Vista Cima Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Surprise, AZ
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$120,010
Net value change ($000)
+13,040 (12.2%)
New positions
25
Sold out positions
3
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHG 1,589 12.0%
QQQ 1,509 10.6%
UNH 768 NEW
NEE 680 NEW
ADI 677 NEW
NJR 665 NEW
DUK 657 NEW
PH 654 NEW
MCD 642 NEW
BLK 637 236.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -3,680 -54.8%
MSFT -2,181 -42.3%
AAPL -965 -19.8%
AMZN -822 -36.5%
META -680 -54.9%
GOOGL -673 -58.3%
CRM -568 -100.0%
CDNS -554 -100.0%
ORCL -515 -57.7%
NOW -499 -63.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type