Sponsored

The Analysis of Vista Cima Wealth Management LLC's Holdings & P&L

Currently, Vista Cima Wealth Management LLC holds 48 types of securities in its portfolio with a total value $101.2M. In the most recent quarter, they have increased their positions in IEFA (+38.8K shares, valued at $3.5M), SPDW (+52.3K shares, valued at $2.4M), VWO (+37.9K shares, valued at $2.0M); decreased their positions in SCHG (-76.8K shares, valued at $2.2M), DGRO (-23.7K shares, valued at $1.7M), SCHD (-47.6K shares, valued at $1.5M); initiated new positions in VWO (+37.9K shares, valued at $2.0M), IEMG (+29.2K shares, valued at $2.0M), SGVT (+15.7K shares, valued at $1.6M).

1M P&L

+4.6M+4.59%

3M P&L

-10.9M-9.34%

HY P&L

-7.2M-6.40%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A71.3M

71.8%

2Semiconductors8.5M

8.6%

3Software - Infrastructure6.8M

6.8%

Top Industries by Stock Count

1N/A29 stocks

63.0%

2Semiconductors4 stocks

8.7%

3Software - Infrastructure3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR398.7K shares-16.15%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS156.7K shares50.07%2026-03-312026-05-13

NVDA NVIDIA CORPORATION38.4K shares-0.04%2026-03-312026-05-13

IEFA ISHARES TR71.0K shares120.78%2026-03-312026-05-13

AAPL APPLE INC20.9K shares-2.29%2026-03-312026-05-13

SMLF ISHARES TR59.7K shares-5.81%2026-03-312026-05-13

VO VANGUARD INDEX FDS15.2K shares-23.13%2026-03-312026-05-13

MSFT MICROSOFT CORP11.2K shares0.38%2026-03-312026-05-13

Sponsored

DGRO ISHARES TR55.8K shares-29.81%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR120.1K shares-28.37%2026-03-312026-05-13

ROUS LATTICE STRATEGIES TR62.1K shares-8.26%2026-03-312026-05-13

XMHQ INVESCO EXCHANGE TRADED FD T33.8K shares-27.94%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II29.0K shares35.38%2026-03-312026-05-13

XMMO INVESCO EXCHANGE TRADED FD T18.5K shares47.32%2026-03-312026-05-13

BROADCOM INC BROADCOM INC7.7K shares1.94%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F37.9K sharesnew addition2026-03-312026-05-13

Sponsored

IEMG ISHARES INC29.2K sharesnew addition2026-03-312026-05-13

AGZ ISHARES TR16.6K shares-9.47%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F34.7K shares-12.92%2026-03-312026-05-13

ICSH ISHARES TR32.3K shares-15.16%2026-03-312026-05-13

SGVT SCHWAB STRATEGIC TR15.7K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC5.4K shares37.69%2026-03-312026-05-13

AMZN AMAZON COM INC7.0K shares-29.36%2026-03-312026-05-13

BSTP INNOVATOR ETFS TRUST32.9K shares-11.61%2026-03-312026-05-13

Sponsored

BIV VANGUARD BD INDEX FDS15.0K shares-7.65%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares-0.25%2026-03-312026-05-13

META META PLATFORMS INC1.5K shares-21.14%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR35.1K shares-18.59%2026-03-312026-05-13

CSCO CISCO SYS INC10.4K shares5.55%2026-03-312026-05-13

GTO INVESCO ACTIVELY MANAGED EXC17.0K shares-7.46%2026-03-312026-05-13

TSLA TESLA INC2.1K shares1.61%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS12.1K shares-25.26%2026-03-312026-05-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP3.0K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.7K sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.8K shares5.78%2026-03-312026-05-13

LGLV SPDR SERIES TRUST3.0K shares-0.23%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC2.5K shares59.18%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI14.6K shares0.00%2026-03-312026-05-13

MMIT NEW YORK LIFE INVTS ACTIVE E20.0K shares0.00%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS5.3K shares8.34%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE1.2K shares35.87%2026-03-312026-05-13

AGQ PROSHARES TR II2.2K shares0.00%2026-03-312026-05-13

T AT&T INC8.8K sharesnew addition2026-03-312026-05-13

WMT WALMART INC2.0K shares7.10%2026-03-312026-05-13

LQD ISHARES TR2.0K shares-0.30%2026-03-312026-05-13

RVNU DBX ETF TR8.4K shares0.00%2026-03-312026-05-13

IGBH ISHARES U S ETF TR8.4K shares-26.37%2026-03-312026-05-13

DHY CREDIT SUISSE HIGH YIELD CRE10.0K shares0.00%2026-03-312026-05-13

Sponsored

SCHG

SCHWAB STRATEGIC TR

-16.15%

Shares398.7K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

50.07%

Shares156.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.04%

Shares38.4K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

120.78%

Shares71.0K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-2.29%

Shares20.9K

Event2026-03-31

Filed2026-05-13

SMLF

ISHARES TR

-5.81%

Shares59.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-23.13%

Shares15.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.38%

Shares11.2K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

-29.81%

Shares55.8K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-28.37%

Shares120.1K

Event2026-03-31

Filed2026-05-13

ROUS

LATTICE STRATEGIES TR

-8.26%

Shares62.1K

Event2026-03-31

Filed2026-05-13

XMHQ

INVESCO EXCHANGE TRADED FD T

-27.94%

Shares33.8K

Event2026-03-31

Filed2026-05-13

SPMO

INVESCO EXCH TRADED FD TR II

35.38%

Shares29.0K

Event2026-03-31

Filed2026-05-13

XMMO

INVESCO EXCHANGE TRADED FD T

47.32%

Shares18.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

1.94%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares37.9K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

New

Shares29.2K

Event2026-03-31

Filed2026-05-13

AGZ

ISHARES TR

-9.47%

Shares16.6K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

-12.92%

Shares34.7K

Event2026-03-31

Filed2026-05-13

ICSH

ISHARES TR

-15.16%

Shares32.3K

Event2026-03-31

Filed2026-05-13

SGVT

SCHWAB STRATEGIC TR

New

Shares15.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

37.69%

Shares5.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-29.36%

Shares7.0K

Event2026-03-31

Filed2026-05-13

BSTP

INNOVATOR ETFS TRUST

-11.61%

Shares32.9K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD BD INDEX FDS

-7.65%

Shares15.0K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.25%

Shares2.8K

Event2026-03-31

Filed2026-05-13