Viawealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Viawealth, LLC reported 152 stock positions worth $177.8 million. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by Microsoft (MSFT, 4.1%) and Proshares S&P 500 Dividend A (NOBL, 3.6%). Compared with Q3 2025, it opened 5 new positions, sold out of 10, added to 34 and reduced 108. The biggest buy was Janus Henderson Mortg Backed (JMBS, shares +198%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Leawood, KS
- CIK
- 0001965401
- Portfolio Value
- $177.8M (Q4 2025)
- SEC Filing
- 0001965401-26-000002 ↗ filed Feb 10, 2026
Holdings Value
Holdings 152 stocks · $177.8M
| NVDA Nvidia Corp. | 5.97% | 56,908 | $10.6M | Reduce -3.3% |
| MSFT Microsoft Corp. | 4.05% | 14,896 | $7.2M | Reduce -5.2% |
| NOBL Proshares S&P 500 Dividend A | 3.58% | 61,179 | $6.4M | Add +1.3% |
| VCIT Vanguard Int-Term Corporate | 3.15% | 66,941 | $5.6M | Reduce -1.7% |
| JAAA Janus Henderson Aaa Clo ETF | 3.08% | 108,109 | $5.5M | Add +15.1% |
| AAPL Apple Inc. | 2.69% | 17,573 | $4.8M | Add +0.6% |
| FTLS First Trust Long/Short Eqty | 2.46% | 61,734 | $4.4M | Reduce -7.0% |
| GOOGL Alphabet Inc. Class A | 2.46% | 13,999 | $4.4M | Reduce -8.5% |
| GGG Graco Inc. | 2.45% | 53,195 | $4.4M | No change |
| RSP Invesco S&P 500 Equal Weight | 2.24% | 20,765 | $4.0M | Add +1.8% |
| AMZN Amazon.com Inc. | 2.00% | 15,433 | $3.6M | Reduce -2.7% |
| JMBS Janus Henderson Mortg Backed | 1.84% | 71,597 | $3.3M | Add +198.0% |
| ABBV Abbvie Inc. | 1.71% | 13,284 | $3.0M | Reduce -5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.49% | 48,283 | $2.7M | Reduce -14.0% |
| MUNI PIMCO Intermediate Municipal | 1.49% | 50,606 | $2.7M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 1.31% | 7,079 | $2.3M | Reduce -3.5% |
| AIRR First Trust Rba American Ind | 1.31% | 23,631 | $2.3M | Add +0.0% |
| DUHP Dimensional US High Profi Et | 1.22% | 57,205 | $2.2M | Reduce -0.3% |
| AMGN Amgen Inc. | 1.21% | 6,565 | $2.1M | Reduce -8.4% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 17,318 | $2.1M | Reduce -16.3% |
| VLO Valero Energy Corp. | 1.15% | 12,559 | $2.0M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 3,831 | $1.9M | Reduce -4.7% |
| USB US Bancorp | 1.04% | 34,812 | $1.9M | Reduce -6.2% |
| SCHD Schwab US DVD Equity ETF | 1.04% | 67,266 | $1.8M | Reduce -3.0% |
| TSLA Tesla Inc. | 1.03% | 4,056 | $1.8M | Reduce -3.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.01% | 16,358 | $1.8M | Reduce -6.6% |
| SPHD Invesco S&P 500 High Dividen | 1.00% | 37,039 | $1.8M | Add +44.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.98% | 5,982 | $1.7M | Reduce -4.2% |
| MDT Medtronic PLC | 0.97% | 17,950 | $1.7M | Reduce -10.1% |
| MINO PIMCO Municipal Income Oppor | 0.96% | 37,688 | $1.7M | Add +0.8% |
| ANET Arista Networks Inc. | 0.95% | 12,918 | $1.7M | Reduce -5.0% |
| IQLT iShares MSCI International Q | 0.92% | 36,185 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 0.89% | 4,937 | $1.6M | Reduce -2.0% |
| GLD SPDR Gold Shares | 0.81% | 3,613 | $1.4M | Reduce -16.4% |
| CRM Salesforce Inc. | 0.77% | 5,171 | $1.4M | Reduce -5.3% |
| QCOM Qualcomm Inc. | 0.76% | 7,881 | $1.3M | Reduce -13.1% |
| META Meta Platforms Inc. Class A | 0.70% | 1,894 | $1.3M | Add +30.4% |
