13F Filings History of Vista Cima Wealth Management LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$119,938,279
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 51 stock holdings with total value $119,938,279 as of Q4 2025. Top holdings included QQQ, SCHG, NVDA, AAPL, and VO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $119,938,279 +$17,793,876 -$19,101,480 -$1,307,604 QQQ, SCHG, NVDA, AAPL, VO 13F-HR 10 Feb 2026, 19:40
Q3 2025 75 $120,010,105 +$20,879,397 -$16,642,883 +$4,236,514 QQQ, SCHG, VO, DGRO, XMHQ 13F-HR 13 Nov 2025, 21:22
Q2 2025 53 $106,969,881 +$2,357,391 -$180,590 +$2,176,801 QQQ, SCHG, NVDA, MSFT, VO 13F-HR 11 Aug 2025, 14:40
Q1 2025 50 $92,883,086 +$6,827,032 -$3,953,992 +$2,873,040 QQQ, SCHG, AAPL, NVDA, VO Restatement 28 May 2025, 15:28
Q4 2024 49 $96,212,643 $0 $0 $0 QQQ, SCHG, NVDA, AAPL, MSFT 13F-HR 14 Feb 2025, 16:21