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CIK: 0002055907
Total reported value
$134.3M
$134.3M
75 檔
34.2%
According to the latest 13F quarterly dataset, Vista Cima Wealth Management LLC managed an equity portfolio of $134.3M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
In Q3 2025, Vista Cima Wealth Management LLC displayed an active expansion posture, initiating 24 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.07% | +13.25% | NEW | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.36% | -1.31% | +2.52% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.58% | -0.60% | +3.86% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.32% | -0.61% | +4.35% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.90% | -0.56% | +4.62% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.82% | -0.45% | +3.86% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.65% | -0.93% | +2.10% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.59% | -0.39% | +9.64% | |
| 9 | ROUS | Hartford Multifact US Eqty | ETF-Other | 3.26% | -0.47% | +7.33% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.25% | -0.90% | -35.41% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | -1.05% | -61.70% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.95% | -44.61% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.29% | -0.89% | +3.42% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.18% | +0.26% | +1.76% | |
| 15 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.67% | -0.35% | +4.95% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.57% | -0.41% | +5.66% | |
| 17 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.56% | -0.41% | +3.94% | |
| 18 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.42% | -0.28% | +6.44% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.34% | -34.44% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.27% | -36.60% | |
| 21 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.14% | -0.21% | +8.92% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.06% | -0.21% | +3.78% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.87% | -0.22% | +5.11% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.79% | -0.20% | +6.60% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 0.75% | — | +203.52% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | +247.98% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | — | +254.92% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.73% | — | +258.18% | |
| 29 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.73% | -0.16% | +1.77% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.66% | — | +241.26% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | — | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.09% | +176.51% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | — | +210.99% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.60% | — | +179.88% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | — | — | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.56% | — | — | |
| 37 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.55% | — | — | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.55% | — | — | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.54% | — | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | — | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | — | — | |
| 42 | CTRA | Coterra Energy Inc | Stock-Energy | 0.52% | — | — | |
| 43 | EMR | Emerson Electric Co | Stock-Industrials | 0.50% | — | — | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.50% | — | — | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.50% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.15% | -54.74% | |
| 47 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.45% | -0.13% | -0.26% | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.42% | — | — | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.09% | -1.28% | |
| 50 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.40% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | +203.52% | Add |
| 2 | MA | Mastercard Inc - A | +0.5% | +254.92% | Add |
| 3 | V | Visa Inc-class A Shares | +0.5% | +247.98% | Add |
| 4 | MDLZ | Mondelez International Inc-a | +0.4% | +258.18% | Add |
| 5 | SCHG | Schwab US Large-cap Growth | +0.4% | +2.52% | Add |
| 6 | SPGI | S&p Global Inc | +0.4% | +241.26% | Add |
| 7 | HD | Home Depot Inc | +0.4% | +210.99% | Add |
| 8 | WMT | Walmart Inc | +0.4% | +176.51% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +1.67% | Add |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +1.76% | Add |
| 11 | SMLF | Ishares US Smallcap Equity F | 0% | +3.86% | Add |
| 12 | ROUS | Hartford Multifact US Eqty | -0.2% | +7.33% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +3.42% | Add |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | -0.2% | +4.62% | Add |
| 15 | VO | Vanguard Mid-cap ETF | -0.3% | +3.86% | Add |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +2.10% | Add |
| 17 | DGRO | Ishares Core Dividend Growth | -0.4% | +4.35% | Add |
| 18 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +9.64% | Add |
| 19 | META | Meta Platforms Inc-class A | -0.6% | -54.74% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | -0.7% | -69.80% | Trim |
| 21 | AMZN | Amazon.com Inc | -0.9% | -36.60% | Trim |
| 22 | MSFT | Microsoft CORP | -1.7% | -44.61% | Trim |
| 23 | AAPL | Apple Inc | -2.2% | -35.41% | Trim |
| 24 | NVDA | Nvidia CORP | -2.4% | -61.70% | Trim |
| 25 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 26 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 27 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 28 | ADI | Analog Devices Inc | — | NEW | New buy |
| 29 | NJR | New Jersey Resources CORP | — | NEW | New buy |
| 30 | DUK | Duke Energy CORP | — | NEW | New buy |
| 31 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | KO | Coca-cola Co/the | — | NEW | New buy |
| 34 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 35 | EMR | Emerson Electric Co | — | NEW | New buy |
| 36 | AMT | American Tower CORP | — | NEW | New buy |
| 37 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 38 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 39 | VLO | Valero Energy CORP | — | NEW | New buy |
| 40 | PM | Philip Morris International | — | NEW | New buy |
| 41 | D | Dominion Energy Inc | — | NEW | New buy |
| 42 | OMC | Omnicom Group | — | NEW | New buy |
| 43 | CDNS | Cadence Design Sys Inc | — | EXIT | Sold out |
| 44 | PSX | Phillips 66 | — | NEW | New buy |
| 45 | CVX | Chevron CORP | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 48 | ZTS | Zoetis Inc | — | NEW | New buy |
| 49 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 50 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
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 75 disclosed positions in Q3 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, VO) accounted for 34.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
UNH
市值: $768.3K
Top Position Liquidated / Trimmed
CRM
前期市值: $544.0K
During Q3 2025, Vista Cima Wealth Management LLC's top holdings by market value included QQQ (13.1%)、SCHG (12.4%)、VO (4.6%). The largest single position, QQQ, represented 13.1% of total portfolio value.
In Q3 2025, Vista Cima Wealth Management LLC made 50 total portfolio adjustments, initiating 24 new buys, adding to 18 positions, trimming 6 holdings, and fully liquidating 2 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.
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