Vista Cima Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Vista Cima Wealth Management LLC reported 48 stock positions worth $101.2 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 11.5% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 7.1%) and Nvidia (NVDA, 6.6%). Compared with Q4 2025, it opened 6 new positions, sold out of 9, added to 14 and reduced 23. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +121%) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).
- Most Recent 13F
- Q2 2026
- Location
- SURPRISE, AZ
- CIK
- 0002055907
- Portfolio Value
- $101.2M (Q1 2026)
- SEC Filing
- 0002055907-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 48 stocks · $101.2M
| SCHG Schwab US Large-Cap Growth | 11.47% | 398,745 | $11.6M | Reduce -16.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.07% | 156,718 | $7.2M | Add +50.1% |
| NVDA Nvidia Corp. | 6.61% | 38,359 | $6.7M | Reduce -0.0% |
| IEFA iShares Core MSCI Eafe ETF | 6.35% | 71,011 | $6.4M | Add +120.8% |
| AAPL Apple Inc. | 5.24% | 20,920 | $5.3M | Reduce -2.3% |
| SMLF iShares US Smallcap Equity F | 4.45% | 59,707 | $4.5M | Reduce -5.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.30% | 15,152 | $4.4M | Reduce -23.1% |
| MSFT Microsoft Corp. | 4.10% | 11,221 | $4.2M | Add +0.4% |
| DGRO iShares Core Dividend Growth | 3.87% | 55,765 | $3.9M | Reduce -29.8% |
| SCHD Schwab US DVD Equity ETF | 3.64% | 120,093 | $3.7M | Reduce -28.4% |
| ROUS Hartford Multifact US Eqty | 3.62% | 62,051 | $3.7M | Reduce -8.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.45% | 33,804 | $3.5M | Reduce -27.9% |
| SPMO Invesco S&P 500 Momentum ETF | 3.21% | 29,025 | $3.3M | Add +35.4% |
| XMMO Invesco S&P Midcap Momentum | 2.65% | 18,494 | $2.7M | Add +47.3% |
| AVGO Broadcom Inc. | 2.34% | 7,653 | $2.4M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 2.02% | 37,899 | $2.0M | New |
| IEMG iShares Core MSCI Emerging | 2.01% | 29,161 | $2.0M | New |
| AGZ iShares Agency Bond ETF | 1.80% | 16,581 | $1.8M | Reduce -9.5% |
| JPST JPMorgan Ultra-Short Income | 1.73% | 34,678 | $1.8M | Reduce -12.9% |
| ICSH iShares Ultra Short Duration | 1.62% | 32,298 | $1.6M | Reduce -15.2% |
| SGVT Schwab Govt Money Market ETF | 1.56% | 15,714 | $1.6M | New |
| GOOGL Alphabet Inc. Class A | 1.54% | 5,421 | $1.6M | Add +37.7% |
| AMZN Amazon.com Inc. | 1.45% | 7,032 | $1.5M | Reduce -29.4% |
| BSTP Innovator Buff Su Strat ETF | 1.17% | 32,861 | $1.2M | Reduce -11.6% |
| BIV Vanguard Intermediate-Term B | 1.14% | 15,013 | $1.2M | Reduce -7.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.92% | 2,761 | $933K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.87% | 1,541 | $882K | Reduce -21.1% |
| SCHO Schwab Short-Term US Treas | 0.84% | 35,145 | $853K | Reduce -18.6% |
| CSCO Cisco Systems Inc. | 0.80% | 10,420 | $808K | Add +5.5% |
| GTO Invesco Total Return Bond Et | 0.79% | 16,968 | $795K | Reduce -7.5% |
| TSLA Tesla Inc. | 0.77% | 2,087 | $776K | Add +1.6% |
| VGSH Vanguard Short-Term Treasury | 0.70% | 12,055 | $706K | Reduce -25.3% |
| LRCX Lam Research Corp. | 0.63% | 2,964 | $633K | New |
| MU Micron Technology Inc. | 0.58% | 1,742 | $589K | New |
| PLTR Palantir Technologies Inc. Class A | 0.55% | 3,791 | $555K | Add +5.8% |
| LGLV SPDR US LC Low Vol Idx | 0.53% | 2,988 | $532K | Reduce -0.2% |
| AMD Advanced Micro Devices | 0.49% | 2,461 | $501K | Add +59.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.49% | 14,623 | $494K | No change |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.48% | 19,970 | $481K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.41% | 5,289 | $419K | Add +8.3% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 1,212 | $344K | Add +35.9% |
| AGQ Proshares Ultra Silver | 0.26% | 2,211 | $264K | No change |
| T AT&T Inc. | 0.25% | 8,843 | $256K | New |
| WMT Walmart Inc. | 0.25% | 2,022 | $251K | Add +7.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 2,020 | $220K | Reduce -0.3% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.20% | 8,400 | $207K | No change |
