Vista Cima Wealth Management LLC: 13F holdings

CIK 20559072026Q2

Positions49
Reported value$134.3m
Filed2026-08-10

Top 10 holdings

SecuritySharesValueWeight
QQQ INVESCO QQQ TR24,157$17.8m13.2%
SCHG SCHWAB STRATEGIC TR403,164$13.6m10.2%
EWU SPDR INDEX SHS FDS163,583$8.2m6.1%
NVDA NVIDIA CORPORATION37,302$7.5m5.6%
IEFA ISHARES TR75,956$7.3m5.5%
AAPL APPLE INC20,118$5.8m4.3%
SMLF ISHARES TR60,239$5.4m4.0%
VO VANGUARD INDEX FDS61,736$5.0m3.7%
SPMO INVESCO EXCH TRADED FD TR II28,863$4.7m3.5%
DGRO ISHARES TR57,825$4.4m3.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2055907")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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