Vista Cima Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Surprise, AZ
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$134,276
Net value change ($000)
+33,046 (32.6%)
New positions
4
Sold out positions
3
Turnover %
14.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 17,789 NEW
SCHG 2,028 17.5%
SPMO 1,409 43.3%
SPDW 1,089 15.2%
IEFA 907 14.1%
SMLF 863 19.1%
NVDA 774 11.6%
MU 699 118.7%
SCHD 674 18.3%
VO 623 14.3%
Top Reduces (Value $000, Stocks/ETFs)
SGVT -653 -41.3%
AGQ -264 -100.0%
T -256 -100.0%
IGBH -202 -100.0%
PLTR -114 -20.5%
WMT -39 -15.5%
VGSH -34 -4.8%
SCHO -24 -2.8%
ICSH -12 -0.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type