Vista Cima Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$16.6M |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$598K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$550K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$475K |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$402K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SGVT
Schwab Government Money Market ETF
SGVT
|
+$652K |
| 2 |
Micron Technology
MU
|
+$469K |
| 3 |
Advanced Micro Devices
AMD
|
+$435K |
| 4 |
ProShares Ultra Silver
AGQ
|
+$264K |
| 5 |
AT&T
T
|
+$256K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.63% |
| 2 | Communication Services | 2.11% |
| 3 | Consumer Discretionary | 1.84% |
| 4 | Industrials | 0.55% |
| 5 | Consumer Staples | 0.16% |
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Vista Cima Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Vista Cima Wealth Management held 52 positions worth $134M, up 33% from $101M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Vista Cima Wealth Management deployed $17.2M of net new capital in Q2 2026, opening 4 new positions and adding to 23 existing holdings. Its largest new stake was Invesco QQQ Trust: 24,157 shares worth $17.8M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Schwab Government Money Market ETF, an estimated $652K trimmed.
- Vista Cima Wealth Management's largest Q2 2026 buy was Invesco QQQ Trust: 24,157 shares worth $17.8M.
- Vista Cima Wealth Management added most to Schwab US Dividend Equity ETF in Q2 2026, an estimated $550K increase.
- Vista Cima Wealth Management's biggest Q2 2026 reduction was Schwab Government Money Market ETF, cutting an estimated $652K.
- Vista Cima Wealth Management fully exited ProShares Ultra Silver in Q2 2026, selling an estimated $264K.
- Vista Cima Wealth Management's ten largest holdings make up 59% of its $134M portfolio in Q2 2026.
- Vista Cima Wealth Management opened 4 new positions and closed 3 in Q2 2026.
- Vista Cima Wealth Management's portfolio value rose 33% quarter-over-quarter to $134M.
Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.