Vista Cima Wealth Management LLC
All 13F Filings
- Location
- Surprise, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 134,276
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 49 | 134,276 | 13F-HR | Vista Cima Wealth Management LLC |
| Q1 2026 | 5/12/2026 | 48 | 101,230 | 13F-HR | Vista Cima Wealth Management LLC |
| Q4 2025 | 2/11/2026 | 51 | 119,938 | 13F-HR | Vista Cima Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 75 | 120,010 | 13F-HR | Vista Cima Wealth Management LLC |
| Q2 2025 | 8/11/2025 | 53 | 106,970 | 13F-HR | Vista Cima Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.35 K | 27.8% | 3.435 K | 0 | 3.435 K |
| ETFs | 94.97 K | 70.7% | 29.68 K | 0 | 29.68 K |
| Debt | 1.953 K | 1.5% | 134 | 0 | 134 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
134,276
Holdings
49
QoQ value change ($000)
33,046
(32.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.