Vista Cima Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Vista Cima Wealth Management LLC held in its portfolio 51 assets valued at $119,938,279 (i.e. $119.94M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($16.32M), SCHWAB STRATEGIC TR ($15.51M), and NVIDIA CORPORATION ($7.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vista Cima Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 26565 | 16319122 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 475533 | 15511873 | US LCAP GR ETF |
| NVIDIA CORPORATION | 38376 | 7157196 | COM |
| APPLE INC | 21411 | 5820826 | COM |
| VANGUARD INDEX FDS | 19710 | 5720241 | MID CAP ETF |
| ISHARES TR | 79444 | 5515022 | CORE DIV GRWTH |
| MICROSOFT CORP | 11179 | 5406442 | COM |
| INVESCO EXCHANGE TRADED FD T | 46913 | 4804829 | S&P MDCP QUALITY |
| ISHARES TR | 63393 | 4746868 | US SML CAP EQT |
| SPDR INDEX SHS FDS | 104427 | 4637603 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 167649 | 4598611 | US DIVIDEND EQ |
| LATTICE STRATEGIES TR | 67637 | 3903331 | HARTFORD US EQTY |
| ISHARES TR | 32164 | 2877431 | CORE MSCI EAFE |
| BROADCOM INC | 7507 | 2598284 | COM |
| INVESCO EXCH TRADED FD TR II | 21440 | 2558228 | S&P 500 MOMNTM |
| AMAZON COM INC | 9954 | 2297582 | COM |
| ISHARES TR | 18315 | 2019229 | AGENCY BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 39821 | 2014544 | ULTRA SHRT ETF |
| ISHARES TR | 38071 | 1925631 | ULTRA SHORT DUR |
| INVESCO EXCHANGE TRADED FD T | 12554 | 1738227 | S&P MDCP MOMNTUM |
| INNOVATOR ETFS TRUST | 37178 | 1380389 | BUFFER STEP UP S |
| META PLATFORMS INC | 1954 | 1289956 | CL A |
| VANGUARD BD INDEX FDS | 16257 | 1266095 | INTERMED TERM |
| ALPHABET INC | 3937 | 1232210 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 43172 | 1052102 | SHT TM US TRES |
| VANGUARD SCOTTSDALE FDS | 16130 | 947315 | SHORT TERM TREAS |
| TESLA INC | 2054 | 923725 | COM |
| INVESCO ACTIVELY MANAGED EXC | 18335 | 869446 | TOTAL RETURN |
| TAIWAN SEMICONDUCTOR MFG LTD | 2768 | 841169 | SPONSORED ADS |
| CISCO SYS INC | 9872 | 760440 | COM |
| ORACLE CORP | 3659 | 713176 | COM |
| PALANTIR TECHNOLOGIES INC | 3584 | 637056 | CL A |
| SPDR SERIES TRUST | 2995 | 525832 | STATE STREET SPD |
| SERVICENOW INC | 3430 | 525442 | COM |
| FIRST TR EXCHNG TRADED FD VI | 14623 | 500984 | FT VEST LADDERED |
| NEW YORK LIFE INVTS ACTIVE E | 19970 | 485870 | NYLI MACKAY MUN |
| NETFLIX INC | 4181 | 392011 | COM |
| VANGUARD SCOTTSDALE FDS | 4882 | 389242 | SHRT TRM CORP BD |
| PROSHARES TR II | 2211 | 342970 | ULTRA SILVER NEW |
| ADVANCED MICRO DEVICES INC | 1546 | 331091 | COM |
| ISHARES U S ETF TR | 11352 | 279600 | INT RT HD LONG |
| GE AEROSPACE | 892 | 274763 | COM NEW |
| ISHARES U S ETF TR | 2932 | 273702 | INT RT HDG C B |
| ELI LILLY & CO | 211 | 226757 | COM |
| ISHARES TR | 2026 | 223245 | IBOXX INV CP ETF |
| ANALOG DEVICES INC | 807 | 218858 | COM |
| MERCK & CO INC | 2053 | 216099 | COM |
| S&P GLOBAL INC | 404 | 211132 | COM |
| WALMART INC | 1888 | 210346 | COM |
| DBX ETF TR | 8400 | 206136 | XTRACK MUN INFRA |
| CREDIT SUISSE HIGH YIELD CRE | 10000 | 20000 | SH BEN INT |
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