Vista Cima Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Vista Cima Wealth Management LLC reported 51 stock positions worth $119.9 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 13.6% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 12.9%) and Nvidia (NVDA, 6.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 28, added to 31 and reduced 12. The biggest buy was Nvidia (NVDA, shares +136%) and the biggest sale an exit from BlackRock (BLK).
- Most Recent 13F
- Q2 2026
- Location
- SURPRISE, AZ
- CIK
- 0002055907
- Portfolio Value
- $119.9M (Q4 2025)
- SEC Filing
- 0002055907-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 51 stocks · $119.9M
| QQQ Invesco QQQ Trust Series 1 | 13.61% | 26,565 | $16.3M | Add +1.7% |
| SCHG Schwab US Large-Cap Growth | 12.93% | 475,533 | $15.5M | Add +2.3% |
| NVDA Nvidia Corp. | 5.97% | 38,376 | $7.2M | Add +135.6% |
| AAPL Apple Inc. | 4.85% | 21,411 | $5.8M | Add +39.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.77% | 19,710 | $5.7M | Add +5.3% |
| DGRO iShares Core Dividend Growth | 4.60% | 79,444 | $5.5M | Add +4.2% |
| MSFT Microsoft Corp. | 4.51% | 11,179 | $5.4M | Add +94.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 4.01% | 46,913 | $4.8M | Add +5.3% |
| SMLF iShares US Smallcap Equity F | 3.96% | 63,393 | $4.7M | Add +2.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.87% | 104,427 | $4.6M | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 3.83% | 167,649 | $4.6M | Add +6.2% |
| ROUS Hartford Multifact US Eqty | 3.25% | 67,637 | $3.9M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.40% | 32,164 | $2.9M | Add +2.0% |
| AVGO Broadcom Inc. | 2.17% | 7,507 | $2.6M | Add +53.9% |
| SPMO Invesco S&P 500 Momentum ETF | 2.13% | 21,440 | $2.6M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.92% | 9,954 | $2.3M | Add +53.2% |
| AGZ iShares Agency Bond ETF | 1.68% | 18,315 | $2.0M | Add +0.7% |
| JPST JPMorgan Ultra-Short Income | 1.68% | 39,821 | $2.0M | Add +7.0% |
| ICSH iShares Ultra Short Duration | 1.61% | 38,071 | $1.9M | Add +3.0% |
| XMMO Invesco S&P Midcap Momentum | 1.45% | 12,554 | $1.7M | Reduce -0.5% |
| BSTP Innovator Buff Su Strat ETF | 1.15% | 37,178 | $1.4M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.08% | 1,954 | $1.3M | Add +157.4% |
| BIV Vanguard Intermediate-Term B | 1.06% | 16,257 | $1.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.03% | 3,937 | $1.2M | Add +99.0% |
| SCHO Schwab Short-Term US Treas | 0.88% | 43,172 | $1.1M | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 0.79% | 16,130 | $947K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.77% | 2,054 | $924K | Add +144.8% |
| GTO Invesco Total Return Bond Et | 0.72% | 18,335 | $869K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.70% | 2,768 | $841K | Add +146.7% |
| CSCO Cisco Systems Inc. | 0.63% | 9,872 | $760K | Add +134.2% |
| ORCL Oracle Corp. | 0.59% | 3,659 | $713K | Add +172.7% |
| PLTR Palantir Technologies Inc. Class A | 0.53% | 3,584 | $637K | Add +209.2% |
| LGLV SPDR US LC Low Vol Idx | 0.44% | 2,995 | $526K | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.44% | 3,430 | $525K | Add +117.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.42% | 14,623 | $501K | Reduce -0.3% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.41% | 19,970 | $486K | No change |
| NFLX Netflix Inc. | 0.33% | 4,181 | $392K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.32% | 4,882 | $389K | Add +0.6% |
| AGQ Proshares Ultra Silver | 0.29% | 2,211 | $343K | New |
| AMD Advanced Micro Devices | 0.28% | 1,546 | $331K | New |
| IGBH iShares Interest Rate Hedged | 0.23% | 11,352 | $280K | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 892 | $275K | No change |
| LQDH iShares Int Hedg Corp. BD ETF | 0.23% | 2,932 | $274K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.19% | 211 | $227K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 2,026 | $223K | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.18% | 807 | $219K | Reduce -70.7% |
| MRK Merck & Co. Inc. | 0.18% | 2,053 | $216K | Reduce -59.4% |
| SPGI S&P Global Inc. | 0.18% | 404 | $211K | Reduce -75.1% |
| WMT Walmart Inc. | 0.18% | 1,888 | $210K | Reduce -73.9% |
| RVNU Xtrac Mun Inf Rev BD Act ETF | 0.17% | 8,400 | $206K | No change |
| DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD CRE | 0.02% | 10,000 | $20K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BLK BlackRock Inc. | Sold out | 0.00% | −0.75 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.74 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.74 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.73 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.64 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.60 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.60 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.57 |
| NJR New Jersey Resources Corp. | Sold out | 0.00% | −0.55 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.55 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.54 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.53 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.53 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.52 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.50 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.50 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.50 |
| SPGI S&P Global Inc. | Reduce -75.1% | 0.18% | −0.48 |
| WMT Walmart Inc. | Reduce -73.9% | 0.18% | −0.45 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.42 |
| PM Philip Morris International | Sold out | 0.00% | −0.40 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.39 |
| OMC Omnicom Group | Sold out | 0.00% | −0.39 |
| ADI Analog Devices Inc. | Reduce -70.7% | 0.18% | −0.38 |
| PSX Phillips 66 | Sold out | 0.00% | −0.38 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.37 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.35 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.34 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.34 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.33 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.32 |
| MRK Merck & Co. Inc. | Reduce -59.4% | 0.18% | −0.17 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -0.7% | 2.13% | −0.05 |
| LGLV SPDR US LC Low Vol Idx | Reduce -1.4% | 0.44% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.5% | 0.19% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.1% | 0.79% | −0.00 |
| ROUS Hartford Multifact US Eqty | Reduce -0.5% | 3.25% | −0.00 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.3% | 0.42% | +0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -1.3% | 1.15% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | Reduce -0.5% | 1.45% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Add +135.6% | 5.97% | +3.44 |
| MSFT Microsoft Corp. | Add +94.7% | 4.51% | +2.03 |
| AAPL Apple Inc. | Add +39.8% | 4.85% | +1.60 |
| AVGO Broadcom Inc. | Add +53.9% | 2.17% | +0.83 |
| AMZN Amazon.com Inc. | Add +53.2% | 1.92% | +0.73 |
| GOOGL Alphabet Inc. Class A | Add +99.0% | 1.03% | +0.63 |
| META Meta Platforms Inc. Class A | Add +157.4% | 1.08% | +0.61 |
| SCHG Schwab US Large-Cap Growth | Add +2.3% | 12.93% | +0.57 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 13.61% | +0.54 |
| TSLA Tesla Inc. | Add +144.8% | 0.77% | +0.46 |
| TSM Taiwan Semiconductor-SP ADR | Add +146.7% | 0.70% | +0.44 |
| CSCO Cisco Systems Inc. | Add +134.2% | 0.63% | +0.39 |
| PLTR Palantir Technologies Inc. Class A | Add +209.2% | 0.53% | +0.35 |
| NFLX Netflix Inc. | New | 0.33% | +0.33 |
| AGQ Proshares Ultra Silver | New | 0.29% | +0.29 |
| ORCL Oracle Corp. | Add +172.7% | 0.59% | +0.28 |
| AMD Advanced Micro Devices | New | 0.28% | +0.28 |
| DGRO iShares Core Dividend Growth | Add +4.2% | 4.60% | +0.27 |
| SCHD Schwab US DVD Equity ETF | Add +6.2% | 3.83% | +0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.9% | 3.87% | +0.21 |
| NOW ServiceNow Inc. | Add +117.8% | 0.44% | +0.20 |
| LLY Eli Lilly & Co. | New | 0.19% | +0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +5.3% | 4.77% | +0.19 |
| SMLF iShares US Smallcap Equity F | Add +2.9% | 3.96% | +0.14 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +5.3% | 4.01% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +7.0% | 1.68% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.0% | 2.40% | +0.10 |
| ICSH iShares Ultra Short Duration | Add +3.0% | 1.61% | +0.04 |
| AGZ iShares Agency Bond ETF | Add +0.7% | 1.68% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.7% | 0.88% | +0.01 |
| LQDH iShares Int Hedg Corp. BD ETF | Add +0.9% | 0.23% | +0.00 |
| IGBH iShares Interest Rate Hedged | Add +0.5% | 0.23% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.6% | 0.32% | +0.00 |
| GTO Invesco Total Return Bond Et | Add +0.1% | 0.72% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +0.1% | 1.06% | −0.00 |
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 |