Vista Cima Wealth Management LLC ETF holdings
Surprise, AZ
Reported $101.6M in 31 ETFs in its Form 13F for June 30, 2026.
ETF value
$101.6M
ETFs held
31
Change from prior quarter
+39.0%
With price moves
ETFs as a share of its 13F
75.7%
of $134.3M
Top 10 of 31 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $17.8M | 24,157 | New position |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $13.6M | 403,164 | +4,419 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $8.2M | 163,583 | +6,865 shares |
| IEFA | iShares Core MSCI EAFE ETF | $7.3M | 75,956 | +4,945 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $5.4M | 60,239 | +532 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $5.0M | 61,736 | +46,584 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $4.7M | 28,863 | −162 shares |
| DGRO | iShares Core Dividend Growth ETF | $4.4M | 57,825 | +2,060 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $4.4M | 137,423 | +17,330 shares |
| ROUS | Hartford Multifactor US Equity ETF | $4.2M | 62,780 | +729 shares |
21 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002055907. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Vista Cima Wealth Management LLC own?
Vista Cima Wealth Management LLC reported 31 ETF positions worth $101.6M in its Form 13F for June 30, 2026. The largest was QQQ, at $17.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.