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VISTA CIMA WEALTH MANAGEMENT LLC 13F portfolio summary

VISTA CIMA WEALTH MANAGEMENT LLC of VISTA CIMA WEALTH MANAGEMENT LLC has 48 current stock holdings with a reported portfolio value of $101.2M. The portfolio 1 year return is +18.99%. Top holdings include AGZ (0.00%), SCHG (11.68%), SPDW (7.20%), NVDA (6.73%), IEFA (6.47%).

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VISTA CIMA WEALTH MANAGEMENT LLC

VISTA CIMA WEALTH MANAGEMENT LLC
Latest filing: 2026-03-31

VISTA CIMA WEALTH MANAGEMENT LLC runs VISTA CIMA WEALTH MANAGEMENT LLC and currently holds 48 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $101.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. VISTA CIMA WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, VISTA CIMA WEALTH MANAGEMENT LLC's portfolio at VISTA CIMA WEALTH MANAGEMENT LLC has delivered returns of +18.99%. Their 3-year annualized return is +11.34%. Looking at the 5-year horizon, VISTA CIMA WEALTH MANAGEMENT LLC has achieved +11.34% annualized returns at VISTA CIMA WEALTH MANAGEMENT LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.99%
#0/1000
3 Year
+11.34%
#0/1000
5 Year
+11.34%
#0/1000

Portfolio Value

$101.23M

Alpha Score

11.4

#0 of 1000

Holdings

48

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VISTA CIMA WEALTH MANAGEMENT LLC 13F Portfolio | VISTA CIMA WEALTH MANAGEMENT LLC Holdings | Insider Edges