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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
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGVT SCHWAB STRATEGIC TR 15,714.0 $1.6M 1.56% NEW $100.72 -0.1%
22 GOOGL ALPHABET INC Communication Services 5,421.0 $1.6M 1.54% +1K +37.7% $287.55 +34.8%
23 AMZN AMAZON COM INC Consumer Cyclical 7,032.0 $1.5M 1.45% -3K -29.4% $208.27 +27.2%
24 BSTP INNOVATOR ETFS TRUST 32,861.0 $1.2M 1.17% -4K -11.6% $36.01 +8.0%
25 BIV VANGUARD BD INDEX FDS 15,013.0 $1.2M 1.15% -1K -7.7% $77.18 -1.3%
26 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,761.0 $933K 0.92% $337.95 +16.2%
27 META META PLATFORMS INC Communication Services 1,541.0 $882K 0.87% -413.0 -21.1% $572.22 +5.3%
28 SCHO SCHWAB STRATEGIC TR 35,145.0 $853K 0.84% -8K -18.6% $24.27 -0.5%
29 CSCO CISCO SYS INC Technology 10,420.0 $808K 0.80% +548.0 +5.5% $77.59 +48.7%
30 GTO INVESCO ACTIVELY MANAGED EXC 16,968.0 $795K 0.79% -1K -7.5% $46.83 -0.8%
31 TSLA TESLA INC Consumer Cyclical 2,087.0 $776K 0.77% +33.0 +1.6% $371.75 +8.7%
32 VGSH VANGUARD SCOTTSDALE FDS 12,055.0 $706K 0.70% -4K -25.3% $58.54 -0.5%
33 LRCX LAM RESEARCH CORP Technology 2,964.0 $633K 0.63% NEW $213.66 +28.0%
34 MU MICRON TECHNOLOGY INC Technology 1,742.0 $589K 0.58% NEW $337.84 +106.8%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 3,791.0 $555K 0.55% +207.0 +5.8% $146.28 -7.5%
36 LGLV SPDR SERIES TRUST 2,988.0 $532K 0.53% $178.10 +0.4%
37 AMD ADVANCED MICRO DEVICES INC Technology 2,461.0 $501K 0.49% +915.0 +59.2% $203.43 +120.0%
38 BUFR FIRST TR EXCHNG TRADED FD VI 14,623.0 $494K 0.49% $33.77 +7.1%
39 MMIT NEW YORK LIFE INVTS ACTIVE E 19,970.0 $481K 0.48% $24.11 +0.1%
40 VCSH VANGUARD SCOTTSDALE FDS 5,289.0 $419K 0.41% +407.0 +8.3% $79.27 -0.5%
Page 2 of 3  ·  48 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 79.5%
Communication Services 9.5%
Consumer Cyclical 7.9%
Industrials 1.2%
Financial Services 1.0%
Consumer Defensive 0.9%