StockDriftsStockDriftsTop 49 Vista Cima Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.25% | 24.2K | $17.8M | new | $502.44(+43.46%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 10.16% | 403.2K | $13.6M | +1.11%(+4.42K) | $27.13(+31.87%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.14% | 163.6K | $8.2M | +4.38%(+6.87K) | $39.43(+31.19%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.56% | 37.3K | $7.5M | -2.76%(-1.06K) | $161.64(+36.39%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.46% | 76.0K | $7.3M | +6.96%(+4.95K) | $83.71(+20.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.34% | 20.1K | $5.8M | -3.83%(-802) | $240.65(+27.43%) | 2026-06-30 | |
| SMLF | ISHARES TR | 4% | 60.2K | $5.4M | +0.89%(+532) | $67.27(+33.68%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.7% | 61.7K | $5.0M | +1.86%(+1.13K) | $66.61(+24.64%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 3.47% | 28.9K | $4.7M | -0.56%(-162) | $99.11(+50.52%) | 2026-06-30 | |
| DGRO | ISHARES TR | 3.26% | 57.8K | $4.4M | +3.69%(+2.06K) | $62.81(+27.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.65% |
Vista Cima Wealth Management LLC reports $134.28M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.3%), SCHG (10.2%) and SPDW (6.1%). The top 20 holdings account for 82.66% of reported assets. Its disclosed equity book has returned +25.35% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vista Cima Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055907). View Vista Cima Wealth Management LLC’s 13F filings on SEC