VIAWEALTH, LLC

CIK 0001965401 • 6 13F filings • May 7, 2025 – Aug 11, 2026

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Filer information

Filed by: VIAWEALTH, LLC, CCO
Address: 8700 State Line Rd., Suite 325, Leawood, KS, 66206
Phone: 844-484-7849
AUM: $177.8M

AUM over time

$198.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $177.8M152 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$470K	0.3%Prev: 0.2%	2,934 SH	Increased+7 SH
ABBVIE INC	COM	$3.0M	1.7%Prev: 1.8%	13,284 SH	Decreased-734 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$268K	0.2%Prev: 0.1%	1,000 SH	Increased+35 SH
ADVANCED MICRO DEVICES INC	COM	$418K	0.2%Prev: 0.2%	1,950 SH	Increased+250 SH
ALPHABET INC	CAP STK CL A	$4.4M	2.5%Prev: 2.0%	13,999 SH	Increased-1,299 SH
ALPHABET INC	CAP STK CL C	$226K	0.1%Prev: 0.1%	719 SH	Increased-167 SH
AMAZON COM INC	COM	$3.6M	2.0%Prev: 1.9%	15,433 SH	Increased-422 SH
AMGEN INC	COM	$2.1M	1.2%Prev: 1.1%	6,565 SH	Increased-603 SH
APA CORPORATION	COM	$218K	0.1%Prev: 0.1%	8,919 SH	Increased+94 SH
APPLE INC	COM	$4.8M	2.7%Prev: 2.4%	17,573 SH	Increased+98 SH
APPLIED MATLS INC	COM	$918K	0.5%Prev: 0.4%	3,572 SH	Increased-314 SH
ARISTA NETWORKS INC	COM SHS	$1.7M	1.0%Prev: 1.1%	12,918 SH	Decreased-679 SH
ASML HOLDING N V	N Y REGISTRY SHS	$643K	0.4%Prev: 0.3%	601 SH	Increased+9 SH
AUTOMATIC DATA PROCESSING IN	COM	$379K	0.2%Prev: 0.3%	1,472 SH	Decreased-150 SH
AVERY DENNISON CORP	COM	$331K	0.2%Prev: 0.2%	1,821 SH	Decreased-246 SH
BANK AMERICA CORP	COM	$2.7M	1.5%Prev: 1.6%	48,283 SH	Decreased-7,861 SH
BECTON DICKINSON & CO	COM	$212K	0.1%Prev: 0.2%	1,093 SH	Decreased-464 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	1.1%Prev: 1.1%	3,831 SH	Decreased-188 SH
BLACKSTONE INC	COM	$761K	0.4%Prev: 0.5%	4,934 SH	Decreased-193 SH
BLOCK INC	CL A	$316K	0.2%Prev: 0.2%	4,857 SH	Decreased-160 SH
BOEING CO	COM	$529K	0.3%Prev: 0.3%	2,438 SH	Increased+200 SH
BOOZ ALLEN HAMILTON HLDG COR	CL A	$322K	0.2%Prev: 0.3%	3,820 SH	Decreased-1,863 SH
BROADCOM INC	COM	$782K	0.4%Prev: 0.5%	2,261 SH	Decreased-325 SH
BURLINGTON STORES INC	COM	$1.1M	0.6%Prev: 0.5%	3,681 SH	Increased+300 SH
CANADIAN PACIFIC KANSAS CITY	COM	$438K	0.2%Prev: 0.3%	5,948 SH	Decreased-820 SH
CAPITAL ONE FINL CORP	COM	$501K	0.3%Prev: 0.2%	2,066 SH	Increased+5 SH
CASEYS GEN STORES INC	COM	$764K	0.4%Prev: 0.5%	1,382 SH	Decreased-103 SH
CHEVRON CORP NEW	COM	$775K	0.4%Prev: 0.5%	5,086 SH	Decreased-248 SH
CHUBB LIMITED	COM	$901K	0.5%Prev: 0.5%	2,886 SH	Increased-270 SH
CHURCH & DWIGHT CO INC	COM	$693K	0.4%Prev: 0.3%	8,261 SH	Increased+1,153 SH
CISCO SYS INC	COM	$909K	0.5%Prev: 0.5%	11,798 SH	Increased-1,239 SH
COCA COLA CO	COM	$516K	0.3%Prev: 0.3%	7,388 SH	Decreased-707 SH
CONOCOPHILLIPS	COM	$1.0M	0.6%Prev: 0.6%	10,908 SH	Decreased-1,035 SH
COSTCO WHSL CORP NEW	COM	$344K	0.2%Prev: 0.2%	399 SH	Decreased-28 SH
CSX CORP	COM	$306K	0.2%Prev: 0.2%	8,439 SH	Decreased-4,086 SH
CURTISS WRIGHT CORP	COM	$832K	0.5%Prev: 0.5%	1,509 SH	Decreased-102 SH
DEERE & CO	COM	$787K	0.4%Prev: 0.5%	1,691 SH	Decreased-290 SH
DELL TECHNOLOGIES INC	CL C	$1.1M	0.6%Prev: 0.9%	8,641 SH	Decreased-3,610 SH
