Vista Cima Wealth Management LLC
CIK 2055907 · Holdings on Jun 30, 2026 · First reported Aug 10, 2026
Top ten holdings
Q2 2026- QQQ13.25%
- SCHG10.16%
- SPDW6.14%
- NVDA5.56%
- IEFA5.46%
- AAPL4.34%
- SMLF4.00%
- VO3.70%
- SPMO3.47%
- DGRO3.26%
Share classes counted separately59.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHGWeight decreased · -1.31 pp11.47% → 10.16%Shares +4.42K (+1.11%)
- NVDAWeight decreased · -1.05 pp6.61% → 5.56%Shares -1.06K (-2.76%)
- MSFTWeight decreased · -0.95 pp4.10% → 3.15%Shares +108 (+0.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $17.79M | 13.25% | 24.16K shares | Prior unavailable +24.16K | New | ▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $13.64M | 10.16% | 403.16K shares | 11.47% → 10.16%-1.31 pp +4.42K (+1.11%) | Added | ▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $8.24M | 6.14% | 163.58K shares | 7.07% → 6.14%-0.93 pp +6.87K (+4.38%) | Added | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $7.46M | 5.56% | 37.30K shares | 6.61% → 5.56%-1.05 pp -1.06K (-2.76%) | Reduced | ▾ |
| 05 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $7.34M | 5.46% | 75.96K shares | 6.35% → 5.46%-0.89 pp +4.95K (+6.96%) | Added | ▾ |
| 06 | AAPLAPPLE INC View history and evidence | $5.82M | 4.34% | 20.12K shares | 5.24% → 4.34%-0.90 pp -802 (-3.83%) | Reduced | ▾ |
| 07 | SMLFISHARES US SMALLCAP EQUITY FUS SML CAP EQT View history and evidence | $5.37M | 4.00% | 60.24K shares | 4.45% → 4.00%-0.45 pp +532 (+0.89%) | Added | ▾ |
| 08 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $4.97M | 3.70% | 61.74K shares | 4.30% → 3.70%-0.60 pp +46.58K (+307.44%) | Added | ▾ |
| 09 | SPMOINVESCO S&P 500 MOMENTUM ETFS&P 500 MOMNTM View history and evidence | $4.66M | 3.47% | 28.86K shares | 3.21% → 3.47%+0.26 pp -162 (-0.56%) | Reduced | ▾ |
| 10 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $4.38M | 3.26% | 57.83K shares | 3.87% → 3.26%-0.61 pp +2.06K (+3.69%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AGQ PROSHARES ULTRA SILVER | Non-derivative | -2,211 | -$264.24K | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -8,843 | -$256.35K | SEC filing ↗ | SEC filing ↗ |
| IGBH ISHARES INTEREST RATE HEDGED | Non-derivative | -8,359 | -$202.12K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055907 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 134275583
}Research all 49 reported holdings.
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