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.
Vericrest Private Wealth (CIK 1912300) reported $111.5M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($23.5M, 21.06%), AGG ($8.1M, 7.22%), IEFA ($7.4M, 6.68%), AAPL ($6.2M, 5.52%), MTGP ($6.1M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.5M | 21.06% | 35,947 | Added |
| 2 | AGG | ISHARES TR | $8.1M | 7.22% | 81,112 | Added |
| 3 | IEFA | ISHARES TR | $7.4M | 6.68% | 82,224 | Added |
| 4 | AAPL | APPLE INC | $6.2M | 5.52% | 24,270 | Trimmed |
| 5 | MTGP | WISDOMTREE TR | $6.1M | 5.44% | 137,147 | Added |
| 6 | QGRW | WISDOMTREE TR | $5.9M | 5.27% | 110,009 | Added |
| 7 | IEMG | ISHARES INC | $5.1M | 4.61% | 73,634 | Trimmed |
| 8 | IJR | ISHARES TR | $4.2M | 3.79% | 33,978 | Added |
| 9 | ITOT | ISHARES TR | $4.1M | 3.70% | 28,961 | Added |
| 10 | IJH | ISHARES TR | $3.9M | 3.51% | 57,983 | Added |
| 11 | DDWM | WISDOMTREE TR | $3.7M | 3.31% | 83,537 | Added |
| 12 | WTV | WISDOMTREE TR | $3.3M | 3.00% | 35,283 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.98% | 5,105 | Trimmed |
| 14 | LQD | ISHARES TR | $2.9M | 2.62% | 26,758 | Added |
| 15 | META | META PLATFORMS INC | $2.5M | 2.22% | 4,317 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $2.4M | 2.19% | 14,002 | Hold |
| 17 | MSFT | MICROSOFT CORP | $1.7M | 1.50% | 4,529 | Trimmed |
| 18 | SPDW | SPDR INDEX SHS FDS | $1.6M | 1.47% | 35,864 | Trimmed |
| 19 | MUB | ISHARES TR | $1.6M | 1.40% | 14,710 | Trimmed |
| 20 | UPS | UNITED PARCEL SVCS INC | $1.4M | 1.27% | 14,397 | Hold |
| 21 | GLD | SPDR GOLD TR | $1.3M | 1.18% | 3,056 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $1.3M | 1.16% | 4,407 | Hold |
| 23 | USFR | WISDOMTREE TR | $1.2M | 1.10% | 24,464 | Added |
| 24 | FLOT | ISHARES TR | $1.1M | 1.03% | 22,547 | Trimmed |
| 25 | HYG | ISHARES TR | $1.1M | 0.99% | 13,884 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31