VIAWEALTH, LLC

Q3 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$198,823
Net value change ($000)
+26 (0.0%)
New positions
8
Sold out positions
4
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
DFA INVT DIMENSIONS GROUP IN 2,339 NEW
MSFT 1,645 29.0%
NVDA 1,433 13.0%
RDVY 1,358 290.8%
VLO 1,086 38.9%
GLW 1,018 NEW
IBDW 819 NEW
CHRW 785 NEW
META 580 35.8%
NOW 452 44.4%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -2,466 -100.0%
GGG -1,810 -45.3%
NOBL -1,557 -23.3%
AMAT -1,003 -47.2%
EXI -816 -32.5%
LQD -718 -50.2%
AIRR -705 -24.1%
FTLS -640 -30.2%
HYS -521 -56.8%
UNH -467 -15.1%
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