Vista Cima Wealth Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$120.0B
Holdings
75
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 26,117 | $15.7B | 13.07% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 464,835 | $14.8B | 12.36% | |
| 3 | VOVANGUARD INDEX FDS | 18,719 | $5.5B | 4.58% | |
| 4 | DGROISHARES TR | 76,229 | $5.2B | 4.32% | |
| 5 | XMHQINVESCO EXCHANGE TRADED FD T | 44,539 | $4.7B | 3.90% | |
| 6 | SMLFISHARES TR | 61,596 | $4.6B | 3.82% | |
| 7 | SPDWSPDR INDEX SHS FDS | 102,464 | $4.4B | 3.65% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 157,805 | $4.3B | 3.59% | |
| 9 | ROUSLATTICE STRATEGIES TR | 67,956 | $3.9B | 3.26% | |
| 10 | AAPLAPPLE INC | 15,313 | $3.9B | 3.25% | |
| 11 | NVDANVIDIA CORPORATION | 16,288 | $3.0B | 2.53% | |
| 12 | MSFTMICROSOFT CORP | 5,741 | $3.0B | 2.48% | |
| 13 | AQLTISHARES TR | 31,533 | $2.8B | 2.29% | |
| 14 | KLMNINVESCO EXCH TRADED FD TR II | 21,593 | $2.6B | 2.18% | |
| 15 | AGZISHARES TR | 18,197 | $2.0B | 1.67% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 37,210 | $1.9B | 1.57% | |
| 17 | ICSHISHARES TR | 36,954 | $1.9B | 1.56% | |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 12,614 | $1.7B | 1.42% | |
| 19 | AVGOBROADCOM INC | 4,879 | $1.6B | 1.34% | |
| 20 | AMZNAMAZON COM INC | 6,499 | $1.4B | 1.19% | |
| 21 | BSTPINNOVATOR ETFS TRUST | 37,647 | $1.4B | 1.14% | |
| 22 | BIVVANGUARD BD INDEX FDS | 16,245 | $1.3B | 1.06% | |
| 23 | SCHOSCHWAB STRATEGIC TR | 42,889 | $1.0B | 0.87% | |
| 24 | VGSHVANGUARD SCOTTSDALE FDS | 16,151 | $950.5M | 0.79% | |
| 25 | BLKBLACKROCK INC | 777 | $905.9M | 0.75% | |
| 26 | VVISA INC | 2,589 | $883.8M | 0.74% | |
| 27 | MAMASTERCARD INCORPORATED | 1,551 | $882.2M | 0.74% | |
| 28 | MDLZMONDELEZ INTL INC | 14,037 | $876.9M | 0.73% | |
| 29 | GTOINVESCO ACTIVELY MANAGED EXC | 18,320 | $870.4M | 0.73% | |
| 30 | SPGIS&P GLOBAL INC | 1,621 | $789.0M | 0.66% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 2,225 | $768.3M | 0.64% | |
| 32 | WMTWALMART INC | 7,239 | $746.1M | 0.62% | |
| 33 | HDHOME DEPOT INC | 1,782 | $722.1M | 0.60% | |
| 34 | LHXL3HARRIS TECHNOLOGIES INC | 2,351 | $718.0M | 0.60% | |
| 35 | NEENEXTERA ENERGY INC | 9,014 | $680.5M | 0.57% | |
| 36 | ADIANALOG DEVICES INC | 2,757 | $677.4M | 0.56% | |
| 37 | NJRNEW JERSEY RES CORP | 13,815 | $665.2M | 0.55% | |
| 38 | DUKDUKE ENERGY CORP NEW | 5,308 | $656.9M | 0.55% | |
| 39 | PHPARKER-HANNIFIN CORP | 862 | $653.5M | 0.54% | |
| 40 | MCDMCDONALDS CORP | 2,111 | $641.5M | 0.53% | |
| 41 | KOCOCA COLA CO | 9,509 | $630.6M | 0.53% | |
| 42 | CTRACOTERRA ENERGY INC | 26,354 | $623.3M | 0.52% | |
| 43 | EMREMERSON ELEC CO | 4,593 | $602.5M | 0.50% | |
| 44 | AMTAMERICAN TOWER CORP NEW | 3,121 | $600.2M | 0.50% | |
| 45 | ICEINTERCONTINENTAL EXCHANGE IN | 3,545 | $597.3M | 0.50% | |
| 46 | METAMETA PLATFORMS INC | 759 | $557.5M | 0.46% | |
| 47 | LGLVSPDR SERIES TRUST | 3,036 | $540.9M | 0.45% | |
| 48 | VLOVALERO ENERGY CORP | 2,966 | $505.0M | 0.42% | |
| 49 | BUFRFIRST TR EXCHNG TRADED FD VI | 14,667 | $490.2M | 0.41% | |
| 50 | MMITNEW YORK LIFE INVTS ACTIVE E | 19,970 | $485.3M | 0.40% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 2,982 | $483.7M | 0.40% | |
| 52 | GOOGLALPHABET INC | 1,978 | $480.8M | 0.40% | |
| 53 | DDOMINION ENERGY INC | 7,649 | $467.9M | 0.39% | |
| 54 | OMCOMNICOM GROUP INC | 5,713 | $465.8M | 0.39% | |
| 55 | PSXPHILLIPS 66 | 3,368 | $458.1M | 0.38% | |
| 56 | CVXCHEVRON CORP NEW | 2,858 | $443.8M | 0.37% | |
| 57 | MRKMERCK & CO INC | 5,061 | $424.8M | 0.35% | |
| 58 | PGPROCTER AND GAMBLE CO | 2,756 | $423.5M | 0.35% | |
| 59 | ZTSZOETIS INC | 2,806 | $410.6M | 0.34% | |
| 60 | CMCSACOMCAST CORP NEW | 12,893 | $405.1M | 0.34% | |
| 61 | APDAIR PRODS & CHEMS INC | 1,431 | $390.3M | 0.33% | |
| 62 | NKENIKE INC | 5,565 | $388.0M | 0.32% | |
| 63 | VCSHVANGUARD SCOTTSDALE FDS | 4,854 | $388.0M | 0.32% | |
| 64 | ORCLORACLE CORP | 1,342 | $377.4M | 0.31% | |
| 65 | TSLATESLA INC | 839 | $373.1M | 0.31% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,122 | $313.4M | 0.26% | |
| 67 | NOWSERVICENOW INC | 315 | $289.9M | 0.24% | |
| 68 | CSCOCISCO SYS INC | 4,215 | $288.4M | 0.24% | |
| 69 | IGBHISHARES U S ETF TR | 11,299 | $278.2M | 0.23% | |
| 70 | LQDHISHARES U S ETF TR | 2,905 | $271.8M | 0.23% | |
| 71 | GEGE AEROSPACE | 892 | $268.3M | 0.22% | |
| 72 | LQDISHARES TR | 2,036 | $227.0M | 0.19% | |
| 73 | PLTRPALANTIR TECHNOLOGIES INC | 1,159 | $211.4M | 0.18% | |
| 74 | RVNUDBX ETF TR | 8,400 | $207.2M | 0.17% | |
| 75 | DHYCREDIT SUISSE HIGH YIELD CRE | 10,000 | $20.6M | 0.02% |