Vista Cima Wealth Management LLC
•CIK: 2055907•Filing: Q4 2025
**Vista Cima Wealth Management LLC** manages $120M across a portfolio of 51 positions, exhibiting a concentrated focus on growth and technology leaders. Top allocations include NDQ at $16.3M and SCHG at $15.5M, signaling a strong tilt toward sector-specific and broad market growth indices. Further significant exposure is maintained in mega-cap technology names such as NVDA ($7.2M), AAPL ($5.8M), and MSFT ($5.4M). This structure suggests a systematic approach targeting high-growth equity segments within the current market cycle.
Total AUM
$119.9M
QoQ Performance
-0.1%
Positions
41
Top 10 Concentration
63.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
SCHG
NVDA
NDQ13.6%
SCHG12.9%
NVDA6.0%
AAPL4.9%
VO4.8%
DGRO4.6%
MSFT4.5%
XMHQ4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.1%
Technology21.1%
Consumer2.9%
Healthcare0.4%
Communication0.3%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+23 more exited positions
Changes from Q3 2025
NEW4 new positions
↑31 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024