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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 $119,938,279
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 26,565 $16,319,122 13.61%
2.
Schwab Strategic Trust
 FNDF 475,533 $15,511,873 12.93%
3.
Nvidia Corp
 NVDA 38,376 $7,157,196 5.97%
4.
Apple Inc.
 AAPL 21,411 $5,820,826 4.85%
5.
Vanguard Index Fds - MID CAP ETF
 19,710 $5,720,241 4.77%
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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