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.
Vivid Wealth Management, LLC (CIK 2007281) reported $247.1M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($26.4M, 10.67%), BINC ($22.7M, 9.20%), QQQ ($17.1M, 6.93%), BIL ($14.8M, 5.98%), SGOV ($14.7M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.4M | 10.67% | 40,355 | Added |
| 2 | BINC | BLACKROCK ETF TRUST II | $22.7M | 9.20% | 437,676 | Added |
| 3 | QQQ | INVESCO QQQ TR | $17.1M | 6.93% | 29,667 | Added |
| 4 | BIL | SPDR SERIES TRUST | $14.8M | 5.98% | 161,200 | Added |
| 5 | SGOV | ISHARES TR | $14.7M | 5.96% | 146,217 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $8.8M | 3.58% | 45,044 | Trimmed |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.0M | 2.44% | 106,590 | Added |
| 8 | GRNY | TIDAL TRUST I | $4.9M | 1.98% | 205,405 | Added |
| 9 | XLI | SELECT SECTOR SPDR TR | $4.0M | 1.62% | 24,830 | Trimmed |
| 10 | TSLA | TESLA INC | $3.9M | 1.60% | 10,604 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.7M | 1.49% | 27,708 | Trimmed |
| 12 | XLF | SELECT SECTOR SPDR TR | $3.6M | 1.45% | 72,540 | Added |
| 13 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.33% | 52,406 | Added |
| 14 | DE | DEERE & CO | $3.1M | 1.27% | 5,573 | Trimmed |
| 15 | BK | BANK NEW YORK MELLON CORP | $3.0M | 1.21% | 25,215 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $3.0M | 1.21% | 10,428 | Trimmed |
| 17 | GEV | GE VERNOVA INC | $3.0M | 1.20% | 3,408 | Trimmed |
| 18 | AAPL | APPLE INC | $3.0M | 1.20% | 11,654 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $2.9M | 1.19% | 14,181 | New |
| 20 | PWR | QUANTA SVCS INC | $2.9M | 1.18% | 5,324 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $2.9M | 1.16% | 13,720 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 1.16% | 16,461 | Trimmed |
| 23 | SPLG | SPDR SERIES TRUST | $2.8M | 1.14% | 36,810 | Added |
| 24 | CAT | CATERPILLAR INC | $2.8M | 1.13% | 3,927 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.13% | 9,505 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31