Vista Cima Wealth Management
Latest statistics and disclosures from Vista Cima Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SCHG, VO, DGRO, XMHQ, and represent 38.23% of Vista Cima Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: UNH, NEE, ADI, NJR, DUK, PH, MCD, MA, MDLZ, KO.
- Started 25 new stock positions in EMR, NJR, UNH, DUK, CTRA, VLO, PH, APD, TSM, CMCSA.
- Reduced shares in these 10 stocks: NVDA, MSFT, AAPL, GOOGL, AVGO, AMZN, ORCL, META, TSLA, .
- Sold out of its positions in CDNS, MRVL, CRM.
- Vista Cima Wealth Management was a net buyer of stock by $4.2M.
- Vista Cima Wealth Management has $120M in assets under management (AUM), dropping by 12.19%.
- Central Index Key (CIK): 0002055907
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Portfolio Holdings for Vista Cima Wealth Management
Vista Cima Wealth Management holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.1 | $16M | 26k | 600.37 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 12.4 | $15M | +2% | 465k | 31.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.6 | $5.5M | +3% | 19k | 293.74 |
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| Ishares Tr Core Div Grwth (DGRO) | 4.3 | $5.2M | +4% | 76k | 68.08 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 3.9 | $4.7M | +4% | 45k | 104.96 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 3.8 | $4.6M | +3% | 62k | 74.35 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.7 | $4.4M | +2% | 103k | 42.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.6 | $4.3M | +9% | 158k | 27.30 |
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| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 3.3 | $3.9M | +7% | 68k | 57.49 |
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| Apple (AAPL) | 3.2 | $3.9M | -35% | 15k | 254.64 |
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| NVIDIA Corporation (NVDA) | 2.5 | $3.0M | -61% | 16k | 186.58 |
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| Microsoft Corporation (MSFT) | 2.5 | $3.0M | -44% | 5.7k | 517.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $2.8M | +3% | 32k | 87.31 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.2 | $2.6M | 22k | 121.06 |
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| Ishares Tr Agency Bond Etf (AGZ) | 1.7 | $2.0M | +4% | 18k | 110.37 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.6 | $1.9M | +5% | 37k | 50.73 |
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| Ishares Tr Ultra Short Dur (ICSH) | 1.6 | $1.9M | +3% | 37k | 50.75 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.4 | $1.7M | +6% | 13k | 135.23 |
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| Broadcom (AVGO) | 1.3 | $1.6M | -34% | 4.9k | 329.91 |
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| Amazon (AMZN) | 1.2 | $1.4M | -36% | 6.5k | 219.57 |
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| Innovator Etfs Trust Buffer Step Up S (BSTP) | 1.1 | $1.4M | +8% | 38k | 36.37 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.1 | $1.3M | +3% | 16k | 78.09 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $1.0M | +5% | 43k | 24.40 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $951k | +6% | 16k | 58.85 |
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| Blackrock (BLK) | 0.8 | $906k | +203% | 777.00 | 1165.87 |
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| Visa Com Cl A (V) | 0.7 | $884k | +247% | 2.6k | 341.38 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $882k | +254% | 1.6k | 568.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $877k | +258% | 14k | 62.47 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.7 | $870k | 18k | 47.51 |
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| S&p Global (SPGI) | 0.7 | $789k | +241% | 1.6k | 486.71 |
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| UnitedHealth (UNH) | 0.6 | $768k | NEW | 2.2k | 345.30 |
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| Wal-Mart Stores (WMT) | 0.6 | $746k | +176% | 7.2k | 103.06 |
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| Home Depot (HD) | 0.6 | $722k | +210% | 1.8k | 405.19 |
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| L3harris Technologies (LHX) | 0.6 | $718k | +179% | 2.4k | 305.41 |
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| Nextera Energy (NEE) | 0.6 | $681k | NEW | 9.0k | 75.49 |
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| Analog Devices (ADI) | 0.6 | $677k | NEW | 2.8k | 245.70 |
