13F Filings History of VIAWEALTH, LLC
- Latest 13F filing
- Q2 2026 - 11 Aug 2026
- Latest reported 13F value
- $198,797,141
- Largest 13F holdings
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NVDA NOBL JAAA MSFT RSP AAPL VCIT GOOGL GGG ABBV AMZN UNH
+8 more
AIRR VLO BAC MUNI IXJ IJR EXI DUHP - Form 13F summary
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- VIAWEALTH, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- VIAWEALTH, LLC reported 167 equity holdings with a total reported market value of $198,797,141 for Q2 2026. Top reported holdings included NVDA, NOBL, JAAA, MSFT, and RSP.
- Manager signature
- Jeffrey Rosenthal - CCO
- Manager location
- Leawood, KS
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for VIAWEALTH, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| FINANCIAL COUNSELORS INC | $72,659,241 | Overland Park, KS | 028-05159 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$198,797,141
Quarter delta
+$19,143,326
Accepted
11 Aug 2026, 10:33
Rows shown
1-15 of 15
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 167 | $198,797,141 | +$16,335,906 | -$9,439,509 | +$6,896,397 | NVDA, NOBL, JAAA, MSFT, RSP | 13F-HR | 11 Aug 2026, 10:33 |
| Q1 2026 | 159 | $179,653,815 | +$12,872,250 | -$8,806,920 | +$4,065,330 | NVDA, NOBL, JAAA, MSFT, VCIT | 13F-HR | 11 May 2026, 17:08 |
| Q4 2025 | 152 | $177,809,451 | +$9,194,457 | -$14,395,984 | -$5,201,527 | NVDA, MSFT, NOBL, VCIT, JAAA | 13F-HR | 10 Feb 2026, 09:48 |
| Q3 2025 | 157 | $183,082,760 | +$8,405,240 | -$5,844,376 | +$2,560,864 | NVDA, MSFT, NOBL, VCIT, JAAA | 13F-HR | 12 Nov 2025, 14:14 |
| Q2 2025 | 149 | $169,151,939 | +$8,690,899 | -$11,778,826 | -$3,087,927 | NVDA, MSFT, NOBL, VCIT, FTLS | 13F-HR | 12 Aug 2025, 15:25 |
| Q1 2025 | 149 | $161,994,594 | +$9,092,720 | -$7,589,836 | +$1,502,884 | NVDA, NOBL, MSFT, VCIT, FTLS | 13F-HR | 07 May 2025, 15:57 |
| Q4 2024 | 145 | $165,633,207 | +$8,655,895 | -$11,884,129 | -$3,228,234 | NVDA, MSFT, NOBL, VCIT, GGG | 13F-HR | 11 Feb 2025, 10:15 |
| Q3 2024 | 150 | $171,588,863 | +$7,806,401 | -$6,048,096 | +$1,758,305 | NVDA, MSFT, NOBL, GGG, VCIT | 13F-HR | 12 Nov 2024, 19:46 |
| Q2 2024 | 151 | $161,203,633 | +$13,248,378 | -$5,949,928 | +$7,298,450 | NVDA, MSFT, NOBL, GGG, UNH | 13F-HR | 12 Aug 2024, 13:42 |
| Q1 2024 | 153 | $159,927,129 | +$10,079,516 | -$8,467,647 | +$1,611,869 | MSFT, NVDA, NOBL, GGG, UNH | 13F-HR | 10 May 2024, 16:02 |
| Q4 2023 | 151 | $145,466,854 | +$8,559,827 | -$12,149,094 | -$3,589,267 | MSFT, NOBL, GGG, UNH, NVDA | 13F-HR | 12 Feb 2024, 11:56 |
| Q3 2023 | 155 | $136,185,509 | +$13,096,925 | -$6,645,066 | +$6,451,859 | UNH, MSFT, NOBL, GGG, NVDA | 13F-HR | 13 Nov 2023, 14:30 |
| Q2 2023 | 151 | $134,061,772 | +$7,155,049 | -$5,340,403 | +$1,814,646 | MSFT, GGG, UNH, NOBL, AAPL | 13F-HR | 10 Aug 2023, 14:26 |
| Q1 2023 | 147 | $126,228,253 | +$9,924,202 | -$8,415,434 | +$1,508,768 | MSFT, UNH, GGG, NOBL, AAPL | 13F-HR | 12 May 2023, 15:52 |
| Q4 2022 | 157 | $121,078,224 | $0 | $0 | $0 | UNH, MSFT, GGG, AAPL, QUAL | 13F-HR | 13 Feb 2023, 15:53 |