MondegarAI
VIAWEALTH, LLC

Q2 2025 · 13F-HR

VIAWEALTH, LLCholdings as filed

Filed 2025-08-12 · accession 0001085146-25-004916

$169.2M
Reported value
149
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · VIAWEALTH, LLC · Q2 2025

AI · grounded in 13F

VIAWEALTH, LLC established a new position in NVDA valued at $9.32M. The fund also initiated new stakes in MSFT for $7.63M and NOBL for $5.94M. Other new additions include VCIT at $5.81M and FTLS at $4.67M. The fund ended the period with 149 positions and total AUM of $169.15M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$9.3M5.51%59,011CommonNONE
594918104MSFTMICROSOFT CORP$7.6M4.51%15,342CommonNONE
74348A467NOBLPROSHARES TR$5.9M3.51%59,025CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$5.8M3.43%70,068CommonNONE
33739P103FTLSFIRST TR EXCH TRADED FD III$4.7M2.76%70,396CommonNONE
384109104GGGGRACO INC$4.6M2.70%53,058CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.7M2.20%20,506CommonNONE
47103U845JAAAJANUS DETROIT STR TR$3.4M2.04%67,934CommonNONE
037833100AAPLAPPLE INC$3.4M1.99%16,378CommonNONE
023135106AMZNAMAZON COM INC$3.4M1.98%15,285CommonNONE
02079K305GOOGLALPHABET INC$2.8M1.65%15,844CommonNONE
060505104BACBANK AMERICA CORP$2.6M1.55%55,499CommonNONE
00287Y109ABBVABBVIE INC$2.6M1.51%13,804CommonNONE
72201R866MUNIPIMCO ETF TR$2.4M1.41%46,496CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M1.37%7,417CommonNONE
464287804IJRISHARES TR$2.3M1.34%20,777CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.2M1.30%82,912CommonNONE
464287242LQDISHARES TR$2.1M1.23%18,978CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$2.0M1.21%25,170CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$2.0M1.21%57,604CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M1.18%4,107CommonNONE
031162100AMGNAMGEN INC$2.0M1.18%7,138CommonNONE
G5960L103MDTMEDTRONIC PLC$1.7M1.02%19,790CommonNONE
72201R783HYSPIMCO ETF TR$1.7M1.02%18,128CommonNONE
902973304USBUS BANCORP DEL$1.7M1.01%37,813CommonNONE
922908629VOVANGUARD INDEX FDS$1.7M1.00%6,050CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.7M1.00%12,572CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.6M0.94%12,950CommonNONE
64110L106NFLXNETFLIX INC$1.5M0.91%1,152CommonNONE
72201R635MINOPIMCO ETF TR$1.5M0.90%34,243CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.87%5,090CommonNONE
747525103QCOMQUALCOMM INC$1.5M0.87%9,225CommonNONE
438516106HONHONEYWELL INTL INC$1.5M0.87%6,294CommonNONE
79466L302CRMSALESFORCE INC$1.4M0.85%5,263CommonNONE
040413205ANETARISTA NETWORKS INC$1.4M0.84%13,890CommonNONE
437076102HDHOME DEPOT INC$1.4M0.81%3,749CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.3M0.77%22,149CommonNONE
88160R101TSLATESLA INC$1.2M0.74%3,924CommonNONE
78463V107GLDSPDR GOLD TR$1.2M0.73%4,043CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.73%6,001CommonNONE
231561101CWCURTISS WRIGHT CORP$1.2M0.72%2,508CommonNONE
68389X105ORCLORACLE CORP$1.2M0.72%5,582CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.70%2,692CommonNONE
931142103WMTWALMART INC$1.2M0.69%12,003CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.68%7,236CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.67%5,540CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.65%12,255CommonNONE
743315103PGRPROGRESSIVE CORP$1.1M0.64%4,043CommonNONE
244199105DEDEERE & CO$1.1M0.62%2,072CommonNONE
969457100WMBWILLIAMS COS INC$1.0M0.60%16,174CommonNONE
30303M102METAMETA PLATFORMS INC$995,3460.59%1,349CommonNONE
H1467J104CBCHUBB LIMITED$973,1690.58%3,359CommonNONE
291011104EMREMERSON ELEC CO$958,2920.57%7,187CommonNONE
17275R102CSCOCISCO SYS INC$928,7210.55%13,386CommonNONE
718172109PMPHILIP MORRIS INTL INC$912,2890.54%5,009CommonNONE
464287655IWMISHARES TR$873,3020.52%4,047CommonNONE
29364G103ETRENTERGY CORP NEW$864,5310.51%10,401CommonNONE
808513105SCHWSCHWAB CHARLES CORP$840,1380.50%9,208CommonNONE
922908553VNQVANGUARD INDEX FDS$835,6600.49%9,383CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$835,1420.49%31,302CommonNONE
464287499IWRISHARES TR$829,2930.49%9,017CommonNONE
166764100CVXCHEVRON CORP NEW$820,3210.48%5,729CommonNONE
82509L107SHOPSHOPIFY INC$811,2570.48%7,033CommonNONE
723484101PNWPINNACLE WEST CAP CORP$798,3410.47%8,923CommonNONE
122017106BURLBURLINGTON STORES INC$763,2920.45%3,281CommonNONE
670100205NVONOVO-NORDISK A S$756,1830.45%10,956CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$750,5860.44%1,325CommonNONE
09260D107BXBLACKSTONE INC$748,3290.44%5,003CommonNONE
147528103CASYCASEYS GEN STORES INC$741,4220.44%1,453CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$732,3340.43%10,057CommonNONE
G29183103ETNEATON CORP PLC$729,3310.43%2,043CommonNONE
11135F101AVGOBROADCOM INC$727,4690.43%2,639CommonNONE
