Vista Cima Wealth Management LLC: 13F holdings
CIK 20559072026Q2
| Positions | 49 |
|---|
| Reported value | $134.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 49 (+1 vs prior quarter) |
|---|
| Reported value | $134.3m (+32.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 24,157 | $17.8m | 13.2% |
| SCHG SCHWAB STRATEGIC TR | 403,164 | $13.6m | 10.2% |
| EWU SPDR INDEX SHS FDS | 163,583 | $8.2m | 6.1% |
| NVDA NVIDIA CORPORATION | 37,302 | $7.5m | 5.6% |
| IEFA ISHARES TR | 75,956 | $7.3m | 5.5% |
| AAPL APPLE INC | 20,118 | $5.8m | 4.3% |
| SMLF ISHARES TR | 60,239 | $5.4m | 4.0% |
| VO VANGUARD INDEX FDS | 61,736 | $5.0m | 3.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 28,863 | $4.7m | 3.5% |
| DGRO ISHARES TR | 57,825 | $4.4m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055907")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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