Vista Cima Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Surprise, AZ
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$144,393
Net value change ($000)
+10,117 (7.5%)
New positions
9
Sold out positions
4
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHG 1,282 9.4%
NVDA 963 12.9%
MSFT 846 20.0%
SGVT 717 77.1%
IEFA 672 9.2%
SPDW 642 7.8%
QQQ 615 3.5%
VSCO 590 NEW
AAPL 565 9.7%
BBWI 557 NEW
Top Reduces (Value $000, Stocks/ETFs)
VWOB -601 -100.0%
XLP -400 -100.0%
SMLF -231 -4.3%
SCHD -222 -5.1%
RVNU -213 -100.0%
XMMO -97 -3.1%
VGSH -81 -12.1%
LRCX -73 -6.1%
PLTR -60 -13.6%
VO -54 -1.1%
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