SEC Form 13F · Q1 2026

Vista Cima Wealth Management LLC

Institutional Holdings Report

13F-HRAZ
$101.2M
Portfolio Value
48
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Vista Cima Wealth Management LLC
CIK
2055907
Accession No.
0002055907-26-000002
Location
SURPRISE, AZ
Form Type
13F-HR
Portfolio Value
$101.2M
Holdings Reported
48
Reporting Period
Q1 2026
Filed
May 13, 2026

About this Filing

Vista Cima Wealth Management LLC is an institutional investment manager based in SURPRISE, AZ reporting approximately $101.2M in 13(f) securities across 48 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.