Vista Cima Wealth Management LLC Top Holdings and 13F Report (2025) About Vista Cima Wealth Management LLCInvestment ActivityVista Cima Wealth Management LLC has $106.97 million in total holdings as of June 30, 2025.Vista Cima Wealth Management LLC owns shares of 53 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 0.17% of the portfolio was sold this quarter.This quarter, Vista Cima Wealth Management LLC has purchased 50 new stocks and bought additional shares in 30 stocks.Vista Cima Wealth Management LLC sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco QQQ $14,171,124Schwab U.S. Large-Cap Growth ETF $13,244,418NVIDIA $6,719,036Microsoft $5,155,105Vanguard Mid-Cap ETF $5,043,701 Largest New Holdings this Quarter 369604301 - GE Aerospace $229,592 Holding502431109 - L3Harris Technologies $210,706 Holding718172109 - Philip Morris International $206,171 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 10,550 shares (about $308.17K)GE Aerospace 892 shares (about $229.59K)L3Harris Technologies 840 shares (about $210.71K)Philip Morris International 1,132 shares (about $206.17K)Apple 911 shares (about $186.91K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 861 shares (about $34.86K)Microsoft 67 shares (about $33.33K)iShares Ultra Short-Term Bond Active ETF 459 shares (about $23.28K)iShares Agency Bond ETF 196 shares (about $21.50K)Tesla 49 shares (about $15.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Cima Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$14,171,124$184,248 ▲1.3%25,68913.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$13,244,418$308,165 ▲2.4%453,42112.4%ETFNVDANVIDIA$6,719,036$11,533 ▲0.2%42,5286.3%Computer and TechnologyMSFTMicrosoft$5,155,105$33,326 ▼-0.6%10,3644.8%Computer and TechnologyVOVanguard Mid-Cap ETF$5,043,701$151,110 ▲3.1%18,0244.7%ETFAAPLApple$4,864,304$186,907 ▲4.0%23,7094.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$4,670,860$146,358 ▲3.2%73,0514.4%ETFXMHQInvesco S&P MidCap Quality ETF$4,182,245$96,766 ▲2.4%42,5723.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,063,491$34,862 ▼-0.9%100,3583.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$4,029,722$126,252 ▲3.2%59,3043.8%ETFSCHDSchwab US Dividend Equity ETF$3,813,987$168,461 ▲4.6%143,9243.6%ETFROUSHartford Multifactor US Equity ETF$3,399,436$43,328 ▲1.3%63,3163.2%ETFIEFAiShares Core MSCI EAFE ETF$2,545,232$2,588 ▲0.1%30,4892.4%ETFSPMOInvesco S&P 500 Momentum ETF$2,386,615$14,284 ▼-0.6%21,2202.2%ETFAMZNAmazon.com$2,248,967$51,337 ▲2.3%10,2512.1%Retail/WholesaleAVGOBroadcom$2,051,309$4,962 ▼-0.2%7,4421.9%Computer and TechnologyAGZiShares Agency Bond ETF$1,902,088$21,501 ▼-1.1%17,3391.8%FinanceICSHiShares Ultra Short-Term Bond Active ETF$1,802,943$23,276 ▼-1.3%35,5541.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,784,747$12,467 ▲0.7%35,2161.7%ETFXMMOInvesco S&P MidCap Momentum ETF$1,524,394$19,037 ▲1.3%11,8511.4%ETFMETAMeta Platforms$1,237,880$12,549 ▲1.0%1,6771.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,210,680$7,579 ▼-0.6%15,6541.1%ETFBSTPInnovator Buffer Step-Up Strategy ETF$1,193,796$52,811 ▲4.6%34,5631.1%ETFGOOGLAlphabet$1,154,242$33,658 ▲3.0%6,5501.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$994,826$10,288 ▲1.0%40,8050.9%ETFORCLOracle$891,573$11,587 ▼-1.3%4,0780.8%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$890,576$10,228 ▲1.2%15,1510.8%ETFGTOInvesco Total Return Bond ETF$844,114$375 ▲0.0%18,0020.8%ETFNOWServiceNow$788,537$3,084 ▲0.4%7670.7%Computer and TechnologyTSLATesla$733,159$15,565 ▼-2.1%2,3080.7%Auto/Tires/TrucksCSCOCisco Systems$628,999$12,003 ▲1.9%9,0660.6%Computer and TechnologyCRMSalesforce$567,522$14,727 ▲2.7%2,0810.5%Computer and TechnologyCDNSCadence Design Systems$553,746$5,547 ▼-1.0%1,7970.5%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$531,5130.0%3,0440.5%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$476,2850.0%19,9700.4%ETFBUFRFT Vest Laddered Buffer ETF$472,4530.0%14,8570.4%ETFMRVLMarvell Technology$459,679$26,316 ▲6.1%5,9390.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$366,177$6,122 ▲1.7%4,6060.3%ETFBLACKROCK INC$268,608$2,099 ▲0.8%2560.3%COMMDLZMondelez International$264,315$877 ▼-0.3%3,9190.2%Consumer StaplesVVisa$264,157$1,065 ▼-0.4%7440.2%Business ServicesLQDHiShares Interest Rate Hedged Corporate Bond ETF$260,014$7,392 ▲2.9%2,8140.2%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$258,749$7,619 ▲3.0%10,7320.2%ETFWMTWalmart$255,988$3,911 ▼-1.5%2,6180.2%Retail/WholesaleSPGIS&P Global$250,463$527 ▲0.2%4750.2%FinanceMAMastercard$245,568$2,248 ▼-0.9%4370.2%Business ServicesGEGE Aerospace$229,592$229,592 ▲New Holding8920.2%AerospaceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$223,1660.0%2,0360.2%FinanceLHXL3Harris Technologies$210,706$210,706 ▲New Holding8400.2%AerospaceHDHome Depot$210,087$2,567 ▲1.2%5730.2%Retail/WholesalePMPhilip Morris International$206,171$206,171 ▲New Holding1,1320.2%Consumer StaplesRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$201,5160.0%8,4000.2%ETFDHYCredit Suisse High Yield Bond Fund$21,3000.0%10,0000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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