Vista Cima Wealth Management LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$107.0B
Holdings
53
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 25,689 | $14.2B | 13.25% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 453,421 | $13.2B | 12.38% | |
| 3 | NVDANVIDIA CORPORATION | 42,528 | $6.7B | 6.28% | |
| 4 | MSFTMICROSOFT CORP | 10,364 | $5.2B | 4.82% | |
| 5 | VOVANGUARD INDEX FDS | 18,024 | $5.0B | 4.72% | |
| 6 | AAPLAPPLE INC | 23,709 | $4.9B | 4.55% | |
| 7 | DGROISHARES TR | 73,051 | $4.7B | 4.37% | |
| 8 | XMHQINVESCO EXCHANGE TRADED FD T | 42,572 | $4.2B | 3.91% | |
| 9 | SPDWSPDR INDEX SHS FDS | 100,358 | $4.1B | 3.80% | |
| 10 | SMLFISHARES TR | 59,304 | $4.0B | 3.77% | |
| 11 | SCHDSCHWAB STRATEGIC TR | 143,924 | $3.8B | 3.57% | |
| 12 | ROUSLATTICE STRATEGIES TR | 63,316 | $3.4B | 3.18% | |
| 13 | AQLTISHARES TR | 30,489 | $2.5B | 2.38% | |
| 14 | KLMNINVESCO EXCH TRADED FD TR II | 21,220 | $2.4B | 2.23% | |
| 15 | AMZNAMAZON COM INC | 10,251 | $2.2B | 2.10% | |
| 16 | AVGOBROADCOM INC | 7,442 | $2.1B | 1.92% | |
| 17 | AGZISHARES TR | 17,339 | $1.9B | 1.78% | |
| 18 | ICSHISHARES TR | 35,554 | $1.8B | 1.69% | |
| 19 | JPSTJ P MORGAN EXCHANGE TRADED F | 35,216 | $1.8B | 1.67% | |
| 20 | XMMOINVESCO EXCHANGE TRADED FD T | 11,851 | $1.5B | 1.43% | |
| 21 | METAMETA PLATFORMS INC | 1,677 | $1.2B | 1.16% | |
| 22 | BIVVANGUARD BD INDEX FDS | 15,654 | $1.2B | 1.13% | |
| 23 | BSTPINNOVATOR ETFS TRUST | 34,563 | $1.2B | 1.12% | |
| 24 | GOOGLALPHABET INC | 6,550 | $1.2B | 1.08% | |
| 25 | SCHOSCHWAB STRATEGIC TR | 40,805 | $994.8M | 0.93% | |
| 26 | ORCLORACLE CORP | 4,078 | $891.6M | 0.83% | |
| 27 | VGSHVANGUARD SCOTTSDALE FDS | 15,151 | $890.6M | 0.83% | |
| 28 | GTOINVESCO ACTIVELY MANAGED EXC | 18,002 | $844.1M | 0.79% | |
| 29 | NOWSERVICENOW INC | 767 | $788.5M | 0.74% | |
| 30 | TSLATESLA INC | 2,308 | $733.2M | 0.69% | |
| 31 | CSCOCISCO SYS INC | 9,066 | $629.0M | 0.59% | |
| 32 | CRMSALESFORCE INC | 2,081 | $567.5M | 0.53% | |
| 33 | CDNSCADENCE DESIGN SYSTEM INC | 1,797 | $553.7M | 0.52% | |
| 34 | LGLVSPDR SERIES TRUST | 3,044 | $531.5M | 0.50% | |
| 35 | MMITNEW YORK LIFE INVTS ACTIVE E | 19,970 | $476.3M | 0.45% | |
| 36 | BUFRFIRST TR EXCHNG TRADED FD VI | 14,857 | $472.5M | 0.44% | |
| 37 | MRVLMARVELL TECHNOLOGY INC | 5,939 | $459.7M | 0.43% | |
| 38 | VCSHVANGUARD SCOTTSDALE FDS | 4,606 | $366.2M | 0.34% | |
| 39 | BLKBLACKROCK INC | 256 | $268.6M | 0.25% | |
| 40 | MDLZMONDELEZ INTL INC | 3,919 | $264.3M | 0.25% | |
| 41 | VVISA INC | 744 | $264.2M | 0.25% | |
| 42 | LQDHISHARES U S ETF TR | 2,814 | $260.0M | 0.24% | |
| 43 | IGBHISHARES U S ETF TR | 10,732 | $258.7M | 0.24% | |
| 44 | WMTWALMART INC | 2,618 | $256.0M | 0.24% | |
| 45 | SPGIS&P GLOBAL INC | 475 | $250.5M | 0.23% | |
| 46 | MAMASTERCARD INCORPORATED | 437 | $245.6M | 0.23% | |
| 47 | GEGE AEROSPACE | 892 | $229.6M | 0.21% | |
| 48 | LQDISHARES TR | 2,036 | $223.2M | 0.21% | |
| 49 | LHXL3HARRIS TECHNOLOGIES INC | 840 | $210.7M | 0.20% | |
| 50 | HDHOME DEPOT INC | 573 | $210.1M | 0.20% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 1,132 | $206.2M | 0.19% | |
| 52 | RVNUDBX ETF TR | 8,400 | $201.5M | 0.19% | |
| 53 | DHYCREDIT SUISSE HIGH YIELD BD | 10,000 | $21.3M | 0.02% |