Vista Cima Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 28, 2025), Vista Cima Wealth Management LLC reported 50 stock positions worth $92.9 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 12.8% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 11.9%) and Apple (AAPL, 5.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 26 and reduced 16. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +21%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SURPRISE, AZ
- CIK
- 0002055907
- Portfolio Value
- $92.9M (Q1 2025)
- SEC Filing
- 0001085146-25-003411 ↗ filed May 28, 2025
Holdings Value
Holdings 50 stocks · $92.9M
| QQQ Invesco QQQ Trust Series 1 | 12.80% | 25,355 | $11.9M | Add +4.5% |
| SCHG Schwab US Large-Cap Growth | 11.94% | 442,871 | $11.1M | Add +20.6% |
| AAPL Apple Inc. | 5.45% | 22,798 | $5.1M | Add +0.6% |
| NVDA Nvidia Corp. | 4.95% | 42,455 | $4.6M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.87% | 17,484 | $4.5M | Add +29.4% |
| DGRO iShares Core Dividend Growth | 4.71% | 70,762 | $4.4M | Add +1.9% |
| MSFT Microsoft Corp. | 4.22% | 10,431 | $3.9M | Reduce -6.5% |
| SCHD Schwab US DVD Equity ETF | 4.14% | 137,567 | $3.8M | Add +3.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 4.10% | 41,587 | $3.8M | Add +6.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.97% | 101,219 | $3.7M | Reduce -17.0% |
| SMLF iShares US Smallcap Equity F | 3.84% | 57,446 | $3.6M | Add +5.3% |
| ROUS Hartford Multifact US Eqty | 3.41% | 62,509 | $3.2M | Add +8.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.48% | 30,458 | $2.3M | Reduce -30.5% |
| SPMO Invesco S&P 500 Momentum ETF | 2.13% | 21,347 | $2.0M | Reduce -12.7% |
| AGZ iShares Agency Bond ETF | 2.07% | 17,535 | $1.9M | Add +12.1% |
| AMZN Amazon.com Inc. | 2.05% | 10,017 | $1.9M | Add +12.4% |
| ICSH iShares Ultra Short Duration | 1.97% | 36,013 | $1.8M | Add +11.8% |
| JPST JPMorgan Ultra-Short Income | 1.91% | 34,970 | $1.8M | Add +9.9% |
| XMMO Invesco S&P Midcap Momentum | 1.43% | 11,703 | $1.3M | Reduce -16.4% |
| AVGO Broadcom Inc. | 1.34% | 7,460 | $1.2M | Reduce -20.2% |
| BIV Vanguard Intermediate-Term B | 1.30% | 15,752 | $1.2M | Add +8.8% |
| BSTP Innovator Buff Su Strat ETF | 1.15% | 33,034 | $1.1M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 1.06% | 6,359 | $983K | Reduce -1.8% |
| SCHO Schwab Short-Term US Treas | 1.06% | 40,383 | $983K | Add +9.0% |
| META Meta Platforms Inc. Class A | 1.03% | 1,660 | $957K | Reduce -18.3% |
| VGSH Vanguard Short-Term Treasury | 0.95% | 14,977 | $879K | Add +10.3% |
| GTO Invesco Total Return Bond Et | 0.91% | 17,994 | $844K | Add +7.8% |
| TSLA Tesla Inc. | 0.66% | 2,357 | $611K | Add +111.2% |
| NOW ServiceNow Inc. | 0.65% | 764 | $608K | Add +13.0% |
| ORCL Oracle Corp. | 0.62% | 4,131 | $578K | Add +2.6% |
| CSCO Cisco Systems Inc. | 0.59% | 8,893 | $549K | Reduce -5.0% |
| CRM Salesforce Inc. | 0.59% | 2,027 | $544K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.57% | 3,044 | $530K | Reduce -3.8% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.52% | 19,970 | $479K | No change |
| CDNS Cadence Design SYS Inc. | 0.50% | 1,815 | $462K | Add +6.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 14,857 | $441K | Reduce -0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.38% | 4,529 | $358K | Add +10.1% |
| MRVL Marvell Technology Inc. | 0.37% | 5,599 | $345K | New |
| MDLZ Mondelez International Inc. Class A | 0.29% | 3,932 | $267K | New |
| V Visa Inc. Class A | 0.28% | 747 | $262K | Add +12.3% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.27% | 2,734 | $252K | Add +14.9% |
