Titelia

Holdings of Vista Cima Wealth Management LLC

42 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61.4 % of the equity sleeve

Sector breakdown

  • Technology 24.0 %
  • Communication 2.9 %
  • Consumer discretionary 2.4 %
  • Industrials 0.4 %
  • Consumer staples 0.3 %
  • Unattributed 70.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.0 %
  • TW 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4193.1M $99.01 %
2TW1933.1K $0.99 %

Positions

RankCompanySharesValueWeight
1Schwab Strategic Trust 398,74511.6M $
2State Street SPDR Portfolio Developed World ex-US ETF 156,7187.2M $
3NVIDIA Corp 38,3596.7M $
4iShares Core MSCI EAFE ETF 71,0116.4M $
5Apple Inc 20,9205.3M $
6iShares Trust 59,7074.5M $
7Vanguard Mid-Cap ETF 15,1524.4M $
8Microsoft Corp 11,2214.2M $
9iShares Core Dividend Growth ETF 55,7653.9M $
10Schwab US Dividend Equity ETF 120,0933.7M $
11Lattice Strategies Trust 62,0513.7M $
12Invesco S&P 500 Momentum ETF 29,0253.3M $
13Invesco S&P MidCap Momentum ET 18,4942.7M $
14Broadcom Inc 7,6532.4M $
15Vanguard International Equity Index Funds 37,8992M $
16iShares Core MSCI Emerging Markets ETF 29,1612M $
17iShares Trust 16,5811.8M $
18JPMorgan Ultra-Short Income ETF 34,6781.8M $
19iShares Ultra Short Duration B 32,2981.6M $
20Alphabet Inc 5,4211.6M $
21Amazon.com Inc 7,0321.5M $
22Vanguard Bond Index Funds 15,0131.2M $
23Taiwan Semiconductor Manufacturing Co Ltd 2,761933.1K $
24Meta Platforms Inc 1,541881.8K $
25Schwab Short-Term U.S. Treasury ETF 35,145853K $
26Cisco Systems, Inc. 10,420808.5K $
27Invesco Actively Managed Exchange-Traded Fund Trust 16,968794.6K $
28Tesla Inc 2,087775.8K $
29Vanguard Scottsdale Funds 12,055705.7K $
30Lam Research Corp 2,964633.3K $
31Micron Technology Inc 1,742588.5K $
32Palantir Technologies Inc 3,791554.5K $
33SPDR SERIES TRUST 2,988532.2K $
34Advanced Micro Devices Inc 2,461500.6K $
35FT Vest Laddered Buffer ETF 14,623493.8K $
36VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 5,289419.3K $
37General Electric Co 1,212343.9K $
38ProShares Ultra Silv 2,211264.2K $
39AT&T Inc 8,843256.4K $
40Walmart Inc 2,022251.3K $
41iShares iBoxx USD Investment Grade Corporate Bond ETF 2,020220.2K $
42Credit Suisse High Yield Credit Fund 10,00019K $