13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002055907
Total reported value
$134.3M
$134.3M
53 檔
33.0%
In Q2 2025, Vista Cima Wealth Management LLC's U.S. equity holdings reached a combined market value of $134.3M, distributed across 53 disclosed stock positions.
During Q2 2025, Vista Cima Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.25% | +13.25% | NEW | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.38% | -1.31% | +2.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.28% | -1.05% | +0.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.95% | -0.64% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.72% | -0.60% | +3.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.55% | -0.90% | +4.00% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.37% | -0.61% | +3.23% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.91% | -0.56% | +2.37% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.80% | -0.93% | -0.85% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.77% | -0.45% | +3.23% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.57% | -0.39% | +4.62% | |
| 12 | ROUS | Hartford Multifact US Eqty | ETF-Other | 3.18% | -0.47% | +1.29% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.38% | -0.89% | +0.10% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.23% | +0.26% | -0.59% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | -0.27% | +2.34% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.92% | -0.34% | -0.24% | |
| 17 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.78% | -0.35% | -1.12% | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.69% | -0.41% | -1.27% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.67% | -0.41% | +0.70% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.43% | -0.28% | +1.26% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.15% | +1.02% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.13% | -0.21% | -0.62% | |
| 23 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.12% | -0.21% | +4.63% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | -0.15% | +3.00% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.93% | -0.22% | +1.04% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.83% | — | -1.28% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.83% | -0.20% | +1.16% | |
| 28 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.79% | -0.16% | +0.04% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.74% | — | +0.39% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.11% | -2.08% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | -0.02% | +1.95% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.53% | — | +2.66% | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.52% | — | -0.99% | |
| 34 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.50% | -0.13% | — | |
| 35 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.45% | -0.12% | — | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.44% | -0.09% | — | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 0.43% | — | +6.07% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.02% | +1.70% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.25% | — | +0.79% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | — | -0.33% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | — | -0.40% | |
| 42 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 0.24% | — | +2.93% | |
| 43 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 0.24% | -0.20% | EXIT | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.09% | -1.50% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.23% | — | +0.21% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | — | -0.91% | |
| 47 | GE | General Electric | Stock-Industrials | 0.21% | +0.02% | — | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.21% | -0.06% | — | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.20% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | — | +1.24% |
According to official SEC Form 13F filings, Vista Cima Wealth Management LLC reported a total U.S. public equity portfolio value of $134.3M across 53 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHG, NVDA) accounted for 33.0% of total reported equity market value during Q2 2025.
During Q2 2025, Vista Cima Wealth Management LLC's top holdings by market value included QQQ (13.3%)、SCHG (12.4%)、NVDA (6.3%). The largest single position, QQQ, represented 13.3% of total portfolio value.
In Q2 2025, Vista Cima Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.