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Joel Zerbe

Vista Cima Wealth Management Llc

Assets Managed
$101.23M
Holdings
48
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-15.59%(2Q avg: -7.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Cima Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Vista Cima Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.23M in assets, with a quarterly growth rate of -15.59% and a 2-quarter average growth rate of -7.82%. The portfolio is managed by Joel Zerbe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -16.14%
11.48%
$11.615M
398,745 shares@ $29.14 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 50.08%
7.07%
$7.154M
156,718 shares@ $45.66 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.04%
6.61%
$6.69M
38,359 shares@ $174.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 120.78%
6.36%
$6.429M
71,011 shares@ $90.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.29%
5.25%
$5.309M
20,920 shares@ $253.79 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Decreased -5.81%
4.46%
$4.507M
59,707 shares@ $75.49 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -23.12%
4.3%
$4.351M
15,152 shares@ $287.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.38%
4.11%
$4.154M
11,221 shares@ $370.17 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -29.8%
3.87%
$3.914M
55,765 shares@ $70.18 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -28.36%
3.64%
$3.684M
120,093 shares@ $30.68 avg price

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