Vista Cima Wealth Management
Vista Cima Wealth Management reported 49 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QQQ (13.3%), SCHG (10.2%) and SPDW (6.1%). Compared with Q1 2026, the fund opened new positions in QQQ, VWOB and XLP, added to SCHG, SPDW and IEFA, trimmed NVDA, AAPL and SPMO and sold out of AGQ, T and IGBH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $17.8M | 13.3% | 24K | New position | 6 of 7 | |
| 2 |  SCHG Schwab Strategic TR | $13.6M | 10.2% | 403K | +4,419 (+1%) | 7 of 7 | |
| 3 |  SPDW Spdr Developed | $8.2M | 6.1% | 164K | +6,865 (+4%) | 7 of 7 | |
| 4 |  NVDA Nvidia Corporation | $7.5M | 5.6% | 37K | −1,057 (−3%) | 7 of 7 | |
| 5 |  IEFA Ishares TR | $7.3M | 5.5% | 76K | +4,945 (+7%) | 7 of 7 | |
| 6 |  AAPL Apple Inc | $5.8M | 4.3% | 20K | −802 (−4%) | 7 of 7 | |
| 7 |  SMLF Ishares TR | $5.4M | 4.0% | 60K | +532 (+1%) | 7 of 7 | |
| 8 |  VO Vanguard Index Fds | $5M | 3.7% | 62K | +47K (+307%) | 7 of 7 | |
| 9 |  SPMO Invesco S&P | $4.7M | 3.5% | 29K | −162 (−1%) | 7 of 7 | |
| 10 |  DGRO Ishares TR | $4.4M | 3.3% | 58K | +2,060 (+4%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vista Cima Wealth Management 13F FAQ
What does Vista Cima Wealth Management own?
Vista Cima Wealth Management reported 49 stocks worth $134M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are QQQ (13.3%), SCHG (10.2%) and SPDW (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Vista Cima Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 23 added to, 17 trimmed and 3 sold out. New positions include QQQ, VWOB and XLP. It sold all of AGQ, T and IGBH.
When will Vista Cima Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Vista Cima Wealth Management's portfolio worth?
The Q2 2026 filing reports $134M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.