DIAMONDBACK ENERGY INC	COM	$266K	0.1%Prev: 0.2%	1,768 SH	Decreased-648 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.2M	1.2%Prev: 1.2%	57,205 SH	Increased-173 SH
DISNEY WALT CO	COM	$285K	0.2%Prev: 0.2%	2,507 SH	Decreased-321 SH
EATON CORP PLC	SHS	$519K	0.3%Prev: 0.4%	1,628 SH	Decreased-264 SH
ELI LILLY & CO	COM	$575K	0.3%Prev: 0.2%	535 SH	Increased+36 SH
EMERSON ELEC CO	COM	$740K	0.4%Prev: 0.4%	5,576 SH	Decreased-439 SH
ENBRIDGE INC	COM	$639K	0.4%Prev: 0.4%	13,369 SH	Decreased-1,176 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$230K	0.1%Prev: 0.1%	13,970 SH	Decreased+268 SH
ENTERGY CORP NEW	COM	$884K	0.5%Prev: 0.5%	9,567 SH	Decreased-694 SH
EQUITY LIFESTYLE PPTYS INC	COM	$208K	0.1%	3,427 SH	New
FIDELITY NATL INFORMATION SV	COM	$300K	0.2%Prev: 0.3%	4,521 SH	Decreased-2,686 SH
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$326K	0.2%Prev: 0.2%	16,819 SH	Increased+153 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$4.4M	2.5%Prev: 2.5%	61,734 SH	Decreased-4,675 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$202K	0.1%Prev: 0.1%	2,830 SH	Decreased+21 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.3M	1.3%Prev: 1.2%	23,631 SH	Increased+6 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$204K	0.1%	2,938 SH	New
FIVE BELOW INC	COM	$772K	0.4%Prev: 0.4%	4,100 SH	Increased-50 SH
FTI CONSULTING INC	COM	$528K	0.3%Prev: 0.2%	3,092 SH	Increased+403 SH
GOLDMAN SACHS GROUP INC	COM	$448K	0.3%Prev: 0.3%	509 SH	Decreased-68 SH
GRACO INC	COM	$4.4M	2.5%Prev: 2.5%	53,195 SH	Decreased
GSK PLC	SPONSORED ADR	$330K	0.2%Prev: 0.2%	6,736 SH	Increased-836 SH
HERSHEY CO	COM	$308K	0.2%Prev: 0.1%	1,690 SH	Increased+447 SH
HOME DEPOT INC	COM	$1.2M	0.7%Prev: 0.8%	3,402 SH	Decreased-263 SH
HONEYWELL INTL INC	COM	$1.1M	0.6%Prev: 0.7%	5,739 SH	Decreased-380 SH
HUNTINGTON BANCSHARES INC	COM	$486K	0.3%Prev: 0.3%	28,023 SH	Decreased-4,244 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$1.8M	1.0%Prev: 0.7%	37,039 SH	Increased+11,410 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$719K	0.4%Prev: 0.4%	10,068 SH	Decreased-468 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$234K	0.1%Prev: 0.1%	3,950 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.0M	2.2%Prev: 2.1%	20,765 SH	Increased+364 SH
ISHARES TR	CORE S&P SCP ETF	$2.1M	1.2%Prev: 1.3%	17,318 SH	Decreased-3,372 SH
ISHARES TR	GLOB HLTHCRE ETF	$1.1M	0.6%	11,729 SH	New
ISHARES TR	GLOBAL MATER ETF	$355K	0.2%Prev: 0.2%	3,669 SH	Increased+25 SH
ISHARES TR	IBOXX INV CP ETF	$1.8M	1.0%Prev: 1.1%	16,358 SH	Decreased-1,151 SH
ISHARES TR	MSCI INTL QUALTY	$1.6M	0.9%	36,185 SH	New
ISHARES TR	MSCI USA QLT FCT	$504K	0.3%Prev: 0.3%	2,539 SH	Decreased-423 SH
ISHARES TR	RUS 2000 GRW ETF	$251K	0.1%Prev: 0.2%	778 SH	Decreased-148 SH
ISHARES TR	RUS MD CP GR ETF	$580K	0.3%Prev: 0.4%	4,236 SH	Decreased-850 SH
ISHARES TR	RUS MID CAP ETF	$708K	0.4%Prev: 0.5%	7,352 SH	Decreased-1,665 SH
ISHARES TR	RUSSELL 2000 ETF	$256K	0.1%Prev: 0.5%	1,041 SH	Decreased-2,577 SH
ISHARES TR	US OIL GS EX ETF	$248K	0.1%Prev: 0.2%	2,782 SH	Decreased-2,095 SH
