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CIK: 0001965401
Total reported value
$198.8M
$198.8M
152 檔
17.7%
The Q4 2025 SEC filing reveals that Viawealth, LLC held a total portfolio value of $198.8M, covering 152 public equity positions.
In Q4 2025, Viawealth, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, NOBL) accounted for 17.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.97% | +0.12% | -3.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.05% | -0.26% | -5.16% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.58% | -0.27% | +1.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.15% | -0.41% | -1.67% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.08% | +0.01% | +15.13% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.05% | +0.56% | |
| 7 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.46% | -1.01% | -7.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | -0.10% | -8.49% | |
| 9 | GGG | Graco Inc | Stock-Industrials | 2.45% | -0.48% | — | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.24% | +0.46% | +1.78% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.01% | -2.66% | |
| 12 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.84% | -0.26% | +198.04% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.71% | +0.17% | -5.24% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.49% | +0.07% | -14.00% | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.49% | -0.17% | +1.04% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.44% | -3.52% | |
| 17 | AIRR | First Trust Rba American Ind | ETF-Other | 1.31% | +0.02% | +0.03% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.22% | +0.08% | -0.30% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.21% | -0.09% | -8.41% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.09% | -16.30% | |
| 21 | VLO | Valero Energy CORP | Stock-Energy | 1.15% | -0.25% | -0.01% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.05% | -4.68% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.04% | +0.04% | -6.15% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.07% | -3.01% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | +0.02% | -3.15% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.01% | -0.15% | -6.57% | |
| 27 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.00% | -0.04% | +44.52% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.02% | -4.20% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.97% | -0.25% | -10.14% | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.96% | -0.09% | +0.81% | |
| 31 | ANET | Arista Networks Inc | Stock-Tech | 0.95% | +0.20% | -4.99% | |
| 32 | IQLT | Ishares Msci International Q | ETF-Other | 0.92% | +0.01% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | -2.00% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | — | -16.35% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.29% | -5.31% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.07% | -13.09% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.11% | +30.35% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.11% | +13.24% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.12% | -6.89% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.02% | -3.97% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.01% | -7.18% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.54% | -9.83% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | -0.18% | -3.70% | |
| 44 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.64% | +0.12% | — | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.64% | -0.17% | -31.57% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.63% | -0.72% | EXIT | |
| 47 | DELL | Dell Technologies -c | Stock-Tech | 0.61% | +0.29% | -29.47% | |
| 48 | BURL | Burlington Stores Inc | Stock-Consumer Disc | 0.60% | — | +8.87% | |
| 49 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.59% | -0.05% | -4.94% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.18% | +848.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMBS | Janus Henderson Mortg Backed | +1.2% | +198.04% | Add |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | +0.5% | +15.13% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.49% | Trim |
| 4 | SPHD | Invesco S&p 500 High Dividen | +0.3% | +44.52% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +0.56% | Add |
| 6 | BURL | Burlington Stores Inc | +0.1% | +8.87% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +30.35% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +7.21% | Add |
| 9 | NVDA | Nvidia CORP | 0% | -3.33% | Trim |
| 10 | ABBV | Abbvie Inc | -0.1% | -5.24% | Trim |
| 11 | QCOM | Qualcomm Inc | -0.1% | -13.09% | Trim |
| 12 | UNH | Unitedhealth Group Inc | -0.1% | -3.52% | Trim |
| 13 | MDT | Medtronic plc | -0.1% | -10.14% | Trim |
| 14 | HON | Honeywell International Inc | -0.1% | -6.21% | Trim |
| 15 | FTLS | First Trust Long/short Eqty | -0.1% | -7.04% | Trim |
| 16 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -39.18% | Trim |
| 17 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -18.47% | Trim |
| 18 | UBER | Uber Technologies Inc | -0.1% | -7.43% | Trim |
| 19 | BAC | Bank Of America CORP | -0.1% | -14.00% | Trim |
| 20 | FIS | Fidelity National Info Serv | -0.1% | -37.27% | Trim |
| 21 | ETN | Eaton Corporation plc | -0.1% | -13.95% | Trim |
| 22 | IEO | Ishares U.s. Oil & Gas Explo | -0.1% | -42.96% | Trim |
| 23 | TTD | Trade Desk Inc/the -class A | -0.1% | -32.98% | Trim |
| 24 | ANET | Arista Networks Inc | -0.1% | -4.99% | Trim |
| 25 | VGSH | Vanguard Short-term Treasury | -0.1% | -24.33% | Trim |
| 26 | PANW | Palo Alto Networks Inc | -0.1% | -9.83% | Trim |
| 27 | BAH | Booz Allen Hamilton Holdings | -0.1% | -32.78% | Trim |
| 28 | HD | Home Depot Inc | -0.2% | -7.18% | Trim |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.2% | -16.30% | Trim |
| 30 | NFLX | Netflix Inc | -0.2% | +848.70% | Add |
| 31 | ORCL | Oracle CORP | -0.2% | +13.24% | Add |
| 32 | PNW | Pinnacle West Capital | -0.2% | -43.05% | Trim |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.3% | -31.57% | Trim |
| 34 | DELL | Dell Technologies -c | -0.3% | -29.47% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | -0.3% | -71.23% | Trim |
| 36 | MSFT | Microsoft CORP | -0.4% | -5.16% | Trim |
| 37 | IQLT | Ishares Msci International Q | — | NEW | New buy |
| 38 | IXJ | Ishares Global Healthcare Et | — | NEW | New buy |
| 39 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 40 | 9HI | Hillenbrand Inc | — | EXIT | Sold out |
| 41 | AMT | American Tower CORP | — | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 43 | HRL | Hormel Foods CORP | — | EXIT | Sold out |
| 44 | ETH | Grayscale Ethereum Staking M | — | EXIT | Sold out |
| 45 | SOUN | Soundhound Ai Inc-a | — | EXIT | Sold out |
| 46 | ELS | Equity Lifestyle Properties | — | NEW | New buy |
| 47 | SON | Sonoco Products Co | — | EXIT | Sold out |
| 48 | RDVY | First Trust Rising Dividend | — | NEW | New buy |
| 49 | ARM | Arm Holdings Plc-adr | — | EXIT | Sold out |
| 50 | KSS | Kohls CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 152 disclosed positions in Q4 2025.
During Q4 2025, Viawealth, LLC's top holdings by market value included NVDA (6.0%)、MSFT (4.0%)、NOBL (3.6%). The largest single position, NVDA, represented 6.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IQLT
市值: $1.6M
Top Position Liquidated / Trimmed
GEHC
前期市值: $350.6K
In Q4 2025, Viawealth, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 9 positions, trimming 27 holdings, and fully liquidating 10 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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