Viable Planning, LLC reported 15 positions worth $4.30M for the quarter ended Jun 30, 2026. Its largest holding is Nvidia Corp at 20.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 4,422 | $873.60K | 20.31% | – | – | – | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,588 | $467.43K | 10.87% | – | – | – | 0% |
| 3 | WKC World Kinect Corp | Energy | 9,777 | $328.31K | 7.63% | – | – | – | 0.02% |
| 4 | ASML Asml Holding Nv | Technology | 164 | $302.26K | 7.03% | – | – | – | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 728 | $263.02K | 6.12% | – | – | – | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,041 | $251.61K | 5.85% | – | – | – | 0% |
| 7 | UNH Unitedhealth Group Inc | Healthcare | 586 | $250.07K | 5.81% | – | – | – | 0% |
| 8 | MSFT Microsoft Corp | Technology | 634 | $243.78K | 5.67% | – | – | – | 0% |
| 9 | TXN Texas Instruments Inc | Technology | 790 | $235.63K | 5.48% | – | – | – | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 367 | $225.08K | 5.23% | – | – | – | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 575 | $212.22K | 4.93% | – | – | – | 0% |
| 12 | SPH Suburban Propane Partners Lp | Energy | 12.2K | $211.74K | 4.92% | – | – | – | 0.02% |
| 13 | KO Coca Cola Co | Consumer Staples | 2,573 | $209.14K | 4.86% | – | – | – | 0% |
| 14 | SAN Banco Santander, S.A. | Financial Services | 11.7K | $161.69K | 3.76% | – | – | – | 0% |
| 15 | LYG Lloyds Banking Group plc | Financial Services | 11.0K | $64.91K | 1.51% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Viable Planning.
As of its Q2 2026 13F filing, Viable Planning, LLC’s five largest positions were Nvidia Corp (NVDA) at 20.3%, Apple Inc. (AAPL) at 10.9%, World Kinect Corp (WKC) at 7.6%, Asml Holding Nv (ASML) at 7.0%, Alphabet Inc. (GOOGL) at 6.1% of the reported portfolio.
Viable Planning, LLC reported a 13F portfolio worth $4.30M across 15 positions for Q2 2026.
From the Form 13F-HR reports Viable Planning, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.