Viawealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Viawealth, LLC reported 149 stock positions worth $169.2 million. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Proshares S&P 500 Dividend A (NOBL, 3.5%). Compared with Q1 2025, it opened 6 new positions, sold out of 6, added to 46 and reduced 89. The biggest buy was a new position in Janus Henderson Aaa Clo ETF (JAAA) and the biggest sale Unitedhealth (UNH, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Leawood, KS
- CIK
- 0001965401
- Portfolio Value
- $169.2M (Q2 2025)
- SEC Filing
- 0001085146-25-004916 ↗ filed Aug 12, 2025
Holdings Value
Holdings 149 stocks · $169.2M
| NVDA Nvidia Corp. | 5.51% | 59,011 | $9.3M | Reduce -1.6% |
| MSFT Microsoft Corp. | 4.51% | 15,342 | $7.6M | Add +0.0% |
| NOBL Proshares S&P 500 Dividend A | 3.51% | 59,025 | $5.9M | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 3.43% | 70,068 | $5.8M | Add +0.3% |
| FTLS First Trust Long/Short Eqty | 2.76% | 70,396 | $4.7M | Reduce -10.7% |
| GGG Graco Inc. | 2.70% | 53,058 | $4.6M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 2.20% | 20,506 | $3.7M | Reduce -16.0% |
| JAAA Janus Henderson Aaa Clo ETF | 2.04% | 67,934 | $3.4M | New |
| AAPL Apple Inc. | 1.99% | 16,378 | $3.4M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 1.98% | 15,285 | $3.4M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.65% | 15,844 | $2.8M | Reduce -11.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.55% | 55,499 | $2.6M | Add +0.3% |
| ABBV Abbvie Inc. | 1.51% | 13,804 | $2.6M | Reduce -4.5% |
| MUNI PIMCO Intermediate Municipal | 1.41% | 46,496 | $2.4M | Add +8.0% |
| UNH Unitedhealth Group Inc. | 1.37% | 7,417 | $2.3M | Reduce -7.3% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 20,777 | $2.3M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 1.30% | 82,912 | $2.2M | Reduce -24.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.23% | 18,978 | $2.1M | Reduce -14.2% |
| AIRR First Trust Rba American Ind | 1.21% | 25,170 | $2.0M | Add +4.7% |
| DUHP Dimensional US High Profi Et | 1.21% | 57,604 | $2.0M | Reduce -19.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.18% | 4,107 | $2.0M | Reduce -2.5% |
| AMGN Amgen Inc. | 1.18% | 7,138 | $2.0M | Reduce -5.7% |
| MDT Medtronic PLC | 1.02% | 19,790 | $1.7M | Add +4.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.02% | 18,128 | $1.7M | Reduce -8.0% |
| USB US Bancorp | 1.01% | 37,813 | $1.7M | Reduce -9.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.00% | 6,050 | $1.7M | Reduce -5.1% |
| VLO Valero Energy Corp. | 1.00% | 12,572 | $1.7M | Add +3.1% |
| DELL Dell Technologies -C | 0.94% | 12,950 | $1.6M | Add +3.5% |
| NFLX Netflix Inc. | 0.91% | 1,152 | $1.5M | Add +0.6% |
| MINO PIMCO Municipal Income Oppor | 0.90% | 34,243 | $1.5M | Add +68.4% |
| JPM JPMorgan Chase & Co. | 0.87% | 5,090 | $1.5M | Add +2.2% |
| QCOM Qualcomm Inc. | 0.87% | 9,225 | $1.5M | Reduce -0.8% |
| HON Honeywell International Inc. | 0.87% | 6,294 | $1.5M | Reduce -7.2% |
| CRM Salesforce Inc. | 0.85% | 5,263 | $1.4M | Add +6.8% |
| ANET Arista Networks Inc. | 0.84% | 13,890 | $1.4M | Add +10.9% |
| HD Home Depot Inc. | 0.81% | 3,749 | $1.4M | Reduce -4.9% |
| VGSH Vanguard Short-Term Treasury | 0.77% | 22,149 | $1.3M | Reduce -20.5% |
| TSLA Tesla Inc. | 0.74% | 3,924 | $1.2M | Add +14.2% |
| GLD SPDR Gold Shares | 0.73% | 4,043 | $1.2M | Add +91.8% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 6,001 | $1.2M | Reduce -8.1% |
| CW Curtiss-Wright Corp. | 0.72% | 2,508 | $1.2M | Reduce -5.3% |
