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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 Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 37,302.0 $7.5M 5.56% -1K -2.8% $200.09 +13.9%
2 AAPL APPLE INC Technology 20,118.0 $5.8M 4.33% -802.0 -3.8% $289.36 +8.7%
3 SPMO INVESCO EXCH TRADED FD TR II 28,863.0 $4.7M 3.47% -162.0 -0.6% $161.54 -8.0%
4 AVGO BROADCOM INC Technology 7,125.0 $2.7M 2.00% -528.0 -6.9% $377.75 -1.6%
5 GOOGL ALPHABET INC Communication Services 5,217.0 $1.9M 1.39% -204.0 -3.8% $357.36 -4.7%
6 ICSH ISHARES TR 32,085.0 $1.6M 1.21% -213.0 -0.7% $50.58 -0.1%
7 AMZN AMAZON COM INC Consumer Cyclical 6,650.0 $1.6M 1.18% -382.0 -5.4% $238.34 +7.5%
8 MU MICRON TECHNOLOGY INC Technology 1,116.0 $1.3M 0.96% -626.0 -35.9% $1154.29 -19.0%
9 LRCX LAM RESEARCH CORP Technology 2,760.0 $1.2M 0.89% -204.0 -6.9% $433.33 -26.5%
10 CSCO CISCO SYS INC Technology 8,904.0 $1.0M 0.78% -2K -14.6% $117.46 -4.5%
11 SGVT SCHWAB STRATEGIC TR 9,232.0 $930K 0.69% -6K -41.2% $100.74 -0.0%
12 SCHO SCHWAB STRATEGIC TR 34,346.0 $829K 0.62% -799.0 -2.3% $24.14 -0.1%
13 AMD ADVANCED MICRO DEVICES INC Technology 1,401.0 $814K 0.61% -1K -43.1% $580.91 -17.9%
14 VGSH VANGUARD SCOTTSDALE FDS 11,543.0 $672K 0.50% -512.0 -4.2% $58.20 -0.1%
15 WMT WALMART INC Consumer Defensive 1,873.0 $212K 0.16% -149.0 -7.4% $113.28 -9.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%