Vivid Wealth Management, LLC
Vivid Wealth Management, LLC is an independent Registered Investment Adviser headquartered in West Des Moines, Iowa. Founded in July 2021, the firm is owned by Vivid Tax Advisory Services, LLC with Cameron Dale McCarty as the principal owner. VWML provides portfolio management and financial planning services primarily to individuals, including high-net-worth clients. The firm has 2 employees and focuses on personalized portfolio construction, ongoing account monitoring, and direct relationships with clients.
Investment Strategy
Vivid Wealth Management, LLC employs a client-centric investment strategy tailored to the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates a customized Investment Policy Statement for each client and may utilize a mix of exchange-traded funds (ETFs), mutual funds, individual stocks, bonds, and other securities to meet client objectives. The process involves personal consultations to understand the client's financial situation and regular portfolio reviews to ensure alignment with changing goals. VWML emphasizes asset allocation, diversification, and a disciplined approach to long-term financial planning.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.48% | $26.1M | 42,088 | $486.50 | $620.90 | -$666.3K |
Q QQQ | INVESCO QQQ TR | 7.37% | $16.8M | 30,416 | $421.66 | $551.64 | -$402.0K |
B BINC | BLACKROCK ETF TRUST II | 5.42% | $12.3M | 233,428 | $52.84 | $52.84 | +$12.3M |
B BIL | SPDR SERIES TRUST | 4.63% | $10.5M | 114,858 | $91.44 | $91.73 | +$8.3K |
S SGOV | ISHARES TR | 4.62% | $10.5M | 104,410 | $100.33 | $100.69 | -$2.9K |