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Vista Cima Wealth Management LLC

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13F filer, CIK 2055907, SURPRISE, AZ

Vista Cima Wealth Management LLC reported $134,275,583 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 59.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055907-26-000003

Period
2026-06-30
Reported value
$134M
Holdings
49
Top 10 weight
59.34%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQnew+24,157$17.8M
VOadded+46,584$3.75M
VWOBnew+8,942$601K
SCHDadded+17,330$550K
IEFAadded+4,945$478K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MUreduced-626-$723K
SGVTreduced-6,482-$653K
AMDreduced-1,060-$616K
AGQexited-2,211-$264K
Texited-8,843-$256K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002055907-26-000003, largest first. % of portfolio is the value over $134,275,583, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,264 shares; 2025Q1: 25,355 shares; 2025Q2: 25,689 shares; 2025Q3: 26,117 shares; 2025Q4: 26,565 shares; 2026Q1: not reported; 2026Q2: 24,157 shares 24,157$17.8M13.25%newTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 367,301 shares; 2025Q1: 442,871 shares; 2025Q2: 453,421 shares; 2025Q3: 464,835 shares; 2025Q4: 475,533 shares; 2026Q1: 398,745 shares; 2026Q2: 403,164 shares 403,164$13.6M10.16%+4,419Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 122,016 shares; 2025Q1: 101,219 shares; 2025Q2: 100,358 shares; 2025Q3: 102,464 shares; 2025Q4: 104,427 shares; 2026Q1: 156,718 shares; 2026Q2: 163,583 shares 163,583$8.24M6.14%+6,865Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,276 shares; 2025Q1: 42,455 shares; 2025Q2: 42,528 shares; 2025Q3: 16,288 shares; 2025Q4: 38,376 shares; 2026Q1: 38,359 shares; 2026Q2: 37,302 shares 37,302$7.46M5.56%-1,057Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,811 shares; 2025Q1: 30,458 shares; 2025Q2: 30,489 shares; 2025Q3: 31,533 shares; 2025Q4: 32,164 shares; 2026Q1: 71,011 shares; 2026Q2: 75,956 shares 75,956$7.34M5.46%+4,945Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,661 shares; 2025Q1: 22,798 shares; 2025Q2: 23,709 shares; 2025Q3: 15,313 shares; 2025Q4: 21,411 shares; 2026Q1: 20,920 shares; 2026Q2: 20,118 shares 20,118$5.82M4.34%-802Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,576 shares; 2025Q1: 57,446 shares; 2025Q2: 59,304 shares; 2025Q3: 61,596 shares; 2025Q4: 63,393 shares; 2026Q1: 59,707 shares; 2026Q2: 60,239 shares 60,239$5.37M4%+532Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,515 shares; 2025Q1: 17,484 shares; 2025Q2: 18,024 shares; 2025Q3: 18,719 shares; 2025Q4: 19,710 shares; 2026Q1: 15,152 shares; 2026Q2: 61,736 shares 61,736$4.97M3.7%+46,584Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,440 shares; 2025Q1: 21,347 shares; 2025Q2: 21,220 shares; 2025Q3: 21,593 shares; 2025Q4: 21,440 shares; 2026Q1: 29,025 shares; 2026Q2: 28,863 shares 28,863$4.66M3.47%-162Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,472 shares; 2025Q1: 70,762 shares; 2025Q2: 73,051 shares; 2025Q3: 76,229 shares; 2025Q4: 79,444 shares; 2026Q1: 55,765 shares; 2026Q2: 57,825 shares 57,825$4.38M3.26%+2,060Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133,003 shares; 2025Q1: 137,567 shares; 2025Q2: 143,924 shares; 2025Q3: 157,805 shares; 2025Q4: 167,649 shares; 2026Q1: 120,093 shares; 2026Q2: 137,423 shares 137,423$4.36M3.25%+17,330Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,644 shares; 2025Q1: 62,509 shares; 2025Q2: 63,316 shares; 2025Q3: 67,956 shares; 2025Q4: 67,637 shares; 2026Q1: 62,051 shares; 2026Q2: 62,780 shares 62,780$4.23M3.15%+729Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,156 shares; 