Vista Cima Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Vista Cima Wealth Management LLC reported 49 stock positions worth $96.2 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 12.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 10.6%) and Nvidia (NVDA, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- SURPRISE, AZ
- CIK
- 0002055907
- Portfolio Value
- $96.2M (Q4 2024)
- SEC Filing
- 0001085146-25-001685 ↗ filed Feb 14, 2025
Holdings Value
Holdings 49 stocks · $96.2M
| QQQ Invesco QQQ Trust Series 1 | 12.89% | 24,264 | $12.4M | — |
| SCHG Schwab US Large-Cap Growth | 10.64% | 367,301 | $10.2M | — |
| NVDA Nvidia Corp. | 6.04% | 43,276 | $5.8M | — |
| AAPL Apple Inc. | 5.90% | 22,661 | $5.7M | — |
| MSFT Microsoft Corp. | 4.89% | 11,156 | $4.7M | — |
| DGRO iShares Core Dividend Growth | 4.43% | 69,472 | $4.3M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.33% | 122,016 | $4.2M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 3.99% | 39,012 | $3.8M | — |
| SMLF iShares US Smallcap Equity F | 3.83% | 54,576 | $3.7M | — |
| SCHD Schwab US DVD Equity ETF | 3.78% | 133,003 | $3.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.71% | 13,515 | $3.6M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.20% | 43,811 | $3.1M | — |
| ROUS Hartford Multifact US Eqty | 3.05% | 57,644 | $2.9M | — |
| SPMO Invesco S&P 500 Momentum ETF | 2.41% | 24,440 | $2.3M | — |
| AVGO Broadcom Inc. | 2.25% | 9,346 | $2.2M | — |
| AMZN Amazon.com Inc. | 2.03% | 8,910 | $2.0M | — |
| XMMO Invesco S&P Midcap Momentum | 1.80% | 14,001 | $1.7M | — |
| AGZ iShares Agency Bond ETF | 1.76% | 15,641 | $1.7M | — |
| ICSH iShares Ultra Short Duration | 1.69% | 32,224 | $1.6M | — |
| JPST JPMorgan Ultra-Short Income | 1.67% | 31,822 | $1.6M | — |
| GOOGL Alphabet Inc. Class A | 1.27% | 6,472 | $1.2M | — |
| META Meta Platforms Inc. Class A | 1.24% | 2,031 | $1.2M | — |
| BSTP Innovator Buff Su Strat ETF | 1.15% | 33,370 | $1.1M | — |
| BIV Vanguard Intermediate-Term B | 1.12% | 14,475 | $1.1M | — |
| SCHO Schwab Short-Term US Treas | 0.93% | 37,062 | $892K | — |
| VGSH Vanguard Short-Term Treasury | 0.82% | 13,582 | $790K | — |
| GTO Invesco Total Return Bond Et | 0.81% | 16,693 | $775K | — |
| NOW ServiceNow Inc. | 0.74% | 676 | $717K | — |
| CRM Salesforce Inc. | 0.70% | 2,027 | $678K | — |
| ORCL Oracle Corp. | 0.70% | 4,025 | $671K | — |
| CSCO Cisco Systems Inc. | 0.58% | 9,360 | $554K | — |
| LGLV SPDR US LC Low Vol Idx | 0.54% | 3,164 | $523K | — |
| CDNS Cadence Design SYS Inc. | 0.53% | 1,711 | $514K | — |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.50% | 19,970 | $479K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 14,968 | $456K | — |
| TSLA Tesla Inc. | 0.47% | 1,116 | $451K | — |
| AMD Advanced Micro Devices | 0.45% | 3,556 | $430K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 4,114 | $321K | — |
| WMT Walmart Inc. | 0.26% | 2,804 | $253K | — |
| SPGI S&P Global Inc. | 0.26% | 493 | $246K | — |
| MA Mastercard Inc. Class A | 0.25% | 448 | $236K | — |
| IGBH iShares Interest Rate Hedged | 0.24% | 9,383 | $228K | — |
| LQDH iShares Int Hedg Corp. BD ETF | 0.23% | 2,380 | $221K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.23% | 2,036 | $218K | — |
| HD Home Depot Inc. | 0.23% | 557 | $217K | — |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.22% | 8,400 | $212K | — |
| MCD McDonald's Corp. | 0.22% | 728 | $211K | — |
| V Visa Inc. Class A | 0.22% | 665 | $210K | — |
| DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD | 0.02% | 10,000 | $21K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $134.3M | QQQ, SCHG, SPDW, NVDA, IEFA |
| Q1 2026 | 48 | $101.2M | SCHG, SPDW, NVDA, IEFA, AAPL |
| Q4 2025 | 51 | $119.9M | QQQ, SCHG, NVDA, AAPL, VO |
| Q3 2025 | 75 | $120.0M | QQQ, SCHG, VO, DGRO, XMHQ |
| Q2 2025 | 53 | $107.0M | QQQ, SCHG, NVDA, MSFT, VO |
| Q1 2025Amended | 50 | $92.9M | QQQ, SCHG, AAPL, NVDA, VO |
| Q4 2024 | 49 | $96.2M | QQQ, SCHG, NVDA, AAPL, MSFT |