VIAWEALTH, LLC

CIK

1965401

Location

Leawood, KS

Portfolio Value

Small $111,536,463

Diversification

Diversified

Filing Date

Global Rank

#5,468 / 8,605 ▲ 154 · as of Mar 2026

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed May 11, 2026 · 59d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.3%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−0.7 pts

Top 5

25.3%

−2.4 pts

Top 10

37.5%

−2.3 pts

HHI

229

Diversified−29

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$35,106,086	27
Financial Services	12.7%	$14,175,798	15
Industrials	12.3%	$13,714,733	17
Healthcare	10.8%	$12,018,550	11
Energy	8.3%	$9,306,924	11
Consumer Cyclical	8.3%	$9,261,779	11
Communication Services	5.7%	$6,377,052	4
Consumer Defensive	4.2%	$4,712,269	6
Unclassified	2.5%	$2,776,863	3
Utilities	2.0%	$2,273,137	3
Real Estate	1.0%	$1,059,650	3
Basic Materials	0.7%	$753,622	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+3,937	10,336	$1,520,528
BX	Blackstone Inc.	+3,806	8,740	$1,005,012
BA	Boeing Co	+3,157	5,595	$1,113,572
OC	Owens Corning	+2,206	4,769	$516,101
MBLY	Mobileye Global Inc.	+1,600	12,900	$88,623
ELS	Equity Lifestyle Properties Inc	+1,168	4,595	$286,819
COF	Capital One Financial Corp	+1,107	3,173	$578,850
ACN	Accenture plc	+822	1,822	$361,284
SNOW	Snowflake Inc.	+540	3,480	$524,853
XYZ	Block, Inc.	+443	5,300	$318,954
META	Meta Platforms, Inc.	+346	2,240	$1,281,571
AAPL	Apple Inc.	+341	17,914	$4,546,394
UNH	Unitedhealth Group Inc	+278	7,357	$1,990,730
MSFT	Microsoft Corp	+252	15,148	$5,607,335
AVGO	Broadcom Inc.	+251	2,512	$777,489
PANW	Palo Alto Networks Inc	+236	6,547	$1,049,615
LKQ	Lkq Corp	+191	12,866	$377,874
PLTR	Palantir Technologies Inc.	+150	1,909	$279,248
AMD	Advanced Micro Devices Inc	+125	2,075	$422,117
GLD	Spdr Gold Trust	+110	3,723	$1,601,969
SO	Southern Co	+98	7,224	$697,260
SLB	Slb Limited/Nv	+93	12,777	$656,610
AVY	Avery Dennison Corp	+87	1,908	$329,473
V	Visa Inc.	+79	859	$259,624
LLY	ELI LILLY & Co	+76	611	$561,979
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−5,452	3,189	$523,410
QCOM	Qualcomm Inc/De	−3,051	4,830	$622,007
MGA	Magna International Inc	−2,338	4,141	$231,109
NVDA	Nvidia Corp	−1,192	55,716	$9,716,870
WMT	Walmart Inc.	−1,165	9,692	$1,204,521
FIVE	Five Below, Inc	−1,100	3,000	$685,440
BAC	Bank Of America Corp /De/	−1,005	47,278	$2,304,802
VTR	Ventas, Inc.	−818	6,941	$567,634
GOOGL	Alphabet Inc.	−651	13,348	$3,838,350
AMAT	Applied Materials Inc /De	−633	2,939	$1,004,520
MDT	Medtronic plc	−500	17,450	$1,512,042
CRM	Salesforce, Inc.	−487	4,684	$874,362
HBAN	Huntington Bancshares Inc /Md/	−484	27,539	$430,985
VLO	Valero Energy Corp/Tx	−463	12,096	$2,988,679
APA	APA Corp	−458	8,461	$359,084
ET	Energy Transfer LP	−450	13,520	$260,936
GGG	Graco Inc	−400	52,795	$4,469,096
AMZN	Amazon Com Inc	−273	15,160	$3,157,373
FANG	Diamondback Energy, Inc.	−253	1,515	$299,651
FCN	Fti Consulting, Inc	−250	2,842	$502,380
NFLX	Netflix Inc	−239	10,690	$1,027,843
USB	US Bancorp De	−236	34,576	$1,798,297
SCCO	Southern Copper Corp/	−235	4,380	$753,622
PG	PROCTER & GAMBLE Co	−222	6,927	$1,000,535
SHOP	Shopify Inc.	−190	6,282	$745,170
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	8,247	$862,223
APO	Apollo Global Management, Inc.	4,553	$507,295
CRWV	CoreWeave, Inc.	5,560	$430,733
MU	Micron Technology Inc	1,035	$349,664
CCJ	Cameco Corp	2,025	$219,935
SON	Sonoco Products Co	4,064	$219,821
KFY	Korn Ferry	3,475	$218,751
AMT	American Tower Corp /Ma/	1,189	$205,197
SERV	Serve Robotics Inc. /DE/	13,650	$115,206
SOUN	Soundhound Ai, Inc.	11,500	$79,005
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BURL	Burlington Stores, Inc.	3,681	$1,063,256
HSY	Hershey Co	1,690	$307,546
MKC	Mccormick & Co Inc	4,392	$299,139
PYPL	PayPal Holdings, Inc.	4,980	$290,732
TTD	Trade Desk, Inc.	5,690	$215,992
NVO	Novo Nordisk A S	4,036	$205,351
BDX	Becton Dickinson & Co	1,093	$166,759
