Institutional filer · SEC 13F · Q1 2025
Vista Cima Wealth Management LLC
The reported 13F portfolio of Vista Cima Wealth Management LLC (CIK 2055907) - top holdings, how concentrated the book is, and what changed last quarter.
- $92.9M
- Reported book
- 50
- Positions
- #312
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Vista Cima Wealth Management LLC ranks #312 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $92.9M across 50 positions, a moderately concentrated portfolio.
- $92.9M
- reported 13F value
- 50
- disclosed positions
- 12.8%
- in INVESCO QQQ TR
- #312
- of 360 filers
Top-5 share 40.0% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Vista Cima Wealth Management LLC ranks #312 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Vista Cima Wealth Management LLC sits by disclosed position count
Vista Cima Wealth Management LLC reports 50 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Vista Cima Wealth Management LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
50 271st of 360 higher than 89 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Vista Cima Wealth Management LLC reports $0.09B across 50 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2055907 · Q1 2025 $93M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #312/360
- POS-FOCUS 50 names
- CONC-HEAVY 40% top-5
- LEAD-HEAVY 12.8% top
- PHOTO-FINISH FSA , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: FSA Advisors, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Vista Cima Wealth Management LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$92.9M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | INVESCO QQQ TR | $11.9M | 12.8% |
| 2 | SCHWAB STRATEGIC TR | $11.1M | 11.9% |
| 3 | APPLE INC | $5.1M | 5.5% |
| 4 | NVIDIA CORPORATION | $4.6M | 5.0% |
| 5 | VANGUARD INDEX FDS | $4.5M | 4.9% |
| 6 | ISHARES TR | $4.4M | 4.7% |
| 7 | MICROSOFT CORP | $3.9M | 4.2% |
| 8 | SCHWAB STRATEGIC TR | $3.8M | 4.1% |
| 9 | INVESCO EXCHANGE TRADED FD T | $3.8M | 4.1% |
| 10 | SPDR INDEX SHS FDS | $3.7M | 4.0% |
| 11 | ISHARES TR | $3.6M | 3.8% |
| 12 | LATTICE STRATEGIES TR | $3.2M | 3.4% |
| 13 | ISHARES TR | $2.3M | 2.5% |
| 14 | INVESCO EXCH TRADED FD TR II | $2.0M | 2.1% |
| 15 | ISHARES TR | $1.9M | 2.1% |
| 16 | AMAZON COM INC | $1.9M | 2.0% |
| 17 | ISHARES TR | $1.8M | 2.0% |
| 18 | J P MORGAN EXCHANGE TRADED F | $1.8M | 1.9% |
| 19 | INVESCO EXCHANGE TRADED FD T | $1.3M | 1.4% |
| 20 | BROADCOM INC | $1.2M | 1.3% |
| 21 | VANGUARD BD INDEX FDS | $1.2M | 1.3% |
| 22 | INNOVATOR ETFS TRUST | $1.1M | 1.1% |
| 23 | ALPHABET INC | $983K | 1.1% |
| 24 | SCHWAB STRATEGIC TR | $983K | 1.1% |
| 25 | META PLATFORMS INC | $957K | 1.0% |
Latest Quarter Trades · Q1 2025
New positions (50)
Frequently Asked Questions
- How big is Vista Cima Wealth Management LLC's 13F portfolio?
- Vista Cima Wealth Management LLC reports $92.9M of long US-equity positions across 50 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Vista Cima Wealth Management LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Vista Cima Wealth Management LLC ranks #312 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Vista Cima Wealth Management LLC's largest position?
- Vista Cima Wealth Management LLC's largest reported position is INVESCO QQQ TR at $11.9M, about 12.8% of its reported book as of Q1 2025.
- What did Vista Cima Wealth Management LLC trade last quarter?
- In its Q1 2025 filing, Vista Cima Wealth Management LLC opened 50 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Vista Cima Wealth Management LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($92.9M here).
Similar holding count
Nearest filers by number of disclosed positions (50 here).
Using this filing
- The rankings sort every tracked filer the same way Vista Cima Wealth Management LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- FSA Advisors, Inc. reported the nearest book value ($93.3M) this quarter, a useful scale comparison for Vista Cima Wealth Management LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.