VIMA LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 46 E Square Lake Rd, Lower Troy, MI 48085, and identifies Natalie Snyder as the Vice President and Wealth Advisor responsible for the report.
The portfolio includes a diverse mix of individual stocks and exchange-traded funds (ETFs). Among the individual equities, VIMA holds significant positions in Apple Inc., with 9,870 shares, and Amazon.com Inc., with 10,180 shares. Other notable stock positions include Alphabet Inc. Class A (1,416 shares), Broadcom Inc. (283 shares), and Caterpillar Inc. (170 shares). The filing also lists smaller positions in companies such as Applied Optoelectronics Inc., Aquestive Therapeutics Inc., and Archer Aviation Inc.
A substantial portion of the portfolio is allocated to ETFs. VIMA holds shares in various funds, including the Invesco S&P 500 Low Volatility ETF, the Invesco S&P 500 Equal Weight ETF, and the Invesco S&P 500 Pure Growth ETF. The firm also holds positions in several Bitcoin and Ethereum-related ETFs, such as the Grayscale Bitcoin Trust, the Grayscale Ethereum Staking ETF, and the iShares Bitcoin Trust.
The filing indicates that all positions are held in a sole capacity, with no shared investment discretion noted for the listed securities.