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 positions · $111,536,463 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	55,716	-1,192	$9,716,870	−8.4%	8.71%
MSFT	Microsoft Corp Technology	Added	15,148	+252	$5,607,335	−22.2%	5.03%
AAPL	Apple Inc. Technology	Added	17,914	+341	$4,546,394	−4.8%	4.08%
GGG	Graco Inc Industrials	Reduced	52,795	-400	$4,469,096	+2.5%	4.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,348	-651	$3,838,350	−12.4%	3.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	15,160	-273	$3,157,373	−11.4%	2.83%
VLO	Valero Energy Corp/Tx Energy	Reduced	12,096	-463	$2,988,679	+46.2%	2.68%
ABBV	AbbVie Inc. Healthcare	Added	13,318	+34	$2,896,531	−4.6%	2.60%
AMGN	Amgen Inc Healthcare	Added	6,574	+9	$2,313,061	+7.6%	2.07%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	47,278	-1,005	$2,304,802	−13.2%	2.07%
UNH	Unitedhealth Group Inc Healthcare	Added	7,357	+278	$1,990,730	−14.8%	1.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,841	+10	$1,840,607	−4.4%	1.65%
USB	US Bancorp De Financial Services	Reduced	34,576	-236	$1,798,297	−3.2%	1.61%
GLD	Spdr Gold Trust	Added	3,723	+110	$1,601,969	+11.9%	1.44%
ANET	Arista Networks, Inc. Technology	Reduced	12,868	-50	$1,579,933	−6.7%	1.42%
ORCL	Oracle Corp Technology	Added	10,336	+3,937	$1,520,528	+21.9%	1.36%
MDT	Medtronic plc Healthcare	Reduced	17,450	-500	$1,512,042	−12.3%	1.36%
TSLA	Tesla, Inc. Consumer Cyclical	Held	4,056	0	$1,507,818	−17.3%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,943	+6	$1,454,032	−8.6%	1.30%
COP	Conocophillips Energy	Reduced	10,758	-150	$1,420,056	+39.1%	1.27%
HON	Honeywell International Inc Industrials	Added	5,740	+1	$1,297,412	+15.9%	1.16%
META	Meta Platforms, Inc. Communication Services	Added	2,240	+346	$1,281,571	+2.5%	1.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,692	-1,165	$1,204,521	−0.4%	1.08%
BA	Boeing Co Industrials	Added	5,595	+3,157	$1,113,572	+110.4%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,362	-40	$1,105,728	−5.5%	0.99%
ETR	Entergy Corp /De/ Utilities	Held	9,567	0	$1,074,948	+21.6%	0.96%
CVX	Chevron Corp Energy	Added	5,111	+25	$1,057,465	+36.4%	0.95%
PANW	Palo Alto Networks Inc Technology	Added	6,547	+236	$1,049,615	−9.7%	0.94%
NFLX	Netflix Inc Communication Services	Reduced	10,690	-239	$1,027,843	+0.3%	0.92%
CW	Curtiss Wright Corp Industrials	Held	1,509	0	$1,027,810	+23.6%	0.92%
BX	Blackstone Inc. Financial Services	Added	8,740	+3,806	$1,005,012	+32.1%	0.90%
AMAT	Applied Materials Inc /De Technology	Reduced	2,939	-633	$1,004,520	+9.4%	0.90%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,927	-222	$1,000,535	−2.3%	0.90%
WMB	Williams Companies, Inc. Energy	Reduced	13,625	-4	$991,627	+21.0%	0.89%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	1,356	-26	$986,978	+29.2%	0.88%
DE	Deere & Co Industrials	Added	1,698	+7	$956,483	+21.5%	0.86%
CB	Chubb Ltd Financial Services	Added	2,893	+7	$942,915	+4.7%	0.85%
CSCO	Cisco Systems, Inc. Technology	Held	11,798	0	$915,406	+0.7%	0.82%
CRM	Salesforce, Inc. Technology	Reduced	4,684	-487	$874,362	−36.2%	0.78%
NOW	ServiceNow, Inc. Technology	NEW	8,247	NEW	$862,223	NEW	0.77%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,325	0	$817,207	+2.2%	0.73%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	8,335	+74	$777,822	+12.3%	0.70%
AVGO	Broadcom Inc. Technology	Added	2,512	+251	$777,489	−0.6%	0.70%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	3,913	-30	$775,713	−13.6%	0.70%
ASML	Asml Holding NV Technology	Reduced	582	-19	$768,723	+19.6%	0.69%
PM	Philip Morris International Inc. Consumer Defensive	Added	4,561	+29	$754,115	+3.7%	0.68%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	4,380	-235	$753,622	+14.7%	0.68%
SHOP	Shopify Inc. Technology	Reduced	6,282	-190	$745,170	−28.5%	0.67%
SCHW	Schwab Charles Corp Financial Services	Held	7,740	0	$727,405	−5.9%	0.65%
ENB	Enbridge Inc Energy	Added	13,414	+45	$726,233	+13.6%	0.65%