Loading…
CIK 0002055907 • 7 13F filings • May 15, 2025 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("vista-cima-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $331K | 0.3% | 1,546 SH | New |
| ALPHABET INC | CAP STK CL A | $1.2M | 1.0%Prev: 0.4% | 3,937 SH | Increased+1,959 SH |
| AMAZON COM INC | COM | $2.3M | 1.9%Prev: 1.2% | 9,954 SH | Increased+3,455 SH |
| ANALOG DEVICES INC | COM | $219K | 0.2%Prev: 0.6% | 807 SH | Decreased-1,950 SH |
| APPLE INC | COM | $5.8M | 4.9%Prev: 3.2% | 21,411 SH | Increased+6,098 SH |
| BROADCOM INC | COM | $2.6M | 2.2%Prev: 1.3% | 7,507 SH | Increased+2,628 SH |
| CISCO SYS INC | COM | $760K | 0.6%Prev: 0.2% | 9,872 SH | Increased+5,657 SH |
| CREDIT SUISSE HIGH YIELD CRE | SH BEN INT | $20K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| DBX ETF TR | XTRACK MUN INFRA | $206K | 0.2%Prev: 0.2% | 8,400 SH | Decreased |
| ELI LILLY & CO | COM | $227K | 0.2% | 211 SH | New |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $501K | 0.4%Prev: 0.4% | 14,623 SH | Increased-44 SH |
| GE AEROSPACE | COM NEW | $275K | 0.2%Prev: 0.2% | 892 SH | Increased |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | $1.4M | 1.2%Prev: 1.1% | 37,178 SH | Increased-469 SH |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $869K | 0.7%Prev: 0.7% | 18,335 SH | Decreased+15 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.6M | 2.1%Prev: 2.2% | 21,440 SH | Decreased-153 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $1.7M | 1.4%Prev: 1.4% | 12,554 SH | Increased-60 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $4.8M | 4.0%Prev: 3.9% | 46,913 SH | Increased+2,374 SH |
| INVESCO QQQ TR | UNIT SER 1 | $16.3M | 13.6%Prev: 13.1% | 26,565 SH | Increased+448 SH |
| ISHARES TR | AGENCY BOND ETF | $2.0M | 1.7%Prev: 1.7% | 18,315 SH | Increased+118 SH |
| ISHARES TR | CORE DIV GRWTH | $5.5M | 4.6%Prev: 4.3% | 79,444 SH | Increased+3,215 SH |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 2.4%Prev: 2.3% | 32,164 SH | Increased+631 SH |
| ISHARES TR | IBOXX INV CP ETF | $223K | 0.2%Prev: 0.2% | 2,026 SH | Decreased-10 SH |
| ISHARES TR | ULTRA SHORT DUR | $1.9M | 1.6%Prev: 1.6% | 38,071 SH | Increased+1,117 SH |
| ISHARES TR | US SML CAP EQT | $4.7M | 4.0%Prev: 3.8% | 63,393 SH | Increased+1,797 SH |
| ISHARES U S ETF TR | INT RT HD LONG | $280K | 0.2%Prev: 0.2% | 11,352 SH | Increased+53 SH |
| ISHARES U S ETF TR | INT RT HDG C B | $274K | 0.2%Prev: 0.2% | 2,932 SH | Increased+27 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $2.0M | 1.7%Prev: 1.6% | 39,821 SH | Increased+2,611 SH |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | $3.9M | 3.3%Prev: 3.3% | 67,637 SH | Decreased-319 SH |
| MERCK & CO INC | COM | $216K | 0.2%Prev: 0.4% | 2,053 SH | Decreased-3,008 SH |
| META PLATFORMS INC | CL A | $1.3M | 1.1%Prev: 0.5% | 1,954 SH | Increased+1,195 SH |
| MICROSOFT CORP | COM | $5.4M | 4.5%Prev: 2.5% | 11,179 SH | Increased+5,438 SH |
| NETFLIX INC | COM | $392K | 0.3% | 4,181 SH | New |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | $486K | 0.4%Prev: 0.4% | 19,970 SH | Increased |
| NVIDIA CORPORATION | COM | $7.2M | 6.0%Prev: 2.5% | 38,376 SH | Increased+22,088 SH |
| ORACLE CORP | COM | $713K | 0.6%Prev: 0.3% | 3,659 SH | Increased+2,317 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $637K | 0.5%Prev: 0.2% | 3,584 SH | Increased+2,425 SH |
| PROSHARES TR II | ULTRA SILVER NEW | $343K | 0.3% | 2,211 SH | New |
| S&P GLOBAL INC | COM | $211K | 0.2%Prev: 0.7% | 404 SH | Decreased-1,217 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.1M | 0.9%Prev: 0.9% | 43,172 SH | Increased+283 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.6M | 3.8%Prev: 3.6% | 167,649 SH | Increased+9,844 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $15.5M | 12.9%Prev: 12.4% | 475,533 SH | Increased+10,698 SH |
| SERVICENOW INC | COM | $525K | 0.4%Prev: 0.2% | 3,430 SH | Increased+3,115 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $4.6M | 3.9%Prev: 3.7% | 104,427 SH | Increased+1,963 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $526K | 0.4% | 2,995 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $841K | 0.7%Prev: 0.3% | 2,768 SH | Increased+1,646 SH |
| TESLA INC | COM | $924K | 0.8%Prev: 0.3% | 2,054 SH | Increased+1,215 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.3M | 1.1%Prev: 1.1% | 16,257 SH | Decreased+12 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.7M | 4.8%Prev: 4.6% | 19,710 SH | Increased+991 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $947K | 0.8%Prev: 0.8% | 16,130 SH | Decreased-21 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $389K | 0.3%Prev: 0.3% | 4,882 SH | Increased+28 SH |
| WALMART INC | COM | $210K | 0.2%Prev: 0.6% | 1,888 SH | Decreased-5,351 SH |
| 13F-HR |
| 0002055907-26-000003 |
| $134.3M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004790 | $107.0M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0002055907-26-000002 | $101.2M | View |
| May 28, 2025 | Q1 2025 | 13F-HR/A | 0001085146-25-003411 | $92.9M | View |