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Portfolio (Quarterly) Guide ↗

VIAWEALTH, LLC

· CIK 0001965401
13F Portfolio $199M AUM 167 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 167 New
Page 3 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 10,839.0 $1.3M 0.64% NEW $117.67 +16.5%
42 HD HOME DEPOT INC Consumer Cyclical 3,415.0 $1.2M 0.61% NEW $352.72 -9.1%
43 MDT MEDTRONIC PLC Healthcare 15,046.0 $1.2M 0.59% NEW $78.23 +18.1%
44 DELL DELL TECHNOLOGIES INC Technology 2,680.0 $1.2M 0.58% NEW $431.39 -1.2%
45 VUG VANGUARD INDEX FDS 13,099.0 $1.1M 0.57% NEW $86.14 +1.4%
46 CW CURTISS WRIGHT CORP Industrials 1,472.0 $1.1M 0.56% NEW $757.76 -23.4%
47 WMT WALMART INC Consumer Defensive 9,652.0 $1.1M 0.55% NEW $113.26 -6.3%
48 ENTERGY CORP NEW 9,509.0 $1.1M 0.55% NEW $114.86
49 IGV ISHARES TR 12,049.0 $1.1M 0.55% NEW $90.60 +17.5%
50 BA BOEING CO Industrials 5,040.0 $1.1M 0.55% NEW $216.45 -4.7%
51 AMD ADVANCED MICRO DEVICES INC Technology 1,865.0 $1.1M 0.55% NEW $580.91 -21.7%
52 CASY CASEYS GEN STORES INC Consumer Cyclical 1,356.0 $1.1M 0.54% NEW $794.79 -2.4%
53 DE DEERE & CO Industrials 1,699.0 $1.1M 0.54% NEW $634.20 +5.8%
54 COP CONOCOPHILLIPS Energy 10,225.0 $1.1M 0.54% NEW $103.96 +30.6%
55 NOW SERVICENOW INC Technology 10,264.0 $1.0M 0.51% NEW $99.28 +45.4%
56 WMB WILLIAMS COS INC Energy 13,547.0 $1.0M 0.51% NEW $74.34 +1.1%
57 PG PROCTER & GAMBLE CO Consumer Defensive 6,839.0 $1.0M 0.50% NEW $146.64 -0.2%
58 CB CHUBB LIMITED Financial Services 2,870.0 $978K 0.49% NEW $340.74 -0.6%
59 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,325.0 $932K 0.47% NEW $703.34 -3.3%
60 AVGO BROADCOM INC Technology 2,438.0 $921K 0.46% NEW $377.78 -2.4%
Page 3 of 9  ·  167 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Financial Services 14.2%
Healthcare 12.3%
Industrials 10.5%
Consumer Cyclical 8.2%
Energy 6.8%
Communication Services 5.6%
Consumer Defensive 4.4%
Utilities 1.0%
Real Estate 0.8%