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CIK: 0001965401
Total reported value
$198.8M
$198.8M
157 檔
18.0%
As reported in its official Q3 2025 Form 13F filing, Viawealth, LLC's tracked investment portfolio stood at $198.8M with 157 total positions.
Viawealth, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 3 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, NOBL) accounted for 18.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.00% | +0.12% | -0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.26% | +2.37% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.40% | -0.27% | +2.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.13% | -0.41% | -2.84% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.60% | +0.01% | +38.22% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.54% | -1.01% | -5.66% | |
| 7 | GGG | Graco Inc | Stock-Industrials | 2.47% | -0.48% | +0.26% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.43% | +0.05% | +6.70% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.11% | +0.46% | -0.51% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.10% | -3.45% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.01% | +3.73% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.77% | +0.17% | +1.55% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.58% | +0.07% | +1.16% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.43% | -0.17% | +7.72% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.38% | +0.44% | -1.08% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.09% | -0.42% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-Other | 1.25% | +0.02% | -6.14% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.18% | +0.08% | -0.39% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 1.17% | -0.25% | -0.10% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | -0.09% | +0.42% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.05% | -2.14% | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.08% | +0.20% | -2.11% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.07% | -0.15% | -7.74% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.04% | -0.25% | +0.93% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.03% | -0.07% | -16.36% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | +0.02% | +6.73% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | +0.02% | +3.21% | |
| 28 | USB | US Bancorp | Stock-Financials | 0.98% | +0.04% | -1.90% | |
| 29 | DELL | Dell Technologies -c | Stock-Tech | 0.95% | +0.29% | -5.40% | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.93% | -0.09% | +9.18% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.92% | -0.17% | -3.23% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.87% | -0.11% | +1.24% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | -1.02% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | — | +6.83% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.07% | -1.70% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.01% | -2.24% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.54% | +26.34% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.18% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.29% | +3.76% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.72% | EXIT | |
| 41 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.69% | -0.04% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.02% | -5.53% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.12% | -2.85% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.18% | -8.65% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | +2.34% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.62% | -0.26% | -2.55% | |
| 47 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.60% | -0.26% | — | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.59% | -0.10% | -17.33% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.11% | +7.71% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.57% | +0.01% | +4.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -0.24% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | +2.37% | Add |
| 3 | ANET | Arista Networks Inc | +0.5% | -2.11% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +6.73% | Add |
| 5 | GLD | Spdr Gold Shares | +0.5% | +6.83% | Add |
| 6 | ORCL | Oracle CORP | +0.4% | +1.24% | Add |
| 7 | MINO | Pimco Municipal Income Oppor | +0.4% | +9.18% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.45% | Trim |
| 9 | DELL | Dell Technologies -c | +0.3% | -5.40% | Trim |
| 10 | AIRR | First Trust Rba American Ind | +0.2% | -6.14% | Trim |
| 11 | AVGO | Broadcom Inc | +0.2% | -2.01% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +26.34% | Add |
| 13 | SCHP | Schwab U.s. Tips ETF | +0.2% | +2.55% | Add |
| 14 | VLO | Valero Energy CORP | +0.2% | -0.10% | Add |
| 15 | BAC | Bank Of America CORP | +0.2% | +1.16% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +7.71% | Add |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | -3.20% | Trim |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.02% | Add |
| 19 | SNOW | Snowflake Inc | +0.1% | — | Add |
| 20 | AMZN | Amazon.com Inc | +0.1% | +3.73% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | — | Add |
| 22 | MUNI | Pimco Intermediate Municipal | +0.1% | +7.72% | Add |
| 23 | AAPL | Apple Inc | — | +6.70% | Trim |
| 24 | IJR | Ishares Core S&p Small-cap E | — | -0.42% | Trim |
| 25 | AMT | American Tower CORP | -0.2% | -17.40% | Trim |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -19.72% | Trim |
| 27 | SLB | Slb LTD | -0.2% | -2.64% | Trim |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -39.43% | Trim |
| 29 | PM | Philip Morris International | -0.2% | -2.58% | Trim |
| 30 | COP | Conocophillips | -0.2% | -2.55% | Trim |
| 31 | LKQ | Lkq CORP | -0.3% | +11.72% | Trim |
| 32 | AMGN | Amgen Inc | -0.4% | +0.42% | Trim |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -7.74% | Trim |
| 34 | VGSH | Vanguard Short-term Treasury | -0.4% | -17.33% | Trim |
| 35 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -0.51% | Trim |
| 36 | IEO | Ishares U.s. Oil & Gas Explo | -0.5% | -40.06% | Trim |
| 37 | FTLS | First Trust Long/short Eqty | -0.6% | -5.66% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.9% | -16.36% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -1.2% | -1.08% | Trim |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 41 | SPHD | Invesco S&p 500 High Dividen | — | NEW | New buy |
| 42 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 43 | FIVE | Five Below | — | NEW | New buy |
| 44 | MS | Morgan Stanley | — | NEW | New buy |
| 45 | OC | Owens Corning | — | NEW | New buy |
| 46 | PFF | Ishares Preferred & Income S | — | EXIT | Sold out |
| 47 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 48 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 157 disclosed positions in Q3 2025.
During Q3 2025, Viawealth, LLC's top holdings by market value included NVDA (6.0%)、MSFT (4.4%)、NOBL (3.4%). The largest single position, NVDA, represented 6.0% of total portfolio value.
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Top New Position Initiated
JAAA
市值: $4.8M
Top Position Liquidated / Trimmed
PFF
前期市值: $348.4K
In Q3 2025, Viawealth, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 3 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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