Vista Cima Wealth Management LLC - Portfolio overview

Vista Cima Wealth Management LLC has 83 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 11.47%
2. SCHG - SCHWAB STRATEGIC TR, 8.50%
3. SPDW - SPDR INDEX SHS FDS, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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