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, AAPL, NVDA, VO, and represent 40.01% of Vista Cima Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG, VO, QQQ, MRVL, TSLA, MDLZ, ROUS, BLK, XMHQ, AMZN.
- Started 3 new stock positions in MRVL, MDLZ, BLK.
- Reduced shares in these 10 stocks: IEFA, SPDW, AMD, AVGO, SPMO, MSFT, XMMO, META, MCD, NVDA.
- Sold out of its positions in AMD, MCD.
- Vista Cima Wealth Management was a net buyer of stock by $2.9M.
- Vista Cima Wealth Management has $93M in assets under management (AUM), dropping by -3.46%.
- Central Index Key (CIK): 0002055907
Tip: Access up to 7 years of quarterly data
Positions held by Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Vista Cima Wealth Management
Vista Cima Wealth Management holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.8 | $12M | +4% | 25k | 468.92 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 11.9 | $11M | +20% | 443k | 25.04 |
|
| Apple (AAPL) | 5.5 | $5.1M | 23k | 222.13 |
|
|
| NVIDIA Corporation (NVDA) | 5.0 | $4.6M | 43k | 108.38 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.9 | $4.5M | +29% | 18k | 258.62 |
|
| Ishares Tr Core Div Grwth (DGRO) | 4.7 | $4.4M | 71k | 61.78 |
|
|
| Microsoft Corporation (MSFT) | 4.2 | $3.9M | -6% | 10k | 375.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.1 | $3.8M | +3% | 138k | 27.96 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 4.1 | $3.8M | +6% | 42k | 91.53 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.0 | $3.7M | -17% | 101k | 36.41 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 3.8 | $3.6M | +5% | 57k | 62.16 |
|
| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 3.4 | $3.2M | +8% | 63k | 50.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $2.3M | -30% | 31k | 75.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.1 | $2.0M | -12% | 21k | 92.53 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 2.1 | $1.9M | +12% | 18k | 109.44 |
|
| Amazon (AMZN) | 2.1 | $1.9M | +12% | 10k | 190.26 |
|
| Ishares Tr Ultra Short-term (ICSH) | 2.0 | $1.8M | +11% | 36k | 50.70 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.9 | $1.8M | +9% | 35k | 50.63 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.4 | $1.3M | -16% | 12k | 113.76 |
|
| Broadcom (AVGO) | 1.3 | $1.2M | -20% | 7.5k | 167.44 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $1.2M | +8% | 16k | 76.57 |
|
| Innovator Etfs Trust Buffer Step Up S (BSTP) | 1.2 | $1.1M | 33k | 32.35 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $983k | 6.4k | 154.65 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $983k | +8% | 40k | 24.34 |
|
| Meta Platforms Cl A (META) | 1.0 | $957k | -18% | 1.7k | 576.40 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $879k | +10% | 15k | 58.69 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.9 | $845k | +7% | 18k | 46.93 |
|
| Tesla Motors (TSLA) | 0.7 | $611k | +111% | 2.4k | 259.16 |
|
| Servicenow (NOW) | 0.7 | $608k | +13% | 764.00 | 796.14 |
|
| Oracle Corporation (ORCL) | 0.6 | $578k | +2% | 4.1k | 139.81 |
|
| Cisco Systems (CSCO) | 0.6 | $549k | -4% | 8.9k | 61.71 |
|
| salesforce (CRM) | 0.6 | $544k | 2.0k | 268.38 |
|
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.6 | $530k | -3% | 3.0k | 174.04 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.5 | $479k | 20k | 23.97 |
|
|
| Cadence Design Systems (CDNS) | 0.5 | $462k | +6% | 1.8k | 254.33 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.5 | $441k | 15k | 29.69 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $358k | +10% | 4.5k | 78.94 |
|
| Marvell Technology (MRVL) | 0.4 | $345k | NEW | 5.6k | 61.57 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $267k | NEW | 3.9k | 67.85 |
|
| Visa Com Cl A (V) | 0.3 | $262k | +12% | 747.00 | 350.46 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.3 | $252k | +14% | 2.7k | 92.27 |
|
| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.3 | $250k | +11% | 10k | 24.01 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $242k | 441.00 | 548.12 |
|
|
| S&p Global (SPGI) | 0.3 | $241k | -3% | 474.00 | 508.10 |
|
| Blackrock (BLK) | 0.3 | $240k | NEW | 254.00 | 946.48 |
|
| Wal-Mart Stores (WMT) | 0.3 | $233k | -5% | 2.7k | 87.79 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $221k | 2.0k | 108.69 |
|
|
| Home Depot (HD) | 0.2 | $207k | 566.00 | 366.49 |
|
|
| Dbx Etf Tr Xtrack Mun Infra (RVNU) | 0.2 | $207k | 8.4k | 24.63 |
|
|
| Credit Suisse High Yield Bd Sh Ben Int (DHY) | 0.0 | $21k | 10k | 2.12 |
|
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 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