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Holders — by stockHoldings — by fund

VIAWEALTH, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965401

$198.8M

disclosed book value

167

positions

5.5%

largest position share

Positions, as of 2026-06-30

top 100 of 167 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION54,930$11.0M5.5%
2NOBLPROSHARES TR118,800$6.7M3.4%
3JAAAJANUS DETROIT STR TR126,089$6.4M3.2%
4MSFTMICROSOFT CORP15,216$5.7M2.9%
5RSPINVESCO EXCHANGE TRADED FD T25,432$5.4M2.7%
6AAPLAPPLE INC17,748$5.1M2.6%
7VCITVANGUARD SCOTTSDALE FDS61,925$5.1M2.6%
8GOOGLALPHABET INC11,338$4.1M2%
9GGGGRACO INC52,795$4.0M2%
10ABBVABBVIE INC14,024$3.5M1.8%
11AMZNAMAZON COM INC14,803$3.5M1.8%
12UNHUNITEDHEALTH GROUP INC7,422$3.1M1.6%
13AIRRFIRST TR EXCHANGE TRADED FD21,915$2.9M1.5%
14VLOVALERO ENERGY CORP10,731$2.8M1.4%
15BACBANK OF AMER CORP47,224$2.7M1.4%
16MUNIPIMCO ETF TR49,835$2.6M1.3%
17IXJISHARES TR26,411$2.6M1.3%
18IJRISHARES TR17,270$2.6M1.3%
19EXIISHARES TR12,537$2.5M1.3%
20DUHPDIMENSIONAL ETF TRUST59,085$2.5M1.2%
21JMBSJANUS DETROIT STR TR54,024$2.4M1.2%
22AMGNAMGEN INC6,582$2.4M1.2%
23PANWPALO ALTO NETWORKS INC6,547$2.2M1.1%
24IQLTISHARES TR43,755$2.2M1.1%
25SCHDSCHWAB STRATEGIC TR67,997$2.2M1.1%
26ANETARISTA NETWORKS INC12,633$2.1M1.1%
27AMATAPPLIED MATLS INC2,936$2.1M1.1%
28FTLSFIRST TR EXCH TRADED FD III28,742$2.1M1.1%
29SPHDINVESCO EXCH TRADED FD TR II41,524$2.1M1.1%
30USBUS BANCORP34,178$2.1M1%
31BRK/BBERKSHIRE HATHAWAY INC DEL3,840$1.9M1%
32VOVANGUARD INDEX FDS23,837$1.9M1%
33GLDSPDR GOLD TR4,783$1.8M0.9%
34TSLATESLA INC4,057$1.7M0.9%
35METAMETA PLATFORMS INC2,877$1.6M0.8%
36JPMJPMORGAN CHASE & CO4,894$1.6M0.8%
37ORCLORACLE CORP10,097$1.5M0.7%
38MINOPIMCO ETF TR32,182$1.5M0.7%
39LQDISHARES TR13,098$1.4M0.7%
40CSCOCISCO SYS INC11,733$1.4M0.7%
41BXBLACKSTONE INC10,839$1.3M0.6%
42HDHOME DEPOT INC3,415$1.2M0.6%
43MEDTRONIC PLC15,046$1.2M0.6%
44DELLDELL TECHNOLOGIES INC2,680$1.2M0.6%
45VUGVANGUARD INDEX FDS13,099$1.1M0.6%
46CWCURTISS WRIGHT CORP1,472$1.1M0.6%
47WMTWALMART INC9,652$1.1M0.5%
48ETRENTERGY CORP NEW9,509$1.1M0.5%
49IGVISHARES TR12,049$1.1M0.5%
50BABOEING CO5,040$1.1M0.5%
51AMDADVANCED MICRO DEVICES INC1,865$1.1M0.5%
52CASYCASEYS GEN STORES INC1,356$1.1M0.5%
53DEDEERE & CO1,699$1.1M0.5%
54COPCONOCOPHILLIPS10,225$1.1M0.5%
55NOWSERVICENOW INC10,264$1.0M0.5%
56WMBWILLIAMS COS INC13,547$1.0M0.5%
57PGPROCTER & GAMBLE CO6,839$1.0M0.5%
58CHUBB LIMITED2,870$977,9240.5%
59MDYSTATE STR SPDR S&P MIDCAP 401,325$931,9260.5%
60AVGOBROADCOM INC2,438$921,0370.5%
61HYSPIMCO ETF TR9,812$917,6640.5%
62ASML HLDG NV461$917,1320.5%
63CHDCHURCH & DWIGHT CO INC9,295$900,5000.5%
64VTIVANGUARD INDEX FDS2,426$897,5480.5%
65VEAVANGUARD TAX-MANAGED FDS12,557$894,6790.5%
66VIOGVANGUARD ADMIRAL FDS INC5,802$890,1590.4%
67COFCAPITAL ONE FINL CORP4,345$871,7790.4%
68PGRPROGRESSIVE CORP3,969$866,9680.4%
69SNOWSNOWFLAKE INC3,315$843,6680.4%
70FXZFIRST TR EXCHANGE-TRADED FD10,507$834,6790.4%
71CVXCHEVRON CORPORATION5,001$828,9870.4%
72QCOMQUALCOMM INC4,482$828,2290.4%
73PMPHILIP MORRIS INTL INC4,561$825,1310.4%
74MUMICRON TECHNOLOGY INC705$813,7740.4%
75IWRISHARES TR7,352$811,0730.4%
76EMREMERSON ELEC CO5,529$791,4530.4%
77NFLXNETFLIX INC.10,870$776,1180.4%
78OCOWENS CORNING NEW4,852$771,2370.4%
79SCCOSOUTHERN COPPER CORP4,327$754,0350.4%
80VIGVANGUARD SPECIALIZED FUNDS3,172$750,6320.4%
81SPLVINVESCO EXCH TRADED FD TR II10,007$749,5010.4%
82LLYELI LILLY & CO616$739,3750.4%
83SHOPSHOPIFY INC6,282$717,2790.4%
84RFREGIONS FINANCIAL CORP NEW23,723$716,4350.4%
85ENBENBRIDGE INC13,211$716,1680.4%
86SCHWSCHWAB CHARLES CORP7,740$714,1700.4%
87EATON CORP PLC1,628$693,7230.3%
88SOSOUTHERN CO7,169$686,1450.3%
89SCHPSCHWAB STRATEGIC TR25,473$675,0410.3%
90VNQVANGUARD INDEX FDS6,950$670,2240.3%
91APOAPOLLO GLOBAL MGMT INC5,619$664,8000.3%
92JNJJOHNSON & JOHNSON2,521$640,2610.3%
93FPEIFIRST TR EXCH TRADED FD III33,152$639,4980.3%
94VGSHVANGUARD SCOTTSDALE FDS10,896$634,1610.3%
95LHLABCORP HOLDINGS INC2,236$626,0800.3%
96MCDMCDONALDS CORP2,316$626,0380.3%
97MSMORGAN STANLEY2,988$624,5750.3%
98XLKSELECT SECTOR SPDR TR3,275$624,0300.3%
99HONHONEYWELL INTL INC2,779$622,2180.3%
100IWPISHARES TR4,236$620,1930.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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