Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VIAWEALTH, LLC (CIK 1965401) reported $179.7M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($9.7M, 5.41%), NOBL ($6.5M, 3.63%), JAAA ($5.7M, 3.19%), MSFT ($5.6M, 3.12%), VCIT ($5.3M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $9.7M | 5.41% | 55,716 | Trimmed |
| 2 | NOBL | PROSHARES TR | $6.5M | 3.63% | 61,462 | Added |
| 3 | JAAA | JANUS DETROIT STR TR | $5.7M | 3.19% | 113,872 | Added |
| 4 | MSFT | MICROSOFT CORP | $5.6M | 3.12% | 15,148 | Added |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $5.3M | 2.98% | 64,598 | Trimmed |
| 6 | AAPL | APPLE INC | $4.5M | 2.53% | 17,914 | Added |
| 7 | GGG | GRACO INC | $4.5M | 2.49% | 52,795 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $4.1M | 2.26% | 21,137 | Added |
| 9 | GOOGL | ALPHABET INC | $3.8M | 2.14% | 13,348 | Trimmed |
| 10 | FTLS | FIRST TR EXCH TRADED FD III | $3.7M | 2.08% | 53,128 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $3.2M | 1.76% | 15,160 | Trimmed |
| 12 | VLO | VALERO ENERGY CORP | $3.0M | 1.66% | 12,096 | Trimmed |
| 13 | ABBV | ABBVIE INC | $2.9M | 1.61% | 13,318 | Added |
| 14 | MUNI | PIMCO ETF TR | $2.7M | 1.49% | 51,231 | Added |
| 15 | JMBS | JANUS DETROIT STR TR | $2.7M | 1.48% | 58,830 | Trimmed |
| 16 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.45% | 23,479 | Trimmed |
| 17 | AMGN | AMGEN INC | $2.3M | 1.29% | 6,574 | Added |
| 18 | BAC | BANK AMERICA CORP | $2.3M | 1.28% | 47,278 | Trimmed |
| 19 | EXI | ISHARES TR | $2.2M | 1.20% | 11,917 | New |
| 20 | IJR | ISHARES TR | $2.2M | 1.20% | 17,321 | Added |
| 21 | IXJ | ISHARES TR | $2.1M | 1.19% | 22,919 | Added |
| 22 | DUHP | DIMENSIONAL ETF TRUST | $2.1M | 1.16% | 56,826 | Trimmed |
| 23 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 1.15% | 67,482 | Added |
| 24 | UNH | UNITEDHEALTH GROUP INC | $2.0M | 1.11% | 7,357 | Added |
| 25 | SPHD | INVESCO EXCH TRADED FD TR II | $2.0M | 1.10% | 39,847 | Added |
Source: SEC Form 13F filings · as of 2026-03-31