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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.63B
$214 Million 0.13% of portfolio
10,673
Q2 2025 Reduced 24.37%
$1.5B
$110 Million 0.07% of portfolio
12,998
Q2 2025 Added 7.2%
$754M
$67.9 Million 0.04% of portfolio
10,000
Q2 2025 New

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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