Vivid Wealth Management, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 247,133
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 118.3 K | 47.9% | 0 | 75.97 K | -75.97 K |
| ETFs | 128.8 K | 52.1% | 65.81 K | 0 | 65.81 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
247,133
Holdings
66
QoQ value change ($000)
-10,168
(-4.0%)
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.