Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Verde Capital Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Verde Capital Management (CIK 1802891) reported $467.7M across 69 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESGV ($68.2M, 14.58%), MOAT ($63.7M, 13.61%), FNDF ($48.6M, 10.38%), QQQM ($39.4M, 8.43%), HEFA ($35.3M, 7.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ESGVVANGUARD WORLD FD$68.2M14.58%607,144Trimmed
2MOATVANECK ETF TRUST$63.7M13.61%658,249Added
3FNDFSCHWAB STRATEGIC TR$48.6M10.38%992,254Added
4QQQMINVESCO EXCH TRADED FD TR II$39.4M8.43%165,987Added
5HEFAISHARES TR$35.3M7.56%831,540Added
6IJHISHARES TR$33.4M7.14%494,590Added
7BIVVANGUARD BD INDEX FDS$10.9M2.33%140,901Added
8NVDANVIDIA CORPORATION$10.5M2.25%60,353Added
9IBITISHARES BITCOIN TRUST ETF$10.1M2.16%262,459Added
10ILTBISHARES TR$8.6M1.83%174,574Trimmed
11TSLATESLA INC$8.0M1.72%21,616Trimmed
12QQQINVESCO QQQ TR$7.9M1.69%13,670Trimmed
13GOOGALPHABET INC$6.5M1.39%22,737Trimmed
14IMCGISHARES TR$6.1M1.31%77,518Added
15NFLXNETFLIX INC$5.8M1.23%59,807Added
16VCITVANGUARD SCOTTSDALE FDS$5.4M1.16%65,473Trimmed
17PLTRPALANTIR TECHNOLOGIES INC$5.0M1.08%34,419Added
18AMZNAMAZON COM INC$5.0M1.07%24,069Added
19IJRISHARES TR$4.8M1.03%38,807Trimmed
20SCHPSCHWAB STRATEGIC TR$4.7M1.01%178,212Trimmed
21SPOTSPOTIFY TECHNOLOGY S A$4.5M0.97%9,312Added
22PGRPROGRESSIVE CORP$4.0M0.86%20,173Added
23ORLYOREILLY AUTOMOTIVE INC$4.0M0.86%43,621Added
24AAPLAPPLE INC$3.8M0.82%15,126Added
25VWOBVANGUARD WHITEHALL FDS$3.5M0.76%53,762Trimmed

Source: SEC Form 13F filings · as of 2026-03-31