Verde Capital Management Portfolio Holdings

Verde Capital Management

  • $383 Million
  • Q2 2025

Verde Capital Management has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $383 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $63.7M, Vaneck Morningstar Wide Moat E with a value of $50.5M, Schwab Fundamental Intl Large with a value of $34.1M, Invesco Exchange Traded Fd Tr with a value of $33.9M, and Ishares Core S&P Mid Cap ETF with a value of $28M.

Examining the 13F form we can see an increase of $45.9M in the current position value, from $337M to 383M.

Below you can find more details about Verde Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $383 Million
ETFs: $302 Million
Consumer Cyclical: $24.7 Million
Technology: $18.2 Million
Communication Services: $17.6 Million
Real Estate: $8.79 Million
Financial Services: $4.49 Million
Healthcare: $3.61 Million
Industrials: $3.1 Million
Other: $301,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.7 Million 16.63% of portfolio
580,684
Q2 2025 Added 3.9%
$0
$50.5 Million 13.18% of portfolio
587,865
Q2 2025 Added 5.08%
$0
$34.1 Million 8.9% of portfolio
851,907
Q2 2025 Added 4.49%
$0
$33.9 Million 8.87% of portfolio
149,468
Q2 2025 Added 1.97%
$0
$28 Million 7.31% of portfolio
451,068
Q2 2025 Added 5.19%
$0
$25 Million 6.54% of portfolio
659,822
Q2 2025 Added 8.66%
$427B
$9.2 Million 2.4% of portfolio
58,234
Q2 2025 Added 4.07%
$0
$9.12 Million 2.38% of portfolio
117,968
Q2 2025 Added 5.44%
$0
$8.59 Million 2.24% of portfolio
15,570
Q2 2025 Reduced 5.43%
$0
$8.31 Million 2.17% of portfolio
169,463
Q2 2025 Added 1.67%
$0
$7.29 Million 1.9% of portfolio
87,906
Q2 2025 Reduced 8.45%
$1.04T
$6.97 Million 1.82% of portfolio
21,953
Q2 2025 Added 5.45%
$549B
$6.73 Million 1.76% of portfolio
5,027
Q2 2025 Added 2.24%
$137B
$6.63 Million 1.73% of portfolio
8,645
Q2 2025 Added 0.8%
$0
$5.12 Million 1.34% of portfolio
63,803
Q2 2025 Added 7.71%
$0
$4.67 Million 1.22% of portfolio
42,765
Q2 2025 Reduced 3.75%
$0
$4.36 Million 1.14% of portfolio
163,330
Q2 2025 Added 7.96%
$5.91B
$3.78 Million 0.99% of portfolio
41,983
Q2 2025 Added 1,524.1%
$1.16T
$3.66 Million 0.96% of portfolio
20,650
Q2 2025 Added 5.0%
$2.34T
$3.66 Million 0.96% of portfolio
16,699
Q2 2025 Added 6.45%
$70.8B
$3.56 Million 0.93% of portfolio
959
Q2 2025 Added 5.27%
$0
$3.36 Million 0.88% of portfolio
53,845
Q2 2025 Added 3.77%
$0
$3.19 Million 0.83% of portfolio
122,507
Q2 2025 Added 14.15%
$22.5B
$3.1 Million 0.81% of portfolio
13,895
Q2 2025 Added 5.83%
$55.1B
$3.07 Million 0.8% of portfolio
23,225
Q2 2025 Added 5.04%
$147B
$2.96 Million 0.77% of portfolio
42,837
Q2 2025 Added 15.16%
$74.3B
$2.54 Million 0.66% of portfolio
16,495
Q2 2025 Added 2.64%
$143B
$2.51 Million 0.65% of portfolio
9,394
Q2 2025 Added 9.31%
$262B
$2.47 Million 0.64% of portfolio
9,051
Q2 2025 Added 7.28%
$3.8T
$2.18 Million 0.57% of portfolio
4,387
Q2 2025 Added 6.12%
$71.9B
$2.2 Million 0.57% of portfolio
2,761
Q2 2025 Added 12.33%
$105B
$2.16 Million 0.56% of portfolio
9,752
Q2 2025 Added 2.43%
$0
$2.04 Million 0.53% of portfolio
15,838
Q2 2025 Reduced 2.12%
$1.45B
$2.01 Million 0.53% of portfolio
35,878
Q2 2025 Added 6.09%
$99.6B
$1.9 Million 0.5% of portfolio
18,056
Q2 2025 Added 6.78%
$574B
$1.45 Million 0.38% of portfolio
4,081
Q2 2025 Added 6.8%
$3.41T
$1.4 Million 0.37% of portfolio
6,838
Q2 2025 Added 2.66%
$215B
$1.39 Million 0.36% of portfolio
1,762
Q2 2025 Added 8.03%
$0
$1.29 Million 0.34% of portfolio
28,010
Q2 2025 Added 6.57%
$0
$1.25 Million 0.33% of portfolio
13,997
Q2 2025 Added 6.95%
$166B
$1.21 Million 0.32% of portfolio
6,602
Q2 2025 Added 13.91%
$145B
$1.18 Million 0.31% of portfolio
9,552
Q2 2025 Added 6.63%
$0
$1.18 Million 0.31% of portfolio
59,618
Q2 2025 Added 2.79%
$0
$848,000 0.22% of portfolio
17,131
Q2 2025 Reduced 4.29%
$218B
$493,000 0.13% of portfolio
1,690
Q2 2025 Added 2.36%
$0
$452,000 0.12% of portfolio
1,032
Q2 2025 Added 17.81%
$147B
$443,000 0.12% of portfolio
1,122
Q2 2025 Added 1.54%
$0
$373,000 0.1% of portfolio
602
Q2 2025 Reduced 6.08%
$0
$391,000 0.1% of portfolio
633
Q2 2025 Added 21.03%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $383 Million
  • Prior Value $337 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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