Vista Cima Wealth Management LLC - Q12026 Holdings

Vista Cima Wealth Management LLC holds 48 stocks with a total portfolio value of $ 101.23M as of Q12026. In Q12026, Vista Cima Wealth Management LLC added 6 new positions, increased stakes in 14 stocks, reduced 23 holdings, and fully exited 9 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 11.47% of the total portfolio.