SEC Form 13F

Vista Cima Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$134,275,583
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO QQQ TRQQQUNIT SER 1$17,789,21124,157
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$13,643,055403,164
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$8,242,947163,583
NVIDIA CORPORATIONNVDACOM$7,463,69237,302
ISHARES TRIEFACORE MSCI EAFE$7,335,80275,956
APPLE INCAAPLCOM$5,821,36520,118
ISHARES TRSMLFUS SML CAP EQT$5,369,70460,239
VANGUARD INDEX FDSVOMID CAP ETF$4,974,09961,736
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$4,662,54728,863
ISHARES TRDGROCORE DIV GRWTH$4,382,57557,825

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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