR Portfolio Developed World ex-US ETF $8,242,947NVIDIA $7,463,692iShares Core MSCI EAFE ETF $7,335,802 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $17,789,211 Holding921946885 - Vanguard Emerging Markets Government Bond ETF $601,260 Holding81369Y308 - Consumer Staples Select Sector SPDR Fund $399,650 Holding36828A101 - GE VERNOVA INC $257,294 Holding Largest Purchases this Quarter Invesco QQQ 24,157 shares (about $17.79M)Vanguard Mid-Cap ETF 46,584 shares (about $3.75M)Vanguard Emerging Markets Government Bond ETF 8,942 shares (about $601.26K)Schwab US Dividend Equity ETF 17,330 shares (about $549.53K)iShares Core MSCI EAFE ETF 4,945 shares (about $477.59K) Largest Sales this Quarter Micron Technology 626 shares (about $722.59K)SCHWAB STRATEGIC TR 6,482 shares (about $653.00K)Advanced Micro Devices 1,060 shares (about $615.76K)Apple 802 shares (about $232.07K)NVIDIA 1,057 shares (about $211.49K) 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 PortfolioSectorQQQInvesco QQQ$17,789,211$17,789,211 â–²New Holding24,15713.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$13,643,055$149,539 â–²1.1%403,16410.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,242,947$345,927 â–²4.4%163,5836.1%ETFNVDANVIDIA$7,463,692$211,493 â–¼-2.8%37,3025.6%TechnologyIEFAiShares Core MSCI EAFE ETF$7,335,802$477,586 â–²7.0%75,9565.5%ETFAAPLApple$5,821,365$232,068 â–¼-3.8%20,1184.3%TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$5,369,704$47,422 â–²0.9%60,2394.0%ETFVOVanguard Mid-Cap ETF$4,974,099$3,753,295 â–²307.4%61,7363.7%ETFSPMOInvesco S&P 500 Momentum ETF$4,662,547$26,170 â–¼-0.6%28,8633.5%ETFDGROiShares Core Dividend Growth ETF$4,382,575$156,128 â–²3.7%57,8253.3%ETFSCHDSchwab US Dividend Equity ETF$4,357,670$549,533 â–²14.4%137,4233.2%ETFROUSHartford Multifactor US Equity ETF$4,231,372$49,135 â–²1.2%62,7803.2%ETFMSFTMicrosoft$4,225,765$40,284 â–²1.0%11,3293.1%TechnologyXMHQInvesco S&P MidCap Quality ETF$3,884,991$69,195 â–²1.8%34,4172.9%ETFXMMOInvesco S&P MidCap Momentum ETF$3,178,215$31,646 â–²1.0%18,6802.4%ETFAVGOBroadcom$2,691,485$199,453 â–¼-6.9%7,1252.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,524,300$108,603 â–²4.5%30,4721.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,402,821$140,630 â–²6.2%40,2551.8%ETFAGZiShares Agency Bond ETF$1,953,099$141,185 â–²7.8%17,8731.5%ETFGOOGLAlphabet$1,864,371$72,902 â–¼-3.8%5,2171.4%Communication ServicesJPSTJPMorgan Ultra-Short Income ETF$1,765,753$12,086 â–²0.7%34,9171.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,622,859$10,774 â–¼-0.7%32,0851.2%ETFAMZNAmazon.com$1,584,961$91,046 â–¼-5.4%6,6501.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,366,808$48,235 â–²3.7%2,8621.0%TechnologyBSTPInnovator Buffer Step-Up Strategy ETF$1,291,414$1,023 â–¼-0.1%32,8351.0%ETFMUMicron Technology$1,288,188$722,586 â–¼-35.9%1,1161.0%TechnologyBIVVanguard Intermediate-Term Bond ETF$1,248,293$96,795 â–²8.4%16,2750.9%ETFLAM RESEARCH CORP$1,195,991$88,399 â–¼-6.9%2,7600.9%COM NEWCSCOCisco Systems$1,045,881$178,072 â–¼-14.5%8,9040.8%TechnologyMETAMeta Platforms$972,401$104,226 â–²12.0%1,7260.7%Communication ServicesSCHWAB STRATEGIC TR$930,032$652,997 â–¼-41.2%9,2320.7%GOVT MONE MA ETFTSLATesla$886,204$8,412 â–²1.0%2,1070.7%Consumer DiscretionaryGTOInvesco Total Return Bond ETF$833,583$38,293 â–²4.8%17,7850.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$829,112$19,288 â–¼-2.3%34,3460.6%ETFAMDAdvanced Micro Devices$813,855$615,765 â–¼-43.1%1,4010.6%TechnologyVGSHVanguard Short-Term Treasury ETF$671,803$29,798 â–¼-4.2%11,5430.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$601,260$601,260 â–²New Holding8,9420.4%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$541,477$726 â–¼-0.1%2,9840.4%ETFBUFRFT Vest Laddered Buffer ETF$534,1780.0%14,6230.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$521,914$103,924 â–²24.9%6,6040.4%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$486,2700.0%19,9700.4%ETFGEGE Aerospace$481,738$28,777 â–²6.4%1,2890.4%IndustrialsPALANTIR TECHNOLOGIES INC$440,896$1,400 â–¼-0.3%3,7790.3%CL AXLPConsumer Staples Select Sector SPDR Fund$399,650$399,650 â–²New Holding4,8110.3%ETFGE VERNOVA INC$257,294$257,294 â–²New Holding2190.2%COMLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$220,3210.0%2,0200.2%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$212,6040.0%8,4000.2%ETFWALMART INC$212,177$16,879 â–¼-7.4%1,8730.2%COMDHYCredit Suisse High Yield Bond Fund$19,580$1,780 â–²10.0%11,0000.0%FinanceAGQProShares Ultra Silver$0$264,237 â–¼-100.0%00.0%ETFTAT&T$0$256,350 â–¼-100.0%00.0%Communication ServicesIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$0$202,121 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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