| ORCL Oracle Corp. | 0.70% | 6,399 | $1.2M | Add +13.2% |
| WMT Walmart Inc. | 0.68% | 10,857 | $1.2M | Reduce -6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 2,442 | $1.2M | Reduce -4.0% |
| HD Home Depot Inc. | 0.66% | 3,402 | $1.2M | Reduce -7.2% |
| PANW Palo Alto Networks Inc. | 0.65% | 6,311 | $1.2M | Reduce -9.8% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 5,279 | $1.2M | Reduce -3.7% |
| IXJ iShares Global Healthcare Et | 0.64% | 11,729 | $1.1M | New |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.64% | 12,005 | $1.1M | Reduce -31.6% |
| HON Honeywell International Inc. | 0.63% | 5,739 | $1.1M | Reduce -6.2% |
| DELL Dell Technologies -C | 0.61% | 8,641 | $1.1M | Reduce -29.5% |
| BURL Burlington Stores Inc. | 0.60% | 3,681 | $1.1M | Add +8.9% |
| SHOP Shopify Inc. Class A | 0.59% | 6,472 | $1.0M | Reduce -4.9% |
| NFLX Netflix Inc. | 0.58% | 10,929 | $1.0M | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.58% | 7,149 | $1.0M | Reduce -3.5% |
| COP Conocophillips | 0.57% | 10,908 | $1.0M | Reduce -8.7% |
| AMAT Applied Materials Inc. | 0.52% | 3,572 | $918K | Reduce -8.1% |
| CSCO Cisco Systems Inc. | 0.51% | 11,798 | $909K | Reduce -9.5% |
| CB Chubb Ltd. | 0.51% | 2,886 | $901K | Reduce -8.6% |
| PGR Progressive Corp. | 0.50% | 3,943 | $898K | Reduce -6.6% |
| ETR Entergy Corp. | 0.50% | 9,567 | $884K | Reduce -6.8% |
| CW Curtiss-Wright Corp. | 0.47% | 1,509 | $832K | Reduce -6.3% |
| SCHP Schwab U.S. Tips ETF | 0.47% | 31,219 | $827K | Reduce -2.8% |
| WMB Williams Cos Inc. | 0.46% | 13,629 | $819K | Reduce -5.7% |
| VGSH Vanguard Short-Term Treasury | 0.46% | 13,855 | $814K | Reduce -24.3% |
| MDY State Street SPDR S&P Midcap | 0.45% | 1,325 | $799K | No change |
| DE Deere & Co. | 0.44% | 1,691 | $787K | Reduce -14.6% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 12,550 | $784K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.44% | 2,261 | $782K | Reduce -12.6% |
| CVX Chevron Corp. | 0.44% | 5,086 | $775K | Reduce -4.7% |
| SCHW Schwab (charles) Corp. | 0.43% | 7,740 | $773K | Reduce -7.6% |
| FIVE Five Below | 0.43% | 4,100 | $772K | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 2,292 | $769K | Add +6.3% |
| CASY Casey's General Stores Inc. | 0.43% | 1,382 | $764K | Reduce -6.9% |
| BX Blackstone Inc. | 0.43% | 4,934 | $761K | Reduce -3.8% |
| VNQ Vanguard Real Estate ETF | 0.43% | 8,557 | $757K | Reduce -9.5% |
| EMR Emerson Electric Co. | 0.42% | 5,576 | $740K | Reduce -7.3% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.41% | 6,022 | $730K | Reduce -1.3% |
| PM Philip Morris International | 0.41% | 4,532 | $727K | Reduce -7.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.40% | 10,068 | $719K | Reduce -4.4% |
| IWR iShares Russell Mid-Cap ETF | 0.40% | 7,352 | $708K | Reduce -18.5% |
| CHD Church & Dwight Co. Inc. | 0.39% | 8,261 | $693K | Add +16.2% |
| SCCO Southern Copper Corp. | 0.37% | 4,615 | $662K | Reduce -5.0% |
| SNOW Snowflake Inc. | 0.36% | 2,940 | $645K | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 601 | $643K | Add +1.5% |
| RF Regions Financial Corp. | 0.36% | 23,723 | $643K | Reduce -7.9% |
| ENB Enbridge Inc. | 0.36% | 13,369 | $639K | Reduce -8.1% |
| SO The Southern Co. | 0.35% | 7,126 | $621K | Reduce -8.9% |
