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 | $501K | 0.5% | 2,461 SH | New |
| ALPHABET INC | CAP STK CL A | $1.6M | 1.5%Prev: 1.1% | 5,421 SH | Increased-938 SH |
| AMAZON COM INC | COM | $1.5M | 1.4%Prev: 2.1% | 7,032 SH | Decreased-2,985 SH |
| APPLE INC | COM | $5.3M | 5.2%Prev: 5.5% | 20,920 SH | Increased-1,878 SH |
| AT&T INC | COM | $256K | 0.3% | 8,843 SH | New |
| BROADCOM INC | COM | $2.4M | 2.3%Prev: 1.3% | 7,653 SH | Increased+193 SH |
| CISCO SYS INC | COM | $808K | 0.8%Prev: 0.6% | 10,420 SH | Increased+1,527 SH |
| CREDIT SUISSE HIGH YIELD CRE | SH BEN INT | $19K | 0.0% | 10,000 SH | New |
| DBX ETF TR | XTRACK MUN INFRA | $207K | 0.2%Prev: 0.2% | 8,400 SH | Increased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $494K | 0.5%Prev: 0.5% | 14,623 SH | Increased-234 SH |
| GE AEROSPACE | COM NEW | $344K | 0.3% | 1,212 SH | New |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | $1.2M | 1.2%Prev: 1.2% | 32,861 SH | Increased-173 SH |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $795K | 0.8%Prev: 0.9% | 16,968 SH | Decreased-1,026 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $3.3M | 3.2%Prev: 2.1% | 29,025 SH | Increased+7,678 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $2.7M | 2.6%Prev: 1.4% | 18,494 SH | Increased+6,791 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $3.5M | 3.5%Prev: 4.1% | 33,804 SH | Decreased-7,783 SH |
| ISHARES INC | CORE MSCI EMKT | $2.0M | 2.0% | 29,161 SH | New |
| ISHARES TR | AGENCY BOND ETF | $1.8M | 1.8%Prev: 2.1% | 16,581 SH | Decreased-954 SH |
| ISHARES TR | CORE DIV GRWTH | $3.9M | 3.9%Prev: 4.7% | 55,765 SH | Decreased-14,997 SH |
| ISHARES TR | CORE MSCI EAFE | $6.4M | 6.4%Prev: 2.5% | 71,011 SH | Increased+40,553 SH |
| ISHARES TR | IBOXX INV CP ETF | $220K | 0.2%Prev: 0.2% | 2,020 SH | Decreased-16 SH |
| ISHARES TR | ULTRA SHORT DUR | $1.6M | 1.6% | 32,298 SH | New |
| ISHARES TR | US SML CAP EQT | $4.5M | 4.5%Prev: 3.8% | 59,707 SH | Increased+2,261 SH |
| ISHARES U S ETF TR | INT RT HD LONG | $202K | 0.2%Prev: 0.3% | 8,359 SH | Decreased-2,057 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.8M | 1.7%Prev: 1.9% | 34,678 SH | Decreased-292 SH |
| LAM RESEARCH CORP | COM NEW | $633K | 0.6% | 2,964 SH | New |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | $3.7M | 3.6%Prev: 3.4% | 62,051 SH | Increased-458 SH |
| META PLATFORMS INC | CL A | $882K | 0.9%Prev: 1.0% | 1,541 SH | Decreased-119 SH |
| MICRON TECHNOLOGY INC | COM | $589K | 0.6% | 1,742 SH | New |
| MICROSOFT CORP | COM | $4.2M | 4.1%Prev: 4.2% | 11,221 SH | Increased+790 SH |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | $481K | 0.5%Prev: 0.5% | 19,970 SH | Increased |
| NVIDIA CORPORATION | COM | $6.7M | 6.6%Prev: 5.0% | 38,359 SH | Increased-4,096 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $555K | 0.5% | 3,791 SH | New |
| PROSHARES TR II | ULTRA SILVER NEW | $264K | 0.3% | 2,211 SH | New |
| SCHWAB STRATEGIC TR | GOVERNMENT MONEY | $1.6M | 1.6% | 15,714 SH | New |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $853K | 0.8%Prev: 1.1% | 35,145 SH | Decreased-5,238 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $3.7M | 3.6%Prev: 4.1% | 120,093 SH | Decreased-17,474 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $11.6M | 11.5%Prev: 11.9% | 398,745 SH | Increased-44,126 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $7.2M | 7.1% | 156,718 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $532K | 0.5% | 2,988 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $933K | 0.9% | 2,761 SH | New |
| TESLA INC | COM | $776K | 0.8%Prev: 0.7% | 2,087 SH | Increased-270 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $1.2M | 1.1%Prev: 1.3% | 15,013 SH | Decreased-739 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $4.4M | 4.3%Prev: 4.9% | 15,152 SH | Decreased-2,332 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.0M | 2.0% | 37,899 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $706K | 0.7%Prev: 0.9% | 12,055 SH | Decreased-2,922 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $419K | 0.4%Prev: 0.4% | 5,289 SH | Increased+760 SH |
| WALMART INC | COM | $251K | 0.2%Prev: 0.3% | 2,022 SH | Increased-636 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 |