Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Vista Cima Wealth Management LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002055907-26-000001

Total Value
$119.9M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ26,565$16.3M13.61%
2SCHWAB STRATEGIC TR808524300475,533$15.5M12.93%
3NVIDIA CORPORATIONNVDA38,376$7.2M5.97%
4APPLE INCAAPL21,411$5.8M4.85%
5VANGUARD INDEX FDS92290862919,710$5.7M4.77%
6ISHARES TR46434V62179,444$5.5M4.60%
7MICROSOFT CORPMSFT11,179$5.4M4.51%
8INVESCO EXCHANGE TRADED FD TIVZ46,913$4.8M4.01%
9ISHARES TR46434V29063,393$4.7M3.96%
10SPDR INDEX SHS FDS78463X889104,427$4.6M3.87%
11SCHWAB STRATEGIC TR808524797167,649$4.6M3.83%
12LATTICE STRATEGIES TR51841640967,637$3.9M3.25%
13ISHARES TR46432F84232,164$2.9M2.40%
14BROADCOM INCAVGO7,507$2.6M2.17%
15INVESCO EXCH TRADED FD TR IIIVZ21,440$2.6M2.13%
16AMAZON COM INCAMZN9,954$2.3M1.92%
17ISHARES TR46428816618,315$2.0M1.68%
18J P MORGAN EXCHANGE TRADED F46641Q83739,821$2.0M1.68%
19ISHARES TR46434V87838,071$1.9M1.61%
20INVESCO EXCHANGE TRADED FD TIVZ12,554$1.7M1.45%
21INNOVATOR ETFS TRUSTINHD37,178$1.4M1.15%
22META PLATFORMS INCMETA1,954$1.3M1.08%
23VANGUARD BD INDEX FDS92193781916,257$1.3M1.06%
24ALPHABET INCGOOG3,937$1.2M1.03%
25SCHWAB STRATEGIC TR80852486243,172$1.1M0.88%
26VANGUARD SCOTTSDALE FDS92206C10216,130$947,3150.79%
27TESLA INCTSLA2,054$923,7250.77%
28INVESCO ACTIVELY MANAGED EXCIVZ18,335$869,4460.72%
29TAIWAN SEMICONDUCTOR MFG LTD8740391002,768$841,1690.70%
30CISCO SYS INCCSCO9,872$760,4400.63%
31ORACLE CORPORCL-PD3,659$713,1760.59%
32PALANTIR TECHNOLOGIES INCPLTR3,584$637,0560.53%
33SPDR SERIES TRUST78468R8042,995$525,8320.44%
34SERVICENOW INCNOW3,430$525,4420.44%
35FIRST TR EXCHNG TRADED FD VI33740F75514,623$500,9840.42%
36NEW YORK LIFE INVTS ACTIVE E45409F82719,970$485,8700.41%
37NETFLIX INCNFLX4,181$392,0110.33%
38VANGUARD SCOTTSDALE FDS92206C4094,882$389,2420.32%
39PROSHARES TR II74347W3532,211$342,9700.29%
40ADVANCED MICRO DEVICES INCAMD1,546$331,0910.28%
41ISHARES U S ETF TR46431W81211,352$279,6000.23%
42GE AEROSPACE369604301892$274,7630.23%
43ISHARES U S ETF TR46431W7052,932$273,7020.23%
44ELI LILLY & COLLY211$226,7570.19%
45ISHARES TR4642872422,026$223,2450.19%
46ANALOG DEVICES INCADI807$218,8580.18%
47MERCK & CO INCMRK2,053$216,0990.18%
48S&P GLOBAL INCSPGI404$211,1320.18%
49WALMART INCWMT1,888$210,3460.18%
50DBX ETF TR2330517058,400$206,1360.17%
51CREDIT SUISSE HIGH YIELD CREDHY10,000$20,0000.02%