DOSSIER · 13F-HR · Q1 2026

Vista Cima Wealth Management LLC

$101M in tracked AUM across 48 positions as of Q1 2026.

VC
CIK 0002055907 · last filed Mar 31, 2026
Total AUM
$101M
as of Q1 2026
Holdings
48
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · 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

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