Filed: 5/13/2026ACC: 0002055907-26-000002
📋 What this filing means
VISTA CIMA WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $101.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$101.23M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
COM$23.17M22.9%
US LCAP GR ETF$11.62M11.5%
STATE STREET SPD$7.69M7.6%
CORE MSCI EAFE$6.43M6.4%
US SML CAP EQT$4.51M4.5%
MID CAP ETF$4.35M4.3%
CORE DIV GRWTH$3.91M3.9%
Portfolio Concentration
Top 3$25.46M25.2%
4–10$32.35M32.0%
11–25$31.70M31.3%
Rest$11.72M11.6%
Top 3 weight
25.2%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Sole
Full voting authority
1.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
SCHWAB STRATEGIC TR
SOLEShares398.75K
TypeSH
Market value$11.62M
11.47%
Sole
398.75K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares156.72K
TypeSH
Market value$7.15M
7.07%
Sole
156.72K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares38.36K
TypeSH
Market value$6.69M
6.61%
Sole
38.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.01K
TypeSH
Market value$6.43M
6.35%
Sole
71.01K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.92K
TypeSH
Market value$5.31M
5.24%
Sole
20.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares59.71K
TypeSH
Market value$4.51M
4.45%
Sole
59.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares15.15K
TypeSH
Market value$4.35M
4.30%
Sole
15.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.22K
TypeSH
Market value$4.15M
4.10%
Sole
11.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.77K
TypeSH
Market value$3.91M
3.87%
Sole
55.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares120.09K
TypeSH
Market value$3.68M
3.64%
Sole
120.09K
Shared
0.00
None
0.00
LATTICE STRATEGIES TR
SOLEShares62.05K
TypeSH
Market value$3.66M
3.62%
Sole
62.05K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares33.80K
TypeSH
Market value$3.49M
3.45%
Sole
33.80K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares29.02K
TypeSH
Market value$3.25M
3.21%
Sole
29.02K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares18.49K
TypeSH
Market value$2.68M
2.65%
Sole
18.49K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.65K
TypeSH
Market value$2.37M
2.34%
Sole
7.65K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares37.90K
TypeSH
Market value$2.05M
2.02%
Sole
37.90K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares29.16K
TypeSH
Market value$2.03M
2.01%
Sole
29.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.58K
TypeSH
Market value$1.82M
1.80%
Sole
16.58K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares34.68K
TypeSH
Market value$1.76M
1.73%
Sole
34.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.30K
TypeSH
Market value$1.63M
1.62%
Sole
32.30K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares15.71K
TypeSH
Market value$1.58M
1.56%
Sole
15.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.42K
TypeSH
Market value$1.56M
1.54%
Sole
5.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.03K
TypeSH
Market value$1.46M
1.45%
Sole
7.03K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares32.86K
TypeSH
Market value$1.18M
1.17%
Sole
32.86K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares15.01K
TypeSH
Market value$1.16M
1.14%
Sole
15.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 398.75K | SH | $11.62M 11.47% | 398.75K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 156.72K | SH | $7.15M 7.07% | 156.72K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 38.36K | SH | $6.69M 6.61% | 38.36K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 71.01K | SH | $6.43M 6.35% | 71.01K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.92K | SH | $5.31M 5.24% | 20.92K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 59.71K | SH | $4.51M 4.45% | 59.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 15.15K | SH | $4.35M 4.30% | 15.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.22K | SH | $4.15M 4.10% | 11.22K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 55.77K | SH | $3.91M 3.87% | 55.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 120.09K | SH | $3.68M 3.64% | 120.09K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD US EQTY | 62.05K | SH | $3.66M 3.62% | 62.05K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 33.80K | SH | $3.49M 3.45% | 33.80K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 29.02K | SH | $3.25M 3.21% | 29.02K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP MOMNTUM | 18.49K | SH | $2.68M 2.65% | 18.49K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.65K | SH | $2.37M 2.34% | 7.65K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 37.90K | SH | $2.05M 2.02% | 37.90K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 29.16K | SH | $2.03M 2.01% | 29.16K | 0.00 | 0.00 |
ISHARES TRSOLE | AGENCY BOND ETF | 16.58K | SH | $1.82M 1.80% | 16.58K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 34.68K | SH | $1.76M 1.73% | 34.68K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 32.30K | SH | $1.63M 1.62% | 32.30K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 15.71K | SH | $1.58M 1.56% | 15.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.42K | SH | $1.56M 1.54% | 5.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.03K | SH | $1.46M 1.45% | 7.03K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | BUFFER STEP UP S | 32.86K | SH | $1.18M 1.17% | 32.86K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 15.01K | SH | $1.16M 1.14% | 15.01K | 0.00 | 0.00 |
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