Verger Capital Management LLC Portfolio Holdings

Verger Capital Management LLC

  • $227 Million
  • Q1 2025

Verger Capital Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $42.2M, Spdr S&P 500 ETF Trust with a value of $35.6M, Ishares Msci Acwi ETF with a value of $33.9M, Ishares Core S&P 500 ETF with a value of $25.9M, and Ishares Tr Msci Eafe ETF with a value of $22.9M.

Examining the 13F form we can see an increase of $26.7M in the current position value, from $201M to 227M.

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

Portfolio value $227 Million
ETFs: $227 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $227 Million
  • Prior Value $201 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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