Vista Cima Wealth Management LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 119.94 M reflecting a -0.06% change from the prior quarter, spanning 51 assets. The top 10 holdings comprised 63.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 28 complete exits.
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Vista Cima Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Vista Cima Wealth Management reported a managed portfolio value of 119.94 M, consisting of 51 individual positions.
This page displays the raw filing documents. To see which stocks Vista Cima Wealth Management bought or sold during Q4 2025, please visit Vista Cima Wealth Management's Portfolio Analysis page.