Vista Cima Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Surprise, AZ
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$101,230
Net value change ($000)
-18,708 (-15.6%)
New positions
6
Sold out positions
9
Turnover %
26.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 3,552 123.5%
SPDW 2,516 54.2%
VWO 2,048 NEW
IEMG 2,034 NEW
SGVT 1,583 NEW
XMMO 944 54.3%
SPMO 696 27.2%
LRCX 633 NEW
MU 589 NEW
GOOGL 327 26.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -16,319 -100.0%
SCHG -3,897 -25.1%
DGRO -1,601 -29.0%
VO -1,369 -23.9%
XMHQ -1,311 -27.3%
MSFT -1,252 -23.2%
SCHD -915 -19.9%
AMZN -833 -36.2%
ORCL -713 -100.0%
NOW -525 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type