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Home > Institutional Investor > Vista Cima Wealth Management Llc > Profile

Instuitional Investor - Vista Cima Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Vista Cima Wealth Management Llc
Portfolio Value $101,229,838
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 398,745 $11,615,449 11.47%
2.
Spdr Index Shs Fds
 156,718 $7,154,177 7.07%
3.
Nvidia Corp
 NVDA 38,359 $6,689,877 6.61%
4.
Ishares Trust
 HYG 71,011 $6,428,665 6.35%
5.
Apple Inc.
 AAPL 20,920 $5,309,208 5.24%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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