Vci Wealth Management LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $286 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $26.6B, Microsoft Corp with a value of $14.1B, Vanguard Ftse Developed Market with a value of $13.8B, Jp Morgan ETF Tr Ultra Short I with a value of $13.3B, and Nvidia Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $47.3B in the current position value, from $238B to 286B.

Vci Wealth Management LLC is based out at St Louis, MO

Below you can find more details about Vci Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $286 Billion
ETFs: $123 Billion
Technology: $59.6 Billion
Financial Services: $18.4 Billion
Consumer Cyclical: $16.6 Billion
Communication Services: $15.6 Billion
Healthcare: $14.4 Billion
Industrials: $10.8 Billion
Consumer Defensive: $7.11 Billion
Other: $12.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $286 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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