Vista Cima Wealth Management LLC
All 13F Filings
- Location
- Surprise, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 119,938
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 51 | 119,938 | 13F-HR | Vista Cima Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 75 | 120,010 | 13F-HR | Vista Cima Wealth Management LLC |
| Q2 2025 | 8/11/2025 | 53 | 106,970 | 13F-HR | Vista Cima Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.89 K | 78.6% | 0 | 570 | -570 |
| ETFs | 23.47 K | 19.7% | 482 | 0 | 482 |
| Debt | 2.019 K | 1.7% | 11 | 0 | 11 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
119,938
Holdings
51
QoQ value change ($000)
-72
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.