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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, NVDA, AAPL, VO, and represent 42.13% of Vista Cima Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, MSFT, AAPL, AVGO, AMZN, META, GOOGL, TSLA, TSM, NOW.
Started 4 new stock positions in LLY, NFLX, AGQ, AMD.
Reduced shares in these 10 stocks: BLK, , , MDLZ, , HD, LHX, , NJR, .
Sold out of its positions in APD, AMT, BLK, CTRA, CVX, KO, CMCSA, D, DUK, EMR.
Vista Cima Wealth Management was a net seller of stock by $-1.3M.
Vista Cima Wealth Management has $120M in assets under management (AUM), dropping by -0.06%.
Central Index Key (CIK): 0002055907

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Positions held by Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	13.6	$16M		27k	614.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.9	$16M	+2%	476k	32.62	View chart
NVIDIA Corporation (NVDA)	6.0	$7.2M	+135%	38k	186.50	View chart
Apple (AAPL)	4.9	$5.8M	+39%	21k	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.8	$5.7M	+5%	20k	290.22	View chart
Ishares Tr Core Div Grwth (DGRO)	4.6	$5.5M	+4%	79k	69.42	View chart
Microsoft Corporation (MSFT)	4.5	$5.4M	+94%	11k	483.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	4.0	$4.8M	+5%	47k	102.42	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	4.0	$4.7M	+2%	63k	74.88	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.9	$4.6M		104k	44.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$4.6M	+6%	168k	27.43	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	3.3	$3.9M		68k	57.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$2.9M	+2%	32k	89.46	View chart
Broadcom (AVGO)	2.2	$2.6M	+53%	7.5k	346.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.1	$2.6M		21k	119.32	View chart
Amazon (AMZN)	1.9	$2.3M	+53%	10k	230.82	View chart
Ishares Tr Agency Bond Etf (AGZ)	1.7	$2.0M		18k	110.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$2.0M	+7%	40k	50.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.6	$1.9M	+3%	38k	50.58	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.4	$1.7M		13k	138.46	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	1.2	$1.4M		37k	37.13	View chart
Meta Platforms Cl A (META)	1.1	$1.3M	+157%	2.0k	660.16	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.3M		16k	77.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.2M	+99%	3.9k	312.98	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$1.1M		43k	24.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$947k		16k	58.73	View chart
Tesla Motors (TSLA)	0.8	$924k	+144%	2.1k	449.72	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.7	$869k		18k	47.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.7	$841k	+146%	2.8k	303.89	View chart
Cisco Systems (CSCO)	0.6	$760k	+134%	9.9k	77.03	View chart
Oracle Corporation (ORCL)	0.6	$713k	+172%	3.7k	194.91	View chart
Palantir Technologies Cl A (PLTR)	0.5	$637k	+209%	3.6k	177.75	View chart
Spdr Series Trust State Street Spd (LGLV)	0.4	$526k		3.0k	175.57	View chart
Servicenow (NOW)	0.4	$525k	+988%	3.4k	153.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$501k		15k	34.26	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.4	$486k		20k	24.33	View chart
Netflix (NFLX)	0.3	$392k	NEW	4.2k	93.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$389k		4.9k	79.73	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.3	$343k	NEW	2.2k	155.12	View chart
Advanced Micro Devices (AMD)	0.3	$331k	NEW	1.5k	214.16	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.2	$280k		11k	24.63	View chart
Ge Aerospace Com New (GE)	0.2	$275k		892.00	308.03	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$274k		2.9k	93.35	View chart
Eli Lilly & Co. (LLY)	0.2	$227k	NEW	211.00	1074.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$223k		2.0k	110.19	View chart
Analog Devices (ADI)	0.2	$219k	-70%	807.00	271.20	View chart
Merck & Co (MRK)	0.2	$216k	-59%	2.1k	105.26	View chart
S&p Global (SPGI)	0.2	$211k	-75%	404.00	522.60	View chart
Wal-Mart Stores (WMT)	0.2	$210k	-73%	1.9k	111.41	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$206k		8.4k	24.54	View chart
Credit Suisse High Yield Cre Sh Ben Int (DHY)	0.0	$20k		10k	2.00	View chart

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 Q4 filed Feb. 11, 2026
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

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