Vista Cima Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$101.2M
Q ending 2026-03-31
Prior quarter
$119.9M
Q ending 2025-12-31
Change
-15.6% QoQ · +9.0% YoY
Positions
48
reported holdings
Largest positions
All 48 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHG | Shares | $11.6M | 399K |
| Spdr Index Shs Fds | SPDW | Shares | $7.2M | 157K |
| Nvidia Corporation | NVDA | Shares | $6.7M | 38K |
| Ishares Tr | IEFA | Shares | $6.4M | 71K |
| Apple Inc | AAPL | Shares | $5.3M | 21K |
| Ishares Tr | SMLF | Shares | $4.5M | 60K |
| Vanguard Index Fds | VO | Shares | $4.4M | 15K |
| Microsoft Corp | MSFT | Shares | $4.2M | 11K |
| Ishares Tr | DGRO | Shares | $3.9M | 56K |
| Schwab Strategic Tr | SCHD | Shares | $3.7M | 120K |
| Lattice Strategies Tr | ROUS | Shares | $3.7M | 62K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $3.5M | 34K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $3.3M | 29K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $2.7M | 18K |
| Broadcom Inc | AVGO | Shares | $2.4M | 8K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 38K |
| Ishares Inc | IEMG | Shares | $2.0M | 29K |
| Ishares Tr | AGZ | Shares | $1.8M | 17K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.8M | 35K |
| Ishares Tr | ICSH | Shares | $1.6M | 32K |
| Schwab Strategic Tr | SGVT | Shares | $1.6M | 16K |
| Alphabet Inc | GOOGL | Shares | $1.6M | 5K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Innovator Etfs Trust | BSTP | Shares | $1.2M | 33K |
| Vanguard Bd Index Fds | BIV | Shares | $1.2M | 15K |
| Taiwan Semiconductor Manufac | TSM | Shares | $933K | 3K |
| Meta Platforms Inc | META | Shares | $882K | 2K |
| Schwab Strategic Tr | SCHO | Shares | $853K | 35K |
| Cisco Sys Inc | CSCO | Shares | $808K | 10K |
| Invesco Actively Managed Exc | GTO | Shares | $795K | 17K |
| Tesla Inc | TSLA | Shares | $776K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $706K | 12K |
| Lam Research Corp | LRCX | Shares | $633K | 3K |
| Micron Technology Inc | MU | Shares | $589K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $555K | 4K |
| Spdr Series Trust | LGLV | Shares | $532K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $501K | 2K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $494K | 15K |
| New York Life Invts Active E | MMIT | Shares | $481K | 20K |
| Vanguard Scottsdale Fds | VCSH | Shares | $419K | 5K |
| Ge Aerospace | GE | Shares | $344K | 1K |
| Proshares Tr Ii | AGQ | Shares | $264K | 2K |
| At&T Inc | T | Shares | $256K | 9K |
| Walmart Inc | WMT | Shares | $251K | 2K |
| Ishares Tr | LQD | Shares | $220K | 2K |
| Dbx Etf Tr | RVNU | Shares | $207K | 8K |
| Ishares U S Etf Tr | IGBH | Shares | $202K | 8K |
| Credit Suisse High Yield Cre | DHY | Shares | $19K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.