Vista Cima Wealth Management LLC

Est. AUM

$101.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.6M	398745	11.47%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$7.2M	156718	7.07%	SOLE
3	NVIDIA CORPORATION	COM	$6.7M	38359	6.61%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$6.4M	71011	6.35%	SOLE
5	APPLE INC	COM	$5.3M	20920	5.24%	SOLE
6	ISHARES TR	US SML CAP EQT	$4.5M	59707	4.45%	SOLE
7	VANGUARD INDEX FDS	MID CAP ETF	$4.4M	15152	4.30%	SOLE
8	MICROSOFT CORP	COM	$4.2M	11221	4.10%	SOLE
9	ISHARES TR	CORE DIV GRWTH	$3.9M	55765	3.87%	SOLE
10	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	120093	3.64%	SOLE
11	LATTICE STRATEGIES TR	HARTFORD US EQTY	$3.7M	62051	3.62%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.5M	33804	3.45%	SOLE
13	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$3.3M	29025	3.21%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$2.7M	18494	2.65%	SOLE
15	BROADCOM INC	COM	$2.4M	7653	2.34%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.0M	37899	2.02%	SOLE
17	ISHARES INC	CORE MSCI EMKT	$2.0M	29161	2.01%	SOLE
18	ISHARES TR	AGENCY BOND ETF	$1.8M	16581	1.80%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.8M	34678	1.73%	SOLE
20	ISHARES TR	ULTRA SHORT DUR	$1.6M	32298	1.62%	SOLE
21	SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$1.6M	15714	1.56%	SOLE
22	ALPHABET INC	CAP STK CL A	$1.6M	5421	1.54%	SOLE
23	AMAZON COM INC	COM	$1.5M	7032	1.45%	SOLE
24	INNOVATOR ETFS TRUST	BUFFER STEP UP S	$1.2M	32861	1.17%	SOLE
25	VANGUARD BD INDEX FDS	INTERMED TERM	$1.2M	15013	1.14%	SOLE
26	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$933K	2761	0.92%	SOLE
27	META PLATFORMS INC	CL A	$882K	1541	0.87%	SOLE
28	SCHWAB STRATEGIC TR	SHT TM US TRES	$853K	35145	0.84%	SOLE
29	CISCO SYS INC	COM	$808K	10420	0.80%	SOLE
30	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$795K	16968	0.79%	SOLE
31	TESLA INC	COM	$776K	2087	0.77%	SOLE
32	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$706K	12055	0.70%	SOLE
33	LAM RESEARCH CORP	COM NEW	$633K	2964	0.63%	SOLE
34	MICRON TECHNOLOGY INC	COM	$589K	1742	0.58%	SOLE
35	PALANTIR TECHNOLOGIES INC	CL A	$555K	3791	0.55%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$532K	2988	0.53%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$501K	2461	0.49%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$494K	14623	0.49%	SOLE
39	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$481K	19970	0.48%	SOLE
40	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$419K	5289	0.41%	SOLE
41	GE AEROSPACE	COM NEW	$344K	1212	0.34%	SOLE
42	PROSHARES TR II	ULTRA SILVER NEW	$264K	2211	0.26%	SOLE
43	AT&T INC	COM	$256K	8843	0.25%	SOLE
44	WALMART INC	COM	$251K	2022	0.25%	SOLE
45	ISHARES TR	IBOXX INV CP ETF	$220K	2020	0.22%	SOLE
46	DBX ETF TR	XTRACK MUN INFRA	$207K	8400	0.20%	SOLE
47	ISHARES U S ETF TR	INT RT HD LONG	$202K	8359	0.20%	SOLE
48	CREDIT SUISSE HIGH YIELD CRE	SH BEN INT	$19K	10000	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.