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VCI Wealth Management LLC
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $418,515,426
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $35,611,745
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $29,355,213
- NVIDIA CORPORATION · COM · 67066G104 · shares: $21,274,739
- APPLE INC · COM · 037833100 · shares: $19,200,594
- MICROSOFT CORP · COM · 594918104 · shares: $17,854,697
- J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF · 46641Q837 · shares: $16,028,467
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $14,477,172
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $12,451,268
- ISHARES BITCOIN TRUST ETF · SHS BEN INT · 46438F101 · shares: $12,104,081
- AMAZON COM INC · COM · 023135106 · shares: $10,060,179
Reported holdings
102 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 3,349 shares | $269,895 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 5,498 shares | $216,846 |