Vista Cima Wealth Management LLC
Net buyer this quarter
$134M
19
+$15.5M
33.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $17.8M | 13.25% | Not reported | Not reported | Q4 2024 |
 NVDA | $7.46M | 5.56% | 0.00% | -2.8% | Q4 2024 |
 AAPL | $5.82M | 4.34% | 0.00% | -3.8% | Q4 2024 |
 MSFT | $4.23M | 3.15% | 0.00% | +1.0% | Q4 2024 |
 AVGO | $2.69M | 2.00% | 0.00% | -6.9% | Q4 2024 |
 GOOGL | $1.86M | 1.39% | 0.00% | -3.8% | Q4 2024 |
 AMZN | $1.58M | 1.18% | 0.00% | -5.4% | Q4 2024 |
 TSM | $1.37M | 1.02% | 0.00% | +3.7% | Q3 2025 |
 MU | $1.29M | 0.96% | 0.00% | -35.9% | Q1 2026 |
 LRCX | $1.2M | 0.89% | 0.00% | -6.9% | Q1 2026 |
 CSCO | $1.05M | 0.78% | 0.00% | -14.6% | Q4 2024 |
 META | $972K | 0.72% | Not reported | +12.0% | Q4 2024 |
 TSLA | $886K | 0.66% | 0.00% | +1.0% | Q4 2024 |
 AMD | $814K | 0.61% | 0.00% | -43.1% | Q4 2024 |
 GE | $482K | 0.36% | 0.00% | +6.4% | Q2 2025 |
 PLTR | $441K | 0.33% | 0.00% | -0.3% | Q3 2025 |
 GEV | $257K | 0.19% | 0.00% | New | Q2 2026 |
 WMT | $212K | 0.16% | 0.00% | -7.4% | Q4 2024 |
 DHY | $19.6K | 0.01% | Not reported | +10.0% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $6.69M | 6.61% | 0.00% | 0.0% | Q4 2024 |
| AAPL | $5.31M | 5.24% | 0.00% | -2.3% | Q4 2024 |
| MSFT | $4.15M | 4.10% | 0.00% | +0.4% | Q4 2024 |
| AVGO | $2.37M | 2.34% | 0.00% | +1.9% | Q4 2024 |
| GOOGL | $1.56M | 1.54% | 0.00% | +37.7% | Q4 2024 |
| AMZN | $1.46M | 1.45% | 0.00% | -29.4% | Q4 2024 |
| TSM | $933K | 0.92% | 0.00% | -0.3% | Q3 2025 |
| META | $882K | 0.87% | Not reported | -21.1% | Q4 2024 |
| CSCO | $808K | 0.80% | 0.00% | +5.6% | Q4 2024 |
| TSLA | $776K | 0.77% | 0.00% | +1.6% | Q4 2024 |
| LRCX | $633K | 0.63% | 0.00% | New | Q1 2026 |
| MU | $589K | 0.58% | 0.00% | New | Q1 2026 |
| PLTR | $555K | 0.55% | 0.00% | +5.8% | Q3 2025 |
| AMD | $501K | 0.49% | 0.00% | +59.2% | Q4 2024 |
| GE | $344K | 0.34% | 0.00% | +35.9% | Q2 2025 |
 AGQ | $264K | 0.26% | 0.00% | Not reported | Q4 2025 |
 T | $256K | 0.25% | 0.00% | New | Q1 2026 |
| WMT | $251K | 0.25% | 0.00% | +7.1% | Q4 2024 |
| DHY | $19K | 0.02% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| QQQ | $16.3M | 13.61% | Not reported | +1.7% | Q4 2024 |
| NVDA | $7.16M | 5.97% | 0.00% | +135.6% | Q4 2024 |
| AAPL | $5.82M | 4.85% | 0.00% | +39.8% | Q4 2024 |
| MSFT | $5.41M | 4.51% | 0.00% | +94.7% | Q4 2024 |
| AVGO | $2.6M | 2.17% | 0.00% | +53.9% | Q4 2024 |
| AMZN | $2.3M | 1.92% | 0.00% | +53.2% | Q4 2024 |
| META | $1.29M | 1.08% | Not reported | +157.4% | Q4 2024 |
| GOOGL | $1.23M | 1.03% | 0.00% | +99.0% | Q4 2024 |
| TSLA | $924K | 0.77% | 0.00% | +144.8% | Q4 2024 |
| TSM | $841K | 0.70% | 0.00% | +146.7% | Q3 2025 |
| CSCO | $760K | 0.63% | 0.00% | +134.2% | Q4 2024 |
 ORCL | $713K | 0.59% | 0.00% | +172.7% | Q4 2024 |
| PLTR | $637K | 0.53% | 0.00% | +209.2% | Q3 2025 |
 NOW | $525K | 0.44% | 0.00% | +117.8% | Q4 2024 |
 NFLX | $392K | 0.33% | 0.00% | New | Q4 2025 |
