Viawealth, LLC Portfolio Holdings

Viawealth, LLC

$169 Billion
Q2 2025

Viawealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.32B, Microsoft Corp with a value of $7.63B, Proshares S&P 500 Dividend Ari with a value of $5.94B, Vanguard Intermediate Term Cor with a value of $5.81B, and First Tr Long/Short Equity ETF with a value of $4.67B.

Examining the 13F form we can see an increase of $7.16B in the current position value, from $162B to 169B.

Viawealth, LLC is based out at Overland Park, KS

Below you can find more details about Viawealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion

ETFs: $58.3 Billion

Technology: $34.7 Billion

Financial Services: $14.8 Billion

Industrials: $13.9 Billion

Healthcare: $11.6 Billion

Consumer Cyclical: $9.81 Billion

Energy: $7.02 Billion

Communication Services: $5.75 Billion

Other: $9.47 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$456B	$9.32 Billion 5.51% of portfolio	59,011	Q2 2025 Reduced 1.58%
MSFT Microsoft Corp Technology	$3.95T	$7.63 Billion 4.51% of portfolio	15,342	Q2 2025 Added 0.04%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$5.94 Billion 3.51% of portfolio	59,025	Q2 2025 Added 0.78%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$5.81 Billion 3.43% of portfolio	70,068	Q2 2025 Added 0.35%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$4.67 Billion 2.76% of portfolio	70,396	Q2 2025 Reduced 10.69%
GGG Graco Inc Industrials	$14.4B	$4.56 Billion 2.7% of portfolio	53,058	Q2 2025 Reduced 0.47%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$3.73 Billion 2.2% of portfolio	20,506	Q2 2025 Reduced 15.99%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$3.45 Billion 2.04% of portfolio	67,934	Q2 2025 New
AAPL Apple Inc. Technology	$3.69T	$3.36 Billion 1.99% of portfolio	16,378	Q2 2025 Reduced 7.53%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$3.35 Billion 1.98% of portfolio	15,285	Q2 2025 Reduced 0.92%
GOOGL Alphabet Inc. Communication Services	$1.21T	$2.79 Billion 1.65% of portfolio	15,844	Q2 2025 Reduced 11.87%
BAC Bank Of America Corp Financial Services	$381B	$2.63 Billion 1.55% of portfolio	55,499	Q2 2025 Added 0.34%
ABBV Abb Vie Inc. Healthcare	$351B	$2.56 Billion 1.51% of portfolio	13,804	Q2 2025 Reduced 4.45%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$2.39 Billion 1.41% of portfolio	46,496	Q2 2025 Added 7.96%
UNH Unitedhealth Group Inc Healthcare	$245B	$2.31 Billion 1.37% of portfolio	7,417	Q2 2025 Reduced 7.28%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.27 Billion 1.34% of portfolio	20,777	Q2 2025 Added 0.12%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.2 Billion 1.3% of portfolio	82,912	Q2 2025 Reduced 24.77%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$2.08 Billion 1.23% of portfolio	18,978	Q2 2025 Reduced 14.22%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$2.05 Billion 1.21% of portfolio	25,170	Q2 2025 Added 4.72%
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$2.05 Billion 1.21% of portfolio	57,604	Q2 2025 Reduced 19.59%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$2 Billion 1.18% of portfolio	4,107	Q2 2025 Reduced 2.54%