JANUS DETROIT STR TR	HENDERSON MTG	$3.3M	1.8%Prev: 0.6%	71,597 SH	Increased+47,574 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$5.5M	3.1%Prev: 2.6%	108,109 SH	Increased+14,209 SH
JOHNSON & JOHNSON	COM	$518K	0.3%Prev: 0.3%	2,502 SH	Decreased-397 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.9%Prev: 0.9%	4,937 SH	Increased-101 SH
L3HARRIS TECHNOLOGIES INC	COM	$216K	0.1%Prev: 0.1%	735 SH	Decreased+1 SH
LABCORP HOLDINGS INC	COM SHS	$566K	0.3%Prev: 0.4%	2,257 SH	Decreased-161 SH
LKQ CORP	COM	$383K	0.2%Prev: 0.2%	12,675 SH	Decreased-1,875 SH
MAGNA INTL INC	COM	$345K	0.2%Prev: 0.2%	6,479 SH	Decreased-2,010 SH
MCCORMICK & CO INC	COM NON VTG	$299K	0.2%Prev: 0.1%	4,392 SH	Increased+752 SH
MCDONALDS CORP	COM	$562K	0.3%Prev: 0.3%	1,839 SH	Decreased-175 SH
MEDTRONIC PLC	SHS	$1.7M	1.0%Prev: 1.0%	17,950 SH	Decreased-2,025 SH
MERCK & CO INC	COM	$361K	0.2%Prev: 0.2%	3,426 SH	Decreased-1,079 SH
META PLATFORMS INC	CL A	$1.3M	0.7%Prev: 0.6%	1,894 SH	Increased+441 SH
MICROSOFT CORP	COM	$7.2M	4.1%Prev: 4.4%	14,896 SH	Decreased-810 SH
MOBILEYE GLOBAL INC	COMMON CLASS A	$118K	0.1%	11,300 SH	New
MORGAN STANLEY	COM NEW	$546K	0.3%Prev: 0.3%	3,078 SH	Increased-209 SH
NETFLIX INC	COM	$1.0M	0.6%Prev: 0.8%	10,929 SH	Decreased+9,777 SH
NOVARTIS AG	SPONSORED ADR	$317K	0.2%Prev: 0.2%	2,301 SH	Decreased-395 SH
NOVO-NORDISK A S	ADR	$205K	0.1%Prev: 0.2%	4,036 SH	Decreased-2,600 SH
NVIDIA CORPORATION	COM	$10.6M	6.0%Prev: 6.0%	56,908 SH	Decreased-1,959 SH
ORACLE CORP	COM	$1.2M	0.7%Prev: 0.9%	6,399 SH	Decreased+748 SH
OWENS CORNING NEW	COM	$287K	0.2%Prev: 0.2%	2,563 SH	Decreased+88 SH
PALANTIR TECHNOLOGIES INC	CL A	$313K	0.2%Prev: 0.2%	1,759 SH	Decreased-72 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.7%Prev: 0.8%	6,311 SH	Decreased-688 SH
PAYPAL HLDGS INC	COM	$291K	0.2%Prev: 0.2%	4,980 SH	Decreased-844 SH
PHILIP MORRIS INTL INC	COM	$727K	0.4%Prev: 0.4%	4,532 SH	Decreased-348 SH
PHILLIPS 66	COM	$231K	0.1%Prev: 0.1%	1,792 SH	Decreased+1 SH
PIMCO ETF TR	0-5 HIGH YIELD	$1.1M	0.6%Prev: 0.9%	12,005 SH	Decreased-5,538 SH
PIMCO ETF TR	INTER MUN BD ACT	$2.7M	1.5%Prev: 1.4%	50,606 SH	Increased+519 SH
PIMCO ETF TR	MUNI INCOME OPP	$1.7M	1.0%Prev: 0.9%	37,688 SH	Increased+302 SH
PINNACLE WEST CAP CORP	COM	$437K	0.2%Prev: 0.4%	4,926 SH	Decreased-3,724 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.6%Prev: 0.6%	7,149 SH	Decreased-256 SH
PROGRESSIVE CORP	COM	$898K	0.5%Prev: 0.6%	3,943 SH	Decreased-279 SH
PROSHARES TR	S&P 500 DV ARIST	$6.4M	3.6%Prev: 3.4%	61,179 SH	Increased+793 SH
QUALCOMM INC	COM	$1.3M	0.8%Prev: 0.8%	7,881 SH	Decreased-1,187 SH
REGIONS FINANCIAL CORP NEW	COM	$643K	0.4%Prev: 0.4%	23,723 SH	Decreased-2,043 SH
SALESFORCE INC	COM	$1.4M	0.8%Prev: 0.7%	5,171 SH	Increased-290 SH
SCHWAB CHARLES CORP	COM	$773K	0.4%Prev: 0.4%	7,740 SH	Decreased-640 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.8M	1.0%Prev: 1.0%	67,266 SH	Decreased-2,085 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$827K	0.5%Prev: 0.5%	31,219 SH	Decreased-882 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$401K	0.2%	3,409 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$491K	0.3%	3,410 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.0M	0.6%Prev: 0.6%	6,472 SH	Increased-336 SH
