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Vista Cima Wealth Management - Q2 2026 13F Filings

VI

Vista Cima Wealth Management LLC

CIK: 0002055907
Address: Arizona Surprise 14985 W Bell Rd; Ste 150
$134.28 M
Portfolio Value
49
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. QQQ Invesco Qqq Trust Series I
+$17.79 M
2. VO Vanguard Mid-Cap Etf
+$3.75 M
3. VWOB Vanguard Emerging Markets Government Bond Etf
+$601,260
4. SCHD Schwab Us Dividend Equity Etf
+$549,532.62
5. IEFA Ishares Core Msci Eafe Etf
+$477,586.25

Top Sells

Q2 2026
1. MU Micron Technology
−$722,585.74
2. SGVT Schwab Government Money Market Etf
−$652,996.9
3. AMD Advanced Micro Devices
−$615,764.67
4. AGQ Proshares Ultra Silver
−$264,237
5. T At&T
−$256,350

Asset Allocation

Stocks/ETFs
+32.65%
$134.26 M 99.99%
Options
$0 0.00%
Debt
$0 0.00%
Other
+3.05%
$19,580 0.01%

Sector Allocation (Stocks)

Vista Cima Wealth Management Q2 2026 Filing Summary

Vista Cima Wealth Management LLC filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 134.28 M reflecting a +32.64% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 59.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Vista Cima Wealth Management’s Q2 2026 Filing

Vista Cima Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Vista Cima Wealth Management reported a managed portfolio value of 134.28 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Vista Cima Wealth Management bought or sold during Q2 2026, please visit Vista Cima Wealth Management's Portfolio Analysis page.