Vista Cima Wealth Management LLC

SURPRISE, AZ · CIK 2055907 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySurprise, AZ

$134.3m reported value +32.6% vs Q1 2026

49positions

59.3%in top 10

4 new 23 added 18 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,157	$17.8m13.25%	13.25%	New
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	403,164	$13.6m10.16%	10.16%	Added +4.4k	+4,419 1.1%
3	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	163,583	$8.2m6.14%	6.14%	Added +6.9k	+6,865 4.4%
4	NVIDIA CORPORATION COM NVDA	NVDA	37,302	$7.5m5.56%	5.56%	Reduced -1.1k	-1,057 -2.8%
5	ISHARES TR CORE MSCI EAFE IEFA	IEFA	75,956	$7.3m5.46%	5.46%	Added +4.9k	+4,945 7.0%
6	APPLE INC COM AAPL	AAPL	20,118	$5.8m4.34%	4.34%	Reduced -802	-802 -3.8%
7	ISHARES TR US SML CAP EQT SMLF	SMLF	60,239	$5.4m4.00%	4.00%	Added +532	+532 0.9%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	61,736	$5.0m3.70%	3.70%	Added +1.1k	+1,128 1.9%
9	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	28,863	$4.7m3.47%	3.47%	Reduced -162	-162 -0.6%
10	ISHARES TR CORE DIV GRWTH DGRO	DGRO	57,825	$4.4m3.26%	3.26%	Added +2.1k	+2,060 3.7%
11	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	137,423	$4.4m3.25%	3.25%	Added +17.3k	+17,330 14.4%
12	LATTICE STRATEGIES TR HARTFORD US EQTY ROUS	ROUS	62,780	$4.2m3.15%	3.15%	Added +729	+729 1.2%
13	MICROSOFT CORP COM MSFT	MSFT	11,329	$4.2m3.15%	3.15%	Added +108	+108 1.0%
14	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	34,417	$3.9m2.89%	2.89%	Added +613	+613 1.8%
15	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	18,680	$3.2m2.37%	2.37%	Added +186	+186 1.0%
16	BROADCOM INC COM AVGO	AVGO	7,125	$2.7m2.00%	2.00%	Reduced -528	-528 -6.9%
17	ISHARES INC CORE MSCI EMKT IEMG	IEMG	30,472	$2.5m1.88%	1.88%	Added +1.3k	+1,311 4.5%
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	40,255	$2.4m1.79%	1.79%	Added +2.4k	+2,356 6.2%
19	ISHARES TR AGENCY BOND ETF AGZ	AGZ	17,873	$2.0m1.45%	1.45%	Added +1.3k	+1,292 7.8%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,217	$1.9m1.39%	1.39%	Reduced -204	-204 -3.8%
21	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	34,917	$1.8m1.32%	1.32%	Added +239	+239 0.7%
22	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	32,085	$1.6m1.21%	1.21%	Reduced -213	-213 -0.7%
23	AMAZON COM INC COM AMZN	AMZN	6,650	$1.6m1.18%	1.18%	Reduced -382	-382 -5.4%
24	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,862	$1.4m1.02%	1.02%	Added +101	+101 3.7%
25	INNOVATOR ETFS TRUST BUFFER STEP UP S BSTP	BSTP	32,835	$1.3m0.96%	0.96%	Reduced -26	-26 -0.1%
26	MICRON TECHNOLOGY INC COM MU	MU	1,116	$1.3m0.96%	0.96%	Reduced -626	-626 -35.9%
27	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	16,275	$1.2m0.93%	0.93%	Added +1.3k	+1,262 8.4%
28	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,760	$1.2m0.89%	0.89%	Reduced -204	-204 -6.9%
29	CISCO SYS INC COM CSCO	CSCO	8,904	$1.0m0.78%	0.78%	Reduced -1.5k	-1,516 -14.6%
30	META PLATFORMS INC CL A META	META	1,726	$972.4k0.72%	0.72%	Added +185	+185 12.0%
31	SCHWAB STRATEGIC TR GOVERNMENT MONEY SGVT	SGVT	9,232	$930.0k0.69%	0.69%	Reduced -6.5k	-6,482 -41.2%
32	TESLA INC COM TSLA	TSLA	2,107	$886.2k0.66%	0.66%	Added +20	+20 1.0%
33	INVESCO ACTIVELY MANAGED EXC TOTAL RETURN GTO	GTO	17,785	$833.6k0.62%	0.62%	Added +817	+817 4.8%
34	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	34,346	$829.1k0.62%	0.62%	Reduced -799	-799 -2.3%
35	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,401	$813.9k0.61%	0.61%	Reduced -1.1k	-1,060 -43.1%
36	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	11,543	$671.8k0.50%	0.50%	Reduced -512	-512 -4.2%
37	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	8,942	$601.3k0.45%	0.45%	New
38	SPDR SER TR SSGA US LRG ETF LGLV	LGLV	2,984	$541.5k0.40%	0.40%	Reduced -4	-4 -0.1%
39	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	14,623	$534.2k0.40%	0.40%	Unchanged
40	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	6,604	$521.9k0.39%	0.39%	Added +1.3k	+1,315 24.9%
41	NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN MMIT	MMIT	19,970	$486.3k0.36%	0.36%	Unchanged
42	GE AEROSPACE COM NEW GE	GE	1,289	$481.7k0.36%	0.36%	Added +77	+77 6.3%
43	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,779	$440.9k0.33%	0.33%	Reduced -12	-12 -0.3%
44	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	4,811	$399.6k0.30%	0.30%	New
45	GE VERNOVA INC COM GEV	GEV	219	$257.3k0.19%	0.19%	New
46	ISHARES TR IBOXX INV CP ETF LQD	LQD	2,020	$220.3k0.16%	0.16%	Unchanged
47	DBX ETF TR XTRACK MUN INFRA RVNU	RVNU	8,400	$212.6k0.16%	0.16%	Unchanged
48	WALMART INC COM WMT	WMT	1,873	$212.2k0.16%	0.16%	Reduced -149	-149 -7.4%
49	CREDIT SUISSE HIGH YIELD BD SH BEN INT XDHYX	XDHYX	11,000	$19.6k0.01%	0.01%	Added +1.0k	+1,000 10.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PROSHARES TR II AGQ	AGQ	2,211	$264.2k2.2k shares
AT&T INC T	T	8,843	$256.4k8.8k shares
ISHARES U S ETF TR IGBH	IGBH	8,359	$202.1k8.4k shares