Vista Cima Wealth Management LLC
Long book
$101.2M
Q1 2026
Positions
48
Top-10 weight
57%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsVista Cima Wealth Management LLC is a wealth-management firm allocating client money, specialised in technology (86% of the long book), running a $101.2M US long book across 48 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SCHWAB US LARGE-CAP GROWTH, STE STR SPDR PT DW EU ETF, NVIDIA CORP, ISHARES CORE MSCI EAFE ETF, APPLE INC.
Over the last 6 quarters its long book ran on average 0.1pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-6.2%
Q1 2025
+13.3%
Q2 2025
+8.6%
Q3 2025
+1.3%
Q4 2025
-4.3%
Q1 2026
+14.3%
Sector allocation
Technology 86%
Industrials 6%
Consumer discretionary 6%
Communications 1%
Long book by quarter
What does Vista Cima own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 38.4K | $6.7M | 6.6% | 0.0% |
| AAPL APPLE INC | Technology | 20.9K | $5.3M | 5.2% | -2.3% |
| MSFT MICROSOFT CORP | Technology | 11.2K | $4.2M | 4.1% | +0.4% |
| AVGO BROADCOM INC | Technology | 7.7K | $2.4M | 2.3% | +1.9% |
| GOOGL ALPHABET INC-CL A | Technology | 5.4K | $1.6M | 1.5% | +37.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 7.0K | $1.5M | 1.4% | -29.4% |
| META META PLATFORMS INC-CLASS A | Technology | 1.5K | $882K | 0.9% | -21.1% |
| CSCO CISCO SYSTEMS INC | Technology | 10.4K | $808K | 0.8% | +5.6% |
| TSLA TESLA INC | Industrials | 2.1K | $776K | 0.8% | +1.6% |
| LRCX LAM RESEARCH CORP | Industrials | 3.0K | $633K | 0.6% | New |
| MU MICRON TECHNOLOGY INC | Technology | 1.7K | $589K | 0.6% | New |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.8K | $555K | 0.5% | +5.8% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.5K | $501K | 0.5% | +59.2% |
| GE GENERAL ELECTRIC | Industrials | 1.2K | $344K | 0.3% | +35.9% |
| T AT&T INC | Communications | 8.8K | $256K | 0.3% | New |
| WMT WALMART INC | Consumer discretionary | 2.0K | $251K | 0.2% | +7.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 48 | $101.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 51 | $119.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 75 | $120.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 53 | $107.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | May 28, 2025 | 50 | $92.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 83 | $94.0M | SEC ↗ | |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 49 | $96.2M | canonical | SEC ↗ |