| IGBH iShares Interest Rate Hedged | 0.20% | 8,359 | $202K | Reduce -26.4% |
| DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD CRE | 0.02% | 10,000 | $19K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −13.61 |
| SCHG Schwab US Large-Cap Growth | Reduce -16.1% | 11.47% | −1.46 |
| DGRO iShares Core Dividend Growth | Reduce -29.8% | 3.87% | −0.73 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.59 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -27.9% | 3.45% | −0.55 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -23.1% | 4.30% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -29.4% | 1.45% | −0.47 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.44 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.33 |
| LQDH iShares Int Hedg Corp. BD ETF | Sold out | 0.00% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -21.1% | 0.87% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Reduce -28.4% | 3.64% | −0.19 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.19 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.18 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.18 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.18 |
| VGSH Vanguard Short-Term Treasury | Reduce -25.3% | 0.70% | −0.09 |
| SCHO Schwab Short-Term US Treas | Reduce -18.6% | 0.84% | −0.03 |
| IGBH iShares Interest Rate Hedged | Reduce -26.4% | 0.20% | −0.03 |
| ICSH iShares Ultra Short Duration | Reduce -15.2% | 1.62% | +0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -11.6% | 1.17% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.3% | 0.22% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -12.9% | 1.73% | +0.05 |
| GTO Invesco Total Return Bond Et | Reduce -7.5% | 0.79% | +0.06 |
| LGLV SPDR US LC Low Vol Idx | Reduce -0.2% | 0.53% | +0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -7.7% | 1.14% | +0.09 |
| AGZ iShares Agency Bond ETF | Reduce -9.5% | 1.80% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 0.92% | +0.22 |
| ROUS Hartford Multifact US Eqty | Reduce -8.3% | 3.62% | +0.36 |
| AAPL Apple Inc. | Reduce -2.3% | 5.24% | +0.39 |
| SMLF iShares US Smallcap Equity F | Reduce -5.8% | 4.45% | +0.49 |
| NVDA Nvidia Corp. | Reduce -0.0% | 6.61% | +0.64 |
Portfolio Buys Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | Add +120.8% | 6.35% | +3.95 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +50.1% | 7.07% | +3.20 |
| VWO Vanguard Ftse Emerging Marke | New | 2.02% | +2.02 |
| IEMG iShares Core MSCI Emerging | New | 2.01% | +2.01 |
| SGVT Schwab Govt Money Market ETF | New | 1.56% | +1.56 |
| XMMO Invesco S&P Midcap Momentum | Add +47.3% | 2.65% | +1.20 |
| SPMO Invesco S&P 500 Momentum ETF | Add +35.4% | 3.21% | +1.08 |
| LRCX Lam Research Corp. | New | 0.63% | +0.63 |
| MU Micron Technology Inc. | New | 0.58% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +37.7% | 1.54% | +0.51 |
| T AT&T Inc. | New | 0.25% | +0.25 |
| AMD Advanced Micro Devices | Add +59.2% | 0.49% | +0.22 |
| AVGO Broadcom Inc. | Add +1.9% | 2.34% | +0.17 |
| CSCO Cisco Systems Inc. | Add +5.5% | 0.80% | +0.16 |
| GE General Electric | Add +35.9% | 0.34% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.3% | 0.41% | +0.09 |
| WMT Walmart Inc. | Add +7.1% | 0.25% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +5.8% | 0.55% | +0.02 |
| TSLA Tesla Inc. | Add +1.6% | 0.77% | −0.00 |
| MSFT Microsoft Corp. | Add +0.4% | 4.10% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $134.3M | QQQ, SCHG, SPDW, NVDA, IEFA |
| Q1 2026 | 48 | $101.2M | SCHG, SPDW, NVDA, IEFA, AAPL |
| Q4 2025 | 51 | $119.9M | QQQ, SCHG, NVDA, AAPL, VO |
| Q3 2025 | 75 | $120.0M | QQQ, SCHG, VO, DGRO, XMHQ |
| Q2 2025 | 53 | $107.0M | QQQ, SCHG, NVDA, MSFT, VO |
| Q1 2025Amended | 50 | $92.9M | QQQ, SCHG, AAPL, NVDA, VO |
| Q4 2024 | 49 | $96.2M | QQQ, SCHG, NVDA, AAPL, MSFT |