Notify me when Vivid Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 64 | $257,300,648 | +$23,031,063 | -$15,415,015 | +$7,616,048 | IVV, BINC, QQQ, SGOV, BIL | 13F-HR | 30 Jan 2026, 08:58 |
| Q3 2025 | 67 | $251,587,032 | +$34,377,055 | -$28,328,411 | +$6,048,644 | IVV, BINC, QQQ, SGOV, BIL | 13F-HR | 27 Oct 2025, 13:02 |
| Q2 2025 | 62 | $227,540,287 | +$24,541,764 | -$26,263,266 | -$1,721,502 | IVV, QQQ, BINC, BIL, SGOV | 13F-HR | 24 Jul 2025, 08:50 |
| Q1 2025 | 61 | $199,775,543 | +$33,463,994 | -$22,311,285 | +$11,152,709 | IVV, QQQ, BIL, SGOV, VTV | 13F-HR | 17 Apr 2025, 16:19 |
| Q4 2024 | 60 | $197,533,440 | +$24,139,599 | -$24,630,004 | -$490,405 | IVV, QQQ, SGOV, BIL, VTV | 13F-HR | 30 Jan 2025, 15:21 |
| Q3 2024 | 60 | $191,446,865 | +$27,739,203 | -$21,599,326 | +$6,139,877 | IVV, QQQ, BIL, SGOV, VTV | 13F-HR | 24 Oct 2024, 14:53 |
| Q2 2024 | 70 | $178,582,879 | +$52,227,357 | -$37,628,270 | +$14,599,087 | IVV, QQQ, BIL, SGOV, VTV | 13F-HR | 25 Jul 2024, 10:24 |
| Q1 2024 | 71 | $159,909,008 | +$2,147,076 | -$1,663,202 | +$483,874 | IVV, QQQ, BIL, SGOV, XLK | 13F-HR | 15 Apr 2024, 10:17 |
| Q4 2023 | 69 | $147,135,444 | $0 | IVV, QQQ, BIL, SGOV, XLK | 13F-HR | 26 Jan 2024, 12:55 |