DOSSIER · 13F-HR · Q2 2026

Vista Cima Wealth Management LLC

$134M in tracked AUM across 49 positions as of Q2 2026.

VC
CIK 0002055907 · last filed Jun 30, 2026
Total AUM
$134M
as of Q2 2026
Holdings
49
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vista Cima Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$18M24K13.2%
02
SCHG
SCHWAB STRATEGIC TR
$14M403K10.2%
03
SPDW
SPDR INDEX SHS FDS
$8M164K6.1%
04
NVDA
NVIDIA CORPORATION
$7M37K5.6%
05
IEFA
ISHARES TR
$7M76K5.5%
06
AAPL
APPLE INC
$6M20K4.3%
07
SMLF
ISHARES TR
$5M60K4.0%
08
VO
VANGUARD INDEX FDS
$5M62K3.7%
09
SPMO
INVESCO EXCH TRADED FD TR II
$5M29K3.5%
10
DGRO
ISHARES TR
$4M58K3.3%

Filing history

2026Q2Jun 30
$134M▲ 32.6%
49 positionsView →
2026Q1Mar 31
$101M▼ 15.6%
48 positionsView →
2025Q4Dec 31
$120M▲ 145.2%
51 positionsView →
2025Q3Sep 30
$49M▲ 7.0%
41 positionsLocked
2025Q2Jun 30
$46M▼ 51.4%
31 positionsLocked
2025Q1Mar 31
$94M▼ 2.3%
83 positionsLocked
2024Q4Dec 31
$96M—
49 positionsLocked