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VCWM

Vista Cima Wealth Management Portfolio holdings

AUM $134M
1-Year Est. Return 25.81%
This Fund
S&P 500
This Quarter Est. Return
+7.02%
1 Year Est. Return
+25.81%
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
PM icon
51
Philip Morris
PM
$291B
$484K 0.4%
2,982
+1,850
+163% +$311K
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$4.34T
$481K 0.4%
1,978
-4,572
-70% -$958K
D icon
53
Dominion Energy
D
$58.9B
$468K 0.39%
+7,649
New +$455K
OMC icon
54
Omnicom Group
OMC
$23B
$466K 0.39%
+5,713
New +$431K
PSX icon
55
Phillips 66
PSX
$84.6B
$458K 0.38%
+3,368
New +$431K
CVX icon
56
Chevron
CVX
$379B
$444K 0.37%
+2,858
New +$443K
MRK icon
57
Merck
MRK
$322B
$425K 0.35%
+5,061
New +$417K
PG icon
58
Procter & Gamble
PG
$339B
$423K 0.35%
+2,756
New +$430K
ZTS icon
59
Zoetis
ZTS
$30.3B
$411K 0.34%
+2,806
New +$424K
CMCSA icon
60
Comcast
CMCSA
$88.6B
$405K 0.34%
+12,893
New +$432K
APD icon
61
Air Products & Chemicals
APD
$68.2B
$390K 0.33%
+1,431
New +$414K
NKE icon
62
Nike
NKE
$62.5B
$388K 0.32%
+5,565
New +$415K
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$388K 0.32%
4,854
+248
+5% +$19.7K
ORCL icon
64
Oracle
ORCL
$432B
$377K 0.31%
1,342
-2,736
-67% -$697K
TSLA icon
65
Tesla
TSLA
$1.31T
$373K 0.31%
839
-1,469
-64% -$510K
TSM icon
66
TSMC
TSM
$2.2T
$313K 0.26%
+1,122
New +$274K
NOW icon
67
ServiceNow
NOW
$131B
$290K 0.24%
1,575
-2,260
-59% -$422K
CSCO icon
68
Cisco
CSCO
$487B
$288K 0.24%
4,215
-4,851
-54% -$331K
IGBH icon
69
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$227M
$278K 0.23%
11,299
+567
+5% +$13.8K
LQDH icon
70
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$540M
$272K 0.23%
2,905
+91
+3% +$8.45K
GE icon
71
GE Aerospace
GE
$381B
$268K 0.22%
892
– –
LQD icon
72
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$227K 0.19%
2,036
– –
PLTR icon
73
Palantir
PLTR
$429B
$211K 0.18%
+1,159
New +$188K
RVNU icon
74
Xtrackers Municipal Infrastructure Revenue Bond Active ETF
RVNU
$144M
$207K 0.17%
8,400
– –
DHY
75
Credit Suisse High Yield Credit Fund
DHY
$240M
$20.6K 0.02%
10,000
– –
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.