Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vista Cima Wealth Management LLC (CIK 2055907) reported $134.3M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($17.8M, 13.25%), SCHG ($13.6M, 10.16%), SPDW ($8.2M, 6.14%), NVDA ($7.5M, 5.56%), IEFA ($7.3M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $17.8M | 13.25% | 24,157 | New |
| 2 | SCHG | SCHWAB STRATEGIC TR | $13.6M | 10.16% | 403,164 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $8.2M | 6.14% | 163,583 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $7.5M | 5.56% | 37,302 | Trimmed |
| 5 | IEFA | ISHARES TR | $7.3M | 5.46% | 75,956 | Added |
| 6 | AAPL | APPLE INC | $5.8M | 4.34% | 20,118 | Trimmed |
| 7 | SMLF | ISHARES TR | $5.4M | 4.00% | 60,239 | Added |
| 8 | VO | VANGUARD INDEX FDS | $5.0M | 3.70% | 61,736 | Added |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.47% | 28,863 | Trimmed |
| 10 | DGRO | ISHARES TR | $4.4M | 3.26% | 57,825 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $4.4M | 3.25% | 137,423 | Added |
| 12 | ROUS | LATTICE STRATEGIES TR | $4.2M | 3.15% | 62,780 | Added |
| 13 | MSFT | MICROSOFT CORP | $4.2M | 3.15% | 11,329 | Added |
| 14 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.9M | 2.89% | 34,417 | Added |
| 15 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 2.37% | 18,680 | Added |
| 16 | AVGO | BROADCOM INC | $2.7M | 2.00% | 7,125 | Trimmed |
| 17 | IEMG | ISHARES INC | $2.5M | 1.88% | 30,472 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.79% | 40,255 | Added |
| 19 | AGZ | ISHARES TR | $2.0M | 1.45% | 17,873 | Added |
| 20 | GOOGL | ALPHABET INC | $1.9M | 1.39% | 5,217 | Trimmed |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.32% | 34,917 | Added |
| 22 | ICSH | ISHARES TR | $1.6M | 1.21% | 32,085 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $1.6M | 1.18% | 6,650 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.4M | 1.02% | 2,862 | Added |
| 25 | BSTP | INNOVATOR ETFS TRUST | $1.3M | 0.96% | 32,835 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30