Vista Cima Wealth Management

Vista Cima Wealth Management as of Dec. 31, 2025

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