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Portfolio (Quarterly) Guide ↗

Vista Cima Wealth Management LLC

· CIK 0002055907
13F Portfolio $134M AUM 49 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 23 Added 15 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 AGQ PROSHARES TR II Financial Services 2,211 $264K 0.26% SOLD
2 T AT&T INC Communication Services 8,843 $256K 0.25% SOLD
3 IGBH ISHARES U S ETF TR 8,359 $202K 0.20% SOLD
Sector Allocation
Technology 52.3%
Financial Services 35.3%
Communication Services 5.6%
Consumer Cyclical 4.9%
Industrials 1.0%
Utilities 0.5%
Consumer Defensive 0.4%