Vista Cima Wealth Management LLC

CIK

2055907

Location

SURPRISE, AZ

Portfolio Value

Micro $50,421,868

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,944 / 8,517 ▲ 918

Top Industry

Semiconductors 41.7%

3Y Alpha vs SPY

+9.5%

Period ended 47 days ago

Filed Aug 10, 2026 · 6d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+42.5%

SPY

+27.3%

Annualised alpha

+9.2%

Max drawdown

−24.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

35.3%

+12.6 pts

Top 5

75.3%

+7.3 pts

Top 10

89.8%

+4.0 pts

HHI

1,755

Moderately concentrated+535

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	52.3%	$26,354,106	10
Unclassified	35.3%	$17,789,214	1
Communication Services	5.6%	$2,836,637	2
Consumer Cyclical	4.9%	$2,471,165	2
Industrials	1.5%	$739,031	2
Consumer Defensive	0.4%	$212,135	1
Financial Services	0.0%	$19,580	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
DHY	Credit Suisse High Yield Credit Fund	+1,000	11,000	$19,580
META	Meta Platforms, Inc.	+185	1,726	$972,238
MSFT	Microsoft Corp	+108	11,329	$4,225,943
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+101	2,862	$1,366,805
GE	General Electric Co	+77	1,289	$481,737
TSLA	Tesla, Inc.	+20	2,107	$886,204
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−1,516	8,904	$1,045,863
AMD	Advanced Micro Devices Inc	−1,060	1,401	$813,854
NVDA	Nvidia Corp	−1,057	37,302	$7,463,757
AAPL	Apple Inc.	−802	20,118	$5,821,344
MU	Micron Technology Inc	−626	1,116	$1,288,187
AVGO	Broadcom Inc.	−528	7,125	$2,691,468
AMZN	Amazon Com Inc	−382	6,650	$1,584,961
LRCX	Lam Research Corp	−204	2,760	$1,195,990
GOOGL	Alphabet Inc.	−204	5,217	$1,864,399
WMT	Walmart Inc.	−149	1,873	$212,135
PLTR	Palantir Technologies Inc.	−12	3,779	$440,895
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	24,157	$17,789,214
GEV	GE Vernova Inc.	219	$257,294
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	15,013	$1,158,703
AGQ	ProShares Trust II	2,211	$264,236
T	At&T Inc.	8,843	$256,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $50,421,868 total · filing declares 49 positions · $134,275,583 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	NEW	24,157	NEW	$17,789,214	NEW	35.28%
NVDA	Nvidia Corp Technology	Reduced	37,302	-1,057	$7,463,757	+11.6%	14.80%
AAPL	Apple Inc. Technology	Reduced	20,118	-802	$5,821,344	+9.6%	11.55%
MSFT	Microsoft Corp Technology	Added	11,329	+108	$4,225,943	+1.7%	8.38%
AVGO	Broadcom Inc. Technology	Reduced	7,125	-528	$2,691,468	+13.6%	5.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,217	-204	$1,864,399	+19.6%	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,650	-382	$1,584,961	+8.2%	3.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,862	+101	$1,366,805	+46.5%	2.71%
MU	Micron Technology Inc Technology	Reduced	1,116	-626	$1,288,187	+118.9%	2.55%
LRCX	Lam Research Corp Technology	Reduced	2,760	-204	$1,195,990	+88.9%	2.37%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,904	-1,516	$1,045,863	+29.4%	2.07%
META	Meta Platforms, Inc. Communication Services	Added	1,726	+185	$972,238	+10.3%	1.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,107	+20	$886,204	+14.2%	1.76%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,401	-1,060	$813,854	+62.6%	1.61%
GE	General Electric Co Industrials	Added	1,289	+77	$481,737	+40.1%	0.96%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,779	-12	$440,895	−20.5%	0.87%
GEV	GE Vernova Inc. Industrials	NEW	219	NEW	$257,294	NEW	0.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,873	-149	$212,135	−15.6%	0.42%
DHY	Credit Suisse High Yield Credit Fund Financial Services	Added	11,000	+1,000	$19,580	+3.1%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.