Institutional Fund
Vista Cima Wealth Management LLC
Surprise, AZCIK 20559076 filings on record
Portfolio Value
$101.23M
Q1 2026
Holdings
48
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-15.6%
from $119.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr11.5%
- Spdr Index Shs Fds7.1%
- Nvidia Corporation6.6%
- Ishares Tr6.4%
- Apple Inc5.2%
- Ishares Tr4.5%
- Other58.8%
Portfolio Holdings
48 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 398.7K | $11.62M | 11.5% | −76.8K | Reduced |
| 2 | Spdr Index Shs Fds | 156.7K | $7.15M | 7.1% | +52.3K | Added |
| 3 | Nvidia Corporation | 38.4K | $6.69M | 6.6% | −17 | Reduced |
| 4 | Ishares Tr | 71.0K | $6.43M | 6.4% | +38.8K | Added |
| 5 | Apple Inc | 20.9K | $5.31M | 5.2% | −491 | Reduced |
| 6 | Ishares Tr | 59.7K | $4.51M | 4.5% | −3.7K | Reduced |
| 7 | Vanguard Index Fds | 15.2K | $4.35M | 4.3% | −4.6K | Reduced |
| 8 | Microsoft Corp | 11.2K | $4.15M | 4.1% | +42 | Added |
| 9 | Ishares Tr | 55.8K | $3.91M | 3.9% | −23.7K | Reduced |
| 10 | Schwab Strategic Tr | 120.1K | $3.68M | 3.6% | −47.6K | Reduced |
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