Vista Cima Wealth Management LLC Diversified Active

Name: Vista Cima Wealth Management LLC Q2 2026 13F Filing | 13F Explorer
Creator: Vista Cima Wealth Management LLC
Published: 2026-08-10

Location: Surprise, AZ

CIK: 0002055907 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 10, 2026

Total Value: $134M (100.0% shares, 0.0% debt)

Holdings (49)

New Positions (4)

QQQ INVESCO QQQ TR 13.2%

Value $17.79M Shares 24,157 Est. Cost $736.40 Unrealized —

VWOB VANGUARD WHITEHALL FDS 0.4%

Value $601K Shares 8,942 Est. Cost $67.24 Unrealized —

XLP SELECT SECTOR SPDR TR 0.3%

Value $400K Shares 4,811 Est. Cost $83.07 Unrealized —

GEV GE VERNOVA INC 0.2%

Value $257K Shares 219 Est. Cost $1174.86 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	24,157	$17.79M	13.2%	$736.40	—	UNIT SER 1	46090E103
VWOB	VANGUARD WHITEHALL FDS	8,942	$601K	0.4%	$67.24	—	EM MK GOV BD ETF	921946885
XLP	SELECT SECTOR SPDR TR	4,811	$400K	0.3%	$83.07	—	ST STR STAPL ETF	81369Y308
GEV	GE VERNOVA INC	219	$257K	0.2%	$1174.86	—	COM	36828A101

Increased Positions (19)

SCHG SCHWAB STRATEGIC TR 10.2%

Value $13.64M (+17.5%) Shares 403,164 (+1.1%) Est. Cost $27.72 Unrealized —

SPDW SPDR INDEX SHS FDS 6.1%

Value $8.243M (+15.2%) Shares 163,583 (+4.4%) Est. Cost $38.73 Unrealized —

IEFA ISHARES TR 5.5%

Value $7.336M (+14.1%) Shares 75,956 (+7.0%) Est. Cost $82.74 Unrealized —

SCHD SCHWAB STRATEGIC TR 3.2%

Value $4.358M (+18.3%) Shares 137,423 (+14.4%) Est. Cost $27.87 Unrealized —

VO VANGUARD INDEX FDS 3.7%

Value $4.974M (+14.3%) Shares 61,736 (+307.4%) Est. Cost $126.03 Unrealized —

ROUS LATTICE STRATEGIES TR 3.2%

Value $4.231M (+15.5%) Shares 62,780 (+1.2%) Est. Cost $51.55 Unrealized —

XMMO INVESCO EXCHANGE TRADED FD T 2.4%

Value $3.178M (+18.5%) Shares 18,680 (+1.0%) Est. Cost $131.34 Unrealized —

IEMG ISHARES INC 1.9%

Value $2.524M (+24.1%) Shares 30,472 (+4.5%) Est. Cost $70.31 Unrealized —

DGRO ISHARES TR 3.3%

Value $4.383M (+12.0%) Shares 57,825 (+3.7%) Est. Cost $62.51 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 1.0%

Value $1.367M (+46.5%) Shares 2,862 (+3.7%) Est. Cost $300.40 Unrealized —

XMHQ INVESCO EXCHANGE TRADED FD T 2.9%

Value $3.885M (+11.2%) Shares 34,417 (+1.8%) Est. Cost $98.81 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 1.8%

Value $2.403M (+17.3%) Shares 40,255 (+6.2%) Est. Cost $54.38 Unrealized —

GE GE AEROSPACE 0.4%

Value $482K (+40.1%) Shares 1,289 (+6.4%) Est. Cost $252.58 Unrealized —

AGZ ISHARES TR 1.5%

Value $1.953M (+7.4%) Shares 17,873 (+7.8%) Est. Cost $108.30 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 0.4%

