Viawealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Viawealth, LLC reported 159 stock positions worth $179.7 million. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Proshares S&P 500 Dividend A (NOBL, 3.6%) and Janus Henderson Aaa Clo ETF (JAAA, 3.2%). Compared with Q4 2025, it opened 16 new positions, sold out of 9, added to 64 and reduced 59. The biggest buy was a new position in iShares Global Industrials E (EXI) and the biggest sale an exit from Burlington Stores (BURL).
- Most Recent 13F
- Q2 2026
- Location
- Leawood, KS
- CIK
- 0001965401
- Portfolio Value
- $179.7M (Q1 2026)
- SEC Filing
- 0001965401-26-000004 ↗ filed May 11, 2026
Holdings Value
Holdings 159 stocks · $179.7M
| NVDA Nvidia Corp. | 5.41% | 55,716 | $9.7M | Reduce -2.1% |
| NOBL Proshares S&P 500 Dividend A | 3.63% | 61,462 | $6.5M | Add +0.5% |
| JAAA Janus Henderson Aaa Clo ETF | 3.19% | 113,872 | $5.7M | Add +5.3% |
| MSFT Microsoft Corp. | 3.12% | 15,148 | $5.6M | Add +1.7% |
| VCIT Vanguard Int-Term Corporate | 2.98% | 64,598 | $5.3M | Reduce -3.5% |
| AAPL Apple Inc. | 2.53% | 17,914 | $4.5M | Add +1.9% |
| GGG Graco Inc. | 2.49% | 52,795 | $4.5M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 2.26% | 21,137 | $4.1M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 2.14% | 13,348 | $3.8M | Reduce -4.7% |
| FTLS First Trust Long/Short Eqty | 2.08% | 53,128 | $3.7M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 1.76% | 15,160 | $3.2M | Reduce -1.8% |
| VLO Valero Energy Corp. | 1.66% | 12,096 | $3.0M | Reduce -3.7% |
| ABBV Abbvie Inc. | 1.61% | 13,318 | $2.9M | Add +0.3% |
| MUNI PIMCO Intermediate Municipal | 1.49% | 51,231 | $2.7M | Add +1.2% |
| JMBS Janus Henderson Mortg Backed | 1.48% | 58,830 | $2.7M | Reduce -17.8% |
| AIRR First Trust Rba American Ind | 1.45% | 23,479 | $2.6M | Reduce -0.6% |
| AMGN Amgen Inc. | 1.29% | 6,574 | $2.3M | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.28% | 47,278 | $2.3M | Reduce -2.1% |
| EXI iShares Global Industrials E | 1.20% | 11,917 | $2.2M | New |
| IJR iShares Core S&P Small-Cap E | 1.20% | 17,321 | $2.2M | Add +0.0% |
| IXJ iShares Global Healthcare Et | 1.19% | 22,919 | $2.1M | Add +95.4% |
| DUHP Dimensional US High Profi Et | 1.16% | 56,826 | $2.1M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 1.15% | 67,482 | $2.1M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 1.11% | 7,357 | $2.0M | Add +3.9% |
| SPHD Invesco S&P 500 High Dividen | 1.10% | 39,847 | $2.0M | Add +7.6% |
| IQLT iShares MSCI International Q | 1.08% | 42,045 | $1.9M | Add +16.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 3,841 | $1.8M | Add +0.3% |
| USB US Bancorp | 1.00% | 34,576 | $1.8M | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.95% | 5,971 | $1.7M | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.89% | 3,723 | $1.6M | Add +3.0% |
| ANET Arista Networks Inc. | 0.88% | 12,868 | $1.6M | Reduce -0.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.87% | 14,262 | $1.6M | Reduce -12.8% |
| ORCL Oracle Corp. | 0.85% | 10,336 | $1.5M | Add +61.5% |
| MDT Medtronic PLC | 0.84% | 17,450 | $1.5M | Reduce -2.8% |
| TSLA Tesla Inc. | 0.84% | 4,056 | $1.5M | No change |
| MINO PIMCO Municipal Income Oppor | 0.83% | 33,050 | $1.5M | Reduce -12.3% |
| JPM JPMorgan Chase & Co. | 0.81% | 4,943 | $1.5M | Add +0.1% |
| COP Conocophillips | 0.79% | 10,758 | $1.4M | Reduce -1.4% |
