VIAWEALTH, LLC

Q1 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
159
Total value ($000)
$179,654
Net value change ($000)
+1,845 (1.0%)
New positions
16
Sold out positions
9
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXI 2,157 NEW
IXJ 1,002 87.7%
VLO 944 46.2%
NOW 862 NEW
IGV 743 NEW
BA 584 110.4%
EVHY 554 NEW
APO 507 NEW
CRWV 431 NEW
COP 399 39.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,597 -22.2%
BURL -1,063 -100.0%
NVDA -896 -8.4%
QCOM -726 -53.9%
FTLS -645 -14.7%
JMBS -613 -18.7%
DELL -565 -51.9%
GOOGL -544 -12.4%
CRM -496 -36.2%
AMZN -405 -11.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type