921932794VIOGVANGUARD ADMIRAL FDS INC$721,6940.43%6,307CommonNONE
464288851IEOISHARES TR$720,8920.43%8,136CommonNONE
038222105AMATAPPLIED MATLS INC$719,2820.43%3,929CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$714,3860.42%7,433CommonNONE
842587107SOSOUTHERN CO$713,6110.42%7,771CommonNONE
29250N105ENBENBRIDGE INC$709,6660.42%15,659CommonNONE
464287481IWPISHARES TR$705,3260.42%5,086CommonNONE
504922105LHLABCORP HOLDINGS INC$667,5630.39%2,543CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$660,0650.39%28,064CommonNONE
46432F339QUALISHARES TR$657,0660.39%3,594CommonNONE
833445109SNOWSNOWFLAKE INC$652,2900.39%2,915CommonNONE
580135101MCDMCDONALDS CORP$645,6960.38%2,210CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$640,7840.38%6,868CommonNONE
191216100KOCOCA COLA CO$635,4140.38%8,981CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$630,7650.37%7,748CommonNONE
922908769VTIVANGUARD INDEX FDS$621,9230.37%2,046CommonNONE
806857108SLBSCHLUMBERGER LTD$619,5380.37%18,330CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$579,1340.34%34,555CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$578,0650.34%10,140CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$563,4470.33%5,411CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$549,1030.32%6,927CommonNONE
N07059210ASMLASML HOLDING N V$546,5480.32%682CommonNONE
33829M101FIVEFIVE BELOW INC$544,3970.32%4,150CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$530,3480.31%7,136CommonNONE
92276F100VTRVENTAS INC$499,9160.30%7,916CommonNONE
94106L109WMWASTE MGMT INC DEL$494,4800.29%2,161CommonNONE
501889208LKQLKQ CORP$482,0180.28%13,024CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$476,9450.28%1,547CommonNONE
14040H105COFCAPITAL ONE FINL CORP$469,6750.28%2,208CommonNONE
097023105BABOEING CO$468,8430.28%2,238CommonNONE
617446448MSMORGAN STANLEY$456,5030.27%3,241CommonNONE
88339J105TTDTHE TRADE DESK INC$450,5850.27%6,259CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$450,3430.27%4,451CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$448,4280.27%4,430CommonNONE
852234103XYZBLOCK INC$447,7950.26%6,592CommonNONE
88579Y101MMM3M CO$444,5660.26%2,920CommonNONE
126408103CSXCSX CORP$440,9620.26%13,514CommonNONE
478160104JNJJOHNSON & JOHNSON$440,2650.26%2,882CommonNONE
532457108LLYELI LILLY & CO$436,5850.26%560CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$434,9990.26%1,718CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$424,3580.25%1,920CommonNONE
254687106DISDISNEY WALT CO$422,2440.25%3,405CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$413,1640.24%1,019CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$407,4750.24%412CommonNONE
053611109AVYAVERY DENNISON CORP$399,8960.24%2,279CommonNONE
464288695MXIISHARES TR$388,1060.23%4,541CommonNONE
302941109FCNFTI CONSULTING INC$385,0160.23%2,384CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$374,4970.22%529CommonNONE
440452100HRLHORMEL FOODS CORP$374,4780.22%12,379CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$369,9790.22%3,409CommonNONE
30231G102XOMEXXON MOBIL CORP$363,5020.21%3,372CommonNONE
66987V109NVSNOVARTIS AG$358,5530.21%2,963CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$347,2320.21%562CommonNONE
579780206MKCMCCORMICK & CO INC$343,7680.20%4,534CommonNONE
559222401MGAMAGNA INTL INC$343,0110.20%8,884CommonNONE
58933Y105MRKMERCK & CO INC$335,0050.20%4,232CommonNONE
023586506UHAL/BU HAUL HOLDING COMPANY$329,7000.19%6,064CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$327,6460.19%4,423CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$312,0760.18%16,434CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$292,0160.17%977CommonNONE
37733W204GSKGSK PLC$291,4940.17%7,591CommonNONE
92826C839VVISA INC$271,5350.16%765CommonNONE
464287648IWOISHARES TR$264,7060.16%926CommonNONE
075887109BDXBECTON DICKINSON & CO$256,3080.15%1,488CommonNONE
29273V100ETENERGY TRANSFER L P$248,4120.15%13,702CommonNONE
042068205ARMARM HOLDINGS PLC$243,0950.14%1,503CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$240,8350.14%1,753CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$222,4740.13%1,632CommonNONE
4315711089HIHILLENBRAND INC$214,2070.13%10,673CommonNONE
718546104PSXPHILLIPS 66$213,6650.13%1,791CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$208,1330.12%2,754CommonNONE
835495102SONSONOCO PRODS CO$208,0430.12%4,776CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$205,7950.12%3,950CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$202,2080.12%1,425CommonNONE
836100107SOUNSOUNDHOUND AI INC$165,7790.10%15,450CommonNONE
500255104KSSKOHLS CORP$110,2260.07%12,998CommonNONE
08975B109BBAIBIGBEAR AI HLDGS INC$67,9000.04%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.