| ORCL Oracle Corp. | 0.72% | 5,582 | $1.2M | Add +6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.70% | 2,692 | $1.2M | Add +1.1% |
| WMT Walmart Inc. | 0.69% | 12,003 | $1.2M | Reduce -11.6% |
| PG The Procter & Gamble Co. | 0.68% | 7,236 | $1.2M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.67% | 5,540 | $1.1M | Add +4.1% |
| COP Conocophillips | 0.65% | 12,255 | $1.1M | Reduce -7.8% |
| PGR Progressive Corp. | 0.64% | 4,043 | $1.1M | Reduce -4.6% |
| DE Deere & Co. | 0.62% | 2,072 | $1.1M | Reduce -3.6% |
| WMB Williams Cos Inc. | 0.60% | 16,174 | $1.0M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.59% | 1,349 | $995K | Add +15.0% |
| CB Chubb Ltd. | 0.58% | 3,359 | $973K | Reduce -5.0% |
| EMR Emerson Electric Co. | 0.57% | 7,187 | $958K | Reduce -3.1% |
| CSCO Cisco Systems Inc. | 0.55% | 13,386 | $929K | Reduce -4.8% |
| PM Philip Morris International | 0.54% | 5,009 | $912K | Reduce -26.9% |
| IWM iShares Russell 2000 ETF | 0.52% | 4,047 | $873K | Add +2.5% |
| ETR Entergy Corp. | 0.51% | 10,401 | $865K | Reduce -14.4% |
| SCHW Schwab (charles) Corp. | 0.50% | 9,208 | $840K | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.49% | 9,383 | $836K | Reduce -8.7% |
| SCHP Schwab U.S. Tips ETF | 0.49% | 31,302 | $835K | Add +96.5% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 9,017 | $829K | No change |
| CVX Chevron Corp. | 0.48% | 5,729 | $820K | Reduce -5.1% |
| SHOP Shopify Inc. Class A | 0.48% | 7,033 | $811K | Reduce -1.4% |
| PNW Pinnacle West Capital | 0.47% | 8,923 | $798K | Reduce -14.5% |
| BURL Burlington Stores Inc. | 0.45% | 3,281 | $763K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 10,956 | $756K | Add +9.2% |
| MDY State Street SPDR S&P Midcap | 0.44% | 1,325 | $751K | No change |
| BX Blackstone Inc. | 0.44% | 5,003 | $748K | Add +7.0% |
| CASY Casey's General Stores Inc. | 0.44% | 1,453 | $741K | Reduce -21.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.43% | 10,057 | $732K | Reduce -10.9% |
| ETN Eaton Corp. PLC | 0.43% | 2,043 | $729K | Reduce -3.1% |
| AVGO Broadcom Inc. | 0.43% | 2,639 | $727K | Add +15.1% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.43% | 6,307 | $722K | Reduce -3.7% |
| IEO iShares U.S. Oil & Gas Explo | 0.43% | 8,136 | $721K | Reduce -37.8% |
| AMAT Applied Materials Inc. | 0.43% | 3,929 | $719K | Reduce -2.5% |
| CHD Church & Dwight Co. Inc. | 0.42% | 7,433 | $714K | Reduce -5.9% |
| SO The Southern Co. | 0.42% | 7,771 | $714K | Reduce -11.1% |
| ENB Enbridge Inc. | 0.42% | 15,659 | $710K | Reduce -3.8% |
| IWP iShares Russell Mid-Cap Grow | 0.42% | 5,086 | $705K | No change |
| LH Labcorp Holdings Inc. | 0.39% | 2,543 | $668K | Reduce -5.1% |
| RF Regions Financial Corp. | 0.39% | 28,064 | $660K | Reduce -7.9% |
| QUAL iShares MSCI USA Quality Fac | 0.39% | 3,594 | $657K | Reduce -13.1% |
| SNOW Snowflake Inc. | 0.39% | 2,915 | $652K | Add +4.9% |
| MCD McDonald's Corp. | 0.38% | 2,210 | $646K | Reduce -3.9% |
| UBER Uber Technologies Inc. | 0.38% | 6,868 | $641K | Reduce -15.4% |
| KO The Coca-Cola Co. | 0.38% | 8,981 | $635K | Reduce -5.0% |
| FIS Fidelity National Info Serv | 0.37% | 7,748 | $631K | Reduce -3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 2,046 | $622K | Reduce -11.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.37% | 18,330 | $620K | Reduce -14.5% |
| HBAN Huntington Bancshares Inc. | 0.34% | 34,555 | $579K | Reduce -5.0% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 10,140 | $578K | Reduce -2.4% |
