# EDGAR Filing Document

**Accession Number:** 0002055907
**File Stem:** 0001085146-25-004790
**Filing Date:** 2025-8
**Character Count:** 9583
**Document Hash:** 964c8fba8ec4bcd7eceadc24eb517e30
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004790.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001085146-25-004790

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vista Cima Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002055907

**ORGANIZATION NAME:**
- **EIN:** 841997232
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25316
- **FILM NUMBER:** 251201531

**BUSINESS ADDRESS:**
- **STREET 1:** 14985 W BELL RD; STE 150
- **CITY:** SURPRISE
- **STATE:** AZ
- **ZIP:** 85374
- **BUSINESS PHONE:** 6232304110

**MAIL ADDRESS:**
- **STREET 1:** 14985 W BELL RD; STE 150
- **CITY:** SURPRISE
- **STATE:** AZ
- **ZIP:** 85374

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Vista Cima Wealth Management LLC<br>**Address:** 14985 W BELL RD; STE 150<br>SURPRISE, AZ 85374

**Form 13F File Number:** 028-25316

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Joel Zerbe<br>**Title:** Principal/Owner<br>**Phone:** 623-230-4110

**Signature, Place, and Date of Signing:**

/s/Joel Zerbe  Surprise, AZ  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 53

**Form 13F Information Table Value Total:** $106969881

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 1154242 | 6550 | SH |  | SOLE |  | 6550 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2248967 | 10251 | SH |  | SOLE |  | 10251 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4864304 | 23709 | SH |  | SOLE |  | 23709 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 268608 | 256 | SH |  | SOLE |  | 256 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 2051309 | 7442 | SH |  | SOLE |  | 7442 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 553746 | 1797 | SH |  | SOLE |  | 1797 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 628999 | 9066 | SH |  | SOLE |  | 9066 | 0 | 0 |
| CREDIT SUISSE HIGH YIELD BD | SH BEN INT | 22544F103 | BBG001S5Y2J3 | 21300 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| DBX ETF TR | XTRACK MUN INFRA | 233051705 | BBG004LV7GH8 | 201516 | 8400 | SH |  | SOLE |  | 8400 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | BBG00VC9SZ91 | 472453 | 14857 | SH |  | SOLE |  | 14857 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 229592 | 892 | SH |  | SOLE |  | 892 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 210087 | 573 | SH |  | SOLE |  | 573 | 0 | 0 |
| INNOVATOR ETFS TRUST | BUFFER STEP UP S | 45783Y731 | BBG015LHC2K6 | 1193796 | 34563 | SH |  | SOLE |  | 34563 | 0 | 0 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | BBG00KJR1JM8 | 844114 | 18002 | SH |  | SOLE |  | 18002 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 | BBG00B59HSJ0 | 2386615 | 21220 | SH |  | SOLE |  | 21220 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 | BBG001SJW5S8 | 1524394 | 11851 | SH |  | SOLE |  | 11851 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 | BBG001SS30K9 | 4182245 | 42572 | SH |  | SOLE |  | 42572 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 14171124 | 25689 | SH |  | SOLE |  | 25689 | 0 | 0 |
| ISHARES TR | AGENCY BOND ETF | 464288166 | BBG001T2RRQ4 | 1902088 | 17339 | SH |  | SOLE |  | 17339 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 4670860 | 73051 | SH |  | SOLE |  | 73051 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 2545232 | 30489 | SH |  | SOLE |  | 30489 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | BBG001S60QR6 | 223166 | 2036 | SH |  | SOLE |  | 2036 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | BBG005PCDCZ5 | 1802943 | 35554 | SH |  | SOLE |  | 35554 | 0 | 0 |
| ISHARES TR | US SML CAP EQT | 46434V290 | BBG008LP6CK8 | 4029722 | 59304 | SH |  | SOLE |  | 59304 | 0 | 0 |
| ISHARES U S ETF TR | INT RT HD LONG | 46431W812 | BBG009NLX3N0 | 258749 | 10732 | SH |  | SOLE |  | 10732 | 0 | 0 |
| ISHARES U S ETF TR | INT RT HDG C B | 46431W705 | BBG006KF7CV2 | 260014 | 2814 | SH |  | SOLE |  | 2814 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 1784747 | 35216 | SH |  | SOLE |  | 35216 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | BBG001S5S0N9 | 210706 | 840 | SH |  | SOLE |  | 840 | 0 | 0 |
| LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | BBG00864V4X8 | 3399436 | 63316 | SH |  | SOLE |  | 63316 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 459679 | 5939 | SH |  | SOLE |  | 5939 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 245568 | 437 | SH |  | SOLE |  | 437 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1237880 | 1677 | SH |  | SOLE |  | 1677 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 5155105 | 10364 | SH |  | SOLE |  | 10364 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 | BBG001SHHZJ3 | 264315 | 3919 | SH |  | SOLE |  | 3919 | 0 | 0 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUN | 45409F827 | BBG00HZ6Q3N0 | 476285 | 19970 | SH |  | SOLE |  | 19970 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 6719036 | 42528 | SH |  | SOLE |  | 42528 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 891573 | 4078 | SH |  | SOLE |  | 4078 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 206171 | 1132 | SH |  | SOLE |  | 1132 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 250463 | 475 | SH |  | SOLE |  | 475 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 567522 | 2081 | SH |  | SOLE |  | 2081 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | BBG001T9F795 | 994826 | 40805 | SH |  | SOLE |  | 40805 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 3813987 | 143924 | SH |  | SOLE |  | 143924 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 13244418 | 453421 | SH |  | SOLE |  | 453421 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 788537 | 767 | SH |  | SOLE |  | 767 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 4063491 | 100358 | SH |  | SOLE |  | 100358 | 0 | 0 |
| SPDR SERIES TRUST | SSGA US LRG ETF | 78468R804 | BBG0045LC1R4 | 531513 | 3044 | SH |  | SOLE |  | 3044 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 733159 | 2308 | SH |  | SOLE |  | 2308 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 1210680 | 15654 | SH |  | SOLE |  | 15654 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 5043701 | 18024 | SH |  | SOLE |  | 18024 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | BBG001T62M74 | 890576 | 15151 | SH |  | SOLE |  | 15151 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 366177 | 4606 | SH |  | SOLE |  | 4606 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 264157 | 744 | SH |  | SOLE |  | 744 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 255988 | 2618 | SH |  | SOLE |  | 2618 | 0 | 0 |

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