VIAWEALTH, LLC
All 13F Filings
- Location
- Leawood, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 198,797
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 167 | 198,797 | 13F-HR | VIAWEALTH, LLC |
| Q1 2026 | 5/11/2026 | 159 | 179,654 | 13F-HR | VIAWEALTH, LLC |
| Q4 2025 | 2/10/2026 | 152 | 177,809 | 13F-HR | VIAWEALTH, LLC |
| Q3 2025 | 11/12/2025 | 158 | 183,086 | 13F-HR | VIAWEALTH, LLC |
| Q2 2025 | 8/12/2025 | 149 | 169,152 | 13F-HR | VIAWEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.5 K | 68.2% | 13.48 K | 0 | 13.48 K |
| ETFs | 63.29 K | 31.8% | 5.664 K | 0 | 5.664 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
198,797
Holdings
167
QoQ value change ($000)
19,143
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.