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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
+1.6%
1 Year Est. Return
+25.81%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
-$71.8K
Cap. Flow
-$1.3M
Cap. Flow %
-1.08%
Top 10 Hldgs %
63.07%
Holding
79
New
4
Increased
31
Reduced
12
Closed
28

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$4.11M
2
MSFT icon
Microsoft
MSFT
+$2.73M
3
AAPL icon
Apple
AAPL
+$1.64M
4
AVGO icon
Broadcom
AVGO
+$940K
5
META icon
Meta Platforms (Facebook)
META
+$798K

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$906K
2
V icon
Visa
V
+$884K
3
MA icon
Mastercard
MA
+$882K
4
MDLZ icon
Mondelez International
MDLZ
+$877K
5
UNH icon
UnitedHealth
UNH
+$768K

Sector Composition

Rank Sector Weight
1 Technology 20.85%
2 Consumer Discretionary 2.69%
3 Communication Services 2.43%
4 Healthcare 0.37%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$371B
– –
-2,225
Closed -$768K
V icon
77
Visa
V
$675B
– –
-2,589
Closed -$884K
VLO icon
78
Valero Energy
VLO
$90.7B
– –
-2,966
Closed -$505K
ZTS icon
79
Zoetis
ZTS
$30.9B
– –
-2,806
Closed -$411K
1 2 3
4

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Vista Cima Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Vista Cima Wealth Management held 79 positions worth $120M, down 0.06% from $120M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Vista Cima Wealth Management's Q4 2025 filing shows 4 new, 31 increased, 12 reduced and 28 closed positions. Its largest new stake was Netflix: 4,181 shares worth $392K. The largest sale was Blackrock, an estimated $906K.

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

  • Vista Cima Wealth Management's largest Q4 2025 buy was Netflix: 4,181 shares worth $392K.
  • Vista Cima Wealth Management added most to NVIDIA in Q4 2025, an estimated $4.11M increase.
  • Vista Cima Wealth Management's biggest Q4 2025 reduction was S&P Global, cutting an estimated $602K.
  • Vista Cima Wealth Management fully exited Blackrock in Q4 2025, selling an estimated $906K.
  • Vista Cima Wealth Management's ten largest holdings make up 63% of its $120M portfolio in Q4 2025.
  • Vista Cima Wealth Management opened 4 new positions and closed 28 in Q4 2025.
  • Vista Cima Wealth Management's portfolio value fell 0.06% quarter-over-quarter to $120M.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.