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Funds / Viawealth, LLC
Institutional Fund

Viawealth, LLC

Leawood, KSCIK 19654015 filings on record

Portfolio Value
$179.65M
Q1 2026
Holdings
159
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+1.0%
from $177.81M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Nvidia Corporation5.4%
  • Proshares Tr3.6%
  • Janus Detroit Str Tr3.2%
  • Microsoft Corp3.1%
  • Vanguard Scottsdale Fds3.0%
  • Apple Inc2.5%
  • Other79.1%

Portfolio Holdings

159 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Nvidia Corporation55.7K$9.72M5.4%1.2KReduced
2Proshares Tr61.5K$6.52M3.6%+283Added
3Janus Detroit Str Tr113.9K$5.74M3.2%+5.8KAdded
4Microsoft Corp15.1K$5.61M3.1%+252Added
5Vanguard Scottsdale Fds64.6K$5.35M3.0%2.3KReduced
6Apple Inc17.9K$4.55M2.5%+341Added
7Graco Inc52.8K$4.47M2.5%400Reduced
8Invesco Exchange Traded Fd T21.1K$4.06M2.3%+372Added
9Alphabet Inc13.3K$3.84M2.1%651Reduced
10First Tr Exch Traded Fd III53.1K$3.74M2.1%8.6KReduced

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