VCI Wealth Management LLC 13F Holdings · Q2 2026
VCI Wealth Management LLC reported 99 securities worth $398.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (8.62%), IAU (6.58%), NVDA (5.36%). Among its top 25 positions this quarter: 2 new, 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $34.4M | 8.62% | 482,387 | Added |
| 2 | IAU | ISHARES GOLD TR | $26.2M | 6.58% | 347,507 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $21.4M | 5.36% | 106,965 | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $17.3M | 4.34% | 342,342 | Trimmed |
| 5 | AAPL | APPLE INC | $17.1M | 4.29% | 59,098 | Added |
| 6 | GOOG | ALPHABET INC | $14.2M | 3.57% | 40,272 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $13.6M | 3.40% | 36,329 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $12.0M | 3.00% | 200,329 | Added |
| 9 | BSV | VANGUARD BD INDEX FDS | $10.5M | 2.64% | 134,999 | Trimmed |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $10.3M | 2.59% | 220,560 | Trimmed |
| 11 | SCHP | SCHWAB STRATEGIC TR | $10.3M | 2.58% | 388,909 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $10.0M | 2.51% | 41,935 | Added |
| 13 | BIV | VANGUARD BD INDEX FDS | $9.6M | 2.40% | 124,582 | Trimmed |
| 14 | IBIT | ISHARES BITCOIN TRUST ETF | $8.3M | 2.07% | 247,831 | Added |
| 15 | AVGO | BROADCOM INC | $8.0M | 2.00% | 21,137 | Added |
| 16 | COMT | ISHARES U S ETF TR | $6.8M | 1.70% | 222,780 | Trimmed |
| 17 | LRCX | LAM RESEARCH CORP | $6.5M | 1.64% | 15,086 | New |
| 18 | META | META PLATFORMS INC | $6.5M | 1.63% | 11,562 | Added |
| 19 | AME | AMETEK INC | $6.0M | 1.51% | 24,822 | Added |
| 20 | APH | AMPHENOL CORP | $5.7M | 1.42% | 32,153 | New |
| 21 | TSLA | TESLA INC | $5.0M | 1.25% | 11,895 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.22% | 14,902 | Added |
| 23 | MS | MORGAN STANLEY | $4.7M | 1.17% | 22,306 | Added |
| 24 | INTC | INTEL CORP | $4.6M | 1.16% | 33,032 | Added |
| 25 | V | VISA INC | $4.4M | 1.10% | 12,741 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR