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VCI Wealth Management LLC

Updated 7 days ago

Managed by Vci Wealth Management Llc • Latest filing Q3 2026

Portfolio value
$418.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$359.7M
Q1 2026$360.8M
Q2 2026$398.9M
Q3 2026$418.5M

Top holdings

102 positions as of Q3 2026

View filing
V

VANGUARD TAX-MANAGED FDS

Value
$35.6M
Shares
504.3K
% Port
8.51%
I

ISHARES GOLD TR

Value
$29.4M
Shares
375.9K
% Port
7.01%
N

NVIDIA CORPORATION

Value
$21.3M
Shares
93.2K
% Port
5.08%
A

APPLE INC

Value
$19.2M
Shares
57.7K
% Port
4.59%
M

MICROSOFT CORP

Value
$17.9M
Shares
34.8K
% Port
4.27%
J

J P MORGAN EXCHANGE TRADED F

Value
$16M
Shares
318.2K
% Port
3.83%
G

ALPHABET INC

Value
$14.5M
Shares
42.5K
% Port
3.46%
V

VANGUARD INTL EQUITY INDEX F

Value
$12.5M
Shares
209.9K
% Port
2.98%
I

ISHARES BITCOIN TRUST ETF

Value
$12.1M
Shares
255.7K
% Port
2.89%
A

AMAZON COM INC

Value
$10.1M
Shares
40.4K
% Port
2.40%
V

VANGUARD BD INDEX FDS

Value
$9.6M
Shares
126.1K
% Port
2.30%
S

SCHWAB STRATEGIC TR

Value
$9.2M
Shares
365.3K
% Port
2.19%
V

VANGUARD SCOTTSDALE FDS

Value
$9.2M
Shares
206.5K
% Port
2.19%
V

VANGUARD BD INDEX FDS

Value
$8.5M
Shares
116.9K
% Port
2.04%
A

BROADCOM INC

Value
$8M
Shares
22.9K
% Port
1.92%
E

ISHARES U S ETF TR

Value
$7.8M
Shares
211.5K
% Port
1.86%
M

META PLATFORMS INC

Value
$7.7M
Shares
10.6K
% Port
1.83%
L

LAM RESEARCH CORP

Value
$5.3M
Shares
16.0K
% Port
1.25%
J

JOHNSON & JOHNSON

Value
$5.1M
Shares
19.1K
% Port
1.21%
J

JOHNSON CONTROLS INTERNATION

Value
$4.9M
Shares
32.9K
% Port
1.17%

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