account_balance

Investment manager · 13F filer · SEC CIK 2007281

Vivid Wealth Management, LLC

Reported value$280Mas of Sep 30, 2026
Positions73 1 new, 1 sold out
Top 10 weight48.7%IVV alone is 11%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.0% Held
BINC BlackRock ETF Trust II 8.2% Held
QQQ Invesco QQQ Tr 7.5% Trimmed −2%
SGOV iShares Tr 5.4% Held
BIL SPDR Series Trust 5.4% Held
VTV Vanguard Index FDS 3.4% Held
JEPI J P Morgan Exchange Traded F 2.2% Held
GRNY Tidal Trust I 2.1% Held
CIBR First Tr Exchange-Traded Fd 1.8% Trimmed −5%
XLK Select Sector SPDR Tr 1.7% Trimmed −3%
XLI Select Sector SPDR Tr 1.5% Held
XLF Select Sector SPDR Tr 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed
  • NOW −5%
  • CIBR −5%
  • ANET −4%
  • XLK −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast