Vista Cima Wealth Management

SURPRISE, AZfiles as Vista Cima Wealth Management LLC

$134m in 49 US stocks at the end of 30 June 2026. The top 10 are 59.3% of the money. It changed about 15.3% of the portfolio this quarter.

Value

$134m

Stocks

Top 10 share

59.3%

Turnover

15.3%

What changed this quarter

New

Bought for the first time this quarter.

Invesco QQQ TRQQQ
13.2% of the fund
Vanguard Whitehall FDSVWOB
0.4% of the fund
Select Sector Spdr TRXLP
0.3% of the fund
GE VernovaGEV
0.2% of the fund

Added

Bought more of a stock they already held.

Spdr Index SHS FDSSPDW
6.1% of the fund
+4%
Ishares TRIEFA
5.5% of the fund
+7%
Ishares TRDGRO
3.3% of the fund
+4%
Schwab Strategic TRSCHD
3.2% of the fund
+14%
IsharesIEMG
1.9% of the fund
+5%
Vanguard Intl Equity Index FVWO
1.8% of the fund
+6%
Ishares TRAGZ
1.5% of the fund
+8%
Taiwan Semiconductor ManufacturingTSM
1.0% of the fund
+4%
Vanguard BD Index FDSBIV
0.9% of the fund
+8%
Meta PlatformsMETA
0.7% of the fund
+12%
Invesco Actively Managed EXCGTO
0.6% of the fund
+5%
Vanguard Scottsdale FDSVCSH
0.4% of the fund
+25%
General ElectricGE
0.4% of the fund
+6%
UBS Asset Management High Yield Credit FundDHY
<0.1% of the fund
+10%

Cut

Sold some of their stake.

NvidiaNVDA
5.6% of the fund
-3%
AppleAAPL
4.3% of the fund
-4%
BroadcomAVGO
2.0% of the fund
-7%
AlphabetGOOGL
1.4% of the fund
-4%
Amazon.comAMZN
1.2% of the fund
-5%
Micron TechnologyMU
1.0% of the fund
-36%
Lam ResearchLRCX
0.9% of the fund
-7%
Cisco SystemsCSCO
0.8% of the fund
-15%
Schwab Strategic TRSGVT
0.7% of the fund
-41%
Schwab Strategic TRSCHO
0.6% of the fund
-2%
Advanced Micro DevicesAMD
0.6% of the fund
-43%
Vanguard Scottsdale FDSVGSH
0.5% of the fund
-4%
WalmartWMT
0.2% of the fund
-7%

Sold out

Sold their entire stake.

Proshares TR IIAGQ
-100%
AT&TT
-100%
Ishares U S ETF TRIGBH
-100%

Holdings

Invesco QQQ TRQQQ
Share
13.2%
Value
$18m
Shares
24,157
New
Schwab Strategic TRSCHG
Share
10.2%
Value
$14m
Shares
403,164
Held
Spdr Index SHS FDSSPDW
Share
6.1%
Value
$8m
Shares
163,583
+4%
NvidiaNVDA
Share
5.6%
Value
$7m
Shares
37,302
-3%
Ishares TRIEFA
Share
5.5%
Value
$7m
Shares
75,956
+7%
AppleAAPL
Share
4.3%
Value
$6m
Shares
20,118
-4%
Ishares TRSMLF
Share
4.0%
Value
$5m
Shares
60,239
Held
Vanguard Index FDSVO
Share
3.7%
Value
$5m
Shares
61,736
Held
Invesco Exch Traded FD TR IISPMO
Share
3.5%
Value
$5m
Shares
28,863
Held
Ishares TRDGRO
Share
3.3%
Value
$4m
Shares
57,825
+4%
Schwab Strategic TRSCHD
Share
3.2%
Value
$4m
Shares
137,423
+14%
Lattice Strategies TRROUS
Share
3.2%
Value
$4m
Shares
62,780
Held
MicrosoftMSFT
Share
3.1%
Value
$4m
Shares
11,329
Held
Invesco Exchange Traded FD TXMHQ
Share
2.9%
Value
$4m
Shares
34,417
Held
Invesco Exchange Traded FD TXMMO
Share
2.4%
Value
$3m
Shares
18,680
Held
BroadcomAVGO
Share
2.0%
Value
$3m
Shares
7,125
-7%
IsharesIEMG
Share
1.9%
Value
$3m
Shares
30,472
+5%
Vanguard Intl Equity Index FVWO
Share
1.8%
Value
$2m
Shares
40,255
+6%
Ishares TRAGZ
Share
1.5%
Value
$2m
Shares
17,873
+8%
AlphabetGOOGL
Share
1.4%
Value
$2m
Shares
5,217
-4%
J P Morgan Exchange Traded FJPST
Share
1.3%
Value
$2m
Shares
34,917
Held
Ishares TRICSH
Share
1.2%
Value
$2m
Shares
32,085
Held
Amazon.comAMZN
Share
1.2%
Value
$2m
Shares
6,650
-5%
Taiwan Semiconductor ManufacturingTSM
Share
1.0%
Value
$1m
Shares
2,862
+4%
Innovator Etfs TrustBSTP
Share
1.0%
Value
$1m
Shares
32,835
Held
Micron TechnologyMU
Share
1.0%
Value
$1m
Shares
1,116
-36%
Vanguard BD Index FDSBIV
Share
0.9%
Value
$1m
Shares
16,275
+8%
Lam ResearchLRCX
Share
0.9%
Value
$1m
Shares
2,760
-7%
Cisco SystemsCSCO
Share
0.8%
Value
$1m
Shares
8,904
-15%
Meta PlatformsMETA
Share
0.7%
Value
$972,401
Shares
1,726
+12%
Schwab Strategic TRSGVT
Share
0.7%
Value
$930,032
Shares
9,232
-41%
TeslaTSLA
Share
0.7%
Value
$886,204
Shares
2,107
Held
Invesco Actively Managed EXCGTO
Share
0.6%
Value
$833,583
Shares
17,785
+5%
Schwab Strategic TRSCHO
Share
0.6%
Value
$829,112
Shares
34,346
-2%
Advanced Micro DevicesAMD
Share
0.6%
Value
$813,855
Shares
1,401
-43%
Vanguard Scottsdale FDSVGSH
Share
0.5%
Value
$671,803
Shares
11,543
-4%
Vanguard Whitehall FDSVWOB
Share
0.4%
Value
$601,260
Shares
8,942
New
Spdr Series TrustLGLV
Share
0.4%
Value
$541,477
Shares
2,984
Held
First TR Exchng Traded FD VIBUFR
Share
0.4%
Value
$534,178
Shares
14,623
Held
Vanguard Scottsdale FDSVCSH
Share
0.4%
Value
$521,914
Shares
6,604
+25%
New York Life Invts Active EMMIT
Share
0.4%
Value
$486,270
Shares
19,970
Held
General ElectricGE
Share
0.4%
Value
$481,738
Shares
1,289
+6%
Palantir TechnologiesPLTR
Share
0.3%
Value
$440,896
Shares
3,779
Held
Select Sector Spdr TRXLP
Share
0.3%
Value
$399,650
Shares
4,811
New
GE VernovaGEV
Share
0.2%
Value
$257,294
Shares
219
New
Ishares TRLQD
Share
0.2%
Value
$220,321
Shares
2,020
Held
DBX ETF TRRVNU
Share
0.2%
Value
$212,604
Shares
8,400
Held
WalmartWMT
Share
0.2%
Value
$212,177
Shares
1,873
-7%
UBS Asset Management High Yield Credit FundDHY
Share
<0.1%
Value
$19,580
Shares
11,000
+10%