SLB LIMITED	COM STK	$487K	0.3%	12,684 SH	New
SNOWFLAKE INC	COM SHS	$645K	0.4%Prev: 0.4%	2,940 SH	Decreased+25 SH
SOUTHERN CO	COM	$621K	0.3%Prev: 0.4%	7,126 SH	Decreased-695 SH
SOUTHERN COPPER CORP	COM	$662K	0.4%Prev: 0.3%	4,615 SH	Increased-244 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.8%Prev: 0.8%	3,613 SH	Decreased-706 SH
SPDR S&P 500 ETF TR	TR UNIT	$375K	0.2%Prev: 0.2%	550 SH	Decreased-212 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$799K	0.4%Prev: 0.4%	1,325 SH	Increased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$207K	0.1%Prev: 0.1%	680 SH	Decreased-269 SH
TESLA INC	COM	$1.8M	1.0%Prev: 1.0%	4,056 SH	Decreased-132 SH
THE TRADE DESK INC	COM CL A	$216K	0.1%Prev: 0.2%	5,690 SH	Decreased-2,800 SH
THERMO FISHER SCIENTIFIC INC	COM	$475K	0.3%Prev: 0.2%	820 SH	Increased-40 SH
U HAUL HOLDING COMPANY	COM SER N	$236K	0.1%Prev: 0.2%	5,055 SH	Decreased-705 SH
UBER TECHNOLOGIES INC	COM	$545K	0.3%Prev: 0.4%	6,669 SH	Decreased-535 SH
UNITEDHEALTH GROUP INC	COM	$2.3M	1.3%Prev: 1.4%	7,079 SH	Decreased-258 SH
US BANCORP DEL	COM NEW	$1.9M	1.0%Prev: 1.0%	34,812 SH	Increased-2,283 SH
VALERO ENERGY CORP	COM	$2.0M	1.1%Prev: 1.2%	12,559 SH	Decreased-1 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$730K	0.4%Prev: 0.4%	6,022 SH	Decreased-78 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$432K	0.2%Prev: 0.2%	3,895 SH	Decreased-200 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.7%Prev: 0.7%	2,442 SH	Decreased-101 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.7M	1.0%Prev: 1.0%	5,982 SH	Decreased-262 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$757K	0.4%Prev: 0.5%	8,557 SH	Decreased-901 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$769K	0.4%Prev: 0.4%	2,292 SH	Increased+136 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.6M	3.2%Prev: 3.1%	66,941 SH	Decreased-1,139 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$814K	0.5%Prev: 0.6%	13,855 SH	Decreased-4,455 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.7%Prev: 0.6%	5,279 SH	Decreased-203 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$784K	0.4%Prev: 0.4%	12,550 SH	Increased-13 SH
VENTAS INC	COM	$600K	0.3%Prev: 0.3%	7,759 SH	Increased+21 SH
VISA INC	COM CL A	$273K	0.2%Prev: 0.2%	780 SH	Decreased-111 SH
WALMART INC	COM	$1.2M	0.7%Prev: 0.7%	10,857 SH	Increased-804 SH
WASTE MGMT INC DEL	COM	$381K	0.2%Prev: 0.2%	1,735 SH	Decreased-185 SH
WILLIAMS COS INC	COM	$819K	0.5%Prev: 0.5%	13,629 SH	Decreased-818 SH

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $305K
ARM HOLDINGS PLC — $202K
EXXON MOBIL CORP — $273K
GE HEALTHCARE TECHNOLOGIES I — $351K
GRAYSCALE ETHEREUM MINI TR E — $224K
HILLENBRAND INC — $322K
HORMEL FOODS CORP — $257K
KOHLS CORP — $193K
SCHLUMBERGER LTD — $613K
SELECT SECTOR SPDR TR — $404K
SELECT SECTOR SPDR TR — $481K
SONOCO PRODS CO — $205K
SOUNDHOUND AI INC — $216K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001965401-26-000002	$177.8M	View
Nov 12, 2025	Q3 2025	13F-HR	0001965401-25-000005	$183.1M	View
Aug 11, 2026	Q2 2026