Vista Cima Wealth Management LLC

Business address
14985 W Bell Rd; Ste 150, Surprise, AZ, 85374
Top securities (13F)
QQQ, SCHG, VO, DGRO, XMHQ, SMLF, SPDW, SCHD, ROUS, AAPL, NVDA, MSFT, IEFA, SPMO, AGZ, JPST, ICSH, XMMO, AVGO, and AMZN
State of incorporation
AZ
Fiscal year end
31 December
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Vista Cima Wealth Management LLC has filed 6 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-25316
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-25316
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-25316
13F-HR/A Open Document Open Filing 28 May 2025 31 Mar 2025 028-25316
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-25316
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25316