Vista Cima Wealth Management LLC

CIK

2055907

Location

SURPRISE, AZ

Portfolio Value

Small $134,275,614

Diversification

Diversified

Filing Date

Global Rank

#7,729 / 8,797 ▲ 445 · as of Jun 2026

Top Industry

Semiconductors 36.5%

Period ended 3 months ago

Filed Aug 10, 2026 · 59d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

16.2%

−6.2 pts

Top 5

55.9%

+1.4 pts

Top 10

75.8%

+1.7 pts

HHI

838

Diversified−42

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.2%	$96,980,431	20
Technology	19.6%	$26,354,106	10
Financial Services	3.5%	$4,682,109	2
Communication Services	2.1%	$2,836,637	2
Consumer Cyclical	1.8%	$2,471,165	2
Industrials	0.6%	$739,031	2
Consumer Defensive	0.2%	$212,135	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+46,584	61,736	$4,974,069
FNDA	Schwab Fundamental U.S. Small Company ETF	+14,468	584,165	$19,759,895
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+10,140	244,385	$21,785,872
CWI	State Street SPDR MSCI ACWI ex-US ETF	+6,865	163,583	$8,242,947
VEU	Vanguard FTSE All-World Ex-US ETF	+2,356	40,255	$2,402,820
BIV	Vanguard Intermediate-Term Bond ETF	+1,262	16,275	$1,248,292
DHY	Ubs Asset Management High Yield Credit Fund	+1,000	11,000	$19,580
DVVY	Invesco Diversified Dividend Opportunities ETF	+817	17,785	$833,582
BNDW	Vanguard Total World Bond ETF	+803	18,147	$1,193,716
ABI	VictoryShares Pioneer Asset-Based Income ETF	+799	53,097	$7,063,205
HDUS	Hartford Disciplined US Equity ETF	+729	62,780	$4,231,372
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+239	34,917	$1,765,752
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

15 positions

Ticker	Company	Δ Shares	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−8,572	32,085	$1,622,859
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
IVZ	Invesco Ltd.	−162	28,863	$4,662,529
WMT	Walmart Inc.	−149	1,873	$212,135
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−26	32,835	$1,291,400
PLTR	Palantir Technologies Inc.	−12	3,779	$440,895
—		−4	2,984	$541,476
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	24,157	$17,789,214
VIGI	Vanguard International Dividend Appreciation ETF	8,942	$601,260
—		4,811	$399,649
GEV	GE Vernova Inc.	219	$257,294
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
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

39 tracked positions · $134,275,614 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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	244,385	+10,140	$21,785,872	—	16.22%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	584,165	+14,468	$19,759,895	+11.4%	14.72%
QQQ	Invesco Qqq Trust, Series 1	NEW	24,157	NEW	$17,789,214	NEW	13.25%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	163,583	+6,865	$8,242,947	+15.2%	6.14%
NVDA	Nvidia Corp Technology	Reduced	37,302	-1,057	$7,463,757	+11.6%	5.56%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	53,097	+799	$7,063,205	+14.4%	5.26%
AAPL	Apple Inc. Technology	Reduced	20,118	-802	$5,821,344	+9.6%	4.34%
VB	Vanguard Morningstar Small-Cap ETF	Added	61,736	+46,584	$4,974,069	+357.2%	3.70%
IVZ	Invesco Ltd. Financial Services	Reduced	28,863	-162	$4,662,529	+43.3%	3.47%
HDUS	Hartford Disciplined US Equity ETF	Added	62,780	+729	$4,231,372	+15.5%	3.15%
MSFT	Microsoft Corp Technology	Added	11,329	+108	$4,225,943	+1.7%	3.15%
AVGO	Broadcom Inc. Technology	Reduced	7,125	-528	$2,691,468	+13.6%	2.00%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	40,255	+2,356	$2,402,820	+17.3%	1.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,217	-204	$1,864,399	+19.6%	1.39%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	34,917	+239	$1,765,752	+0.6%	1.32%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	32,085	-8,572	$1,622,859	−11.7%	1.21%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,650	-382	$1,584,961	+8.2%	1.18%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,862	+101	$1,366,805	+46.5%	1.02%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	32,835	-26	$1,291,400	+9.1%	0.96%
MU	Micron Technology Inc Technology	Reduced	1,116	-626	$1,288,187	+118.9%	0.96%
BIV	Vanguard Intermediate-Term Bond ETF	Added	16,275	+1,262	$1,248,292	+7.7%	0.93%
LRCX	Lam Research Corp Technology	Reduced	2,760	-204	$1,195,990	+88.9%	0.89%
BNDW	Vanguard Total World Bond ETF	Added	18,147	+803	$1,193,716	+6.1%	0.89%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,904	-1,516	$1,045,863	+29.4%	0.78%
META	Meta Platforms, Inc. Communication Services	Added	1,726	+185	$972,238	+10.3%	0.72%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,107	+20	$886,204	+14.2%	0.66%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	17,785	+817	$833,582	+4.9%	0.62%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,401	-1,060	$813,854	+62.6%	0.61%
VIGI	Vanguard International Dividend Appreciation ETF	NEW	8,942	NEW	$601,260	NEW	0.45%
		Reduced	2,984	-4	$541,476	+1.8%	0.40%
AFGR	First Trust Active Factor Large Cap Growth ETF	Held	14,623	0	$534,178	+8.2%	0.40%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Held	19,970	0	$486,269	+1.0%	0.36%
GE	General Electric Co Industrials	Added	1,289	+77	$481,737	+40.1%	0.36%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,779	-12	$440,895	−20.5%	0.33%
		NEW	4,811	NEW	$399,649	NEW	0.30%
GEV	GE Vernova Inc. Industrials	NEW	219	NEW	$257,294	NEW	0.19%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Held	8,400	0	$212,604	+2.7%	0.16%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,873	-149	$212,135	−15.6%	0.16%
DHY	Ubs Asset Management High Yield Credit Fund Financial Services	Added	11,000	+1,000	$19,580	+3.1%	0.01%

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.