| IGBH iShares Interest Rate Hedged | 0.27% | 10,416 | $250K | Add +11.0% |
| MA Mastercard Inc. Class A | 0.26% | 441 | $242K | Reduce -1.6% |
| SPGI S&P Global Inc. | 0.26% | 474 | $241K | Reduce -3.9% |
| BLK BlackRock Inc. | 0.26% | 254 | $240K | New |
| WMT Walmart Inc. | 0.25% | 2,658 | $233K | Reduce -5.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 2,036 | $221K | No change |
| HD Home Depot Inc. | 0.22% | 566 | $207K | Add +1.6% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.22% | 8,400 | $207K | No change |
| DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD | 0.02% | 10,000 | $21K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.9% | 4.95% | −1.09 |
| AVGO Broadcom Inc. | Reduce -20.2% | 1.34% | −0.91 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -30.5% | 2.48% | −0.72 |
| MSFT Microsoft Corp. | Reduce -6.5% | 4.22% | −0.67 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.45 |
| XMMO Invesco S&P Midcap Momentum | Reduce -16.4% | 1.43% | −0.36 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -17.0% | 3.97% | −0.36 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -12.7% | 2.13% | −0.29 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 1.06% | −0.21 |
| META Meta Platforms Inc. Class A | Reduce -18.3% | 1.03% | −0.21 |
| WMT Walmart Inc. | Reduce -5.2% | 0.25% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -1.0% | 1.15% | −0.00 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.7% | 0.47% | +0.00 |
| SPGI S&P Global Inc. | Reduce -3.9% | 0.26% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -5.0% | 0.59% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.26% | +0.02 |
| LGLV SPDR US LC Low Vol Idx | Reduce -3.8% | 0.57% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHG Schwab US Large-Cap Growth | Add +20.6% | 11.94% | +1.30 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.4% | 4.87% | +1.16 |
| MRVL Marvell Technology Inc. | New | 0.37% | +0.37 |
| ROUS Hartford Multifact US Eqty | Add +8.4% | 3.41% | +0.37 |
| SCHD Schwab US DVD Equity ETF | Add +3.4% | 4.14% | +0.36 |
| AGZ iShares Agency Bond ETF | Add +12.1% | 2.07% | +0.31 |
| MDLZ Mondelez International Inc. Class A | New | 0.29% | +0.29 |
| DGRO iShares Core Dividend Growth | Add +1.9% | 4.71% | +0.28 |
| ICSH iShares Ultra Short Duration | Add +11.8% | 1.97% | +0.28 |
| BLK BlackRock Inc. | New | 0.26% | +0.26 |
| JPST JPMorgan Ultra-Short Income | Add +9.9% | 1.91% | +0.24 |
| TSLA Tesla Inc. | Add +111.2% | 0.66% | +0.19 |
| BIV Vanguard Intermediate-Term B | Add +8.8% | 1.30% | +0.17 |
| SCHO Schwab Short-Term US Treas | Add +9.0% | 1.06% | +0.13 |
| VGSH Vanguard Short-Term Treasury | Add +10.3% | 0.95% | +0.13 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +6.6% | 4.10% | +0.11 |
| GTO Invesco Total Return Bond Et | Add +7.8% | 0.91% | +0.10 |
| V Visa Inc. Class A | Add +12.3% | 0.28% | +0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.1% | 0.38% | +0.05 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +14.9% | 0.27% | +0.04 |
| IGBH iShares Interest Rate Hedged | Add +11.0% | 0.27% | +0.03 |
| AMZN Amazon.com Inc. | Add +12.4% | 2.05% | +0.02 |
| SMLF iShares US Smallcap Equity F | Add +5.3% | 3.84% | +0.02 |
| HD Home Depot Inc. | Add +1.6% | 0.22% | −0.00 |
| CDNS Cadence Design SYS Inc. | Add +6.1% | 0.50% | −0.04 |
| ORCL Oracle Corp. | Add +2.6% | 0.62% | −0.08 |
| NOW ServiceNow Inc. | Add +13.0% | 0.65% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.5% | 12.80% | −0.09 |
| AAPL Apple Inc. | Add +0.6% | 5.45% | −0.45 |
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 |