2025Q1: 10,431 shares; 2025Q2: 10,364 shares; 2025Q3: 5,741 shares; 2025Q4: 11,179 shares; 2026Q1: 11,221 shares; 2026Q2: 11,329 shares 11,329$4.23M3.15%+108Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,012 shares; 2025Q1: 41,587 shares; 2025Q2: 42,572 shares; 2025Q3: 44,539 shares; 2025Q4: 46,913 shares; 2026Q1: 33,804 shares; 2026Q2: 34,417 shares 34,417$3.88M2.89%+613Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,001 shares; 2025Q1: 11,703 shares; 2025Q2: 11,851 shares; 2025Q3: 12,614 shares; 2025Q4: 12,554 shares; 2026Q1: 18,494 shares; 2026Q2: 18,680 shares 18,680$3.18M2.37%+186Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,346 shares; 2025Q1: 7,460 shares; 2025Q2: 7,442 shares; 2025Q3: 4,879 shares; 2025Q4: 7,507 shares; 2026Q1: 7,653 shares; 2026Q2: 7,125 shares 7,125$2.69M2%-528Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,161 shares; 2026Q2: 30,472 shares 30,472$2.52M1.88%+1,311Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,899 shares; 2026Q2: 40,255 shares 40,255$2.4M1.79%+2,356Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,641 shares; 2025Q1: 17,535 shares; 2025Q2: 17,339 shares; 2025Q3: 18,197 shares; 2025Q4: 18,315 shares; 2026Q1: 16,581 shares; 2026Q2: 17,873 shares 17,873$1.95M1.45%+1,292Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,472 shares; 2025Q1: 6,359 shares; 2025Q2: 6,550 shares; 2025Q3: 1,978 shares; 2025Q4: 3,937 shares; 2026Q1: 5,421 shares; 2026Q2: 5,217 shares 5,217$1.86M1.39%-204Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,822 shares; 2025Q1: 34,970 shares; 2025Q2: 35,216 shares; 2025Q3: 37,210 shares; 2025Q4: 39,821 shares; 2026Q1: 34,678 shares; 2026Q2: 34,917 shares 34,917$1.77M1.32%+239Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,224 shares; 2025Q1: 36,013 shares; 2025Q2: 35,554 shares; 2025Q3: 36,954 shares; 2025Q4: 38,071 shares; 2026Q1: 32,298 shares; 2026Q2: 32,085 shares 32,085$1.62M1.21%-213Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,910 shares; 2025Q1: 10,017 shares; 2025Q2: 10,251 shares; 2025Q3: 6,499 shares; 2025Q4: 9,954 shares; 2026Q1: 7,032 shares; 2026Q2: 6,650 shares 6,650$1.58M1.18%-382Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 2,768 shares; 2026Q1: 2,761 shares; 2026Q2: 2,862 shares 2,862$1.37M1.02%+101Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,370 shares; 2025Q1: 33,034 shares; 2025Q2: 34,563 shares; 2025Q3: 37,647 shares; 2025Q4: 37,178 shares; 2026Q1: 32,861 shares; 2026Q2: 32,835 shares 32,835$1.29M0.96%-26Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares; 2026Q2: 1,116 shares 1,116$1.29M0.96%-626Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,475 shares; 2025Q1: 15,752 shares; 2025Q2: 15,654 shares; 2025Q3: 16,245 shares; 2025Q4: 16,257 shares; 2026Q1: 15,013 shares; 2026Q2: 16,275 shares 16,275$1.25M0.93%+1,262Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares; 2026Q2: 2,760 shares 2,760$1.2M0.89%-204Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,360 shares; 2025Q1: 8,893 shares; 2025Q2: 9,066 shares; 2025Q3: 4,215 shares; 2025Q4: 9,872 shares; 2026Q1: 10,420 shares; 2026Q2: 8,904 shares 8,904$1.05M0.78%-1,516Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 1,660 shares; 2025Q2: 1,677 shares; 2025Q3: 759 shares; 2025Q4: 1,954 shares; 2026Q1: 1,541 shares; 2026Q2: 1,726 shares 1,726$972K0.72%+185Timeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,714 shares; 2026Q2: 9,232 shares 9,232$930K0.69%-6,482Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,116 shares; 2025Q1: 2,357 shares; 2025Q2: 2,308 shares; 2025Q3: 839 shares; 2025Q4: 2,054 shares; 2026Q1: 2,087 shares; 2026Q2: 2,107 shares 