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| New Jersey Resources Corporation (NJR) | 0.6 | $665k | NEW | 14k | 48.15 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $657k | NEW | 5.3k | 123.75 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $654k | NEW | 862.00 | 758.15 |
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| McDonald's Corporation (MCD) | 0.5 | $642k | NEW | 2.1k | 303.89 |
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| Coca-Cola Company (KO) | 0.5 | $631k | NEW | 9.5k | 66.32 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.5 | $623k | NEW | 26k | 23.65 |
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| Emerson Electric (EMR) | 0.5 | $603k | NEW | 4.6k | 131.18 |
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| American Tower Reit (AMT) | 0.5 | $600k | NEW | 3.1k | 192.32 |
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| Intercontinental Exchange (ICE) | 0.5 | $597k | NEW | 3.5k | 168.48 |
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| Meta Platforms Cl A (META) | 0.5 | $558k | -54% | 759.00 | 734.55 |
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| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.5 | $541k | 3.0k | 178.16 |
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| Valero Energy Corporation (VLO) | 0.4 | $505k | NEW | 3.0k | 170.26 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.4 | $490k | 15k | 33.42 |
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| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.4 | $485k | 20k | 24.30 |
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| Philip Morris International (PM) | 0.4 | $484k | +163% | 3.0k | 162.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $481k | -69% | 2.0k | 243.07 |
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| Dominion Resources (D) | 0.4 | $468k | NEW | 7.6k | 61.17 |
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| Omni (OMC) | 0.4 | $466k | NEW | 5.7k | 81.53 |
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| Phillips 66 (PSX) | 0.4 | $458k | NEW | 3.4k | 136.02 |
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| Chevron Corporation (CVX) | 0.4 | $444k | NEW | 2.9k | 155.29 |
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| Merck & Co (MRK) | 0.4 | $425k | NEW | 5.1k | 83.93 |
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| Procter & Gamble Company (PG) | 0.4 | $424k | NEW | 2.8k | 153.65 |
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| Zoetis Cl A (ZTS) | 0.3 | $411k | NEW | 2.8k | 146.32 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $405k | NEW | 13k | 31.42 |
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| Air Products & Chemicals (APD) | 0.3 | $390k | NEW | 1.4k | 272.72 |
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| Nike CL B (NKE) | 0.3 | $388k | NEW | 5.6k | 69.73 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $388k | +5% | 4.9k | 79.93 |
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| Oracle Corporation (ORCL) | 0.3 | $377k | -67% | 1.3k | 281.24 |
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| Tesla Motors (TSLA) | 0.3 | $373k | -63% | 839.00 | 444.72 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $313k | NEW | 1.1k | 279.29 |
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| Servicenow (NOW) | 0.2 | $290k | -58% | 315.00 | 920.28 |
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| Cisco Systems (CSCO) | 0.2 | $288k | -53% | 4.2k | 68.42 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.2 | $278k | +5% | 11k | 24.62 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.2 | $272k | +3% | 2.9k | 93.55 |
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| Ge Aerospace Com New (GE) | 0.2 | $268k | 892.00 | 300.82 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $227k | 2.0k | 111.47 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $211k | NEW | 1.2k | 182.42 |
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| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.2 | $207k | 8.4k | 24.67 |
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| Credit Suisse High Yield Cre Sh Ben Int (DHY) | 0.0 | $21k | 10k | 2.06 |
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Past Filings by Vista Cima Wealth Management
SEC 13F filings are viewable for Vista Cima Wealth Management going back to 2024
- Vista Cima Wealth Management 2025 Q3 filed Nov. 14, 2025
- Vista Cima Wealth Management 2025 Q2 filed Aug. 11, 2025
- Vista Cima Wealth Management 2025 Q1 restated filed May 28, 2025
- Vista Cima Wealth Management 2025 Q1 filed May 15, 2025
- Vista Cima Wealth Management 2024 Q4 filed Feb. 14, 2025