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CIK: 0001965401
Total reported value
$198.8M
$198.8M
149 檔
14.6%
According to the latest 13F quarterly dataset, Viawealth, LLC managed an equity portfolio of $198.8M at the end of Q1 2025, spanning 149 distinct U.S. exchange-listed positions.
During Q1 2025, Viawealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.01% | +0.12% | +0.41% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.69% | -0.27% | -6.61% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.26% | +1.03% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.52% | -0.41% | +13.85% | |
| 5 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.12% | -1.01% | +13.07% | |
| 6 | GGG | Graco Inc | Stock-Industrials | 2.75% | -0.48% | -3.22% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.61% | +0.46% | -6.04% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.59% | +0.44% | +10.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.05% | -1.93% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.90% | -0.07% | +20.44% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.87% | +0.17% | -2.06% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.01% | -8.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | -0.10% | -0.16% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.48% | -0.15% | -9.51% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.47% | +0.08% | -0.37% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.46% | -0.09% | -0.36% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | +0.07% | -1.79% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.05% | -4.12% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.37% | -0.17% | +0.56% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.09% | +0.11% | |
| 21 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.14% | -0.17% | +4.28% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.09% | +0.04% | -1.00% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.05% | -0.25% | +0.53% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.02% | +0.02% | -1.95% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-Other | 1.01% | +0.02% | — | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.01% | -0.10% | -22.02% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.99% | -0.25% | -0.81% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | -0.01% | -2.33% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.89% | -0.72% | EXIT | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.88% | +0.07% | -3.45% | |
| 31 | COP | Conocophillips | Stock-Energy | 0.86% | -0.26% | +2.40% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.29% | -3.54% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.18% | -15.71% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.06% | -2.46% | |
| 35 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.76% | — | -7.40% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | +0.10% | |
| 37 | PGR | Progressive CORP | Stock-Financials | 0.74% | +0.01% | -1.33% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.12% | -9.08% | |
| 39 | DELL | Dell Technologies -c | Stock-Tech | 0.70% | +0.29% | +6.38% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.67% | — | -9.44% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.66% | -0.03% | -5.66% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.18% | -5.76% | |
| 43 | ETR | Entergy CORP | Stock-Utilities | 0.64% | -0.05% | -26.17% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.17% | -1.05% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.01% | -2.18% | |
| 46 | PNW | Pinnacle West Capital | Stock-Utilities | 0.61% | -0.01% | — | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.61% | -0.04% | -5.27% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.02% | -2.10% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.60% | +0.20% | +4.29% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.01% | -5.20% |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 149 disclosed positions in Q1 2025.
During Q1 2025, Viawealth, LLC's top holdings by market value included NVDA (4.0%)、NOBL (3.7%)、MSFT (3.5%). The largest single position, NVDA, represented 4.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, NOBL, MSFT) accounted for 14.6% of total reported equity market value during Q1 2025.
In Q1 2025, Viawealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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