| HON Honeywell International Inc. | 0.72% | 5,740 | $1.3M | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.71% | 2,240 | $1.3M | Add +18.3% |
| WMT Walmart Inc. | 0.67% | 9,692 | $1.2M | Reduce -10.7% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.63% | 12,135 | $1.1M | Add +1.1% |
| BA The Boeing Co. | 0.62% | 5,595 | $1.1M | Add +129.5% |
| HD Home Depot Inc. | 0.62% | 3,362 | $1.1M | Reduce -1.2% |
| ETR Entergy Corp. | 0.60% | 9,567 | $1.1M | No change |
| CVX Chevron Corp. | 0.59% | 5,111 | $1.1M | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.58% | 6,547 | $1.0M | Add +3.7% |
| NFLX Netflix Inc. | 0.57% | 10,690 | $1.0M | Reduce -2.2% |
| CW Curtiss-Wright Corp. | 0.57% | 1,509 | $1.0M | No change |
| BX Blackstone Inc. | 0.56% | 8,740 | $1.0M | Add +77.1% |
| AMAT Applied Materials Inc. | 0.56% | 2,939 | $1.0M | Reduce -17.7% |
| VIG Vanguard Dividend Apprec ETF | 0.56% | 4,653 | $1.0M | Reduce -11.9% |
| PG The Procter & Gamble Co. | 0.56% | 6,927 | $1.0M | Reduce -3.1% |
| WMB Williams Cos Inc. | 0.55% | 13,625 | $992K | Reduce -0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 2,264 | $989K | Reduce -7.3% |
| CASY Casey's General Stores Inc. | 0.55% | 1,356 | $987K | Reduce -1.9% |
| DE Deere & Co. | 0.53% | 1,698 | $956K | Add +0.4% |
| CB Chubb Ltd. | 0.52% | 2,893 | $943K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.51% | 11,798 | $915K | No change |
| CRM Salesforce Inc. | 0.49% | 4,684 | $874K | Reduce -9.4% |
| NOW ServiceNow Inc. | 0.48% | 8,247 | $862K | New |
| MDY State Street SPDR S&P Midcap | 0.45% | 1,325 | $817K | No change |
| VEA Vanguard Ftse Developed ETF | 0.45% | 12,584 | $806K | Add +0.3% |
| CHD Church & Dwight Co. Inc. | 0.43% | 8,335 | $778K | Add +0.9% |
| AVGO Broadcom Inc. | 0.43% | 2,512 | $777K | Add +11.1% |
| PGR Progressive Corp. | 0.43% | 3,913 | $776K | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.43% | 582 | $769K | Reduce -3.2% |
| VGSH Vanguard Short-Term Treasury | 0.42% | 12,996 | $761K | Reduce -6.2% |
| PM Philip Morris International | 0.42% | 4,561 | $754K | Add +0.6% |
| SCCO Southern Copper Corp. | 0.42% | 4,380 | $754K | Reduce -5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 2,337 | $750K | Add +2.0% |
| SHOP Shopify Inc. Class A | 0.41% | 6,282 | $745K | Reduce -2.9% |
| IGV iShares Expanded Tech-Softwa | 0.41% | 9,281 | $743K | New |
| SPLV Invesco S&P 500 Low Volatili | 0.41% | 10,071 | $737K | Add +0.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.41% | 5,913 | $736K | Reduce -1.8% |
| SCHW Schwab (charles) Corp. | 0.40% | 7,740 | $727K | No change |
| ENB Enbridge Inc. | 0.40% | 13,414 | $726K | Add +0.3% |
| EMR Emerson Electric Co. | 0.40% | 5,529 | $724K | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.40% | 7,352 | $715K | No change |
| SO The Southern Co. | 0.39% | 7,224 | $697K | Add +1.4% |
| FIVE Five Below | 0.38% | 3,000 | $685K | Reduce -26.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.37% | 12,777 | $657K | Add +0.7% |
| SCHP Schwab U.S. Tips ETF | 0.36% | 24,085 | $641K | Reduce -22.9% |
| VNQ Vanguard Real Estate ETF | 0.35% | 7,016 | $622K | Reduce -18.0% |
| QCOM Qualcomm Inc. | 0.35% | 4,830 | $622K | Reduce -38.7% |
| RF Regions Financial Corp. | 0.34% | 23,723 | $620K | No change |
| JNJ Johnson & Johnson | 0.34% | 2,494 | $610K | Reduce -0.3% |
