Vista Cima Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$673K |
| 2 |
Analog Devices
ADI
|
+$663K |
| 3 |
NextEra Energy
NEE
|
+$659K |
| 4 |
Coca-Cola
KO
|
+$654K |
| 5 |
Mondelez International
MDLZ
|
+$653K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$4.57M |
| 2 |
Microsoft
MSFT
|
+$2.36M |
| 3 |
Apple
AAPL
|
+$1.9M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$958K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$93B
| – | – |
-1,797
| Closed | -$554K |
|
77
Salesforce
CRM
$162B
| – | – |
-2,081
| Closed | -$568K |
|
78
Marvell Technology
MRVL
$192B
| – | – |
-5,939
| Closed | -$460K |
|
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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.