Long-term investor
Viawealth, LLC @viawealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965401).
Record
- Tracked since 2025-06-30 (434 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days +5.3% · 6 months +4.6% · 1 year +11.6% · all +11.6%
- Max drawdown -1.4% · Sharpe 0.79 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.5% · long · since 2025-06-30
- NOBL · 3.4% · long · since 2025-06-30
- JAAA · 3.2% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- RSP · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- VCIT · 2.6% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- GGG · 2.0% · long · since 2025-06-30
- ABBV · 1.8% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- UNH · 1.6% · long · since 2025-06-30