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CIK: 0001965401
Total reported value
$198.8M
$198.8M
159 檔
16.6%
In Q1 2026, Viawealth, LLC's U.S. equity holdings reached a combined market value of $198.8M, distributed across 159 disclosed stock positions.
Viawealth, LLC executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 9 holdings and trimming 59 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, NOBL, JAAA) accounted for 16.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.41% | +0.12% | -2.09% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.63% | -0.27% | +0.46% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.19% | +0.01% | +5.33% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.26% | +1.69% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.98% | -0.41% | -3.50% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.05% | +1.94% | |
| 7 | GGG | Graco Inc | Stock-Industrials | 2.49% | -0.48% | -0.75% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.26% | +0.46% | +1.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -0.10% | -4.65% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.08% | -1.01% | -13.94% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.01% | -1.77% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 1.66% | -0.25% | -3.69% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.61% | +0.17% | +0.26% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.49% | -0.17% | +1.24% | |
| 15 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.48% | -0.26% | -17.83% | |
| 16 | AIRR | First Trust Rba American Ind | ETF-Other | 1.45% | +0.02% | -0.64% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.29% | -0.09% | +0.14% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.28% | +0.07% | -2.08% | |
| 19 | EXI | Ishares Global Industrials E | ETF-Other | 1.20% | +0.06% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | +0.09% | +0.02% | |
| 21 | IXJ | Ishares Global Healthcare Et | ETF-Other | 1.19% | +0.12% | +95.40% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.16% | +0.08% | -0.66% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.15% | -0.07% | +0.32% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.44% | +3.93% | |
| 25 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.10% | -0.04% | +7.58% | |
| 26 | IQLT | Ishares Msci International Q | ETF-Other | 1.08% | +0.01% | +16.19% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | -0.05% | +0.26% | |
| 28 | USB | US Bancorp | Stock-Financials | 1.00% | +0.04% | -0.68% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | +0.02% | -0.18% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | — | +3.04% | |
| 31 | ANET | Arista Networks Inc | Stock-Tech | 0.88% | +0.20% | -0.39% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.87% | -0.15% | -12.81% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.11% | +61.53% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.84% | -0.25% | -2.79% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.02% | — | |
| 36 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.83% | -0.09% | -12.31% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | — | +0.12% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.79% | -0.26% | -1.38% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.72% | -0.72% | EXIT | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | +0.11% | +18.27% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.12% | -10.73% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.63% | -0.17% | +1.08% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.62% | -0.07% | +129.49% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.01% | -1.18% | |
| 45 | ETR | Entergy CORP | Stock-Utilities | 0.60% | -0.05% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.17% | +0.49% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.58% | +0.54% | +3.74% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.18% | -2.19% | |
| 49 | CW | Curtiss-wright CORP | Stock-Industrials | 0.57% | -0.01% | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.56% | +0.08% | +77.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXJ | Ishares Global Healthcare Et | +0.6% | +95.40% | Add |
| 2 | VLO | Valero Energy CORP | +0.5% | -3.69% | Trim |
| 3 | BA | Boeing Co/the | +0.3% | +129.49% | Add |
| 4 | COP | Conocophillips | +0.2% | -1.38% | Trim |
| 5 | IQLT | Ishares Msci International Q | +0.2% | +16.19% | Add |
| 6 | CVX | Chevron CORP | +0.2% | +0.49% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +61.53% | Add |
| 8 | AIRR | First Trust Rba American Ind | +0.1% | -0.64% | Trim |
| 9 | BX | Blackstone Inc | +0.1% | +77.14% | Add |
| 10 | OC | Owens Corning | +0.1% | +86.07% | Add |
| 11 | CASY | Casey's General Stores Inc | +0.1% | -1.88% | Trim |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +5.33% | Add |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.32% | Add |
| 14 | SPHD | Invesco S&p 500 High Dividen | +0.1% | +7.58% | Add |
| 15 | CW | Curtiss-wright CORP | +0.1% | — | Unchanged |
| 16 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 17 | SLB | Slb LTD | +0.1% | +0.73% | Add |
| 18 | HON | Honeywell International Inc | +0.1% | +0.02% | Add |
| 19 | WMB | Williams Cos Inc | +0.1% | -0.03% | Trim |
| 20 | DE | Deere & Co | +0.1% | +0.41% | Add |
| 21 | GLD | Spdr Gold Shares | +0.1% | +3.04% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +0.14% | Add |
| 23 | APA | Apa CORP | +0.1% | -5.14% | Trim |
| 24 | ASML | ASML Holding N.V. | +0.1% | -3.16% | Trim |
| 25 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +0.46% | Add |
| 26 | PSX | Phillips 66 | +0.1% | +0.06% | Add |
| 27 | ACN | Accenture plc | +0.1% | +82.20% | Add |
| 28 | JNJ | Johnson & Johnson | +0.1% | -0.32% | Trim |
| 29 | SCCO | Southern Copper CORP | +0.1% | -5.09% | Trim |
| 30 | GGG | Graco Inc | 0% | -0.75% | Trim |
| 31 | ENB | Enbridge Inc | 0% | +0.34% | Add |
| 32 | AMAT | Applied Materials Inc | 0% | -17.72% | Trim |
| 33 | CHD | Church & Dwight Co Inc | 0% | +0.90% | Add |
| 34 | ELS | Equity Lifestyle Properties | 0% | +34.08% | Add |
| 35 | COF | Capital One Financial CORP | 0% | +53.58% | Add |
| 36 | SO | Southern Co/the | 0% | +1.38% | Add |
| 37 | COST | Costco Wholesale CORP | 0% | +3.26% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +0.02% | Add |
| 39 | PNW | Pinnacle West Capital | 0% | +0.93% | Add |
| 40 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 41 | MRK | Merck & Co. Inc. | 0% | -0.09% | Trim |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.79% | Add |
| 43 | GOOG | Alphabet Inc-cl C | 0% | +33.24% | Add |
| 44 | KO | Coca-cola Co/the | 0% | +0.51% | Add |
| 45 | GSK | Gsk Plc-spon Adr | 0% | -0.01% | Trim |
| 46 | LHX | L3harris Technologies Inc | 0% | +0.14% | Add |
| 47 | MXI | Ishares Global Materials ETF | 0% | — | Unchanged |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 49 | FANG | Diamondback Energy Inc | 0% | -14.31% | Trim |
| 50 | CSX | Csx CORP | 0% | -1.99% | Trim |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 159 disclosed positions in Q1 2026.
During Q1 2026, Viawealth, LLC's top holdings by market value included NVDA (5.4%)、NOBL (3.6%)、JAAA (3.2%). The largest single position, NVDA, represented 5.4% 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
EXI
市值: $2.2M
Top Position Liquidated / Trimmed
BURL
前期市值: $1.1M
In Q1 2026, Viawealth, LLC made 148 total portfolio adjustments, initiating 16 new buys, adding to 64 positions, trimming 59 holdings, and fully liquidating 9 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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