Viawealth, LLC Top Holdings and 13F Report (2026)

About Viawealth, LLC

Investment Activity

Viawealth, LLC has $179.65 million in total holdings as of March 31, 2026.
Viawealth, LLC owns shares of 159 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 7.17% of the portfolio was purchased this quarter.
About 4.90% of the portfolio was sold this quarter.
This quarter, Viawealth, LLC has purchased 152 new stocks and bought additional shares in 64 stocks.
Viawealth, LLC sold shares of 59 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA: $9,716,952
ProShares S&P 500 Aristocrats ETF: $6,515,586
Janus Henderson AAA CLO ETF: $5,735,726
Microsoft: $5,607,296
Vanguard Intermediate-Term Corporate Bond ETF: $5,345,454

Largest New Holdings this Quarter

464288729 - iShares Global Industrials ETF: $2,157,173 Holding
81762P102 - ServiceNow: $862,224 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $742,944 Holding
61774R809 - MORGAN STANLEY ETF TRUST: $554,465 Holding
03769M106 - Apollo Global Management: $507,269 Holding

Largest Purchases this Quarter

iShares Global Industrials ETF: 11,917 shares (about $2.16M)
iShares Global Healthcare ETF: 11,190 shares (about $1.05M)
ServiceNow: 8,247 shares (about $862.22K)
iShares Expanded Tech-Software Sector ETF: 9,281 shares (about $742.94K)
Boeing: 3,157 shares (about $628.29K)

