Vista Cima Wealth Management LLC
RIA/Wealth
Vista Cima Wealth Management LLC is a RIA/Wealth led by Brandon Lee Klippel, managing $120.0M across 75 long positions as of Q3 2025 with 70% ETF concentration and 56% concentrated in top 10 holdings.
Managing PartnerBrandon Lee Klippel
- Portfolio Value
- $120.0M
- Positions
- 75
- Top Holding
- QQQ at 13.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vista Cima Wealth Management LLC's portfolio (55.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.7M | 13.07% | +$257.0K Bought | — 26.1K shares | |
ETF ETF | $14.8M | 12.36% | +$364.2K Bought | — 464.8K shares | |
ETF ETF | $5.5M | 4.58% | +$204.2K Bought | — 18.7K shares | |
ETF ETF | $5.2M | 4.32% | +$216.4K Bought | — 76.2K shares | |
ETF ETF | $4.7M | 3.90% | +$206.5K Bought | — 44.5K shares | |
ETF ETF | $4.6M | 3.82% | +$170.4K Bought | — 61.6K shares | |
ETF ETF | $4.4M | 3.65% | +$90.1K Bought | — 102.5K shares | |
ETF ETF | $4.3M | 3.59% | +$379.0K Bought | — 157.8K shares | |
ETF ETF | $3.9M | 3.26% | +$266.8K Bought | — 68.0K shares | |
Consumer Electronics Technology | $3.9M | 3.25% | -$2.1M Sold | 0.00% 15.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vista Cima Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-69.8% | |
-67.09% |
Analytics
Portfolio insights and performance metrics for Vista Cima Wealth Management LLC
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