StockDriftsStockDriftsTop 50 Viawealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.53% | 54.9K | $11.0M | -1.41%(-786) | $15.86(+1325.63%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 3.36% | 118.8K | $6.7M | -3.35%(-4.12K) | $45.33(+28.73%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.2% | 126.1K | $6.4M | +10.73%(+12.22K) | $50.68(-0.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.86% | 15.2K | $5.7M | +0.45%(+68) | $256.44(+89.54%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.72% | 25.4K | $5.4M | +20.32%(+4.29K) | $157.94(+40.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.58% | 17.7K | $5.1M | -0.93%(-166) | $145.99(+109.17%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.57% | 61.9K | $5.1M | -4.14%(-2.67K) | $77.91(+4.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.04% | 11.3K | $4.1M | -15.06%(-2.01K) | $94.63(+264.29%) | 2026-06-30 | |
| GGG | GRACO INC | 2.01% | 52.8K | $4.0M | +0.00%(+0) | $63.66(+28.71%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.78% | 14.0K | $3.5M | +5.30%(+706) | $154.44(+61.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.74% | +51.05% | — | — | +75.07% |
| Top 20 Holdings Unweighted | +15.62% | +54.58% | — | — | +77.89% |
Viawealth LLC reports $198.80M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.5%), NOBL (3.4%) and JAAA (3.2%). The top 20 holdings account for 42.62% of reported assets. Its disclosed equity book has returned +51.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Viawealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965401). View Viawealth LLC’s 13F filings on SEC