Largest Sales this Quarter

Dell Technologies: 5,452 shares (about $894.70K)
First Trust Long/Short Equity ETF: 8,606 shares (about $605.52K)
Janus Henderson Mortgage-Backed Securities ETF: 12,767 shares (about $576.82K)
Qualcomm: 3,051 shares (about $392.90K)
Five Below: 1,100 shares (about $251.33K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$9,716,952	$207,887 â–¼	-2.1%	55,716	5.4%	Computer and Technology
NOBL ProShares S&P 500 Aristocrats ETF	$6,515,586	$30,001 â–²	0.5%	61,462	3.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$5,735,726	$290,282 â–²	5.3%	113,872	3.2%	ETF
MSFT Microsoft	$5,607,296	$93,282 â–²	1.7%	15,148	3.1%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,345,454	$193,882 â–¼	-3.5%	64,598	3.0%	ETF
AAPL Apple	$4,546,283	$86,540 â–²	1.9%	17,914	2.5%	Computer and Technology
GGG Graco	$4,469,127	$33,860 â–¼	-0.8%	52,795	2.5%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$4,056,570	$71,393 â–²	1.8%	21,137	2.3%	ETF
GOOGL Alphabet	$3,838,494	$187,209 â–¼	-4.7%	13,348	2.1%	Computer and Technology
FTLS First Trust Long/Short Equity ETF	$3,738,114	$605,523 â–¼	-13.9%	53,128	2.1%	ETF
AMZN Amazon.com	$3,157,373	$56,858 â–¼	-1.8%	15,160	1.8%	Retail/Wholesale
VLO Valero Energy	$2,988,713	$114,399 â–¼	-3.7%	12,096	1.7%	Energy
ABBV AbbVie	$2,896,584	$7,395 â–²	0.3%	13,318	1.6%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$2,673,751	$32,619 â–²	1.2%	51,231	1.5%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$2,657,953	$576,816 â–¼	-17.8%	58,830	1.5%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$2,601,015	$16,839 â–¼	-0.6%	23,479	1.4%	Manufacturing
AMGN Amgen	$2,313,219	$3,167 â–²	0.1%	6,574	1.3%	Medical
BAC Bank of America	$2,304,810	$48,994 â–¼	-2.1%	47,278	1.3%	Finance
EXI iShares Global Industrials ETF	$2,157,173	$2,157,173 â–²	New Holding	11,917	1.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,153,210	$373 â–²	0.0%	17,321	1.2%	ETF
IXJ iShares Global Healthcare ETF	$2,143,888	$1,046,734 â–²	95.4%	22,919	1.2%	ETF
DUHP Dimensional US High Profitability ETF	$2,088,937	$13,932 â–¼	-0.7%	56,826	1.2%	ETF
SCHD Schwab US Dividend Equity ETF	$2,070,361	$6,627 â–²	0.3%	67,482	1.2%	ETF
UNH UnitedHealth Group	$1,990,638	$75,221 â–²	3.9%	7,357	1.1%	Medical
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$1,976,789	$139,303 â–²	7.6%	39,847	1.1%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$1,943,734	$270,907 â–²	16.2%	42,045	1.1%	ETF
BRK.B Berkshire Hathaway	$1,840,607	$4,792 â–²	0.3%	3,841	1.0%	Finance
USB U.S. Bancorp	$1,798,315	$12,274 â–¼	-0.7%	34,576	1.0%	Finance
VO Vanguard Mid-Cap ETF	$1,714,883	$3,159 â–¼	-0.2%	5,971	1.0%	ETF
GLD SPDR Gold Shares	$1,601,970	$47,332 â–²	3.0%	3,723	0.9%	Finance
ARISTA NETWORKS INC	$1,579,933	$6,139 â–¼	-0.4%	12,868	0.9%	COM SHS
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,554,409	$228,442 â–¼	-12.8%	14,262	0.9%	Finance
ORCL Oracle	$1,520,506	$579,163 â–²	61.5%	10,336	0.8%	Computer and Technology
MDT Medtronic	$1,512,000	$43,324 â–¼	-2.8%	17,450	0.8%	Medical
TSLA Tesla	$1,507,818		0.0%	4,056	0.8%	Auto/Tires/Trucks
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$1,492,851	$209,496 â–¼	-12.3%	33,050	0.8%	ETF
JPM JPMorgan Chase & Co.	$1,454,008	$1,765 â–²	0.1%	4,943	0.8%	Finance
COP ConocoPhillips	$1,420,118	$19,801 â–¼	-1.4%	10,758	0.8%	Energy
HON Honeywell International	$1,297,406	$226 â–²	0.0%	5,740	0.7%	Multi-Sector Conglomerates
META Meta Platforms	$1,281,450	$197,938 â–²	18.3%	2,240	0.7%	Computer and Technology
WALMART INC	$1,204,551	$144,790 â–¼	-10.7%	9,692	0.7%	COM
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$1,131,865	$12,125 â–²	1.1%	12,135	0.6%	ETF
BA Boeing	$1,113,492	$628,292 â–²	129.5%	5,595	0.6%	Aerospace
HD Home Depot	$1,105,638	$13,155 â–¼	-1.2%	3,362	0.6%	Retail/Wholesale
ETR Entergy	$1,074,948		0.0%	9,567	0.6%	Utilities
CVX Chevron	$1,057,412	$5,172 â–²	0.5%	5,111	0.6%	Energy
PANW Palo Alto Networks	$1,049,615	$37,836 â–²	3.7%	6,547	0.6%	Computer and Technology
NFLX Netflix	$1,027,844	$22,980 â–¼	-2.2%	10,690	0.6%	Consumer Discretionary
