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
$22.3B
$714 Million 0.42% of portfolio
7,433
Q2 2025 Reduced 5.9%
$25.2B
$660 Million 0.39% of portfolio
28,064
Q2 2025 Reduced 7.9%
$69.7B
$652 Million 0.39% of portfolio
2,915
Q2 2025 Added 4.86%
$184B
$641 Million 0.38% of portfolio
6,868
Q2 2025 Reduced 15.42%
$224B
$646 Million 0.38% of portfolio
2,210
Q2 2025 Reduced 3.87%
$290B
$635 Million 0.38% of portfolio
8,981
Q2 2025 Reduced 5.04%
$40.8B
$631 Million 0.37% of portfolio
7,748
Q2 2025 Reduced 3.28%
$49.3B
$620 Million 0.37% of portfolio
18,330
Q2 2025 Reduced 14.53%
$25.3B
$579 Million 0.34% of portfolio
34,555
Q2 2025 Reduced 4.98%
$13.4B
$563 Million 0.33% of portfolio
5,411
Q2 2025 Reduced 2.63%
$346B
$547 Million 0.32% of portfolio
682
Q2 2025 Reduced 3.54%
$8.25B
$544 Million 0.32% of portfolio
4,150
Q2 2025 New
$79.4B
$530 Million 0.31% of portfolio
7,136
Q2 2025 Reduced 13.88%
$26.9B
$500 Million 0.3% of portfolio
7,916
Q2 2025 Reduced 0.3%
$88.5B
$494 Million 0.29% of portfolio
2,161
Q2 2025 Reduced 4.59%
$128B
$469 Million 0.28% of portfolio
2,238
Q2 2025 Added 4.68%
$8.4B
$482 Million 0.28% of portfolio
13,024
Q2 2025 Reduced 32.24%
$86.6B
$470 Million 0.28% of portfolio
2,208
Q2 2025 Added 2.55%
$82.6B
$450 Million 0.27% of portfolio
4,451
Q2 2025 Added 8.46%
$267B
$457 Million 0.27% of portfolio
3,241
Q2 2025 New
$20.1B
$451 Million 0.27% of portfolio
6,259
Q2 2025 Added 47.83%
$68.9B
$441 Million 0.26% of portfolio
13,514
Q2 2025 Reduced 6.9%
$85.8B
$445 Million 0.26% of portfolio
2,920
Q2 2025 Added 0.27%
$463B
$440 Million 0.26% of portfolio
2,882
Q2 2025 Reduced 36.58%
$30.3B
$448 Million 0.26% of portfolio
6,592
Q2 2025 Added 7.77%
$722B
$437 Million 0.26% of portfolio
560
Q2 2025 Reduced 1.75%
$212B
$422 Million 0.25% of portfolio
3,405
Q2 2025 Reduced 29.88%
$91.8B
$424 Million 0.25% of portfolio
1,920
Q2 2025 Reduced 26.38%
$13.4B
$400 Million 0.24% of portfolio
2,279
Q2 2025 Reduced 4.76%
$185B
$413 Million 0.24% of portfolio
1,019
Q4 2024 Added 1.7%
$426B
$407 Million 0.24% of portfolio
412
Q2 2025 Added 0.24%
$5.61B
$385 Million 0.23% of portfolio
2,384
Q2 2025 Added 62.29%
$271B
$374 Million 0.22% of portfolio
529
Q2 2025 Added 0.19%
$13.6B
$374 Million 0.22% of portfolio
12,379
Q2 2025 Reduced 24.05%
$263B
$359 Million 0.21% of portfolio
2,963
Q2 2025 Reduced 5.31%
$480B
$364 Million 0.21% of portfolio
3,372
Q2 2025 Added 1.17%
$16.7B
$344 Million 0.2% of portfolio
4,534
Q2 2025 Reduced 27.88%
$206B
$335 Million 0.2% of portfolio
4,232
Q2 2025 Reduced 23.11%
$13.5B
$343 Million 0.2% of portfolio
8,884
Q2 2025 Reduced 3.22%
-
$330 Million 0.19% of portfolio
-
Q2 2025 Reduced 4.83%
$152B
$292 Million 0.17% of portfolio
977
Q2 2025 Reduced 25.25%
$566B
$272 Million 0.16% of portfolio
765
Q2 2025 Added 3.94%
$53.5B
$256 Million 0.15% of portfolio
1,488
Q2 2025 Added 41.44%
$54.1B
$248 Million 0.15% of portfolio
13,702
Q2 2025 Added 1.81%
$25B
$241 Million 0.14% of portfolio
1,753
Q2 2025 Added 4.97%
$331B
$222 Million 0.13% of portfolio
1,632
Q2 2025 New
$1.67B
$214 Million 0.13% of portfolio
10,673
Q2 2025 Reduced 24.37%
$64B
$214 Million 0.13% of portfolio
1,791
Q2 2024 Added 0.11%
$257B
$202 Million 0.12% of portfolio
1,425
Q2 2025 Reduced 43.56%

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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