Vivid Wealth Management, LLC
RIA/Wealth
Vivid Wealth Management, LLC is a RIA/Wealth based in West Des Moines, IA led by Cameron Dale Mccarty, managing $247.0M across 66 long positions as of Q3 2025 with 53% ETF concentration.
CEOCameron Dale Mccarty
- Portfolio Value
- $247.0M
- Positions
- 66
- Top Holding
- IVV at 10.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Vivid Wealth Management, LLC's portfolio (49.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.8M | 10.87% | -$1.3M Sold | — 40.1K shares | |
ETF ETF | $22.3M | 9.04% | +$9.9M Bought | — 419.4K shares | |
ETF ETF | $17.7M | 7.17% | -$539.1K Sold | — 29.5K shares | |
ETF ETF | $13.8M | 5.58% | +$3.3M Bought | — 136.8K shares | |
ETF ETF | $13.7M | 5.54% | +$3.1M Bought | — 149.1K shares | |
ETF ETF | $8.6M | 3.47% | +$137.4K Bought | — 46.0K shares | |
ETF ETF | $6.0M | 2.42% | +$135.0K Bought | — 104.7K shares | |
Auto - Manufacturers Consumer Cyclical | $4.7M | 1.90% | -$735.6K Sold | 0.00% 10.6K shares | |
ETF ETF | $4.1M | 1.68% | -$410.4K Sold | — 26.8K shares | |
ETF ETF | $4.0M | 1.62% | -$989.9K Sold | — 14.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Vivid Wealth Management, 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 | |
Sold | |
Sold | |
Sold | |
-40.68% |
Analytics
Portfolio insights and performance metrics for Vivid Wealth Management, LLC
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