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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$9.32 Billion 5.51% of portfolio
59,011
Q2 2025 Reduced 1.58%
$3.8T
$7.63 Billion 4.51% of portfolio
15,342
Q2 2025 Added 0.04%
$14.3B
$4.56 Billion 2.7% of portfolio
53,058
Q2 2025 Reduced 0.47%
$3.84T
$3.36 Billion 1.99% of portfolio
16,378
Q2 2025 Reduced 7.53%
$2.36T
$3.35 Billion 1.98% of portfolio
15,285
Q2 2025 Reduced 0.92%
$1.5T
$2.79 Billion 1.65% of portfolio
15,844
Q2 2025 Reduced 11.87%
$412B
$2.63 Billion 1.55% of portfolio
55,499
Q2 2025 Added 0.34%
$390B
$2.56 Billion 1.51% of portfolio
13,804
Q2 2025 Reduced 4.45%
$320B
$2.31 Billion 1.37% of portfolio
7,417
Q2 2025 Reduced 7.28%
$644B
$2 Billion 1.18% of portfolio
4,107
Q2 2025 Reduced 2.54%
$147B
$1.99 Billion 1.18% of portfolio
7,138
Q2 2025 Reduced 5.67%
$126B
$1.73 Billion 1.02% of portfolio
19,790
Q2 2025 Added 4.1%
$73.7B
$1.71 Billion 1.01% of portfolio
37,813
Q2 2025 Reduced 9.75%
$63.1B
$1.69 Billion 1.0% of portfolio
12,572
Q2 2025 Added 3.1%
$33.8B
$1.59 Billion 0.94% of portfolio
12,950
Q2 2025 Added 3.49%
$547B
$1.54 Billion 0.91% of portfolio
1,152
Q2 2025 Added 0.61%
$142B
$1.47 Billion 0.87% of portfolio
6,294
Q2 2025 Reduced 7.18%
$914B
$1.48 Billion 0.87% of portfolio
5,090
Q2 2025 Added 2.17%
$242B
$1.44 Billion 0.85% of portfolio
5,263
Q2 2025 Added 6.75%
$427B
$1.37 Billion 0.81% of portfolio
3,749
Q2 2025 Reduced 4.87%
$1.34T
$1.25 Billion 0.74% of portfolio
3,924
Q2 2025 Added 14.2%
$19.1B
$1.23 Billion 0.72% of portfolio
2,508
Q2 2025 Reduced 5.25%
$813B
$1.22 Billion 0.72% of portfolio
5,582
Q2 2025 Added 6.87%
$283B
$1.17 Billion 0.69% of portfolio
12,003
Q2 2025 Reduced 11.55%
$380B
$1.15 Billion 0.68% of portfolio
7,236
Q2 2025 Reduced 0.84%
$60.8B
$1.13 Billion 0.67% of portfolio
5,540
Q2 2025 Added 4.14%
$119B
$1.1 Billion 0.65% of portfolio
12,255
Q2 2025 Reduced 7.83%
$143B
$1.08 Billion 0.64% of portfolio
4,043
Q2 2025 Reduced 4.62%
$142B
$1.05 Billion 0.62% of portfolio
2,072
Q2 2025 Reduced 3.58%
$71.9B
$1.02 Billion 0.6% of portfolio
16,174
Q2 2025 Reduced 2.54%
$1.75T
$995 Million 0.59% of portfolio
1,349
Q2 2025 Added 15.0%
$113B
$973 Million 0.58% of portfolio
3,359
Q2 2025 Reduced 5.01%
$77.5B
$958 Million 0.57% of portfolio
7,187
Q2 2025 Reduced 3.06%
$278B
$929 Million 0.55% of portfolio
13,386
Q2 2025 Reduced 4.8%
$258B
$912 Million 0.54% of portfolio
5,009
Q2 2025 Reduced 26.87%
$17.9B
$865 Million 0.51% of portfolio
10,401
Q2 2025 Reduced 14.41%
$167B
$840 Million 0.5% of portfolio
9,208
Q2 2025 Reduced 1.87%
$313B
$820 Million 0.48% of portfolio
5,729
Q2 2025 Reduced 5.1%
$176B
$811 Million 0.48% of portfolio
7,033
Q2 2025 Reduced 1.4%
$9.73B
$798 Million 0.47% of portfolio
8,923
Q2 2025 Reduced 14.51%
$131B
$756 Million 0.45% of portfolio
10,956
Q2 2025 Added 9.22%
$17.2B
$763 Million 0.45% of portfolio
3,281
Q3 2023 Reduced 34.99%
$20.7B
$741 Million 0.44% of portfolio
1,453
Q2 2025 Reduced 21.25%
$130B
$748 Million 0.44% of portfolio
5,003
Q2 2025 Added 6.95%
$153B
$719 Million 0.43% of portfolio
3,929
Q2 2025 Reduced 2.55%
$145B
$729 Million 0.43% of portfolio
2,043
Q2 2025 Reduced 3.08%
$140B
$727 Million 0.43% of portfolio
2,639
Q2 2025 Added 15.14%
$99.4B
$710 Million 0.42% of portfolio
15,659
Q2 2025 Reduced 3.78%
$99.8B
$714 Million 0.42% of portfolio
7,771
Q2 2025 Reduced 11.09%

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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