Vista Cima Wealth Management LLC holds a focused book of 49 stocks worth $134.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Nvidia Corp. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Vista Cima Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 52 / 49 | $12.6B |
| JPMORGAN CHASE & CO | 51 / 49 | $377.1B |
| LPL Financial LLC | 51 / 49 | $60.3B |
| MORGAN STANLEY | 50 / 49 | $402.9B |
| ENVESTNET ASSET MANAGEMENT INC | 50 / 49 | $51.4B |
| Cetera Investment Advisers | 50 / 49 | $16.1B |
| ROYAL BANK OF CANADA | 49 / 49 | $103.5B |
| RAYMOND JAMES FINANCIAL INC | 49 / 49 | $60.3B |
Ranked by how many of Vista Cima Wealth Management LLC's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $17.8M | 24.2K | 13.2% | ▲New New position | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $13.6M | 403.2K | 10.2% | ▲+1.1% Added · +4K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $8.2M | 163.6K | 6.1% | ▲+4.4% Added · +7K sh | |
| 4 | Nvidia Corporation COM | $7.5M | 37.3K | 5.6% | ▼−2.8% Reduced · −1K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $7.3M | 76.0K | 5.5% | ▲+7.0% Added · +5K sh | |
| 6 | Apple Inc COM | $5.8M | 20.1K | 4.3% | ▼−3.8% Reduced · −802 sh | |
| 7 | Ishares TR US SML CAP EQT | $5.4M | 60.2K | 4.0% | ▲+0.9% Added · +532 sh | |
| 8 | Vanguard Index FDS MID CAP ETF | $5.0M | 61.7K | 3.7% | ▲+307% Added · +47K sh | |
| 9 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $4.7M | 28.9K | 3.5% | ▼−0.6% Reduced · −162 sh | |
| 10 | Ishares TR CORE DIV GRWTH | $4.4M | 57.8K | 3.3% | ▲+3.7% Added · +2K sh | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $4.4M | 137.4K | 3.2% | ▲+14% Added · +17K sh | |
| 12 | Lattice Strategies TR HARTFORD US EQTY | $4.2M | 62.8K | 3.2% | ▲+1.2% Added · +729 sh | |
| 13 | Microsoft Corp COM | $4.2M | 11.3K | 3.1% | ▲+1.0% Added · +108 sh | |
| 14 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $3.9M | 34.4K | 2.9% | ▲+1.8% Added · +613 sh | |
| 15 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $3.2M | 18.7K | 2.4% | ▲+1.0% Added · +186 sh | |
| 16 | Broadcom Inc COM | $2.7M | 7.1K | 2.0% | ▼−6.9% Reduced · −528 sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $2.5M | 30.5K | 1.9% | ▲+4.5% Added · +1K sh | |
| 18 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.4M | 40.3K | 1.8% | ▲+6.2% Added · +2K sh | |
| 19 | Ishares TR AGENCY BOND ETF | $2.0M | 17.9K | 1.5% | ▲+7.8% Added · +1K sh | |
| 20 | Alphabet Inc CAP STK CL A | $1.9M | 5.2K | 1.4% | ▼−3.8% Reduced · −204 sh | |
| 21 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.8M | 34.9K | 1.3% | ▲+0.7% Added · +239 sh | |
| 22 | Ishares TR ULTRA SHORT DUR | $1.6M | 32.1K | 1.2% | ▼−0.7% Reduced · −213 sh | |
| 23 | Amazon Com Inc COM | $1.6M | 6.7K | 1.2% | ▼−5.4% Reduced · −382 sh | |
| 24 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 2.9K | 1.0% | ▲+3.6% Added · +101 sh | |
| 25 | Innovator Etfs Trust BUFF STEP UP ETF | $1.3M | 32.8K | 1.0% | ▼−0.1% Reduced · −26 sh | |
| 26 | Micron Technology Inc COM | $1.3M | 1.1K | 1.0% | ▼−36% Reduced · −626 sh | |
| 27 | Vanguard BD Index FDS INTERMED TERM | $1.2M | 16.3K | 0.9% | ▲+8.4% Added · +1K sh | |
| 28 | Lam Research Corp COM NEW | $1.2M | 2.8K | 0.9% | ▼−6.9% Reduced · −204 sh | |
| 29 | Cisco Sys Inc COM | $1.0M | 8.9K | 0.8% | ▼−15% Reduced · −2K sh | |
| 30 | Meta Platforms Inc CL A | $972K | 1.7K | 0.7% | ▲+12% Added · +185 sh | |
| 31 | Schwab Strategic TR GOVT MONE MA ETF | $930K | 9.2K | 0.7% | ▼−41% Reduced · −6K sh | |
| 32 | Tesla Inc COM | $886K | 2.1K | 0.7% | ▲+0.9% Added · +20 sh | |
| 33 | Invesco Actively Managed Exc TOTAL RETURN | $834K | 17.8K | 0.6% | ▲+4.8% Added · +817 sh | |
| 34 | Schwab Strategic TR SHT TM US TRES | $829K | 34.3K | 0.6% | ▼−2.3% Reduced · −799 sh | |
| 35 | Advanced Micro Devices Inc COM | $814K | 1.4K | 0.6% | ▼−43% Reduced · −1K sh | |
| 36 | Vanguard Scottsdale FDS SHORT TERM TREAS | $672K | 11.5K | 0.5% | ▼−4.2% Reduced · −512 sh | |
| 37 | Vanguard Whitehall FDS EM MK GOV BD ETF | $601K | 8.9K | 0.4% | ▲New New position | |
| 38 | SPDR Series Trust ST STR R1K LOWV | $541K | 3.0K | 0.4% | ▼−0.1% Reduced · −4 sh | |
| 39 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $534K | 14.6K | 0.4% | —Held | |
| 40 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $522K | 6.6K | 0.4% | ▲+25% Added · +1K sh | |
| 41 | New York Life Invts Active E MACKAY MUN INTER | $486K | 20.0K | 0.4% | —Held | |
| 42 | Ge Aerospace COM NEW | $482K | 1.3K | 0.4% | ▲+6.3% Added · +77 sh | |
| 43 | Palantir Technologies Inc CL A | $441K | 3.8K | 0.3% | ▼−0.3% Reduced · −12 sh | |
| 44 | Select Sector SPDR TR ST STR STAPL ETF | $400K | 4.8K | 0.3% | ▲New New position | |
| 45 | Ge Vernova Inc COM | $257K | 219 | 0.2% | ▲New New position | |
| 46 | Ishares TR IBOXX INV CP ETF | $220K | 2.0K | 0.2% | —Held | |
| 47 | DBX ETF TR XTRACK MUN INFRA | $213K | 8.4K | 0.2% | —Held | |
| 48 | Walmart Inc COM | $212K | 1.9K | 0.2% | ▼−7.4% Reduced · −149 sh | |
| 49 | Credit Suisse High Yield Cre SH BEN INT | $20K | 11.0K | 0.0% | ▲+10% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055907/holdings"
Use Arkolith to show Vista Cima Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.