Vista Cima Wealth Management LLC 13F Holdings
CIK 0002055907
As of Sep 30, 2025, Vista Cima Wealth Management LLC reported 75 positions worth
CIK 0002055907
As of Sep 30, 2025, Vista Cima Wealth Management LLC reported 75 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 26,117 | 5.7M | 13.07% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 464,835 | 4.8M | 12.36% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 18,719 | $5.5M | 4.58% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 76,229 | $5.2M | 4.32% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 44,539 | $4.7M | 3.90% |
| ISHARES US SMALL-CAP EQUITY FACTOR ETF | SMLF | — | 61,596 | $4.6M | 3.82% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 102,464 | $4.4M | 3.65% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 157,805 | $4.3M | 3.59% |
| LATTICE STRATEGIES TR | ROUS | — | 67,956 | $3.9M | 3.26% |
| APPLE INC | AAPL | Technology | 15,313 | $3.9M | 3.25% |
| NVIDIA CORP | NVDA | Technology | 16,288 | $3.0M | 2.53% |
| MICROSOFT CORP | MSFT | Technology | 5,741 | $3.0M | 2.48% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 31,533 | $2.8M | 2.29% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 21,593 | $2.6M | 2.18% |
| ISHARES AGENCY BOND ETF | AGZ | — | 18,197 | $2.0M | 1.67% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 37,210 | .9M | 1.57% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 36,954 | .9M | 1.56% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 12,614 | .7M | 1.42% |
| BROADCOM INC | AVGO | Technology | 4,879 | .6M | 1.34% |
| AMAZON.COM INC | AMZN | Equity | 6,499 | .4M | 1.19% |
| INNOVATOR BUFFER STEP-UP STRATEGY ETF | BSTP | — | 37,647 | .4M | 1.14% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 16,245 | .3M | 1.06% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 42,889 | .0M | 0.87% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 16,151 | $950.5K | 0.79% |
| BLACKROCK INC | BLK | Financial Services | 777 | $905.9K | 0.75% |