Vivid Wealth Management, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 284,184
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 7/28/2026 | 73 | 284,184 | 13F-HR | Vivid Wealth Management, LLC |
| Q1 2026 | 4/27/2026 | 66 | 247,133 | 13F-HR | Vivid Wealth Management, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.2 K | 46.9% | 14.94 K | 0 | 14.94 K |
| ETFs | 151 K | 53.1% | 22.11 K | 0 | 22.11 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
284,184
Holdings
73
QoQ value change ($000)
37,051
(15.0%)
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.