| VTR Ventas Inc. | 0.34% | 7,759 | $600K | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.33% | 4,236 | $580K | Reduce -16.7% |
| LLY Eli Lilly & Co. | 0.32% | 535 | $575K | Add +7.2% |
| LH Labcorp Holdings Inc. | 0.32% | 2,257 | $566K | Reduce -6.7% |
| MCD McDonald's Corp. | 0.32% | 1,839 | $562K | Reduce -8.7% |
| MS Morgan Stanley | 0.31% | 3,078 | $546K | Reduce -6.4% |
| UBER Uber Technologies Inc. | 0.31% | 6,669 | $545K | Reduce -7.4% |
| BA The Boeing Co. | 0.30% | 2,438 | $529K | Add +8.9% |
| FCN Fti Consulting Inc. | 0.30% | 3,092 | $528K | Add +15.0% |
| ETN Eaton Corp. PLC | 0.29% | 1,628 | $519K | Reduce -13.9% |
| JNJ Johnson & Johnson | 0.29% | 2,502 | $518K | Reduce -13.7% |
| KO The Coca-Cola Co. | 0.29% | 7,388 | $516K | Reduce -8.7% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 2,539 | $504K | Reduce -14.3% |
| COF Capital One Financial Corp. | 0.28% | 2,066 | $501K | Add +0.2% |
| XLK SS Technology Select Sector | 0.28% | 3,410 | $491K | No change |
| SLB SLB Ltd. filed as SLB LIMITED | 0.27% | 12,684 | $487K | Reduce -28.9% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -5.2% | 4.05% | −0.39 |
| DELL Dell Technologies -C | Reduce -29.5% | 0.61% | −0.34 |
| IWM iShares Russell 2000 ETF | Reduce -71.2% | 0.14% | −0.33 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -31.6% | 0.64% | −0.28 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.19 |
| NFLX Netflix Inc. | Reduce -5.1% | 0.58% | −0.18 |
| PNW Pinnacle West Capital | Reduce -43.0% | 0.25% | −0.18 |
| HI Hillenbrand Inc. | Sold out | 0.00% | −0.18 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.3% | 1.17% | −0.17 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.17 |
| HD Home Depot Inc. | Reduce -7.2% | 0.66% | −0.15 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.15 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Reduce -24.3% | 0.46% | −0.13 |
| ANET Arista Networks Inc. | Reduce -5.0% | 0.95% | −0.13 |
| BAH Booz Allen Hamilton Holdings | Reduce -32.8% | 0.18% | −0.13 |
| PANW Palo Alto Networks Inc. | Reduce -9.8% | 0.65% | −0.12 |
| ETH Grayscale Ethereum Staking M | Sold out | 0.00% | −0.12 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.12 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.11 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.11 |
| IEO iShares U.S. Oil & Gas Explo | Reduce -43.0% | 0.14% | −0.11 |
| TTD Trade Desk Inc./the Class A | Reduce -33.0% | 0.12% | −0.11 |
| KSS Kohls Corp. | Sold out | 0.00% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -13.9% | 0.29% | −0.10 |
| FIS Fidelity National Info Serv | Reduce -37.3% | 0.17% | −0.09 |
| BAC Bank of America Corp. | Reduce -14.0% | 1.49% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -39.2% | 0.12% | −0.09 |
| UBER Uber Technologies Inc. | Reduce -7.4% | 0.31% | −0.08 |
| IWR iShares Russell Mid-Cap ETF | Reduce -18.5% | 0.40% | −0.08 |
| HON Honeywell International Inc. | Reduce -6.2% | 0.63% | −0.07 |
| FTLS First Trust Long/Short Eqty | Reduce -7.0% | 2.46% | −0.07 |
| CSX CSX Corp. | Reduce -32.6% | 0.17% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 1.31% | −0.07 |
| IWP iShares Russell Mid-Cap Grow | Reduce -16.7% | 0.33% | −0.07 |
| MDT Medtronic PLC | Reduce -10.1% | 0.97% | −0.07 |
