Holdings of Vivid Wealth Management, LLC
64 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 50.5 % of the equity sleeve
Sector breakdown
- Funds 16.8 %
- Technology 10.4 %
- Industrials 8.1 %
- Financials 7.1 %
- Consumer discretionary 3.9 %
- Communication 3.2 %
- Materials 3.0 %
- Consumer staples 2.7 %
- Energy 1.1 %
- Health care 1.1 %
- Utilities 1.0 %
- Unattributed 41.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 64 | 244.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 40,355 | 26.4M $ | |
| 2 | BlackRock ETF Trust II | 437,676 | 22.7M $ | |
| 3 | Invesco QQQ Trust Series 1 | 29,667 | 17.1M $ | |
| 4 | SPDR Series Trust | 161,200 | 14.8M $ | |
| 5 | iShares Trust | 146,217 | 14.7M $ | |
| 6 | Vanguard Value ETF | 45,044 | 8.8M $ | |
| 7 | J P Morgan Exchange Traded Fund Trust | 106,590 | 6M $ | |
| 8 | Tidal Trust I | 205,405 | 4.9M $ | |
| 9 | Select Sector Spdr Trust | 24,830 | 4M $ | |
| 10 | Tesla Inc | 10,604 | 3.9M $ | |
| 11 | SELECT SECTOR SPDR TRUST (THE) | 27,708 | 3.7M $ | |
| 12 | Select Sector Spdr Trust | 72,540 | 3.6M $ | |
| 13 | First Trust NASDAQ Cybersecuri | 52,406 | 3.3M $ | |
| 14 | Deere & Co | 5,573 | 3.1M $ | |
| 15 | Alphabet Inc | 10,428 | 3M $ | |
| 16 | Bank of New York Mellon Corp/The | 25,215 | 3M $ | |
| 17 | GE Vernova Inc | 3,408 | 3M $ | |
| 18 | Apple Inc | 11,654 | 3M $ | |
| 19 | Chevron Corp | 14,181 | 2.9M $ | |
| 20 | Quanta Services Inc | 5,324 | 2.9M $ | |
| 21 | NVIDIA Corp | 16,461 | 2.9M $ | |
| 22 | Amazon.com Inc | 13,720 | 2.9M $ | |
| 23 | SPDR Series Trust | 36,810 | 2.8M $ | |
| 24 | JPMorgan Chase & Co | 9,505 | 2.8M $ | |
| 25 | Caterpillar Inc | 3,927 | 2.8M $ | |
| 26 | Costco Wholesale Corp | 2,788 | 2.8M $ | |
| 27 | Goldman Sachs Group Inc/The | 3,272 | 2.8M $ | |
| 28 | ONEOK Inc | 30,504 | 2.8M $ | |
| 29 | TJX Cos Inc/The | 17,123 | 2.7M $ | |
| 30 | Air Products and Chemicals Inc | 9,352 | 2.7M $ | |
| 31 | PNC Financial Services Group Inc/The | 12,959 | 2.7M $ | |
| 32 | Advanced Micro Devices Inc | 13,141 | 2.7M $ | |
| 33 | Netflix Inc | 27,301 | 2.6M $ | |
| 34 | Monster Beverage Corp | 35,937 | 2.6M $ | |
| 35 | KLA Corp | 1,767 | 2.6M $ | |
| 36 | Palantir Technologies Inc | 17,360 | 2.5M $ | |
| 37 | Arista Networks Inc | 20,465 | 2.5M $ | |
| 38 | General Electric Co | 8,714 | 2.5M $ | |
| 39 | Amgen Inc | 6,987 | 2.5M $ | |
| 40 | Microsoft Corp | 6,549 | 2.4M $ | |
| 41 | Union Pacific Corp | 9,948 | 2.4M $ | |
| 42 | American Express Co | 7,889 | 2.4M $ | |
| 43 | Vistra Corp | 15,694 | 2.4M $ | |
| 44 | Packaging Corp of America | 11,039 | 2.3M $ | |
| 45 | Meta Platforms Inc | 4,037 | 2.3M $ | |
| 46 | Northrop Grumman Corp | 3,357 | 2.3M $ | |
| 47 | Texas Pacific Land Corp | 4,784 | 2.3M $ | |
| 48 | PPG Industries Inc | 21,176 | 2.3M $ | |
| 49 | Cadence Design Systems Inc | 8,107 | 2.3M $ | |
| 50 | Broadcom Inc | 7,268 | 2.2M $ | |
| 51 | Robinhood Markets Inc | 30,197 | 2.1M $ | |
| 52 | Strategy Inc | 16,264 | 2M $ | |
| 53 | WisdomTree Trust | 21,147 | 1.9M $ | |
| 54 | Wells Fargo & Co | 16,750 | 1.3M $ | |
| 55 | Pacer Funds Trust | 19,925 | 1.2M $ | |
| 56 | Walmart Inc | 9,102 | 1.1M $ | |
| 57 | Lockheed Martin Corp | 1,235 | 746.7K $ | |
| 58 | Principal Financial Group Inc | 7,625 | 687K $ | |
| 59 | iShares Bitcoin Trust ETF | 9,070 | 348.5K $ | |
| 60 | Vanguard Total Bond Market ETF | 4,286 | 315.6K $ | |
| 61 | Berkshire Hathaway Inc | 553 | 265K $ | |
| 62 | Merck & Co Inc | 2,070 | 248.9K $ | |
| 63 | iShares Ethereum Trust ETF | 13,677 | 216.5K $ | |
| 64 | Palo Alto Networks Inc | 1,286 | 206.2K $ | |