Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VCI Wealth Management LLC (CIK 2009388) reported $360.8M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($28.9M, 8.01%), IAU ($28.0M, 7.77%), JPST ($17.5M, 4.85%), NVDA ($16.6M, 4.59%), AAPL ($14.6M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $28.9M | 8.01% | 450,867 | Added |
| 2 | IAU | ISHARES GOLD TR | $28.0M | 7.77% | 318,108 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $17.5M | 4.85% | 345,750 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $16.6M | 4.59% | 95,023 | Trimmed |
| 5 | AAPL | APPLE INC | $14.6M | 4.03% | 57,355 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $12.8M | 3.55% | 34,632 | Trimmed |
| 7 | GOOG | ALPHABET INC | $11.7M | 3.23% | 40,680 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $10.6M | 2.95% | 135,800 | Added |
| 9 | SCHP | SCHWAB STRATEGIC TR | $10.4M | 2.89% | 391,470 | Added |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $10.4M | 2.89% | 221,809 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $10.2M | 2.83% | 188,570 | Added |
| 12 | BIV | VANGUARD BD INDEX FDS | $9.6M | 2.67% | 124,874 | Added |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | $9.0M | 2.51% | 235,487 | Added |
| 14 | AMZN | AMAZON COM INC | $7.9M | 2.18% | 37,815 | Trimmed |
| 15 | COMT | ISHARES U S ETF TR | $7.7M | 2.12% | 226,428 | Trimmed |
| 16 | AVGO | BROADCOM INC | $6.1M | 1.69% | 19,718 | Added |
| 17 | META | META PLATFORMS INC | $5.0M | 1.38% | 8,687 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.18% | 14,447 | Trimmed |
| 19 | TSLA | TESLA INC | $4.1M | 1.13% | 11,012 | Added |
| 20 | XOM | EXXON MOBIL CORP | $3.9M | 1.07% | 22,784 | Trimmed |
| 21 | V | VISA INC | $3.7M | 1.04% | 12,361 | Trimmed |
| 22 | MRK | MERCK & CO INC | $3.4M | 0.95% | 28,535 | Added |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $3.4M | 0.95% | 71,645 | Added |
| 24 | WMT | WALMART INC | $3.2M | 0.88% | 25,650 | Trimmed |
| 25 | RTX | RTX CORPORATION | $3.0M | 0.82% | 15,421 | New |
Source: SEC Form 13F filings · as of 2026-03-31