account_balance
Investment manager · 13F filer · SEC CIK 2055907
Vista Cima Wealth Management LLC
Reported value$144Mas of Sep 30, 2026
Positions54 9 new, 4 sold out
Top 10 weight58.7%QQQ alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
12.7%Added +3%
SCHGSchwab Strategic Tr
10.3%Added +3%
SPDWSPDR Index SHS FDS
6.2%Added +8%
NVDANVIDIA Corp
5.8%
IEFAiShares Tr
5.5%Added +9%
AAPLApple Inc.
4.4%Trimmed −5%
SMLFiShares Tr
3.6%Added +2%
MSFTMicrosoft Corp
3.5%Trimmed −13%
VOVanguard Index FDS
3.4%
SPMOInvesco Exch Traded Fd Tr II
3.2%+6%
ROUSLattice Strategies Tr
3.0%+5%
DGROiShares Tr
3.0%
QQQInvesco QQQ Tr
12.7%Added +3%
SCHGSchwab Strategic Tr
10.3%Added +3%
SPDWSPDR Index SHS FDS
6.2%
NVDANVIDIA Corp
5.8%
IEFAiShares Tr
5.5%+9%
AAPLApple Inc.
4.4%
SMLFiShares Tr
3.6%
MSFTMicrosoft Corp
3.5%
VO3.4%
SPMO3.2%
ROUS3.0%
DGRO3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 12.7% Added +3%
SCHG Schwab Strategic Tr 10.3% Added +3%
SPDW SPDR Index SHS FDS 6.2% Added +8%
NVDA NVIDIA Corp 5.8% HeldIEFA iShares Tr 5.5% Added +9%
AAPL Apple Inc. 4.4% Trimmed −5%SMLF iShares Tr 3.6% Added +2%
MSFT Microsoft Corp 3.5% Trimmed −13%VO Vanguard Index FDS 3.4% Held
SPMO Invesco Exch Traded Fd Tr II 3.2% Added +6%
ROUS Lattice Strategies Tr 3.0% Added +5%
DGRO iShares Tr 3.0% Held
What changed
Biggest moves since Jun 30, 2026
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