Value $522K (+24.5%) Shares 6,604 (+24.9%) Est. Cost $78.44 Unrealized —

META META PLATFORMS INC 0.7%

Value $972K (+10.3%) Shares 1,726 (+12.0%) Est. Cost $627.65 Unrealized —

BIV VANGUARD BD INDEX FDS 0.9%

Value $1.248M (+7.7%) Shares 16,275 (+8.4%) Est. Cost $75.13 Unrealized —

GTO INVESCO ACTIVELY MANAGED EXC 0.6%

Value $834K (+4.9%) Shares 17,785 (+4.8%) Est. Cost $46.48 Unrealized —

— CREDIT SUISSE HIGH YIELD CRE 0.0%

Value $19,580 (+3.1%) Shares 11,000 (+10.0%) Est. Cost $2.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHG	SCHWAB STRATEGIC TR	403,164 (+1.1%)	$13.64M (+17.5%)	10.2%	$27.72	—	US LCAP GR ETF	808524300
SPDW	SPDR INDEX SHS FDS	163,583 (+4.4%)	$8.243M (+15.2%)	6.1%	$38.73	—	ST STR PO EX ETF	78463X889
IEFA	ISHARES TR	75,956 (+7.0%)	$7.336M (+14.1%)	5.5%	$82.74	—	CORE MSCI EAFE	46432F842
SCHD	SCHWAB STRATEGIC TR	137,423 (+14.4%)	$4.358M (+18.3%)	3.2%	$27.87	—	US DIVIDEND EQ	808524797
VO	VANGUARD INDEX FDS	61,736 (+307.4%)	$4.974M (+14.3%)	3.7%	$126.03	—	MID CAP ETF	922908629
ROUS	LATTICE STRATEGIES TR	62,780 (+1.2%)	$4.231M (+15.5%)	3.2%	$51.55	—	HARTFORD US EQTY	518416409
XMMO	INVESCO EXCHANGE TRADED FD T	18,680 (+1.0%)	$3.178M (+18.5%)	2.4%	$131.34	—	S&P MDCP MOMNTUM	46137V464
IEMG	ISHARES INC	30,472 (+4.5%)	$2.524M (+24.1%)	1.9%	$70.31	—	CORE MSCI EMKT	46434G103
DGRO	ISHARES TR	57,825 (+3.7%)	$4.383M (+12.0%)	3.3%	$62.51	—	CORE DIV GRWTH	46434V621
TSM	TAIWAN SEMICONDUCTOR MANUFAC	2,862 (+3.7%)	$1.367M (+46.5%)	1.0%	$300.40	—	SPONSORED ADS	874039100
XMHQ	INVESCO EXCHANGE TRADED FD T	34,417 (+1.8%)	$3.885M (+11.2%)	2.9%	$98.81	—	S&P MDCP QUALITY	46137V472
VWO	VANGUARD INTL EQUITY INDEX F	40,255 (+6.2%)	$2.403M (+17.3%)	1.8%	$54.38	—	FTSE EMR MKT ETF	922042858
GE	GE AEROSPACE	1,289 (+6.4%)	$482K (+40.1%)	0.4%	$252.58	—	COM NEW	369604301
AGZ	ISHARES TR	17,873 (+7.8%)	$1.953M (+7.4%)	1.5%	$108.30	—	AGENCY BOND ETF	464288166
VCSH	VANGUARD SCOTTSDALE FDS	6,604 (+24.9%)	$522K (+24.5%)	0.4%	$78.44	—	SHRT TRM CORP BD	92206C409
META	META PLATFORMS INC	1,726 (+12.0%)	$972K (+10.3%)	0.7%	$627.65	—	CL A	30303M102
BIV	VANGUARD BD INDEX FDS	16,275 (+8.4%)	$1.248M (+7.7%)	0.9%	$75.13	—	INTERMED TERM	921937819
GTO	INVESCO ACTIVELY MANAGED EXC	17,785 (+4.8%)	$834K (+4.9%)	0.6%	$46.48	—	TOTAL RETURN	46090A804
—	CREDIT SUISSE HIGH YIELD CRE	11,000 (+10.0%)	$19,580 (+3.1%)	0.0%	$2.11	—	SH BEN INT	22544F103

Exited Positions (3)