| BAH Booz Allen Hamilton Holdings | 0.33% | 5,411 | $563K | Reduce -2.6% |
| CP Canadian Pacific Kansas City | 0.32% | 6,927 | $549K | Reduce -4.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 682 | $547K | Reduce -3.5% |
| FIVE Five Below | 0.32% | 4,150 | $544K | New |
| PYPL PayPal Holdings Inc. | 0.31% | 7,136 | $530K | Reduce -13.9% |
| VTR Ventas Inc. | 0.30% | 7,916 | $500K | Reduce -0.3% |
| WM Waste Management Inc. | 0.29% | 2,161 | $494K | Reduce -4.6% |
| LKQ LKQ Corp. | 0.28% | 13,024 | $482K | Reduce -32.2% |
| ADP Automatic Data Processing | 0.28% | 1,547 | $477K | Reduce -2.3% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 1.37% | −1.22 |
| SCHD Schwab US DVD Equity ETF | Reduce -24.8% | 1.30% | −0.60 |
| AAPL Apple Inc. | Reduce -7.5% | 1.99% | −0.44 |
| RSP Invesco S&P 500 Equal Weight | Reduce -16.0% | 2.20% | −0.41 |
| FTLS First Trust Long/Short Eqty | Reduce -10.7% | 2.76% | −0.36 |
| ABBV Abbvie Inc. | Reduce -4.5% | 1.51% | −0.35 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -37.8% | 0.43% | −0.34 |
| AMGN Amgen Inc. | Reduce -5.7% | 1.18% | −0.28 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -14.2% | 1.23% | −0.25 |
| DUHP Dimensional US High Profi Et | Reduce -19.6% | 1.21% | −0.25 |
| VGSH Vanguard Short-Term Treasury | Reduce -20.5% | 0.77% | −0.24 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.22 |
| LKQ LKQ Corp. | Reduce -32.2% | 0.28% | −0.22 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.22 |
| COP Conocophillips | Reduce -7.8% | 0.65% | −0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 1.18% | −0.21 |
| JNJ Johnson & Johnson | Reduce -36.6% | 0.26% | −0.20 |
| SLB SLB Ltd. | Reduce -14.5% | 0.37% | −0.19 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.18 |
| PNW Pinnacle West Capital | Reduce -14.5% | 0.47% | −0.14 |
| CVX Chevron Corp. | Reduce -5.1% | 0.48% | −0.14 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.14 |
| PM Philip Morris International | Reduce -26.9% | 0.54% | −0.13 |
| ETR Entergy Corp. | Reduce -14.4% | 0.51% | −0.13 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -8.0% | 1.02% | −0.12 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -27.9% | 0.20% | −0.12 |
| CHD Church & Dwight Co. Inc. | Reduce -5.9% | 0.42% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -23.1% | 0.20% | −0.11 |
| PGR Progressive Corp. | Reduce -4.6% | 0.64% | −0.10 |
| AMT American Tower Corp. | Reduce -26.4% | 0.25% | −0.10 |
| HRL Hormel Foods Corp. | Reduce -24.1% | 0.22% | −0.09 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -10.9% | 0.43% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.68% | −0.09 |
| CB Chubb Ltd. | Reduce -5.0% | 0.58% | −0.08 |
| HI Hillenbrand Inc. | Reduce -24.4% | 0.13% | −0.08 |
| USB US Bancorp | Reduce -9.8% | 1.01% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -8.7% | 0.49% | −0.08 |
| ACN Accenture PLC Class A | Reduce -25.3% | 0.17% | −0.08 |
| HD Home Depot Inc. | Reduce -4.9% | 0.81% | −0.08 |
| SON Sonoco Products Co. | Reduce -30.8% | 0.12% | −0.08 |
| SO The Southern Co. | Reduce -11.1% | 0.42% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -11.9% | 1.65% | −0.07 |
| MCD McDonald's Corp. | Reduce -3.9% | 0.38% | −0.06 |
| GSK GSK PLC-Spon ADR | Reduce -21.1% | 0.17% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.1% | 0.73% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -21.3% | 0.44% | −0.06 |
| GGG Graco Inc. | Reduce -0.5% | 2.70% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -13.1% | 0.39% | −0.05 |