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	13.2%	$18m	24,157	New
Schwab Strategic TRSCHG	10.2%	$14m	403,164	Held
Spdr Index SHS FDSSPDW	6.1%	$8m	163,583	+4%
NvidiaNVDA	5.6%	$7m	37,302	-3%
Ishares TRIEFA	5.5%	$7m	75,956	+7%
AppleAAPL	4.3%	$6m	20,118	-4%
Ishares TRSMLF	4.0%	$5m	60,239	Held
Vanguard Index FDSVO	3.7%	$5m	61,736	Held
Invesco Exch Traded FD TR IISPMO	3.5%	$5m	28,863	Held
Ishares TRDGRO	3.3%	$4m	57,825	+4%
Schwab Strategic TRSCHD	3.2%	$4m	137,423	+14%
Lattice Strategies TRROUS	3.2%	$4m	62,780	Held
MicrosoftMSFT	3.1%	$4m	11,329	Held
Invesco Exchange Traded FD TXMHQ	2.9%	$4m	34,417	Held
Invesco Exchange Traded FD TXMMO	2.4%	$3m	18,680	Held
BroadcomAVGO	2.0%	$3m	7,125	-7%
IsharesIEMG	1.9%	$3m	30,472	+5%
Vanguard Intl Equity Index FVWO	1.8%	$2m	40,255	+6%
Ishares TRAGZ	1.5%	$2m	17,873	+8%
AlphabetGOOGL	1.4%	$2m	5,217	-4%
J P Morgan Exchange Traded FJPST	1.3%	$2m	34,917	Held
Ishares TRICSH	1.2%	$2m	32,085	Held
Amazon.comAMZN	1.2%	$2m	6,650	-5%
Taiwan Semiconductor ManufacturingTSM	1.0%	$1m	2,862	+4%
Innovator Etfs TrustBSTP	1.0%	$1m	32,835	Held
Micron TechnologyMU	1.0%	$1m	1,116	-36%
Vanguard BD Index FDSBIV	0.9%	$1m	16,275	+8%
Lam ResearchLRCX	0.9%	$1m	2,760	-7%
Cisco SystemsCSCO	0.8%	$1m	8,904	-15%
Meta PlatformsMETA	0.7%	$972,401	1,726	+12%
Schwab Strategic TRSGVT	0.7%	$930,032	9,232	-41%
TeslaTSLA	0.7%	$886,204	2,107	Held
Invesco Actively Managed EXCGTO	0.6%	$833,583	17,785	+5%
Schwab Strategic TRSCHO	0.6%	$829,112	34,346	-2%
Advanced Micro DevicesAMD	0.6%	$813,855	1,401	-43%
Vanguard Scottsdale FDSVGSH	0.5%	$671,803	11,543	-4%
Vanguard Whitehall FDSVWOB	0.4%	$601,260	8,942	New
Spdr Series TrustLGLV	0.4%	$541,477	2,984	Held
First TR Exchng Traded FD VIBUFR	0.4%	$534,178	14,623	Held
Vanguard Scottsdale FDSVCSH	0.4%	$521,914	6,604	+25%
New York Life Invts Active EMMIT	0.4%	$486,270	19,970	Held
General ElectricGE	0.4%	$481,738	1,289	+6%
Palantir TechnologiesPLTR	0.3%	$440,896	3,779	Held
Select Sector Spdr TRXLP	0.3%	$399,650	4,811	New
GE VernovaGEV	0.2%	$257,294	219	New
Ishares TRLQD	0.2%	$220,321	2,020	Held
DBX ETF TRRVNU	0.2%	$212,604	8,400	Held
WalmartWMT	0.2%	$212,177	1,873	-7%
UBS Asset Management High Yield Credit FundDHY	<0.1%	$19,580	11,000	+10%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.5% since 30 June 2025.

Where the money is

Technology19.6%

Media & telecom2.1%

Retail & consumer1.8%

Industrials0.6%

Everyday goods0.2%

Other75.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.