Vista Cima Wealth Management LLC Portfolio Holdings

Vista Cima Wealth Management LLC

  • $107 Billion
  • Q2 2025

Vista Cima Wealth Management LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $14.2B, Schwab Strategic Tr Us Large C with a value of $13.2B, Nvidia Corp with a value of $6.72B, Microsoft Corp with a value of $5.16B, and Vanguard Mid Cap ETF with a value of $5.04B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $92.9B to 107B.

Vista Cima Wealth Management LLC is based out at Surprise, AZ

Below you can find more details about Vista Cima Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $76.5 Billion
Technology: $22.7 Billion
Consumer Cyclical: $3.19 Billion
Communication Services: $2.39 Billion
Financial Services: $781 Million
Consumer Defensive: $726 Million
Industrials: $440 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.2 Billion 13.25% of portfolio
25,689
Q2 2025 Added 1.32%
$0
$13.2 Billion 12.38% of portfolio
453,421
Q2 2025 Added 2.38%
$454B
$6.72 Billion 6.28% of portfolio
42,528
Q2 2025 Added 0.17%
$3.89T
$5.16 Billion 4.82% of portfolio
10,364
Q2 2025 Reduced 0.64%
$0
$5.04 Billion 4.72% of portfolio
18,024
Q2 2025 Added 3.09%
$3.65T
$4.86 Billion 4.55% of portfolio
23,709
Q2 2025 Added 4.0%
$0
$4.67 Billion 4.37% of portfolio
73,051
Q2 2025 Added 3.23%
$0
$4.18 Billion 3.91% of portfolio
42,572
Q2 2025 Added 2.37%
$0
$4.06 Billion 3.8% of portfolio
100,358
Q2 2025 Reduced 0.85%
$0
$4.03 Billion 3.77% of portfolio
59,304
Q2 2025 Added 3.23%
$0
$3.81 Billion 3.57% of portfolio
143,924
Q2 2025 Added 4.62%
$0
$3.4 Billion 3.18% of portfolio
63,316
Q2 2025 Added 1.29%
$0
$2.55 Billion 2.38% of portfolio
30,489
Q2 2025 Added 0.1%
$0
$2.39 Billion 2.23% of portfolio
21,220
Q2 2025 Reduced 0.59%
$2.25T
$2.25 Billion 2.1% of portfolio
10,251
Q2 2025 Added 2.34%
$123B
$2.05 Billion 1.92% of portfolio
7,442
Q2 2025 Reduced 0.24%
$0
$1.8 Billion 1.69% of portfolio
35,554
Q2 2025 Reduced 1.27%
$0
$1.78 Billion 1.67% of portfolio
35,216
Q2 2025 Added 0.7%
$0
$1.52 Billion 1.43% of portfolio
11,851
Q2 2025 Added 1.26%
$1.73T
$1.24 Billion 1.16% of portfolio
1,677
Q2 2025 Added 1.02%
$0
$1.21 Billion 1.13% of portfolio
15,654
Q2 2025 Reduced 0.62%
$0
$1.19 Billion 1.12% of portfolio
34,563
Q2 2025 Added 4.63%
$1.2T
$1.15 Billion 1.08% of portfolio
6,550
Q2 2025 Added 3.0%
$0
$995 Million 0.93% of portfolio
40,805
Q2 2025 Added 1.04%
$681B
$892 Million 0.83% of portfolio
4,078
Q2 2025 Reduced 1.28%
$0
$891 Million 0.83% of portfolio
15,151
Q2 2025 Added 1.16%
$0
$844 Million 0.79% of portfolio
18,002
Q2 2025 Added 0.04%
$173B
$789 Million 0.74% of portfolio
767
Q2 2025 Added 0.39%
$1.07T
$733 Million 0.69% of portfolio
2,308
Q2 2025 Reduced 2.08%
$290B
$629 Million 0.59% of portfolio
9,066
Q2 2025 Added 1.95%
$233B
$568 Million 0.53% of portfolio
2,081
Q2 2025 Added 2.66%
$95.8B
$554 Million 0.52% of portfolio
1,797
Q2 2025 Reduced 0.99%
$0
$532 Million 0.5% of portfolio
3,044
Q1 2025 Reduced 79.51%
$0
$476 Million 0.45% of portfolio
19,970
Q1 2025 Reduced 87.2%
$0
$472 Million 0.44% of portfolio
14,857
Q1 2025 Added 371,325.0%
$65.9B
$460 Million 0.43% of portfolio
5,939
Q2 2025 Added 6.07%
$0
$366 Million 0.34% of portfolio
4,606
Q2 2025 Added 1.7%
Blackrock Inc
-
$269 Million 0.25% of portfolio
-
Q2 2025 Added 0.79%
$84.4B
$264 Million 0.25% of portfolio
3,919
Q2 2025 Reduced 0.33%
$549B
$264 Million 0.25% of portfolio
744
Q2 2025 Reduced 0.4%
$0
$260 Million 0.24% of portfolio
2,814
Q2 2025 Added 2.93%
$0
$259 Million 0.24% of portfolio
10,732
Q2 2025 Added 3.03%
$282B
$256 Million 0.24% of portfolio
2,618
Q2 2025 Reduced 1.5%
$181B
$250 Million 0.23% of portfolio
475
Q2 2025 Added 0.21%
$547B
$246 Million 0.23% of portfolio
437
Q2 2025 Reduced 0.91%
$301B
$230 Million 0.21% of portfolio
892
Q2 2025 New
$0
$223 Million 0.21% of portfolio
2,036
Q1 2025 Reduced 96.92%
$397B
$210 Million 0.2% of portfolio
573
Q2 2025 Added 1.24%
$51.7B
$211 Million 0.2% of portfolio
840
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $107 Billion
  • Prior Value $92.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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