13F Filings History of Vista Cima Wealth Management LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$120M
Signature - Title
Joel Zerbe - Principal/Owner
Location
Surprise, AZ
Summary
This page shows a list of all the recent 13F filings made by Vista Cima Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vista Cima Wealth Management LLC reported 75 stock holdings with total value $120M as of Q3 2025. Top holdings included QQQ, SCHG, VO, DGRO, and XMHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 75 $120M +$20.9M -$16.6M +$4.24M QQQ, SCHG, VO, DGRO, XMHQ 13F-HR 13 Nov 2025, 21:22
Q2 2025 53 $107M +$2.36M -$181K +$2.18M QQQ, SCHG, NVDA, MSFT, VO 13F-HR 11 Aug 2025, 14:40
Q1 2025 50 $92.9M +$6.83M -$3.95M +$2.87M QQQ, SCHG, AAPL, NVDA, VO Restatement 28 May 2025, 15:28
Q4 2024 49 $96.2M $0 $0 QQQ, SCHG, NVDA, AAPL, MSFT 13F-HR 14 Feb 2025, 16:21