| AGQ | $343K | 0.29% | 0.00% | New | Q4 2025 |
| AMD | $331K | 0.28% | 0.00% | Not reported | Q4 2024 |
| GE | $275K | 0.23% | 0.00% | Not reported | Q2 2025 |
 LLY | $227K | 0.19% | 0.00% | New | Q4 2025 |
 ADI | $219K | 0.18% | 0.00% | -70.7% | Q3 2025 |
 MRK | $216K | 0.18% | 0.00% | -59.4% | Q3 2025 |
 SPGI | $211K | 0.18% | 0.00% | -75.1% | Q4 2024 |
| WMT | $210K | 0.18% | 0.00% | -73.9% | Q4 2024 |
| DHY | $20K | 0.02% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| QQQ | $15.7M | 13.07% | Not reported | +1.7% | Q4 2024 |
| AAPL | $3.9M | 3.25% | 0.00% | -35.4% | Q4 2024 |
| NVDA | $3.04M | 2.53% | 0.00% | -61.7% | Q4 2024 |
| MSFT | $2.97M | 2.48% | 0.00% | -44.6% | Q4 2024 |
| AVGO | $1.61M | 1.34% | 0.00% | -34.4% | Q4 2024 |
| AMZN | $1.43M | 1.19% | 0.00% | -36.6% | Q4 2024 |
 BLK | $906K | 0.75% | 0.00% | +203.5% | Q1 2025 |
 V | $884K | 0.74% | 0.00% | +248.0% | Q4 2024 |
 MA | $882K | 0.74% | 0.00% | +254.9% | Q4 2024 |
 MDLZ | $877K | 0.73% | 0.00% | +258.2% | Q1 2025 |
| SPGI | $789K | 0.66% | 0.00% | +241.3% | Q4 2024 |
 UNH | $768K | 0.64% | 0.00% | New | Q3 2025 |
| WMT | $746K | 0.62% | 0.00% | +176.5% | Q4 2024 |
 HD | $722K | 0.60% | 0.00% | +211.0% | Q4 2024 |
 LHX | $718K | 0.60% | 0.00% | +179.9% | Q2 2025 |
 NEE | $680K | 0.57% | 0.00% | New | Q3 2025 |
| ADI | $677K | 0.56% | 0.00% | New | Q3 2025 |
 NJR | $665K | 0.55% | 0.01% | New | Q3 2025 |
| DUK | $657K | 0.55% | 0.00% | New | Q3 2025 |
 PH | $654K | 0.54% | 0.00% | New | Q3 2025 |
 MCD | $642K | 0.53% | 0.00% | Not reported | Q4 2024 |
 KO | $631K | 0.53% | 0.00% | New | Q3 2025 |
| CTRA | $623K | 0.52% | Not reported | New | Q3 2025 |
 EMR | $603K | 0.50% | 0.00% | New | Q3 2025 |
 AMT | $600K | 0.50% | 0.00% | New | Q3 2025 |
 ICE | $597K | 0.50% | 0.00% | New | Q3 2025 |
| META | $558K | 0.46% | Not reported | -54.7% | Q4 2024 |
 VLO | $505K | 0.42% | 0.00% | New | Q3 2025 |
 PM | $484K | 0.40% | 0.00% | +163.4% | Q2 2025 |
| GOOGL | $481K | 0.40% | 0.00% | -69.8% | Q4 2024 |
 D | $468K | 0.39% | 0.00% | New | Q3 2025 |
 OMC | $466K | 0.39% | 0.00% | New | Q3 2025 |
 PSX | $458K | 0.38% | 0.00% | New | Q3 2025 |
 CVX | $444K | 0.37% | 0.00% | New | Q3 2025 |
| MRK | $425K | 0.35% | 0.00% | New | Q3 2025 |
 PG | $423K | 0.35% | 0.00% | New | Q3 2025 |
 ZTS | $411K | 0.34% | 0.00% | New | Q3 2025 |
 CMCSA | $405K | 0.34% | 0.00% | New | Q3 2025 |
 APD | $390K | 0.33% | 0.00% | New | Q3 2025 |
 NKE | $388K | 0.32% | 0.00% | New | Q3 2025 |
| ORCL | $377K | 0.31% | 0.00% | -67.1% | Q4 2024 |
| TSLA | $373K | 0.31% | 0.00% | -63.7% | Q4 2024 |
| TSM | $313K | 0.26% | 0.00% | New | Q3 2025 |
| NOW | $290K | 0.24% | 0.00% | -58.9% | Q4 2024 |
| CSCO | $288K | 0.24% | 0.00% | -53.5% | Q4 2024 |
| GE | $268K | 0.22% | 0.00% | Not reported | Q2 2025 |
| PLTR | $211K | 0.18% | 0.00% | New | Q3 2025 |
| DHY | $20.6K | 0.02% | Not reported | Not reported | Q4 2024 |