CW Curtiss-Wright	$1,027,810		0.0%	1,509	0.6%	Aerospace
BX Blackstone	$1,005,065	$437,675 â–²	77.1%	8,740	0.6%	Finance
AMAT Applied Materials	$1,004,521	$216,353 â–¼	-17.7%	2,939	0.6%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,000,754	$134,638 â–¼	-11.9%	4,653	0.6%	ETF
PG Procter & Gamble	$1,000,473	$32,064 â–¼	-3.1%	6,927	0.6%	Consumer Staples
WMB Williams Companies	$991,628	$291 â–¼	0.0%	13,625	0.6%	Energy
VUG Vanguard Growth ETF	$988,754	$77,738 â–¼	-7.3%	2,264	0.6%	ETF
CASY Casey's General Stores	$986,978	$18,924 â–¼	-1.9%	1,356	0.5%	Retail/Wholesale
DE Deere & Company	$956,411	$3,943 â–²	0.4%	1,698	0.5%	Industrials
CB Chubb	$942,915	$2,282 â–²	0.2%	2,893	0.5%	Finance
CSCO Cisco Systems	$915,407		0.0%	11,798	0.5%	Computer and Technology
CRM Salesforce	$874,411	$90,913 â–¼	-9.4%	4,684	0.5%	Computer and Technology
NOW ServiceNow	$862,224	$862,224 â–²	New Holding	8,247	0.5%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$817,207		0.0%	1,325	0.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$806,403	$2,179 â–²	0.3%	12,584	0.4%	ETF
CHD Church & Dwight	$777,822	$6,906 â–²	0.9%	8,335	0.4%	Consumer Staples
AVGO Broadcom	$777,493	$77,687 â–²	11.1%	2,512	0.4%	Computer and Technology
PGR Progressive	$775,651	$5,947 â–¼	-0.8%	3,913	0.4%	Finance
ASML ASML	$768,723	$25,096 â–¼	-3.2%	582	0.4%	Computer and Technology
VGSH Vanguard Short-Term Treasury ETF	$760,763	$50,284 â–¼	-6.2%	12,996	0.4%	ETF
PM Philip Morris International	$754,116	$4,795 â–²	0.6%	4,561	0.4%	Consumer Staples
SCCO Southern Copper	$753,643	$40,435 â–¼	-5.1%	4,380	0.4%	Basic Materials
VTI Vanguard Total Stock Market ETF	$749,788	$14,438 â–²	2.0%	2,337	0.4%	ETF
SHOPIFY INC	$745,171	$22,538 â–¼	-2.9%	6,282	0.4%	CL A SUB VTG SHS
IGV iShares Expanded Tech-Software Sector ETF	$742,944	$742,944 â–²	New Holding	9,281	0.4%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$736,581	$219 â–²	0.0%	10,071	0.4%	ETF
VIOG Vanguard S&P Small-Cap 600 Growth ETF	$735,914	$13,566 â–¼	-1.8%	5,913	0.4%	ETF
SCHW Charles Schwab	$727,405		0.0%	7,740	0.4%	Finance
ENB Enbridge	$726,234	$2,436 â–²	0.3%	13,414	0.4%	Energy
EMR Emerson Electric	$724,388	$6,158 â–¼	-0.8%	5,529	0.4%	Industrials
IWR iShares Russell Mid-Cap ETF	$714,835		0.0%	7,352	0.4%	ETF
SO Southern	$697,260	$9,459 â–²	1.4%	7,224	0.4%	Utilities
FIVE Five Below	$685,440	$251,328 â–¼	-26.8%	3,000	0.4%	Retail/Wholesale
SLB SLB	$656,613	$4,779 â–²	0.7%	12,777	0.4%	Energy
SCHP Schwab U.S. TIPS ETF	$640,913	$189,839 â–¼	-22.9%	24,085	0.4%	ETF
VNQ Vanguard Real Estate ETF	$622,319	$136,687 â–¼	-18.0%	7,016	0.3%	ETF
QCOM Qualcomm	$621,989	$392,896 â–¼	-38.7%	4,830	0.3%	Computer and Technology
RF Regions Financial	$619,645		0.0%	23,723	0.3%	Finance
JNJ Johnson & Johnson	$609,643	$1,956 â–¼	-0.3%	2,494	0.3%	Medical
LABCORP HOLDINGS INC	$596,587	$5,603 â–¼	-0.9%	2,236	0.3%	COM SHS
ETN Eaton	$582,287		0.0%	1,628	0.3%	Industrials
COF Capital One Financial	$578,932	$201,978 â–²	53.6%	3,173	0.3%	Finance
MCD McDonald's	$571,543		0.0%	1,839	0.3%	Retail/Wholesale
VTR Ventas	$567,605	$66,893 â–¼	-10.5%	6,941	0.3%	Finance
KO CocaCola	$564,727	$2,890 â–²	0.5%	7,426	0.3%	Consumer Staples
LLY Eli Lilly and Company	$562,245	$69,936 â–²	14.2%	611	0.3%	Medical
MORGAN STANLEY ETF TRUST	$554,465	$554,465 â–²	New Holding	10,677	0.3%	EATON VANCE HIGH
IWP iShares Russell Mid-Cap Growth ETF	$542,716		0.0%	4,236	0.3%	ETF
SNOW Snowflake	$524,854	$81,443 â–²	18.4%	3,480	0.3%	Computer and Technology
DELL Dell Technologies	$523,329	$894,697 â–¼	-63.1%	3,189	0.3%	Computer and Technology
OC Owens Corning	$516,128	$238,746 â–²	86.1%	4,769	0.3%	Construction
APO Apollo Global Management	$507,269	$507,269 â–²	New Holding	4,553	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Viawealth, LLC Top Holdings and 13F Report (2026)

About Viawealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Viawealth, LLC Top Holdings and 13F Report (2026)

About Viawealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofViawealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools