VIAWEALTH, LLC
•CIK: 1965401•Filing: Q4 2025
**VIAWEALTH, LLC** manages $178M across a diversified portfolio of 152 positions. The strategy exhibits significant conviction in technology and income-generating assets, evidenced by top holdings including NVDA at $10.6M and MSFT at $7.2M. Notable allocations also target defensive income streams with NOBL ($6.4M) and VCIT ($5.6M). This concentrated exposure suggests a mandate focused on established growth leaders and resilient fixed-income plays.
Total AUM
$177.8M
QoQ Performance
-2.7%
Positions
126
Top 10 Concentration
32.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.0%
MSFT4.1%
NOBL3.6%
VCIT3.2%
JAAA3.1%
AAPL2.7%
FTLS2.5%
GOOGL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.6%
Technology19.6%
Healthcare6.3%
Consumer5.2%
Financial5.1%
Energy2.0%
Industrial1.6%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW5 new positions
↑37 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023