2,107$886K0.66%+20Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,693 shares; 2025Q1: 17,994 shares; 2025Q2: 18,002 shares; 2025Q3: 18,320 shares; 2025Q4: 18,335 shares; 2026Q1: 16,968 shares; 2026Q2: 17,785 shares 17,785$834K0.62%+817Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,062 shares; 2025Q1: 40,383 shares; 2025Q2: 40,805 shares; 2025Q3: 42,889 shares; 2025Q4: 43,172 shares; 2026Q1: 35,145 shares; 2026Q2: 34,346 shares 34,346$829K0.62%-799Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares; 2026Q1: 2,461 shares; 2026Q2: 1,401 shares 1,401$814K0.61%-1,060Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,582 shares; 2025Q1: 14,977 shares; 2025Q2: 15,151 shares; 2025Q3: 16,151 shares; 2025Q4: 16,130 shares; 2026Q1: 12,055 shares; 2026Q2: 11,543 shares 11,543$672K0.5%-512Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,942 shares 8,942$601K0.45%newTimeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,164 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,036 shares; 2025Q4: 2,995 shares; 2026Q1: 2,988 shares; 2026Q2: 2,984 shares 2,984$541K0.4%-4Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,968 shares; 2025Q1: 14,857 shares; 2025Q2: 14,857 shares; 2025Q3: 14,667 shares; 2025Q4: 14,623 shares; 2026Q1: 14,623 shares; 2026Q2: 14,623 shares 14,623$534K0.4%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,114 shares; 2025Q1: 4,529 shares; 2025Q2: 4,606 shares; 2025Q3: 4,854 shares; 2025Q4: 4,882 shares; 2026Q1: 5,289 shares; 2026Q2: 6,604 shares 6,604$522K0.39%+1,315Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,970 shares; 2025Q1: 19,970 shares; 2025Q2: 19,970 shares; 2025Q3: 19,970 shares; 2025Q4: 19,970 shares; 2026Q1: 19,970 shares; 2026Q2: 19,970 shares 19,970$486K0.36%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 1,212 shares; 2026Q2: 1,289 shares 1,289$482K0.36%+77Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 3,584 shares; 2026Q1: 3,791 shares; 2026Q2: 3,779 shares 3,779$441K0.33%-12Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,811 shares 4,811$400K0.3%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219$257K0.19%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,026 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020$220K0.16%0Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares; 2026Q2: 8,400 shares 8,400$213K0.16%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,804 shares; 2025Q1: 2,658 shares; 2025Q2: 2,618 shares; 2025Q3: 7,239 shares; 2025Q4: 1,888 shares; 2026Q1: 2,022 shares; 2026Q2: 1,873 shares 1,873$212K0.16%-149Timeline
DHYCREDIT SUISSE HIGH YIELD CREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 11,000 shares 11,000$19.6K0.01%+1,000Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AGQPROSHARES TR II2,211$264Kshares
TAT&T INC8,843$256Kshares
IGBHISHARES U S ETF TR8,359$202Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002055907-26-000003 base2026-08-10acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002055907-26-000003 Quarter ended 2026-06-302026-08-10acceptance time not in the bulk data set
13F-HR 0002055907-26-000002 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0002055907-26-000001 Quarter ended 2025-12-312026-02-11acceptance time not in the bulk data set
13F-HR 0002055907-25-000005 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001085146-25-004790 Quarter ended 2025-06-302025-08-11acceptance time not in the bulk data set
13F-HR/A 0001085146-25-003411 Quarter ended 2025-03-312025-05-28acceptance time not in the bulk data set
13F-HR 0001085146-25-003279 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001085146-25-001685 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set