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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 $101,229,838 across 48 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 57.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055907-26-000002

Period
2026-03-31
Reported value
$101M
Holdings
48
Top 10 weight
57.11%
New
6
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFAadded+38,847$3.52M
SPDWadded+52,291$2.39M
VWOnew+37,899$2.05M
IEMGnew+29,161$2.03M
SGVTnew+15,714$1.58M

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
QQQexited-26,565-$16.3M
SCHGreduced-76,788-$2.24M
DGROreduced-23,679-$1.66M
SCHDreduced-47,556-$1.46M
XMHQreduced-13,109-$1.36M

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, Q1 2026

Share positions as resolved from 13F-HR 0002055907-26-000002, largest first. % of portfolio is the value over $101,229,838, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 398,745$11.6M11.47%-76,788Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 156,718$7.15M7.07%+52,291Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 38,359$6.69M6.61%-17Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 71,011$6.43M6.35%+38,847Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 20,920$5.31M5.24%-491Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 59,707$4.51M4.45%-3,686Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,152$4.35M4.3%-4,558Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,221$4.15M4.1%+42Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 55,765$3.91M3.87%-23,679Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 120,093$3.68M3.64%-47,556Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 62,051$3.66M3.62%-5,586Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 33,804$3.49M3.45%-13,109Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,025$3.25M3.21%+7,585Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,494$2.68M2.65%+5,940Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,653$2.37M2.34%+146Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,899 shares 37,899$2.05M2.02%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,161 shares 29,161$2.03M2.01%newTimeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,581$1.82M1.8%-1,734Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 34,678$1.76M1.73%-5,143Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 32,298$1.63M1.62%-5,773Timeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,714 shares 15,714$1.58M1.56%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,421$1.56M1.54%+1,484Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,032$1.46M1.45%-2,922Timeline
BSTPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 32,861$1.18M1.17%-4,317Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,013$1.16M1.14%-1,244Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 2,768 shares; 2026Q1: 2,761 shares 2,761$933K0.92%-7Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,541$882K0.87%-413Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 35,145$853K0.84%-8,027Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,420$808K0.8%+548Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,968$795K0.78%-1,367Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,087$776K0.77%+33Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,055$706K0.7%-4,075Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964$633K0.63%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares 1,742$589K0.58%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 3,584 shares; 2026Q1: 3,791 shares 3,791$555K0.55%+207Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,988$532K0.53%-7Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares; 2026Q1: 2,461 shares 2,461$501K0.49%+915Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,623$494K0.49%0Timeline
MMITNYLIM ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,970$481K0.48%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,289$419K0.41%+407Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 1,212 shares 1,212$344K0.34%+320Timeline
AGQPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares 2,211$264K0.26%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,843 shares 8,843$256K0.25%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,022$251K0.25%+134Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,020$220K0.22%-6Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,400$207K0.2%0Timeline
IGBHISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,383 shares; 2025Q1: 10,416 shares; 2025Q2: 10,732 shares; 2025Q3: 11,299 shares; 2025Q4: 11,352 shares; 2026Q1: 8,359 shares 8,359$202K0.2%-2,993Timeline
XDHYXCREDIT SUISSE HIGH YIELD CREQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,000$19K0.02%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR26,565$16.3Mshares
ORCLORACLE CORP3,659$713Kshares
NOWSERVICENOW INC3,430$525Kshares
NFLXNETFLIX INC.4,181$392Kshares
LQDHISHARES U S ETF TR2,932$274Kshares
LLYELI LILLY & CO211$227Kshares
ADIANALOG DEVICES INC807$219Kshares
MRKMERCK & CO INC2,053$216Kshares
SPGIS&P GLOBAL INC404$211Kshares

How Q1 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 0002055907-26-000002 base2026-05-13acceptance time not in the bulk data set