Vivid Wealth Management, LLC Portfolio Holdings

Vivid Wealth Management, LLC

  • $228 Billion
  • Q2 2025

Vivid Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.1B, Invesco Qqq Trust, Series 1 with a value of $16.8B, Blackrock ETF Trust Ii with a value of $12.3B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.5B, and Ishares Trishares 0 3 Mnth Tre with a value of $10.5B.

Examining the 13F form we can see an increase of $27.8B in the current position value, from $200B to 228B.

Vivid Wealth Management, LLC is based out at West Des Moines, IA

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

Portfolio value $228 Billion
ETFs: $100 Billion
Technology: $39.3 Billion
Financial Services: $21.8 Billion
Industrials: $18.3 Billion
Communication Services: $8.17 Billion
Consumer Cyclical: $7.08 Billion
Consumer Defensive: $5.55 Billion
Healthcare: $5.3 Billion
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.05T
$3.89 Billion 1.71% of portfolio
12,232
Q2 2025 Reduced 2.19%
$642B
$3.5 Billion 1.54% of portfolio
16,011
Q2 2025 Added 0.44%
$3.77T
$3.39 Billion 1.49% of portfolio
6,821
Q2 2025 Reduced 1.47%
$416B
$3.28 Billion 1.44% of portfolio
20,789
Q2 2025 Reduced 6.55%
$2.32T
$3.2 Billion 1.41% of portfolio
14,581
Q2 2025 Added 0.64%
$250B
$3.18 Billion 1.4% of portfolio
22,412
Q2 2025 Added 0.48%
$239B
$3.02 Billion 1.33% of portfolio
4,264
Q2 2025 Added 1.09%
$855B
$2.98 Billion 1.31% of portfolio
10,264
Q2 2025 Reduced 7.46%
$293B
$2.94 Billion 1.29% of portfolio
21,590
Q2 2025 Reduced 13.03%
$227B
$2.86 Billion 1.26% of portfolio
8,963
Q2 2025 Reduced 2.77%
$1.58T
$2.83 Billion 1.24% of portfolio
3,829
Q2 2025 Added 1.19%
$220B
$2.78 Billion 1.22% of portfolio
7,155
Q2 2025 Added 1.82%
$1.14T
$2.71 Billion 1.19% of portfolio
15,375
Q2 2025 Reduced 2.36%
$3.45T
$2.71 Billion 1.19% of portfolio
13,222
Q2 2025 Reduced 1.63%
$283B
$2.7 Billion 1.18% of portfolio
10,472
Q2 2025 New
$220B
$2.67 Billion 1.17% of portfolio
19,647
Q2 2025 Added 0.66%
$417B
$2.4 Billion 1.06% of portfolio
2,427
Q2 2025 Reduced 10.08%
$313B
$1.38 Billion 0.61% of portfolio
17,243
Q2 2025 Added 0.78%
$260B
$811 Million 0.36% of portfolio
8,296
Q2 2025 Added 0.28%
$622B
$268 Million 0.12% of portfolio
552
Q2 2025 Added 8.66%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $228 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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