Vista Cima Wealth Management LLC
13F Reported Value
ⓘ$101.2M
Holdings
48
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Vista Cima Wealth Management LLC disclosed 48 positions worth $101.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 8 and a full exit from $QQQ. The portfolio is most concentrated in Other (61.9% of disclosed assets). All figures are sourced directly from Vista Cima Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2055907.
AI Fund Analysis
Diversifying
$NVDA
$AAPL
$MSFT
$AVGOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$11.6M398,745 shSPDR INDEX SHS FDS
—Quality
$7.2M156,718 sh- 90.2#1
Quality
$6.7M38,359 sh ISHARES TR
—Quality
$6.4M71,011 sh- 76.1
Quality
$5.3M20,920 sh ISHARES TR
—Quality
$4.5M59,707 shVANGUARD INDEX FDS
—Quality
$4.4M15,152 sh- 83.7
Quality
$4.2M11,221 sh ISHARES TR
—Quality
$3.9M55,765 shSCHWAB STRATEGIC TR
—Quality
$3.7M120,093 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $11.6M | 398,745 |
| SPDR INDEX SHS FDS | — | $7.2M | 156,718 |
| NVIDIA CORP$NVDA | 90.2#1 | $6.7M | 38,359 |
| ISHARES TR | — | $6.4M | 71,011 |
| Apple Inc.$AAPL | 76.1 | $5.3M | 20,920 |
| ISHARES TR | — | $4.5M | 59,707 |
| VANGUARD INDEX FDS | — | $4.4M | 15,152 |
| MICROSOFT CORP$MSFT | 83.7 | $4.2M | 11,221 |
| ISHARES TR | — | $3.9M | 55,765 |
| SCHWAB STRATEGIC TR | — | $3.7M | 120,093 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Vista Cima Wealth Management LLC's 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Other
$62.7M
Technology
$24.7M
Financials
$10.5M
Consumer Discretionary
$1.7M
Industrials
$1.4M
Communication Services
$256,350
Full Holdings — Vista Cima Wealth Management LLC (Q1 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $11.6M | 11.5% | -16% | — |
| 2 | — | SPDR INDEX SHS FDS | $7.2M | 7.1% | +50% | — |
| 3 | $NVDA | NVIDIA CORP | $6.7M | 6.6% | -0% | 90.2 |
| 4 | — | ISHARES TR | $6.4M | 6.3% | +121% | — |
| 5 | $AAPL | Apple Inc. | $5.3M | 5.2% | -2% | 76.1 |
| 6 | — | ISHARES TR | $4.5M | 4.5% | -6% | — |
| 7 | — | VANGUARD INDEX FDS | $4.4M | 4.3% | -23% | — |
| 8 | $MSFT | MICROSOFT CORP | $4.2M | 4.1% | +0% | 83.7 |
| 9 | — | ISHARES TR | $3.9M | 3.9% | -30% | — |
| 10 | — | SCHWAB STRATEGIC TR | $3.7M | 3.6% | -28% | — |
| 11 | — | LATTICE STRATEGIES TR | $3.7M | 3.6% | -8% | — |
| 12 |  $IVZ | Invesco Ltd. | $3.5M | 3.5% | -28% | — |
| 13 | $IVZ | Invesco Ltd. | $3.3M | 3.2% | +35% | — |
| 14 | $IVZ | Invesco Ltd. | $2.7M | 2.6% | +47% | — |
| 15 | $AVGO | Broadcom Inc. | $2.4M | 2.3% | +2% | 86.4 |
| 16 | — | VANGUARD INTL EQUITY INDEX F | $2.0M | 2.0% | NEW | — |
| 17 | — | ISHARES INC | $2.0M | 2.0% | NEW | — |
| 18 | — | ISHARES TR | $1.8M | 1.8% | -9% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.7% | -13% | — |
| 20 | — | ISHARES TR | $1.6M | 1.6% | -15% | — |
| 21 | — | SCHWAB STRATEGIC TR | $1.6M | 1.6% | -97% | — |
| 22 |  $GOOG | Alphabet Inc. | $1.6M | 1.5% | +38% | 80.2 |
| 23 |  $AMZN | AMAZON COM INC | $1.5M | 1.4% | -29% | 74.6 |
| 24 | — | INNOVATOR ETFS TRUST | $1.2M | 1.2% | -12% | — |
| 25 | — | VANGUARD BD INDEX FDS | $1.2M | 1.1% | -8% | — |
| 26 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $933,082 | 0.9% | -0% | — |
| 27 |  $META | Meta Platforms, Inc. | $881,793 | 0.9% | -21% | 80.9 |
| 28 | — | SCHWAB STRATEGIC TR | $852,969 | 0.8% | -19% | — |
| 29 |  $CSCO | CISCO SYSTEMS, INC. | $808,488 | 0.8% | +6% | 72.3 |
| 30 | $IVZ | Invesco Ltd. | $794,611 | 0.8% | -7% | — |
| 31 |  $TSLA | Tesla, Inc. | $775,842 | 0.8% | +2% | 50.1 |
| 32 | — | VANGUARD SCOTTSDALE FDS | $705,700 | 0.7% | -25% | — |
| 33 |  $LRCX | LAM RESEARCH CORP | $633,288 | 0.6% | NEW | 82.4 |
| 34 |  $MU | MICRON TECHNOLOGY INC | $588,517 | 0.6% | NEW | 88.4 |
| 35 |  $PLTR | Palantir Technologies Inc. | $554,547 | 0.6% | +6% | 85.8 |
| 36 | — | SPDR SERIES TRUST | $532,163 | 0.5% | -0% | — |
| 37 |  $AMD | ADVANCED MICRO DEVICES INC | $500,641 | 0.5% | +59% | 78.8 |
| 38 | — | FIRST TR EXCHNG TRADED FD VI | $493,819 | 0.5% | +0% | — |
| 39 | — | NEW YORK LIFE INVTS ACTIVE E | $481,377 | 0.5% | +0% | — |
| 40 | — | VANGUARD SCOTTSDALE FDS | $419,259 | 0.4% | +8% | — |
| 41 |  $GE | GENERAL ELECTRIC CO | $343,929 | 0.3% | +36% | 74.8 |
| 42 |  $AGQ | ProShares Trust II | $264,237 | 0.3% | +0% | — |
| 43 |  $T | AT&T INC. | $256,350 | 0.3% | NEW | 71.9 |
| 44 |  $WMT | Walmart Inc. | $251,312 | 0.3% | +7% | 63.2 |
| 45 | — | ISHARES TR | $220,160 | 0.2% | -0% | — |
| 46 | — | DBX ETF TR | $206,935 | 0.2% | +0% | — |
| 47 | — | ISHARES U S ETF TR | $202,121 | 0.2% | -26% | — |
| 48 |  $DHY | CREDIT SUISSE HIGH YIELD CREDIT FUND | $19,000 | 0.0% | +0% | — |
New Positions (5)
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AI-Powered Hedge Fund Analysis: Vista Cima Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Vista Cima Wealth Management LLC (SEC CIK: 2055907), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Vista Cima Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.