Vista Cima Wealth Management LLC reported 17 positions worth $32.61M for the quarter ended Jun 30, 2026, up 15.1% on the prior quarter. It opened 1 new position, added to 5, trimmed 11 and exited 2. Its largest holding is Nvidia Corp at 22.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | +219 | – | $257.29K | 0.789% |
| META Meta Platforms, Inc. | +185 | +12.0% | $104.23K | 2.98% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +101 | +3.7% | $48.23K | 4.19% |
| MSFT Microsoft Corp | +108 | +1.0% | $40.28K | 12.96% |
| GE General Electric Co | +77 | +6.4% | $28.78K | 1.48% |
| TSLA Tesla, Inc. | +20 | +1.0% | $8.41K | 2.72% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -626 | -35.9% | $722.59K | 3.95% |
| AMD Advanced Micro Devices Inc | -1,060 | -43.1% | $615.76K | 2.5% |
| AGQ ProShares Trust II | -2,211 | -100.0% | $264.24K | Exited |
| T At&T Inc. | -8,843 | -100.0% | $256.35K | Exited |
| AAPL Apple Inc. | -802 | -3.8% | $232.07K | 17.85% |
| NVDA Nvidia Corp | -1,057 | -2.8% | $211.49K | 22.89% |
| AVGO Broadcom Inc. | -528 | -6.9% | $199.45K | 8.25% |
| CSCO Cisco Systems, Inc. | -1,516 | -14.5% | $178.07K | 3.21% |
| AMZN Amazon Com Inc | -382 | -5.4% | $91.05K | 4.86% |
| LRCX Lam Research Corp | -204 | -6.9% | $88.40K | 3.67% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GEV GE Vernova Inc. | +219 | $257.29K | 0.789% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 37.3K | $7.46M | 22.89% | -1,057 | -2.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 20.1K | $5.82M | 17.85% | -802 | -3.8% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 11.3K | $4.23M | 12.96% | +108 | +1.0% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 7,125 | $2.69M | 8.25% | -528 | -6.9% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 5,217 | $1.86M | 5.72% | -204 | -3.8% | Reduced | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 6,650 | $1.58M | 4.86% | -382 | -5.4% | Reduced | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,862 | $1.37M | 4.19% | +101 | +3.7% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 1,116 | $1.29M | 3.95% | -626 | -35.9% | Reduced | 0% |
| 9 | LRCX Lam Research Corp | Technology | 2,760 | $1.20M | 3.67% | -204 | -6.9% | Reduced | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 8,904 | $1.05M | 3.21% | -1,516 | -14.5% | Reduced | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 1,726 | $972.40K | 2.98% | +185 | +12.0% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 2,107 | $886.20K | 2.72% | +20 | +1.0% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 1,401 | $813.86K | 2.5% | -1,060 | -43.1% | Reduced | 0% |
| 14 | GE General Electric Co | Industrials | 1,289 | $481.74K | 1.48% | +77 | +6.4% | Added | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 3,779 | $440.90K | 1.35% | -12 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Vista Cima Wealth Management.
As of its Q2 2026 13F filing, Vista Cima Wealth Management LLC’s five largest positions were Nvidia Corp (NVDA) at 22.9%, Apple Inc. (AAPL) at 17.9%, Microsoft Corp (MSFT) at 13.0%, Broadcom Inc. (AVGO) at 8.3%, Alphabet Inc. (GOOGL) at 5.7% of the reported portfolio.
Vista Cima Wealth Management LLC reported a 13F portfolio worth $32.61M across 17 positions for Q2 2026. That is up 15.1% from the previous quarter.
Its largest purchases by value were GE Vernova Inc. ($257.29K), Meta Platforms, Inc. ($104.23K), Taiwan Semiconductor Manufacturing Co Ltd ($48.23K). It opened 1 new positions.
Its largest sales by value were Micron Technology Inc ($722.59K), Advanced Micro Devices Inc ($615.76K), ProShares Trust II ($264.24K). It exited 2 positions entirely.
From the Form 13F-HR reports Vista Cima Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.