Vista Cima Wealth Management LLC
Filing Date
Global Rank
#7,467
/ 8,605
▼ 473
· as of Mar 2026
Top Industry
Semiconductors
39.4%
3Y Alpha vs SPY
+6.2%
Period ended 3 months ago
Filed May 13, 2026 · 57d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.8%
SPY
+24.4%
Annualised alpha
+6.2%
Max drawdown
−24.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.6%
−9.7 pts
Top 5
70.8%
−5.4 pts
Top 10
88.0%
−1.7 pts
HHI
1,305
Diversified−364
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 79.5% | $22,540,011 |
| Communication Services | 9.5% | $2,696,872 |
| Consumer Cyclical | 7.9% | $2,240,396 |
| Industrials | 1.2% | $343,929 |
| Unclassified | 0.9% | $264,236 |
| Consumer Defensive | 0.9% | $251,294 |
| Financial Services | 0.1% | $19,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +1,484 | 5,421 | $1,558,862 | |
| AMD | Advanced Micro Devices Inc | +915 | 2,461 | $500,641 | |
| CSCO | Cisco Systems, Inc. | +548 | 10,420 | $808,487 | |
| GE | General Electric Co | +320 | 1,212 | $343,929 | |
| PLTR | Palantir Technologies Inc. | +207 | 3,791 | $554,547 | |
| AVGO | Broadcom Inc. | +146 | 7,653 | $2,368,680 | |
| WMT | Walmart Inc. | +134 | 2,022 | $251,294 | |
| MSFT | Microsoft Corp | +42 | 11,221 | $4,153,677 | |
| TSLA | Tesla, Inc. | +33 | 2,087 | $775,842 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −2,922 | 7,032 | $1,464,554 | |
| AAPL | Apple Inc. | −491 | 20,920 | $5,309,286 | |
| META | Meta Platforms, Inc. | −413 | 1,541 | $881,652 | |
| NVDA | Nvidia Corp | −17 | 38,359 | $6,689,809 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −7 | 2,761 | $933,079 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 26,565 | $16,319,145 | |
| ORCL | Oracle Corp | 3,659 | $713,175 | |
| NOW | ServiceNow, Inc. | 3,430 | $525,441 | |
| NFLX | Netflix Inc | 4,181 | $392,010 | |
| LLY | ELI LILLY & Co | 211 | $226,757 | |
| ADI | Analog Devices Inc | 807 | $218,858 | |
| MRK | Merck & Co., Inc. | 2,053 | $216,098 | |
| SPGI | S&P Global Inc. | 404 | $199,741 | |
| No positions match the current search. | ||||
19 positions ·
$28,355,738 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 38,359 | $6,689,809 | 23.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,920 | $5,309,286 | 18.72% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,221 | $4,153,677 | 14.65% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,653 | $2,368,680 | 8.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 5,421 | $1,558,862 | 5.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,032 | $1,464,554 | 5.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,761 | $933,079 | 3.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,541 | $881,652 | 3.11% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 10,420 | $808,487 | 2.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,087 | $775,842 | 2.74% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 2,964 | $633,288 | 2.23% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 1,742 | $588,517 | 2.08% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,791 | $554,547 | 1.96% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,461 | $500,641 | 1.77% | |
| GE |
General Electric Co
Industrials
|
Added | 1,212 | $343,929 | 1.21% | |
| AGQ |
ProShares Trust II
|
Held | 2,211 | $264,236 | 0.93% | |
| T |
At&T Inc.
Communication Services
|
NEW | 8,843 | $256,358 | 0.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,022 | $251,294 | 0.89% | |
| DHY |
Credit Suisse High Yield Credit Fund
Financial Services
|
Held | 10,000 | $19,000 | 0.07% |