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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMIT NEW YORK LIFE INVTS ACTIVE E 19,970.0 $486K 0.36% $24.35 -1.8%
42 GE GE AEROSPACE Industrials 1,289.0 $482K 0.36% +77.0 +6.3% $373.73 -8.1%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 3,779.0 $441K 0.33% $116.67 +59.4%
44 XLP SELECT SECTOR SPDR TR 4,811.0 $400K 0.30% NEW $83.07 +2.8%
45 GEV GE VERNOVA INC Utilities 219.0 $257K 0.19% NEW $1174.86 -21.9%
46 LQD ISHARES TR 2,020.0 $220K 0.16% $109.07 -2.5%
47 RVNU DBX ETF TR 8,400.0 $213K 0.16% $25.31 -3.0%
48 WMT WALMART INC Consumer Defensive 1,873.0 $212K 0.16% -149.0 -7.4% $113.28 -9.1%
49 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 11,000.0 $20K 0.01% +1K +10.0% $1.78 -3.9%
Page 3 of 3  ·  49 positions

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%