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Viawealth, Llc

Portfolio Manager
Viawealth, Llc
Performance
-4.46% (2026 Q1)
AUM (13F)
$179.65M
# of Holdings
159
Performance Rank
Allocation (Top 20)
44.25%

Viawealth, Llc Holdings Map

Top 50 Viawealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
5.41%55.7K$9.7M
-2.09%(-1.19K)
2025-Q1: 60.0K shares2025-Q2: 59.0K shares2025-Q3: 58.9K shares2025-Q4: 56.9K shares2026-Q1: 55.7K shares
$15.86(+1128.66%)
2026-03-31
NOBL
PROSHARES TR
3.63%61.5K$6.5M
+0.46%(+283)
2025-Q1: 58.6K shares2025-Q2: 59.0K shares2025-Q3: 60.4K shares2025-Q4: 61.2K shares2026-Q1: 61.5K shares
$90.65(-36.34%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.19%113.9K$5.7M
+5.33%(+5.76K)
2025-Q1: 0 shares2025-Q2: 67.9K shares2025-Q3: 93.9K shares2025-Q4: 108.1K shares2026-Q1: 113.9K shares
$50.70(-0.29%)
2026-03-31
MSFT
MICROSOFT CORP
3.12%15.1K$5.6M
+1.69%(+252)
2025-Q1: 15.3K shares2025-Q2: 15.3K shares2025-Q3: 15.7K shares2025-Q4: 14.9K shares2026-Q1: 15.1K shares
$255.95(+52.56%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.98%64.6K$5.3M
-3.50%(-2.34K)
2025-Q1: 69.8K shares2025-Q2: 70.1K shares2025-Q3: 68.1K shares2025-Q4: 66.9K shares2026-Q1: 64.6K shares
$77.91(+5.69%)
2026-03-31
AAPL
APPLE INC
2.53%17.9K$4.5M
+1.94%(+341)
2025-Q1: 17.7K shares2025-Q2: 16.4K shares2025-Q3: 17.5K shares2025-Q4: 17.6K shares2026-Q1: 17.9K shares
$145.99(+111.40%)
2026-03-31
GGG
GRACO INC
2.49%52.8K$4.5M
-0.75%(-400)
2025-Q1: 53.3K shares2025-Q2: 53.1K shares2025-Q3: 53.2K shares2025-Q4: 53.2K shares2026-Q1: 52.8K shares
$63.66(+18.19%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
2.26%21.1K$4.1M
+1.79%(+372)
2025-Q1: 24.4K shares2025-Q2: 20.5K shares2025-Q3: 20.4K shares2025-Q4: 20.8K shares2026-Q1: 21.1K shares
$150.63(+42.67%)
2026-03-31
GOOGL
ALPHABET INC
2.14%13.3K$3.8M
-4.65%(-651)
2025-Q1: 18.0K shares2025-Q2: 15.8K shares2025-Q3: 15.3K shares2025-Q4: 14.0K shares2026-Q1: 13.3K shares
$94.63(+280.35%)
2026-03-31
FTLS
FIRST TR EXCH TRADED FD III
2.08%53.1K$3.7M
-13.94%(-8.61K)
2025-Q1: 78.8K shares2025-Q2: 70.4K shares2025-Q3: 66.4K shares2025-Q4: 61.7K shares2026-Q1: 53.1K shares
$60.47(+22.21%)
2026-03-31

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