Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vista Cima Wealth Management LLC (CIK 2055907) reported $101.2M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($11.6M, 11.47%), SPDW ($7.2M, 7.07%), NVDA ($6.7M, 6.61%), IEFA ($6.4M, 6.35%), AAPL ($5.3M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $11.6M | 11.47% | 398,745 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $7.2M | 7.07% | 156,718 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $6.7M | 6.61% | 38,359 | Trimmed |
| 4 | IEFA | ISHARES TR | $6.4M | 6.35% | 71,011 | Added |
| 5 | AAPL | APPLE INC | $5.3M | 5.24% | 20,920 | Trimmed |
| 6 | SMLF | ISHARES TR | $4.5M | 4.45% | 59,707 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $4.4M | 4.30% | 15,152 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $4.2M | 4.10% | 11,221 | Added |
| 9 | DGRO | ISHARES TR | $3.9M | 3.87% | 55,765 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 3.64% | 120,093 | Trimmed |
| 11 | ROUS | LATTICE STRATEGIES TR | $3.7M | 3.62% | 62,051 | Trimmed |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | $3.5M | 3.45% | 33,804 | Trimmed |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $3.3M | 3.21% | 29,025 | Added |
| 14 | XMMO | INVESCO EXCHANGE TRADED FD T | $2.7M | 2.65% | 18,494 | Added |
| 15 | AVGO | BROADCOM INC | $2.4M | 2.34% | 7,653 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $2.0M | 2.02% | 37,899 | New |
| 17 | IEMG | ISHARES INC | $2.0M | 2.01% | 29,161 | New |
| 18 | AGZ | ISHARES TR | $1.8M | 1.80% | 16,581 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.73% | 34,678 | Trimmed |
| 20 | ICSH | ISHARES TR | $1.6M | 1.62% | 32,298 | Trimmed |
| 21 | SGVT | SCHWAB STRATEGIC TR | $1.6M | 1.56% | 15,714 | New |
| 22 | GOOGL | ALPHABET INC | $1.6M | 1.54% | 5,421 | Added |
| 23 | AMZN | AMAZON COM INC | $1.5M | 1.45% | 7,032 | Trimmed |
| 24 | BSTP | INNOVATOR ETFS TRUST | $1.2M | 1.17% | 32,861 | Trimmed |
| 25 | BIV | VANGUARD BD INDEX FDS | $1.2M | 1.14% | 15,013 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31