| DIS The Walt Disney Co. | Reduce -29.9% | 0.25% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| JAAA Janus Henderson Aaa Clo ETF | New | 2.04% | +2.04 |
| MSFT Microsoft Corp. | Add +0.0% | 4.51% | +0.96 |
| GLD SPDR Gold Shares | Add +91.8% | 0.73% | +0.35 |
| MINO PIMCO Municipal Income Oppor | Add +68.4% | 0.90% | +0.33 |
| FIVE Five Below | New | 0.32% | +0.32 |
| ORCL Oracle Corp. | Add +6.9% | 0.72% | +0.27 |
| MS Morgan Stanley | New | 0.27% | +0.27 |
| NFLX Netflix Inc. | Add +0.6% | 0.91% | +0.25 |
| ANET Arista Networks Inc. | Add +10.9% | 0.84% | +0.24 |
| DELL Dell Technologies -C | Add +3.5% | 0.94% | +0.23 |
| SCHP Schwab U.S. Tips ETF | Add +96.5% | 0.49% | +0.23 |
| AIRR First Trust Rba American Ind | Add +4.7% | 1.21% | +0.20 |
| AVGO Broadcom Inc. | Add +15.1% | 0.43% | +0.19 |
| TSLA Tesla Inc. | Add +14.2% | 0.74% | +0.19 |
| META Meta Platforms Inc. Class A | Add +15.0% | 0.59% | +0.17 |
| SNOW Snowflake Inc. | Add +4.9% | 0.39% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| BAC Bank of America Corp. | Add +0.3% | 1.55% | +0.13 |
| TTD Trade Desk Inc./the Class A | Add +47.8% | 0.27% | +0.12 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.87% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +4.1% | 0.67% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.1% | 0.70% | +0.09 |
| FCN Fti Consulting Inc. | Add +62.3% | 0.23% | +0.08 |
| XYZ Block Inc. | Add +7.8% | 0.26% | +0.06 |
| BA The Boeing Co. | Add +4.7% | 0.28% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.22% | +0.04 |
| MUNI PIMCO Intermediate Municipal | Add +8.0% | 1.41% | +0.04 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.04% | +0.04 |
| COF Capital One Financial Corp. | Add +2.5% | 0.28% | +0.04 |
| BX Blackstone Inc. | Add +7.0% | 0.44% | +0.04 |
| GEHC GE Healthcare Technology | Add +40.6% | 0.19% | +0.04 |
| CRM Salesforce Inc. | Add +6.8% | 0.85% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +2.5% | 0.52% | +0.03 |
| SCCO Southern Copper Corp. | Add +8.5% | 0.27% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +9.2% | 0.45% | +0.02 |
| MXI iShares Global Materials ETF | Add +7.5% | 0.23% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.21% | +0.01 |
| FPEI First Trust Institutional PR | Add +8.1% | 0.18% | +0.01 |
| VLO Valero Energy Corp. | Add +3.1% | 1.00% | +0.01 |
| KSS Kohls Corp. | Add +7.2% | 0.07% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 1.34% | +0.00 |
| BDX Becton Dickinson and Co. | Add +41.4% | 0.15% | +0.00 |
| V Visa Inc. Class A | Add +3.9% | 0.16% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.24% | +0.00 |
| MMM 3M Co. | Add +0.3% | 0.26% | −0.00 |
| ET Energy Transfer LP | Add +1.8% | 0.15% | −0.01 |
| FANG Diamondback Energy Inc. | Add +5.0% | 0.14% | −0.02 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.21% | −0.03 |
| MDT Medtronic PLC | Add +4.1% | 1.02% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $198.8M | NVDA, NOBL, JAAA, MSFT, RSP |
| Q1 2026 | 159 | $179.7M | NVDA, NOBL, JAAA, MSFT, VCIT |
| Q4 2025 | 152 | $177.8M | NVDA, MSFT, NOBL, VCIT, JAAA |
| Q3 2025 | 157 | $183.1M | NVDA, MSFT, NOBL, VCIT, JAAA |
| Q2 2025 | 149 | $169.2M | NVDA, MSFT, NOBL, VCIT, FTLS |
| Q1 2025 | 149 | $162.0M | NVDA, NOBL, MSFT, VCIT, FTLS |
| Q4 2024 | 145 | $165.6M | NVDA, MSFT, NOBL, VCIT, GGG |
| Q3 2024 | 150 | $171.6M | NVDA, MSFT, NOBL, GGG, VCIT |
| Q2 2024 | 151 | $161.2M | NVDA, MSFT, NOBL, GGG, UNH |
| Q1 2024 | 153 | $159.9M | MSFT, NVDA, NOBL, GGG, UNH |