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VIAWEALTH, LLC
RIA/Wealth
VIAWEALTH, LLC is a RIA/Wealth based in Leawood, KS led by David Lance Larson, reporting $241.5M in AUM as of Q3 2025 with 33% ETF concentration.
FounderDavid Lance Larson
- Portfolio Value
- $183.1M
- Positions
- 157
- Top Holding
- NVDA at 6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VIAWEALTH, LLC's portfolio (31.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $11.0M | 6.00% | -$26.9K Sold | 0.00% 58.9K shares | |
Software - Infrastructure Technology | $8.1M | 4.44% | +$188.5K Bought | 0.00% 15.7K shares | |
ETF ETF | $6.2M | 3.40% | +$140.3K Bought | — 60.4K shares | |
ETF ETF | $5.7M | 3.13% | -$167.2K Sold | — 68.1K shares | |
ETF ETF | $4.8M | 2.60% | +$1.3M Bought | — 93.9K shares | |
ETF ETF | $4.6M | 2.54% | -$278.9K Sold | — 66.4K shares | |
Industrial - Machinery Industrials | $4.5M | 2.47% | +$11.6K Bought | 0.03% 53.2K shares | |
Consumer Electronics Technology | $4.4M | 2.43% | +$279.3K Bought | 0.00% 17.5K shares | |
ETF ETF | $3.9M | 2.11% | -$19.9K Sold | — 20.4K shares | |
Internet Content & Information Communication Services | $3.7M | 2.03% | -$132.7K Sold | 0.00% 15.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VIAWEALTH, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-40.06% | |
-39.43% | |
-35.77% | |
-28.26% |
Analytics
Portfolio insights and performance metrics for VIAWEALTH, LLC
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