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Filers›Pension Fund›Vista Cima Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

Vista Cima Wealth Management LLC

Vista Cima Wealth's pension fund based in Chicago, IL — $101M in tracked AUM across 48 positions as of Q1 2026.

VC
Vista Cima Wealth·Chicago, IL·Pension Fund
CIK 0002055907 · last filed Mar 31, 2026
Total AUM
$101M
▼ 1.3%
vs prior
Holdings
48
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Vista Cima Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$12M399K11.5%
02
SPDW
SPDR INDEX SHS FDS
$7M157K7.1%
03
NVDA
NVIDIA CORPORATION
$7M38K6.6%
04
IEFA
ISHARES TR
$6M71K6.4%
05
AAPL
APPLE INC
$5M21K5.2%
06
SMLF
ISHARES TR
$5M60K4.5%
07
VO
VANGUARD INDEX FDS
$4M15K4.3%
08
MSFT
MICROSOFT CORP
$4M11K4.1%
09
DGRO
ISHARES TR
$4M56K3.9%
10
SCHD
SCHWAB STRATEGIC TR
$4M120K3.6%

Filing history

Filing history loading…
AI Agent · grounded in Vista
haiku-4-5 · 48 positions indexed
Sector mix
  • Health Care9%
  • Cons. Disc.17%
  • Communications9%
  • Industrials44%
  • Energy28%
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