| ABBV Abbvie Inc. | Reduce -5.2% | 1.71% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -13.1% | 0.76% | −0.07 |
| PGR Progressive Corp. | Reduce -6.6% | 0.50% | −0.06 |
| SLB SLB Ltd. | Reduce -28.9% | 0.27% | −0.06 |
| LH Labcorp Holdings Inc. | Reduce -6.7% | 0.32% | −0.06 |
| SO The Southern Co. | Reduce -8.9% | 0.35% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -6.6% | 1.01% | −0.05 |
| DE Deere & Co. | Reduce -14.6% | 0.44% | −0.05 |
| BX Blackstone Inc. | Reduce -3.8% | 0.43% | −0.05 |
| PYPL PayPal Holdings Inc. | Reduce -14.5% | 0.16% | −0.05 |
| ADP Automatic Data Processing | Reduce -9.3% | 0.21% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -9.5% | 0.43% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.58% | −0.05 |
| COP Conocophillips | Reduce -8.7% | 0.57% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| JMBS Janus Henderson Mortg Backed | Add +198.0% | 1.84% | +1.24 |
| IQLT iShares MSCI International Q | New | 0.92% | +0.92 |
| IXJ iShares Global Healthcare Et | New | 0.64% | +0.64 |
| JAAA Janus Henderson Aaa Clo ETF | Add +15.1% | 3.08% | +0.47 |
| SPHD Invesco S&P 500 High Dividen | Add +44.5% | 1.00% | +0.31 |
| AAPL Apple Inc. | Add +0.6% | 2.69% | +0.26 |
| NOBL Proshares S&P 500 Dividend A | Add +1.3% | 3.58% | +0.18 |
| BURL Burlington Stores Inc. | Add +8.9% | 0.60% | +0.13 |
| RSP Invesco S&P 500 Equal Weight | Add +1.8% | 2.24% | +0.12 |
| META Meta Platforms Inc. Class A | Add +30.4% | 0.70% | +0.12 |
| ELS Equity Lifestyle Properties | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.32% | +0.12 |
| RDVY First Trust Rising Dividend | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +14.7% | 0.23% | +0.08 |
| MBLY Mobileye Global Inc. Class A | New | 0.07% | +0.07 |
| MUNI PIMCO Intermediate Municipal | Add +1.0% | 1.49% | +0.06 |
| FCN Fti Consulting Inc. | Add +15.0% | 0.30% | +0.06 |
| AIRR First Trust Rba American Ind | Add +0.0% | 1.31% | +0.06 |
| CHD Church & Dwight Co. Inc. | Add +16.2% | 0.39% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.5% | 0.36% | +0.05 |
| HSY The Hershey Co. | Add +36.0% | 0.17% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.3% | 0.43% | +0.05 |
| COF Capital One Financial Corp. | Add +0.2% | 0.28% | +0.04 |
| VTR Ventas Inc. | Add +0.3% | 0.34% | +0.04 |
| MINO PIMCO Municipal Income Oppor | Add +0.8% | 0.96% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +20.7% | 0.17% | +0.04 |
| BA The Boeing Co. | Add +8.9% | 0.30% | +0.03 |
| ACN Accenture PLC Class A | Add +3.6% | 0.15% | +0.02 |
| MMM 3M Co. | Add +0.2% | 0.26% | +0.02 |
| MXI iShares Global Materials ETF | Add +0.7% | 0.20% | +0.02 |
| FPEI First Trust Institutional PR | Add +0.9% | 0.18% | +0.01 |
| APA Apa Corp. | Add +1.1% | 0.12% | +0.01 |
| SNOW Snowflake Inc. | Add +0.9% | 0.36% | +0.00 |
| ET Energy Transfer LP | Add +2.0% | 0.13% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.12% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Add +0.8% | 0.11% | −0.00 |
| PSX Phillips 66 | Add +0.1% | 0.13% | −0.00 |
| OC Owens Corning | Add +3.6% | 0.16% | −0.03 |
| ORCL Oracle Corp. | Add +13.2% | 0.70% | −0.17 |
Options Activity Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 200 | $3Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |