Portfolio (Quarterly) Guide ↗

Vista Cima Wealth Management LLC

· CIK 0002055907

13F Portfolio $101M AUM 48 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 13 Added 19 Reduced 9 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	SPDW	SPDR INDEX SHS FDS	—	156,718.0	$7.2M	7.07%	+52K	+50.1%	$45.65	+7.7%
2	IEFA	ISHARES TR	—	71,011.0	$6.4M	6.35%	+39K	+120.8%	$90.53	+5.5%
3	SPMO	INVESCO EXCH TRADED FD TR II	—	29,025.0	$3.3M	3.21%	+8K	+35.4%	$112.11	+26.7%
4	XMMO	INVESCO EXCHANGE TRADED FD T	—	18,494.0	$2.7M	2.65%	+6K	+47.3%	$145.02	+10.8%
5	AVGO	BROADCOM INC	Technology	7,653.0	$2.4M	2.34%	+146.0	+1.9%	$309.50	+34.7%
6	GOOGL	ALPHABET INC	Communication Services	5,421.0	$1.6M	1.54%	+1K	+37.7%	$287.55	+36.7%
7	CSCO	CISCO SYS INC	Technology	10,420.0	$808K	0.80%	+548.0	+5.5%	$77.59	+49.8%
8	TSLA	TESLA INC	Consumer Cyclical	2,087.0	$776K	0.77%	+33.0	+1.6%	$371.75	+10.1%
9	PLTR	PALANTIR TECHNOLOGIES INC	Technology	3,791.0	$555K	0.55%	+207.0	+5.8%	$146.28	-9.1%
10	AMD	ADVANCED MICRO DEVICES INC	Technology	2,461.0	$501K	0.49%	+915.0	+59.2%	$203.43	+112.6%
11	VCSH	VANGUARD SCOTTSDALE FDS	—	5,289.0	$419K	0.41%	+407.0	+8.3%	$79.27	-0.7%
12	GE	GE AEROSPACE	Industrials	1,212.0	$344K	0.34%	+320.0	+35.9%	$283.77	+1.5%
13	WMT	WALMART INC	Consumer Defensive	2,022.0	$251K	0.25%	+134.0	+7.1%	$124.29	+7.3%

① 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 79.5%

Communication Services 9.5%

Consumer Cyclical 7.9%

Industrials 1.2%

Financial Services 1.0%

Consumer Defensive 0.9%