| LH Labcorp Holdings Inc. | 0.33% | 2,236 | $597K | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.32% | 1,628 | $582K | No change |
| COF Capital One Financial Corp. | 0.32% | 3,173 | $579K | Add +53.6% |
| MCD McDonald's Corp. | 0.32% | 1,839 | $572K | No change |
| VTR Ventas Inc. | 0.32% | 6,941 | $568K | Reduce -10.5% |
| KO The Coca-Cola Co. | 0.31% | 7,426 | $565K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.31% | 611 | $562K | Add +14.2% |
| EVHY Eaton Vance High Yield ETF | 0.31% | 10,677 | $554K | New |
| IWP iShares Russell Mid-Cap Grow | 0.30% | 4,236 | $543K | No change |
| SNOW Snowflake Inc. | 0.29% | 3,480 | $525K | Add +18.4% |
| DELL Dell Technologies -C | 0.29% | 3,189 | $523K | Reduce -63.1% |
| OC Owens Corning | 0.29% | 4,769 | $516K | Add +86.1% |
| APO Apollo Global Management Inc. | 0.28% | 4,553 | $507K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.60 |
| NVDA Nvidia Corp. | Reduce -2.1% | 5.41% | −0.56 |
| QCOM Qualcomm Inc. | Reduce -38.7% | 0.35% | −0.41 |
| FTLS First Trust Long/Short Eqty | Reduce -13.9% | 2.08% | −0.38 |
| JMBS Janus Henderson Mortg Backed | Reduce -17.8% | 1.48% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -4.7% | 2.14% | −0.33 |
| DELL Dell Technologies -C | Reduce -63.1% | 0.29% | −0.32 |
| CRM Salesforce Inc. | Reduce -9.4% | 0.49% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 1.76% | −0.25 |
| BAC Bank of America Corp. | Reduce -2.1% | 1.28% | −0.21 |
| VCIT Vanguard Int-Term Corporate | Reduce -3.5% | 2.98% | −0.18 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.17 |
| SHOP Shopify Inc. Class A | Reduce -2.9% | 0.41% | −0.17 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.17 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.16 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.8% | 0.87% | −0.15 |
| IEO iShares U.S. Oil & Gas Explo | Sold out | 0.00% | −0.14 |
| MINO PIMCO Municipal Income Oppor | Reduce -12.3% | 0.83% | −0.13 |
| MDT Medtronic PLC | Reduce -2.8% | 0.84% | −0.13 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.3% | 0.55% | −0.12 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.12 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.11 |
| SCHP Schwab U.S. Tips ETF | Reduce -22.9% | 0.36% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.9% | 0.56% | −0.10 |
| VNQ Vanguard Real Estate ETF | Reduce -18.0% | 0.35% | −0.08 |
| PGR Progressive Corp. | Reduce -0.8% | 0.43% | −0.07 |
| ANET Arista Networks Inc. | Reduce -0.4% | 0.88% | −0.07 |
| MGA Magna International Inc. | Reduce -36.1% | 0.13% | −0.07 |
| DUHP Dimensional US High Profi Et | Reduce -0.7% | 1.16% | −0.06 |
| FIVE Five Below | Reduce -26.8% | 0.38% | −0.05 |
| UBER Uber Technologies Inc. | Reduce -1.9% | 0.26% | −0.04 |
| USB US Bancorp | Reduce -0.7% | 1.00% | −0.04 |
| HD Home Depot Inc. | Reduce -1.2% | 0.62% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.2% | 0.42% | −0.03 |
| XLK SS Technology Select Sector | Reduce -4.0% | 0.24% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -1.7% | 0.24% | −0.03 |
| DIS The Walt Disney Co. | Reduce -5.1% | 0.13% | −0.03 |
| MS Morgan Stanley | Reduce -1.6% | 0.28% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 0.95% | −0.02 |
| VTR Ventas Inc. | Reduce -10.5% | 0.32% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.56% | −0.02 |
