Vista Cima Wealth Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Vista Cima Wealth Management LLC reported 75 stock positions worth $120.0 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 13.1% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 12.4%) and Vngrd Mrngstr MD-Cap ETF-Usd (VO, 4.6%). Compared with Q2 2025, it opened 25 new positions, sold out of 3, added to 32 and reduced 13. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Nvidia (NVDA, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- SURPRISE, AZ
- CIK
- 0002055907
- Portfolio Value
- $120.0M (Q3 2025)
- SEC Filing
- 0002055907-25-000005 ↗ filed Nov 14, 2025
Holdings Value
Holdings 75 stocks · $120.0M
| QQQ Invesco QQQ Trust Series 1 | 13.07% | 26,117 | $15.7M | Add +1.7% |
| SCHG Schwab US Large-Cap Growth | 12.36% | 464,835 | $14.8M | Add +2.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.58% | 18,719 | $5.5M | Add +3.9% |
| DGRO iShares Core Dividend Growth | 4.32% | 76,229 | $5.2M | Add +4.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.90% | 44,539 | $4.7M | Add +4.6% |
| SMLF iShares US Smallcap Equity F | 3.82% | 61,596 | $4.6M | Add +3.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.65% | 102,464 | $4.4M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 3.59% | 157,805 | $4.3M | Add +9.6% |
| ROUS Hartford Multifact US Eqty | 3.26% | 67,956 | $3.9M | Add +7.3% |
| AAPL Apple Inc. | 3.25% | 15,313 | $3.9M | Reduce -35.4% |
| NVDA Nvidia Corp. | 2.53% | 16,288 | $3.0M | Reduce -61.7% |
| MSFT Microsoft Corp. | 2.48% | 5,741 | $3.0M | Reduce -44.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.29% | 31,533 | $2.8M | Add +3.4% |
| SPMO Invesco S&P 500 Momentum ETF | 2.18% | 21,593 | $2.6M | Add +1.8% |
| AGZ iShares Agency Bond ETF | 1.67% | 18,197 | $2.0M | Add +5.0% |
| JPST JPMorgan Ultra-Short Income | 1.57% | 37,210 | $1.9M | Add +5.7% |
| ICSH iShares Ultra Short Duration | 1.56% | 36,954 | $1.9M | Add +3.9% |
| XMMO Invesco S&P Midcap Momentum | 1.42% | 12,614 | $1.7M | Add +6.4% |
| AVGO Broadcom Inc. | 1.34% | 4,879 | $1.6M | Reduce -34.4% |
| AMZN Amazon.com Inc. | 1.19% | 6,499 | $1.4M | Reduce -36.6% |
| BSTP Innovator Buff Su Strat ETF | 1.14% | 37,647 | $1.4M | Add +8.9% |
| BIV Vanguard Intermediate-Term B | 1.06% | 16,245 | $1.3M | Add +3.8% |
| SCHO Schwab Short-Term US Treas | 0.87% | 42,889 | $1.0M | Add +5.1% |
| VGSH Vanguard Short-Term Treasury | 0.79% | 16,151 | $950K | Add +6.6% |
| BLK BlackRock Inc. | 0.75% | 777 | $906K | Add +203.5% |
| V Visa Inc. Class A | 0.74% | 2,589 | $884K | Add +248.0% |
| MA Mastercard Inc. Class A | 0.74% | 1,551 | $882K | Add +254.9% |
| MDLZ Mondelez International Inc. Class A | 0.73% | 14,037 | $877K | Add +258.2% |
| GTO Invesco Total Return Bond Et | 0.73% | 18,320 | $870K | Add +1.8% |
| SPGI S&P Global Inc. | 0.66% | 1,621 | $789K | Add +241.3% |
| UNH Unitedhealth Group Inc. | 0.64% | 2,225 | $768K | New |
| WMT Walmart Inc. | 0.62% | 7,239 | $746K | Add +176.5% |
| HD Home Depot Inc. | 0.60% | 1,782 | $722K | Add +211.0% |
| LHX L3HARRIS Technologies Inc. | 0.60% | 2,351 | $718K | Add +179.9% |
| NEE Nextera Energy Inc. | 0.57% | 9,014 | $680K | New |
| ADI Analog Devices Inc. | 0.56% | 2,757 | $677K | New |
