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VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $101M
1-Year Est. Return 21.15%
This Fund
S&P 500
This Quarter Est. Return
+7.02%
1 Year Est. Return
+21.15%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
+$13M
Cap. Flow
+$5M
Cap. Flow %
4.17%
Top 10 Hldgs %
55.79%
Holding
78
New
25
Increased
32
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$673K
2
ADI icon
Analog Devices
ADI
+$663K
3
NEE icon
NextEra Energy
NEE
+$659K
4
KO icon
Coca-Cola
KO
+$654K
5
MDLZ icon
Mondelez International
MDLZ
+$653K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.57M
2
MSFT icon
Microsoft
MSFT
+$2.36M
3
AAPL icon
Apple
AAPL
+$1.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$958K
5
AMZN icon
Amazon
AMZN
+$849K

Sector Composition

Rank Sector Weight
1 Technology 11.4%
2 Financials 3.38%
3 Consumer Discretionary 2.96%
4 Consumer Staples 2.63%
5 Utilities 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$677B
$884K 0.74%
2,589
+1,845
+248% +$639K
MA icon
27
Mastercard
MA
$493B
$882K 0.74%
1,551
+1,114
+255% +$640K
MDLZ icon
28
Mondelez International
MDLZ
$79.9B
$877K 0.73%
14,037
+10,118
+258% +$653K
GTO icon
29
Invesco Total Return Bond ETF
GTO
$2.47B
$870K 0.73%
18,320
+318
+2% +$15K
SPGI icon
30
S&P Global
SPGI
$120B
$789K 0.66%
1,621
+1,146
+241% +$614K
UNH icon
31
UnitedHealth
UNH
$370B
$768K 0.64%
+2,225
New +$673K
WMT icon
32
Walmart Inc
WMT
$890B
$746K 0.62%
7,239
+4,621
+177% +$460K
HD icon
33
Home Depot
HD
$355B
$722K 0.6%
1,782
+1,209
+211% +$475K
LHX icon
34
L3Harris
LHX
$53.4B
$718K 0.6%
2,351
+1,511
+180% +$413K
NEE icon
35
NextEra Energy
NEE
$177B
$680K 0.57%
+9,014
New +$659K
ADI icon
36
Analog Devices
ADI
$190B
$677K 0.56%
+2,757
New +$663K
NJR icon
37
New Jersey Resources
NJR
$5.58B
$665K 0.55%
+13,815
New +$644K
DUK icon
38
Duke Energy
DUK
$97.3B
$657K 0.55%
+5,308
New +$644K
PH icon
39
Parker-Hannifin
PH
$135B
$654K 0.54%
+862
New +$636K
MCD icon
40
McDonald's
MCD
$195B
$642K 0.53%
+2,111
New +$643K
KO icon
41
Coca-Cola
KO
$375B
$631K 0.53%
+9,509
New +$654K
CTRA
42
DELISTED
Coterra Energy
CTRA
$623K 0.52%
+26,354
New +$636K
EMR icon
43
Emerson Electric
EMR
$88.3B
$603K 0.5%
+4,593
New +$626K
AMT icon
44
American Tower
AMT
$80.4B
$600K 0.5%
+3,121
New +$650K
ICE icon
45
Intercontinental Exchange
ICE
$84.4B
$597K 0.5%
+3,545
New +$633K
META icon
46
Meta Platforms (Facebook)
META
$1.51T
$558K 0.46%
759
-918
-55% -$683K
LGLV icon
47
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.23B
$541K 0.45%
3,036
-8
-0.3% -$1.41K
VLO icon
48
Valero Energy
VLO
$85.9B
$505K 0.42%
+2,966
New +$442K
BUFR icon
49
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$490K 0.41%
14,667
-190
-1% -$6.2K
MMIT icon
50
IQ MacKay Municipal Intermediate ETF
MMIT
$1.47B
$485K 0.4%
19,970
– –
1
2
3 4

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Vista Cima Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Vista Cima Wealth Management held 78 positions worth $120M, up 12% from $107M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Vista Cima Wealth Management deployed $5M of net new capital in Q3 2025, opening 25 new positions and adding to 32 existing holdings. Its largest new stake was UnitedHealth: 2,225 shares worth $768K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $4.57M trimmed.

  • Vista Cima Wealth Management's largest Q3 2025 buy was UnitedHealth: 2,225 shares worth $768K.
  • Vista Cima Wealth Management added most to Mondelez International in Q3 2025, an estimated $653K increase.
  • Vista Cima Wealth Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $4.57M.
  • Vista Cima Wealth Management fully exited Salesforce in Q3 2025, selling an estimated $568K.
  • Vista Cima Wealth Management's ten largest holdings make up 56% of its $120M portfolio in Q3 2025.
  • Vista Cima Wealth Management opened 25 new positions and closed 3 in Q3 2025.
  • Vista Cima Wealth Management's portfolio value rose 12% quarter-over-quarter to $120M.

Based on Vista Cima Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.