Vista Cima Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Surprise, AZ
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$119,938
Net value change ($000)
-72 (-0.1%)
New positions
4
Sold out positions
28
Turnover %
15.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NVDA 4,118 135.5%
MSFT 2,432 81.8%
AAPL 1,922 49.3%
AVGO 988 61.4%
AMZN 871 61.0%
GOOGL 751 156.1%
META 732 131.2%
SCHG 679 4.6%
QQQ 639 4.1%
TSLA 551 147.7%
Top Reduces (Value $000, Stocks/ETFs)
BLK -906 -100.0%
V -884 -100.0%
MA -882 -100.0%
MDLZ -877 -100.0%
UNH -768 -100.0%
HD -722 -100.0%
LHX -718 -100.0%
NEE -680 -100.0%
NJR -665 -100.0%
DUK -657 -100.0%
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