| NJR New Jersey Resources Corp. | 0.55% | 13,815 | $665K | New |
| DUK Duke Energy Corp. | 0.55% | 5,308 | $657K | New |
| PH Parker Hannifin Corp. | 0.54% | 862 | $654K | New |
| MCD McDonald's Corp. | 0.53% | 2,111 | $642K | New |
| KO The Coca-Cola Co. | 0.53% | 9,509 | $631K | New |
| CTRA Coterra Energy Inc. | 0.52% | 26,354 | $623K | New |
| EMR Emerson Electric Co. | 0.50% | 4,593 | $603K | New |
| AMT American Tower Corp. | 0.50% | 3,121 | $600K | New |
| ICE Intercontinental Exchange Inc. | 0.50% | 3,545 | $597K | New |
| META Meta Platforms Inc. Class A | 0.46% | 759 | $558K | Reduce -54.7% |
| LGLV SPDR US LC Low Vol Idx | 0.45% | 3,036 | $541K | Reduce -0.3% |
| VLO Valero Energy Corp. | 0.42% | 2,966 | $505K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.41% | 14,667 | $490K | Reduce -1.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.40% | 19,970 | $485K | No change |
| PM Philip Morris International | 0.40% | 2,982 | $484K | Add +163.4% |
| GOOGL Alphabet Inc. Class A | 0.40% | 1,978 | $481K | Reduce -69.8% |
| D Dominion Energy Inc. | 0.39% | 7,649 | $468K | New |
| OMC Omnicom Group | 0.39% | 5,713 | $466K | New |
| PSX Phillips 66 | 0.38% | 3,368 | $458K | New |
| CVX Chevron Corp. | 0.37% | 2,858 | $444K | New |
| MRK Merck & Co. Inc. | 0.35% | 5,061 | $425K | New |
| PG The Procter & Gamble Co. | 0.35% | 2,756 | $423K | New |
| ZTS Zoetis Inc. | 0.34% | 2,806 | $411K | New |
| CMCSA Comcast Corp. Class A | 0.34% | 12,893 | $405K | New |
| APD Air Products & Chemicals Inc. | 0.33% | 1,431 | $390K | New |
| NKE Nike Inc. Class B | 0.32% | 5,565 | $388K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 4,854 | $388K | Add +5.4% |
| ORCL Oracle Corp. | 0.31% | 1,342 | $377K | Reduce -67.1% |
| TSLA Tesla Inc. | 0.31% | 839 | $373K | Reduce -63.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 1,122 | $313K | New |
| NOW ServiceNow Inc. | 0.24% | 315 | $290K | Reduce -58.9% |
| CSCO Cisco Systems Inc. | 0.24% | 4,215 | $288K | Reduce -53.5% |
| IGBH iShares Interest Rate Hedged | 0.23% | 11,299 | $278K | Add +5.3% |
| LQDH iShares Int Hedg Corp. BD ETF | 0.23% | 2,905 | $272K | Add +3.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 892 | $268K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 2,036 | $227K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 1,159 | $211K | New |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.17% | 8,400 | $207K | No change |
| DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD CRE | 0.02% | 10,000 | $21K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -61.7% | 2.53% | −3.75 |
| MSFT Microsoft Corp. | Reduce -44.6% | 2.48% | −2.34 |
| AAPL Apple Inc. | Reduce -35.4% | 3.25% | −1.30 |
| AMZN Amazon.com Inc. | Reduce -36.6% | 1.19% | −0.91 |
| META Meta Platforms Inc. Class A | Reduce -54.7% | 0.46% | −0.69 |
| GOOGL Alphabet Inc. Class A | Reduce -69.8% | 0.40% | −0.68 |
| AVGO Broadcom Inc. | Reduce -34.4% | 1.34% | −0.58 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.53 |
| ORCL Oracle Corp. | Reduce -67.1% | 0.31% | −0.52 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.52 |
| NOW ServiceNow Inc. | Reduce -58.9% | 0.24% | −0.50 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.43 |
