Vista Cima Wealth Management LLC Portfolio Holdings

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025

Vista Cima Wealth Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 75 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 $15.7B, Schwab Strategic Tr Us Large C with a value of $14.8B, Vanguard Mid Cap ETF with a value of $5.5B, Ishares Core Dividend Growth E with a value of $5.19B, and Invesco Exchange Traded Fd Tr with a value of $4.67B.

Examining the 13F form we can see an increase of $13B in the current position value, from $107B to 120B.

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 $120 Billion
ETFs: $84.3 Billion
Technology: $13.7 Billion
Consumer Cyclical: $3.55 Billion
Financial Services: $3.17 Billion
Consumer Defensive: $3.16 Billion
Utilities: $2.47 Billion
Industrials: $2.24 Billion
Energy: $2.03 Billion
Other: $4.5 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.6 Million 0.02% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $120 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Vista Cima Wealth Management LLC Portfolio

Follow Vista Cima Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Cima Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Cima Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email