| FCN Fti Consulting Inc. | Reduce -8.1% | 0.28% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.5% | 0.27% | −0.02 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.40% | −0.01 |
| WMT Walmart Inc. | Reduce -10.7% | 0.67% | −0.01 |
| FPEI First Trust Institutional PR | Reduce -0.9% | 0.18% | −0.01 |
| NFLX Netflix Inc. | Reduce -2.2% | 0.57% | −0.00 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -1.8% | 0.41% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| EXI iShares Global Industrials E | New | 1.20% | +1.20 |
| IXJ iShares Global Healthcare Et | Add +95.4% | 1.19% | +0.55 |
| NOW ServiceNow Inc. | New | 0.48% | +0.48 |
| IGV iShares Expanded Tech-Softwa | New | 0.41% | +0.41 |
| BA The Boeing Co. | Add +129.5% | 0.62% | +0.32 |
| EVHY Eaton Vance High Yield ETF | New | 0.31% | +0.31 |
| APO Apollo Global Management Inc. | New | 0.28% | +0.28 |
| CRWV Coreweave Inc. Class A | New | 0.24% | +0.24 |
| MU Micron Technology Inc. | New | 0.19% | +0.19 |
| FXZ First Trust Materials Alphad | New | 0.18% | +0.18 |
| INMU iShares Intermediate Muni Inc. | New | 0.16% | +0.16 |
| FTMN FR Minnesota Muni Inc. ETF | New | 0.16% | +0.16 |
| IQLT iShares MSCI International Q | Add +16.2% | 1.08% | +0.16 |
| CVX Chevron Corp. | Add +0.5% | 0.59% | +0.15 |
| ORCL Oracle Corp. | Add +61.5% | 0.85% | +0.14 |
| BX Blackstone Inc. | Add +77.1% | 0.56% | +0.13 |
| OC Owens Corning | Add +86.1% | 0.29% | +0.13 |
| CCJ Cameco Corp. | New | 0.12% | +0.12 |
| SON Sonoco Products Co. | New | 0.12% | +0.12 |
| KFY Korn Ferry | New | 0.12% | +0.12 |
| JAAA Janus Henderson Aaa Clo ETF | Add +5.3% | 3.19% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 1.15% | +0.11 |
| AMT American Tower Corp. | New | 0.11% | +0.11 |
| SPHD Invesco S&P 500 High Dividen | Add +7.6% | 1.10% | +0.10 |
| HON Honeywell International Inc. | Add +0.0% | 0.72% | +0.09 |
| SLB SLB Ltd. | Add +0.7% | 0.37% | +0.09 |
| DE Deere & Co. | Add +0.4% | 0.53% | +0.09 |
| GLD SPDR Gold Shares | Add +3.0% | 0.89% | +0.09 |
| AMGN Amgen Inc. | Add +0.1% | 1.29% | +0.08 |
| SERV Serve Robotics Inc. | New | 0.06% | +0.06 |
| PSX Phillips 66 | Add +0.1% | 0.18% | +0.05 |
| ACN Accenture PLC Class A | Add +82.2% | 0.20% | +0.05 |
| NOBL Proshares S&P 500 Dividend A | Add +0.5% | 3.63% | +0.05 |
| ENB Enbridge Inc. | Add +0.3% | 0.40% | +0.04 |
| SOUN Soundhound AI Inc. Class A | New | 0.04% | +0.04 |
| CHD Church & Dwight Co. Inc. | Add +0.9% | 0.43% | +0.04 |
| ELS Equity Lifestyle Properties | Add +34.1% | 0.16% | +0.04 |
| COF Capital One Financial Corp. | Add +53.6% | 0.32% | +0.04 |
| SO The Southern Co. | Add +1.4% | 0.39% | +0.04 |
| COST Costco Wholesale Corp. | Add +3.3% | 0.23% | +0.04 |
| PNW Pinnacle West Capital | Add +0.9% | 0.28% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 1.20% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +33.2% | 0.15% | +0.03 |
| KO The Coca-Cola Co. | Add +0.5% | 0.31% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +1.8% | 2.26% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.14% | +0.02 |
| CB Chubb Ltd. | Add +0.2% | 0.52% | +0.02 |
| PM Philip Morris International | Add +0.6% | 0.42% | +0.01 |
| META Meta Platforms Inc. Class A | Add +18.3% | 0.71% | +0.01 |
| WM Waste Management Inc. | Add +0.8% | 0.22% | +0.01 |
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 |