| TSLA Tesla Inc. | Reduce -63.6% | 0.31% | −0.37 |
| CSCO Cisco Systems Inc. | Reduce -53.5% | 0.24% | −0.35 |
| LGLV SPDR US LC Low Vol Idx | Reduce -0.3% | 0.45% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.3% | 0.41% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | New | 0.64% | +0.64 |
| NEE Nextera Energy Inc. | New | 0.57% | +0.57 |
| ADI Analog Devices Inc. | New | 0.56% | +0.56 |
| NJR New Jersey Resources Corp. | New | 0.55% | +0.55 |
| DUK Duke Energy Corp. | New | 0.55% | +0.55 |
| PH Parker Hannifin Corp. | New | 0.54% | +0.54 |
| MCD McDonald's Corp. | New | 0.53% | +0.53 |
| KO The Coca-Cola Co. | New | 0.53% | +0.53 |
| CTRA Coterra Energy Inc. | New | 0.52% | +0.52 |
| MA Mastercard Inc. Class A | Add +254.9% | 0.74% | +0.51 |
| BLK BlackRock Inc. | Add +203.5% | 0.75% | +0.50 |
| EMR Emerson Electric Co. | New | 0.50% | +0.50 |
| AMT American Tower Corp. | New | 0.50% | +0.50 |
| ICE Intercontinental Exchange Inc. | New | 0.50% | +0.50 |
| V Visa Inc. Class A | Add +248.0% | 0.74% | +0.49 |
| MDLZ Mondelez International Inc. Class A | Add +258.2% | 0.73% | +0.48 |
| SPGI S&P Global Inc. | Add +241.3% | 0.66% | +0.42 |
| VLO Valero Energy Corp. | New | 0.42% | +0.42 |
| HD Home Depot Inc. | Add +211.0% | 0.60% | +0.41 |
| LHX L3HARRIS Technologies Inc. | Add +179.9% | 0.60% | +0.40 |
| D Dominion Energy Inc. | New | 0.39% | +0.39 |
| OMC Omnicom Group | New | 0.39% | +0.39 |
| WMT Walmart Inc. | Add +176.5% | 0.62% | +0.38 |
| PSX Phillips 66 | New | 0.38% | +0.38 |
| CVX Chevron Corp. | New | 0.37% | +0.37 |
| MRK Merck & Co. Inc. | New | 0.35% | +0.35 |
| PG The Procter & Gamble Co. | New | 0.35% | +0.35 |
| ZTS Zoetis Inc. | New | 0.34% | +0.34 |
| CMCSA Comcast Corp. Class A | New | 0.34% | +0.34 |
| APD Air Products & Chemicals Inc. | New | 0.33% | +0.33 |
| NKE Nike Inc. Class B | New | 0.32% | +0.32 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.26% | +0.26 |
| PM Philip Morris International | Add +163.4% | 0.40% | +0.21 |
| PLTR Palantir Technologies Inc. Class A | New | 0.18% | +0.18 |
| ROUS Hartford Multifact US Eqty | Add +7.3% | 3.26% | +0.08 |
| SMLF iShares US Smallcap Equity F | Add +3.9% | 3.82% | +0.05 |
| BSTP Innovator Buff Su Strat ETF | Add +8.9% | 1.14% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +9.6% | 3.59% | +0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +6.4% | 1.42% | −0.00 |
| IGBH iShares Interest Rate Hedged | Add +5.3% | 0.23% | −0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +4.6% | 3.90% | −0.01 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +3.2% | 0.23% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.4% | 0.32% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +2.5% | 12.36% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Add +6.6% | 0.79% | −0.04 |
| DGRO iShares Core Dividend Growth | Add +4.3% | 4.32% | −0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.8% | 2.18% | −0.05 |
| SCHO Schwab Short-Term US Treas | Add +5.1% | 0.87% | −0.06 |
| GTO Invesco Total Return Bond Et | Add +1.8% | 0.73% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +3.8% | 1.06% | −0.07 |
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 |