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Viawealth, LLC
ViaWealth, LLC is an SEC-registered investment advisory firm headquartered in Leawood, Kansas. Founded in 2018 and registered in 2020, the firm provides investment advisory and wealth management services, including sophisticated financial planning, tax minimization strategies, risk management, and investment management for individuals and families with substantial assets. The firm emphasizes a fiduciary, client-first approach, offering tailored solutions for generational wealth preservation and growth. As of 2025, ViaWealth serves over 300 clients with a small, dedicated team of experienced financial advisors.
Investment Strategy
ViaWealth, LLC integrates financial planning, investment management, tax strategies, and risk management into a comprehensive wealth management approach tailored to each client's unique goals, circumstances, and financial situations. The firm's strategy emphasizes understanding clients' long-term aspirations, managing and protecting generational wealth, and acting as a fiduciary with a commitment to client interests first. Investment management services utilize a fee-based model, and solutions are personalized rather than relying on standardized products or approaches.
Latest 13F Filing Activity
Viawealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 149 equity positions with a total 13F market value of $169M. The fund increased holdings in Janus Detroit STR TR, Nvidia Corporation, Microsoft Corp. among other positions. Viawealth, LLC reduced exposure to Unitedhealth Group Inc., Schwab Strategic TR, Apple Inc. among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.51% | $9.3M | 59,011 | $16.99 | $157.99 | +$2.8M |
M MSFT | MICROSOFT CORP | 4.51% | $7.6M | 15,342 | $249.93 | $497.41 | +$1.9M |
N NOBL | PROSHARES TR | 3.51% | $5.9M | 59,025 | $92.32 | $100.70 | -$40.7K |
V VCIT | VANGUARD SCOTTSDALE FDS | 3.43% | $5.8M | 70,068 | $79.94 | $82.92 | +$101.3K |
F FTLS | FIRST TR EXCH TRADED FD III | 2.76% | $4.7M | 70,396 | $61.00 | $66.28 | -$384.8K |
Industry Allocation
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