Vivid Wealth Management, LLC has released its quarterly holdings report, detailing a total value of approximately $279.8 million as of September 30, 2026. This filing, submitted on October 27, 2026, provides insights into the firm’s investment strategies and portfolio management.

Company Background

Vivid Wealth Management, LLC is based in West Des Moines, Iowa, and operates under the Central Index Key (CIK) number 0002007281. The firm is categorized as an investment management entity, focusing on providing financial services to its clients. The latest filing is part of a series of reports that Vivid has submitted, including previous 13F-HR forms in 2026.

What the Filing Says

The recent SEC filing indicates that Vivid Wealth Management holds a total of 73 different securities, with a combined value of $279,843,573. Notable investments include significant positions in companies like Apple Inc., Amazon.com Inc., and Nvidia Corporation. The firm has opted for sole investment discretion on all reported shares, suggesting a focused and independent investment strategy.

Impact

This filing could have implications for various stakeholders, including investors and competitors within the financial services industry. Vivid's strategic choices may influence market sentiment and investment trends, particularly among firms that monitor competitor activity closely.

What's Next

The filing does not specify what actions Vivid Wealth Management plans to take next regarding its portfolio or future filings.