Vivid Wealth Management, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 257,301
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 64 | 257,301 | 13F-HR | Vivid Wealth Management, LLC |
| Q3 2025 | 10/27/2025 | 67 | 251,587 | 13F-HR | Vivid Wealth Management, LLC |
| Q2 2025 | 7/24/2025 | 62 | 227,540 | 13F-HR | Vivid Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 194.3 K | 75.5% | 4.189 K | 0 | 4.189 K |
| ETFs | 63.03 K | 24.5% | 1.516 K | 0 | 1.516 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
257,301
Holdings
64
QoQ value change ($000)
5,714
(2.3%)
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.