Vista Cima Wealth Management LLC
CIK: 0002055907SEC EDGAR →
Portfolio Value
$101.9M
Holdings
51
As of
Q4 2025
New Positions
25
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 475,533 | $15.5M | 15.22% |
| 2 | NVIDIA CORPORATION | 38,376 | $7.2M | 7.02% |
| 3 | APPLE INC | 21,411 | $5.8M | 5.71% |
| 4 | VANGUARD INDEX FDS | 19,710 | $5.7M | 5.61% |
| 5 | ISHARES TR | 79,444 | $5.5M | 5.41% |
| 6 | MICROSOFT CORP | 11,179 | $5.4M | 5.31% |
| 7 | INVESCO EXCHANGE TRADED FD T | 46,913 | $4.8M | 4.71% |
| 8 | ISHARES TR | 63,393 | $4.7M | 4.66% |
| 9 | SPDR INDEX SHS FDS | 104,427 | $4.6M | 4.55% |
| 10 | SCHWAB STRATEGIC TR | 167,649 | $4.6M | 4.51% |
Quarterly Changes
Top Buys
Closed Positions (28)
$906K · 777 shares
$884K · 3K shares
$882K · 2K shares
$877K · 14K shares
$768K · 2K shares
$722K · 2K shares
$718K · 2K shares
$680K · 9K shares
$665K · 14K shares
$657K · 5K shares
$654K · 862 shares
$642K · 2K shares
$631K · 10K shares
$623K · 26K shares
$603K · 5K shares
$600K · 3K shares
$597K · 4K shares
$505K · 3K shares
$484K · 3K shares
$468K · 8K shares
$466K · 6K shares
$458K · 3K shares
$444K · 3K shares
$423K · 3K shares
$411K · 3K shares
$405K · 13K shares
$390K · 1K shares
$388K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $64.2M | 63.0% |
| Technology | 12 | $25.3M | 24.9% |
| Unknown | 4 | $6.8M | 6.7% |
| Consumer Cyclical | 2 | $3.2M | 3.2% |
| Communication Services | 3 | $1.6M | 1.6% |
| Industrials | 1 | $274K | 0.3% |
| Healthcare | 2 | $216K | 0.2% |
| Consumer Defensive | 1 | $210K | 0.2% |