VCI Wealth Management LLC Portfolio Holdings - 13F Filings | 13F Fund Database
VCI Wealth Management LLC 13F Holdings
CIK 0002009388
As of Sep 30, 2025, VCI Wealth Management LLC reported
115 positions worth $329.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES GOLD TRUST | IAU | — | 444,351 | $32.3M | 9.81% |
| MICROSOFT CORP | MSFT | Technology | 31,377 |
|
6.3M4.93% |
| NVIDIA CORP | NVDA | Technology | 86,195 |
6.1M | 4.88% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 262,045 |
5.7M | 4.76% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 279,248 |
4.2M | 4.30% |
| APPLE INC | AAPL | Technology | 54,340 |
3.8M | 4.20% |
| ALPHABET INC | GOOG | Equity | 38,993 | $9.5M | 2.88% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 185,140 | $8.7M | 2.64% |
| SCHWAB US TIPS ETF | SCHP | — | 321,960 | $8.7M | 2.63% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 108,612 | $8.6M | 2.60% |
| AMAZON.COM INC | AMZN | Equity | 38,745 | $8.5M | 2.58% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 130,246 | $8.5M | 2.57% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 103,277 | $8.1M | 2.45% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 104,074 | $5.6M | 1.71% |
| ISHARES U S ETF TR | COMT | — | 208,379 | $5.6M | 1.70% |
| META PLATFORMS INC | META | Communication Services | 7,548 | $5.5M | 1.68% |
| BROADCOM INC | AVGO | Technology | 15,833 | $5.2M | 1.58% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 14,861 | $4.7M | 1.42% |
| VISA INC-CLASS A SHARES | V | Financial Services | 11,772 | $4.0M | 1.22% |
| TESLA INC | TSLA | Consumer Cyclical | 8,751 | $3.9M | 1.18% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 60,838 | $3.3M | 0.99% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,512 | $3.3M | 0.99% |
| WALMART INC | WMT | Consumer Defensive | 30,892 | $3.2M | 0.97% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 6,160 | $3.1M | 0.93% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 16,184 | $3.0M | 0.91% |