AGQ PROSHARES TR II 0.2%

Value $264K Shares 2,211 Est. Cost $155.12 Unrealized —

T AT&T INC 0.2%

Value $256K Shares 8,843 Est. Cost $25.75 Unrealized —

IGBH ISHARES U S ETF TR 0.2%

Value $202K Shares 8,359 Est. Cost $24.30 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AGQ	PROSHARES TR II	2,211	$264K	0.2%	$155.12	—	—	74347W353
T	AT&T INC	8,843	$256K	0.2%	$25.75	—	—	00206R102
IGBH	ISHARES U S ETF TR	8,359	$202K	0.2%	$24.30	—	—	46431W812

Decreased Positions (13)

NVDA NVIDIA CORPORATION 5.6%

Value $7.464M (+11.6%) Shares 37,302 (-2.8%) Est. Cost $165.61 Unrealized —

MU MICRON TECHNOLOGY INC 1.0%

Value $1.288M (+118.9%) Shares 1,116 (-35.9%) Est. Cost $387.04 Unrealized —

SGVT SCHWAB STRATEGIC TR 0.7%

Value $930K (-41.2%) Shares 9,232 (-41.2%) Est. Cost $100.72 Unrealized —

LRCX LAM RESEARCH CORP 0.9%

Value $1.196M (+88.9%) Shares 2,760 (-6.9%) Est. Cost $225.94 Unrealized —

AAPL APPLE INC 4.3%

Value $5.821M (+9.6%) Shares 20,118 (-3.8%) Est. Cost $243.23 Unrealized —

AVGO BROADCOM INC 2.0%

Value $2.691M (+13.6%) Shares 7,125 (-6.9%) Est. Cost $245.55 Unrealized —

AMD ADVANCED MICRO DEVICES INC 0.6%

Value $814K (+62.6%) Shares 1,401 (-43.1%) Est. Cost $223.52 Unrealized —

GOOGL ALPHABET INC 1.4%

Value $1.864M (+19.6%) Shares 5,217 (-3.8%) Est. Cost $255.13 Unrealized —

CSCO CISCO SYS INC 0.8%

Value $1.046M (+29.4%) Shares 8,904 (-14.5%) Est. Cost $66.60 Unrealized —

AMZN AMAZON COM INC 1.2%

Value $1.585M (+8.2%) Shares 6,650 (-5.4%) Est. Cost $213.76 Unrealized —

WMT WALMART INC 0.2%

Value $212K (-15.6%) Shares 1,873 (-7.4%) Est. Cost $96.21 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 0.5%

Value $672K (-4.8%) Shares 11,543 (-4.2%) Est. Cost $58.27 Unrealized —

SCHO SCHWAB STRATEGIC TR 0.6%

Value $829K (-2.8%) Shares 34,346 (-2.3%) Est. Cost $24.10 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	37,302 (-2.8%)	$7.464M (+11.6%)	5.6%	$165.61	—	COM	67066G104
MU	MICRON TECHNOLOGY INC	1,116 (-35.9%)	$1.288M (+118.9%)	1.0%	$387.04	—	COM	595112103
SGVT	SCHWAB STRATEGIC TR	9,232 (-41.2%)	$930K (-41.2%)	0.7%	$100.72	—	GOVT MONE MA ETF	808524581
LRCX	LAM RESEARCH CORP	2,760 (-6.9%)	$1.196M (+88.9%)	0.9%	$225.94	—	COM NEW	512807306
AAPL	APPLE INC	20,118 (-3.8%)	$5.821M (+9.6%)	4.3%	$243.23	—	COM	037833100
AVGO	BROADCOM INC	7,125 (-6.9%)	$2.691M (+13.6%)	2.0%	$245.55	—	COM	11135F101
AMD	ADVANCED MICRO DEVICES INC	1,401 (-43.1%)	$814K (+62.6%)	0.6%	$223.52	—	COM	007903107
GOOGL	ALPHABET INC	5,217 (-3.8%)	$1.864M (+19.6%)	1.4%	$255.13	—	CAP STK CL A	02079K305
CSCO	CISCO SYS INC	8,904 (-14.5%)	$1.046M (+29.4%)	0.8%	$66.60	—	COM	17275R102
AMZN	AMAZON COM INC	6,650 (-5.4%)	$1.585M (+8.2%)	1.2%	$213.76	—	COM	023135106
WMT	WALMART INC	1,873 (-7.4%)	$212K (-15.6%)	0.2%	$96.21	—	COM	931142103
VGSH	VANGUARD SCOTTSDALE FDS	11,543 (-4.2%)	$672K (-4.8%)	0.5%	$58.27	—	SHORT TERM TREAS	92206C102
SCHO	SCHWAB STRATEGIC TR	34,346 (-2.3%)	$829K (-2.8%)	0.6%	$24.10	—	SHT TM US TRES	808524862

Unchanged Positions (13)

SPMO INVESCO EXCH TRADED FD TR II 3.5%

Value $4.663M Shares 28,863 Est. Cost $99.81 Unrealized —

SMLF ISHARES TR 4.0%

Value $5.37M Shares 60,239 Est. Cost $67.73 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.3%

Value $441K Shares 3,779 Est. Cost $173.77 Unrealized —

TSLA TESLA INC 0.7%

Value $886K Shares 2,107 Est. Cost $396.59 Unrealized —

BSTP INNOVATOR ETFS TRUST 1.0%

Value $1.291M Shares 32,835 Est. Cost $33.52 Unrealized —

MSFT MICROSOFT CORP 3.1%

Value $4.226M Shares 11,329 Est. Cost $460.40 Unrealized —

BUFR FIRST TR EXCHNG TRADED FD VI 0.4%

Value $534K Shares 14,623 Est. Cost $30.47 Unrealized —

ICSH ISHARES TR 1.2%

Value $1.623M Shares 32,085 Est. Cost $50.47 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 1.3%

Value $1.766M Shares 34,917 Est. Cost $50.42 Unrealized —

LGLV SPDR SERIES TRUST 0.4%

Value $541K Shares 2,984 Est. Cost $165.21 Unrealized —

RVNU DBX ETF TR 0.2%

Value $213K Shares 8,400 Est. Cost $25.26 Unrealized —

MMIT NEW YORK LIFE INVTS ACTIVE E 0.4%

Value $486K Shares 19,970 Est. Cost $24.01 Unrealized —

LQD ISHARES TR 0.2%

Value $220K Shares 2,020 Est. Cost $106.84 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPMO	INVESCO EXCH TRADED FD TR II	28,863	$4.663M	3.5%	$99.81	—	S&P 500 MOMNTM	46138E339
SMLF	ISHARES TR	60,239	$5.37M	4.0%	$67.73	—	US SML CAP EQT	46434V290
PLTR	PALANTIR TECHNOLOGIES INC	3,779	$441K	0.3%	$173.77	—	CL A	69608A108
TSLA	TESLA INC	2,107	$886K	0.7%	$396.59	—	COM	88160R101
BSTP	INNOVATOR ETFS TRUST	32,835	$1.291M	1.0%	$33.52	—	BUFF STEP UP ETF	45783Y731
MSFT	MICROSOFT CORP	11,329	$4.226M	3.1%	$460.40	—	COM	594918104
BUFR	FIRST TR EXCHNG TRADED FD VI	14,623	$534K	0.4%	$30.47	—	FT LADD BUFF ETF	33740F755
ICSH	ISHARES TR	32,085	$1.623M	1.2%	$50.47	—	ULTRA SHORT DUR	46434V878
JPST	J P MORGAN EXCHANGE TRADED F	34,917	$1.766M	1.3%	$50.42	—	ULTRA SHRT ETF	46641Q837
LGLV	SPDR SERIES TRUST	2,984	$541K	0.4%	$165.21	—	ST STR R1K LOWV	78468R804
RVNU	DBX ETF TR	8,400	$213K	0.2%	$25.26	—	XTRACK MUN INFRA	233051705
MMIT	NEW YORK LIFE INVTS ACTIVE E	19,970	$486K	0.4%	$24.01	—	MACKAY MUN INTER	45409F827
LQD	ISHARES TR	2,020	$220K	0.2%	$106.84	—	IBOXX INV CP ETF	464287242