Institutions / Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC
CIK 2055907 · Institution · as of Dec 31, 2025
Portfolio value
$119.94M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $16.32M | 13.6% |
| Schwab Strategic Tr | $15.51M | 12.9% |
| NVIDIA Corp | $7.16M | 6.0% |
| Apple Inc. | $5.82M | 4.9% |
| Vanguard Index Fds | $5.72M | 4.8% |
| iShares Tr | $5.52M | 4.6% |
| Microsoft Corp | $5.41M | 4.5% |
| Invesco Exchange Traded Fd T | $4.80M | 4.0% |
| iShares Tr | $4.75M | 4.0% |
| SPDR Index Shs Fds | $4.64M | 3.9% |
| Schwab Strategic Tr | $4.60M | 3.8% |
| Lattice Strategies Tr | $3.90M | 3.3% |
| iShares Tr | $2.88M | 2.4% |
| Broadcom Inc. | $2.60M | 2.2% |
| Invesco Exch Traded Fd Tr II | $2.56M | 2.1% |
| Amazon.com Inc | $2.30M | 1.9% |
| iShares Tr | $2.02M | 1.7% |
| J P Morgan Exchange Traded F | $2.01M | 1.7% |
| iShares Tr | $1.93M | 1.6% |
| Invesco Exchange Traded Fd T | $1.74M | 1.4% |
| Innovator Etfs Trust | $1.38M | 1.2% |
| Meta Platforms Inc | $1.29M | 1.1% |
| Vanguard Bd Index Fds | $1.27M | 1.1% |
| Alphabet Inc. | $1.23M | 1.0% |
| Schwab Strategic Tr | $1.05M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.