AMGN Amgen Inc Healthcare	$152B	$1.99 Billion 1.18% of portfolio	7,138	Q2 2025 Reduced 5.67%
MDT Medtronic PLC Healthcare	$122B	$1.73 Billion 1.02% of portfolio	19,790	Q2 2025 Added 4.1%
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	$0	$1.72 Billion 1.02% of portfolio	18,128	Q2 2025 Reduced 8.0%
USB Us Bancorp \De\ Financial Services	$68B	$1.71 Billion 1.01% of portfolio	37,813	Q2 2025 Reduced 9.75%
VO Vanguard Mid Cap ETF ETFs	$0	$1.69 Billion 1.0% of portfolio	6,050	Q2 2025 Reduced 5.13%
VLO Valero Energy Corp Energy	$51.4B	$1.69 Billion 1.0% of portfolio	12,572	Q2 2025 Added 3.1%
DELL Dell Technologies Inc. Technology	$36.7B	$1.59 Billion 0.94% of portfolio	12,950	Q2 2025 Added 3.49%
NFLX Netflix Inc Communication Services	$545B	$1.54 Billion 0.91% of portfolio	1,152	Q2 2025 Added 0.61%
MINO Pimco ETF Tr Municipal Income ETFs	$0	$1.51 Billion 0.9% of portfolio	34,243	Q2 2025 Added 68.37%
QCOM Qualcomm Inc Technology	$173B	$1.47 Billion 0.87% of portfolio	9,225	Q2 2025 Reduced 0.83%
HON Honeywell International Inc Industrials	$146B	$1.47 Billion 0.87% of portfolio	6,294	Q2 2025 Reduced 7.18%
JPM Jpmorgan Chase & CO Financial Services	$859B	$1.48 Billion 0.87% of portfolio	5,090	Q2 2025 Added 2.17%
CRM Salesforce, Inc. Technology	$232B	$1.44 Billion 0.85% of portfolio	5,263	Q2 2025 Added 6.75%
Arista Networks Inc	-	$1.42 Billion 0.84% of portfolio	-	Q2 2025 Added 10.9%
HD Home Depot, Inc. Consumer Cyclical	$405B	$1.37 Billion 0.81% of portfolio	3,749	Q2 2025 Reduced 4.87%
VGSH Vanguard ETFs	$0	$1.3 Billion 0.77% of portfolio	22,149	Q2 2025 Reduced 20.5%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$1.25 Billion 0.74% of portfolio	3,924	Q2 2025 Added 14.2%
GLD Spdr Gold Trust ETFs	$106B	$1.23 Billion 0.73% of portfolio	4,043	Q2 2025 Added 91.79%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.23 Billion 0.73% of portfolio	6,001	Q2 2025 Reduced 8.14%
CW Curtiss Wright Corp Industrials	$19.3B	$1.23 Billion 0.72% of portfolio	2,508	Q2 2025 Reduced 5.25%
ORCL Oracle Corp Technology	$684B	$1.22 Billion 0.72% of portfolio	5,582	Q2 2025 Added 6.87%
VUG Vanguard Growth ETF ETFs	$0	$1.18 Billion 0.7% of portfolio	2,692	Q2 2025 Added 1.09%
WMT Walmart Inc. Consumer Defensive	$281B	$1.17 Billion 0.69% of portfolio	12,003	Q2 2025 Reduced 11.55%
PG Procter & Gamble CO Consumer Defensive	$368B	$1.15 Billion 0.68% of portfolio	7,236	Q2 2025 Reduced 0.84%
PANW Palo Alto Networks Inc Technology	$52.5B	$1.13 Billion 0.67% of portfolio	5,540	Q2 2025 Added 4.14%
COP Conocophillips Energy	$120B	$1.1 Billion 0.65% of portfolio	12,255	Q2 2025 Reduced 7.83%
PGR Progressive Corp Financial Services	$142B	$1.08 Billion 0.64% of portfolio	4,043	Q2 2025 Reduced 4.62%
DE Deere & CO Industrials	$153B	$1.05 Billion 0.62% of portfolio	2,072	Q2 2025 Reduced 3.58%
WMB Williams Companies, Inc. Energy	$70.4B	$1.02 Billion 0.6% of portfolio	16,174	Q2 2025 Reduced 2.54%

Summary

Portfolio
No. of Stocks 149
Current Value $169 Billion
Prior Value $162 Billion
Filing
Period Q2 2025
Filing Date August 12, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 6 stocks
Additional Purchases 46 stocks
Sold out of 0 stocks
Reduced holdings in 89 stocks

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