Viawealth, LLC holds a diversified book of 167 stocks worth $198.8M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +27.6%, a 3.4-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Viawealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Viawealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $519.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $456.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $146.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $145.6B |
| UBS Group AG | 80 / 80 | $141.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $81.0B |
| LPL Financial LLC | 80 / 80 | $63.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $60.2B |
Ranked by how many of Viawealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $11.0M | 54.9K | 5.5% | ▼−1.4% Reduced · −786 sh | |
| 2 | Proshares TR S&P 500 DV ARIST | $6.7M | 118.8K | 3.4% | ▲+93% Added · +57K sh | |
| 3 | Janus Detroit STR TR HENDRSON AAA CL | $6.4M | 126.1K | 3.2% | ▲+11% Added · +12K sh | |
| 4 | Microsoft Corp COM | $5.7M | 15.2K | 2.9% | ▲+0.4% Added · +68 sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.4M | 25.4K | 2.7% | ▲+20% Added · +4K sh | |
| 6 | Apple Inc COM | $5.1M | 17.7K | 2.6% | ▼−0.9% Reduced · −166 sh | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $5.1M | 61.9K | 2.6% | ▼−4.1% Reduced · −3K sh | |
| 8 | Alphabet Inc CAP STK CL A | $4.1M | 11.3K | 2.0% | ▼−15% Reduced · −2K sh | |
| 9 | Graco Inc COM | $4.0M | 52.8K | 2.0% | —Held | |
| 10 | Abbvie Inc COM | $3.5M | 14.0K | 1.8% | ▲+5.3% Added · +706 sh | |
| 11 | Amazon Com Inc COM | $3.5M | 14.8K | 1.8% | ▼−2.4% Reduced · −357 sh | |
| 12 | Unitedhealth Group Inc COM | $3.1M | 7.4K | 1.6% | ▲+0.9% Added · +65 sh | |
| 13 | First TR Exchange Traded FD RBA INDL ETF | $2.9M | 21.9K | 1.5% | ▼−6.7% Reduced · −2K sh | |
| 14 | Valero Energy Corp COM | $2.8M | 10.7K | 1.4% | ▼−11% Reduced · −1K sh | |
| 15 | Bank Of Amer Corp COM | $2.7M | 47.2K | 1.4% | ▼−0.1% Reduced · −54 sh | |
| 16 | Pimco ETF TR INTER MUN BD ACT | $2.6M | 49.8K | 1.3% | ▼−2.7% Reduced · −1K sh | |
| 17 | Ishares TR GLOB HLTHCRE ETF | $2.6M | 26.4K | 1.3% | ▲+15% Added · +3K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $2.6M | 17.3K | 1.3% | ▼−0.3% Reduced · −51 sh | |
| 19 | Ishares TR GLOB INDSTRL ETF | $2.5M | 12.5K | 1.3% | ▲+5.2% Added · +620 sh | |
| 20 | Dimensional ETF Trust US HIGH PROF ETF | $2.5M | 59.1K | 1.2% | ▲+4.0% Added · +2K sh | |
| 21 | Janus Detroit STR TR HENDERSON MTG | $2.4M | 54.0K | 1.2% | ▼−8.2% Reduced · −5K sh | |
| 22 | Amgen Inc COM | $2.4M | 6.6K | 1.2% | ▲+0.1% Added · +8 sh | |
| 23 | Palo Alto Networks Inc COM | $2.2M | 6.5K | 1.1% | —Held | |
| 24 | Ishares TR MSCI INTL QUALTY | $2.2M | 43.8K | 1.1% | ▲+4.1% Added · +2K sh | |
| 25 | Schwab Strategic TR US DIVIDEND EQ | $2.2M | 68.0K | 1.1% | ▲+0.8% Added · +515 sh | |
| 26 | Arista Networks Inc COM SHS | $2.1M | 12.6K | 1.1% | ▼−1.8% Reduced · −235 sh | |
| 27 | Applied Matls Inc COM | $2.1M | 2.9K | 1.1% | ▼−0.1% Reduced · −3 sh | |
| 28 | First TR Exch Traded FD III LNG/SHT EQUITY | $2.1M | 28.7K | 1.1% | ▼−46% Reduced · −24K sh | |
| 29 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $2.1M | 41.5K | 1.1% | ▲+4.2% Added · +2K sh | |
| 30 | US Bancorp COM NEW | $2.1M | 34.2K | 1.0% | ▼−1.1% Reduced · −398 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $1.9M | 3.8K | 1.0% | ▼~0% Reduced · −1 sh | |
| 32 | Vanguard Index FDS MID CAP ETF | $1.9M | 23.8K | 1.0% | ▲+299% Added · +18K sh | |
| 33 | SPDR Gold TR GOLD SHS | $1.8M | 4.8K | 0.9% | ▲+28% Added · +1K sh | |
| 34 | Tesla Inc COM | $1.7M | 4.1K | 0.9% | ▲~0% Added · +1 sh | |
| 35 | Meta Platforms Inc CL A | $1.6M | 2.9K | 0.8% | ▲+28% Added · +637 sh | |
| 36 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.8% | ▼−1.0% Reduced · −49 sh | |
| 37 | Oracle Corp COM | $1.5M | 10.1K | 0.7% | ▼−2.3% Reduced · −239 sh | |
| 38 | Pimco ETF TR MUNI INCOME OPP | $1.5M | 32.2K | 0.7% | ▼−2.6% Reduced · −868 sh | |
| 39 | Ishares TR IBOXX INV CP ETF | $1.4M | 13.1K | 0.7% | ▼−8.2% Reduced · −1K sh | |
| 40 | Cisco Sys Inc COM | $1.4M | 11.7K | 0.7% | ▼−0.6% Reduced · −65 sh | |
| 41 | Blackstone Inc COM | $1.3M | 10.8K | 0.6% | ▲+24% Added · +2K sh | |
| 42 | Home Depot Inc COM | $1.2M | 3.4K | 0.6% | ▲+1.6% Added · +53 sh | |
| 43 | Medtronic PLC SHS | $1.2M | 15.0K | 0.6% | ▼−14% Reduced · −2K sh | |
| 44 | Dell Technologies Inc CL C | $1.2M | 2.7K | 0.6% | ▼−16% Reduced · −509 sh | |
| 45 | Vanguard Index FDS GROWTH ETF | $1.1M | 13.1K | 0.6% | ▲+479% Added · +11K sh | |
| 46 | Curtiss Wright Corp COM | $1.1M | 1.5K | 0.6% | ▼−2.5% Reduced · −37 sh | |
| 47 | Walmart Inc COM | $1.1M | 9.7K | 0.5% | ▼−0.4% Reduced · −40 sh | |
| 48 | Entergy Corp New COM | $1.1M | 9.5K | 0.5% | ▼−0.6% Reduced · −58 sh | |
| 49 | Ishares TR EXPANDED TECH | $1.1M | 12.0K | 0.5% | ▲+30% Added · +3K sh | |
| 50 | Boeing Co COM | $1.1M | 5.0K | 0.5% | ▼−9.9% Reduced · −555 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965401/holdings"
Use Arkolith to show VIAWEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 167 | $198.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 159 | $179.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 152 | $177.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 158 | $183.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 149 | $169.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 149 | $162.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 145 | $165.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 150 | $171.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.