Vci Wealth Management LLC Top Holdings and 13F Report (2025) About Vci Wealth Management LLCInvestment ActivityVci Wealth Management LLC has $329.76 million in total holdings as of September 30, 2025.Vci Wealth Management LLC owns shares of 115 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 22.76% of the portfolio was purchased this quarter.About 15.85% of the portfolio was sold this quarter.This quarter, Vci Wealth Management LLC has purchased 103 new stocks and bought additional shares in 46 stocks.Vci Wealth Management LLC sold shares of 27 stocks and completely divested from 30 stocks this quarter.Largest Holdings iShares Gold Trust $32,335,422Microsoft $16,251,937NVIDIA $16,082,266Vanguard FTSE Developed Markets ETF $15,701,736JPMorgan Ultra-Short Income ETF $14,166,267 Largest New Holdings this Quarter 92826C839 - Visa $4,018,725 Holding084670702 - Berkshire Hathaway $3,273,843 Holding539830109 - Lockheed Martin $3,075,134 Holding46120E602 - Intuitive Surgical $2,955,296 Holding29530P102 - Erie Indemnity $2,104,628 Holding Largest Purchases this Quarter Visa 11,772 shares (about $4.02M)Berkshire Hathaway 6,512 shares (about $3.27M)Lockheed Martin 6,160 shares (about $3.08M)Intuitive Surgical 6,608 shares (about $2.96M)Erie Indemnity 6,615 shares (about $2.10M) Largest Sales this Quarter Technology Select Sector SPDR Fund 4,056 shares (about $1.14M)Prudential Financial 9,276 shares (about $962.29K)Amphenol 6,999 shares (about $866.14K)Sempra Energy 7,786 shares (about $700.58K)Fidelity MSCI Communication Services Index ETF 8,426 shares (about $597.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVci Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$32,335,422$1,303,675 ▲4.2%444,3519.8%FinanceMSFTMicrosoft$16,251,937$1,613,436 ▲11.0%31,3774.9%Computer and TechnologyNVDANVIDIA$16,082,266$1,214,076 ▲8.2%86,1954.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$15,701,736$1,202,894 ▲8.3%262,0454.8%ETFJPSTJPMorgan Ultra-Short Income ETF$14,166,267$876,717 ▲6.6%279,2484.3%ETFAAPLApple$13,836,699$51,690 ▲0.4%54,3404.2%Computer and TechnologyGOOGAlphabet$9,496,798$181,446 ▲1.9%38,9932.9%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$8,694,158$474,342 ▲5.8%185,1402.6%ETFSCHPSchwab U.S. TIPS ETF$8,676,830$471,113 ▲5.7%321,9602.6%ETFBSVVanguard Short-Term Bond ETF$8,570,573$581,803 ▲7.3%108,6122.6%ETFAMZNAmazon.com$8,507,240$996,848 ▲13.3%38,7452.6%Retail/WholesaleISHARES BITCOIN TRUST ETF$8,465,990$424,580 ▲5.3%130,2462.6%SHS BEN INTBIVVanguard Intermediate-Term Bond ETF$8,064,911$439,491 ▲5.8%103,2772.4%ETFVWOVanguard FTSE Emerging Markets ETF$5,638,728$448,068 ▲8.6%104,0741.7%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$5,594,963$355,654 ▲6.8%208,3791.7%ManufacturingMETAMeta Platforms$5,543,308$483,240 ▲9.6%7,5481.7%Computer and TechnologyAVGOBroadcom$5,223,465$219,390 ▲4.4%15,8331.6%Computer and TechnologyJPMJPMorgan Chase & Co.$4,687,465$957,617 ▲25.7%14,8611.4%FinanceVVisa$4,018,725$4,018,725 ▲New Holding11,7721.2%Business ServicesTSLATesla$3,891,745$446,054 ▲12.9%8,7511.2%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$3,277,343$1,051,058 ▲47.2%60,8381.0%ETFBRK.BBerkshire Hathaway$3,273,843$3,273,843 ▲New Holding6,5121.0%FinanceWMTWalmart$3,183,685$388,119 ▲13.9%30,8921.0%Retail/WholesaleLMTLockheed Martin$3,075,134$3,075,134 ▲New Holding6,1600.9%AerospaceJNJJohnson & Johnson$3,000,803$48,394 ▲1.6%16,1840.9%MedicalISRGIntuitive Surgical$2,955,296$2,955,296 ▲New Holding6,6080.9%MedicalBNDXVanguard Total International Bond ETF$2,855,147$177,315 ▲6.6%57,7260.9%ETFBACBank of America$2,760,684$591,944 ▲27.3%53,5120.8%FinanceORCLOracle$2,571,659$241,866 ▼-8.6%9,1440.8%Computer and TechnologyROKRockwell Automation$2,410,009$546,665 ▲29.3%6,8950.7%Computer and TechnologyGEGE Aerospace$2,219,923$290,575 ▼-11.6%7,3800.7%AerospaceERIEErie Indemnity$2,104,628$2,104,628 ▲New Holding6,6150.6%FinanceXOMExxon Mobil$2,072,304$259,658 ▼-11.1%18,3800.6%EnergyAPHAmphenol$1,973,466$866,137 ▼-30.5%15,9470.6%Computer and TechnologyACNAccenture$1,858,871$1,858,871 ▲New Holding7,5380.6%Computer and TechnologyTAT&T$1,829,557$341,648 ▲23.0%64,7860.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,823,111$1,143,250 ▼-38.5%6,4680.6%ETFCRMSalesforce$1,751,430$528,036 ▲43.2%7,3900.5%Computer and TechnologyGRMNGarmin$1,602,646$253,853 ▲18.8%6,5090.5%Computer and TechnologyPANWPalo Alto Networks$1,599,231$345,339 ▲27.5%7,8540.5%Computer and TechnologyCOFCapital One Financial$1,584,359$1,584,359 ▲New Holding7,4530.5%FinancePALANTIR TECHNOLOGIES INC$1,562,610$11,675 ▲0.8%8,5660.5%CL ARSGRepublic Services$1,558,858$260,919 ▲20.1%6,7930.5%Business ServicesICEIntercontinental Exchange$1,550,521$200,154 ▲14.8%9,2030.5%FinanceCVXChevron$1,540,011$154,669 ▼-9.1%9,9170.5%EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,508,729$1,508,729 ▲New Holding26,3810.5%ETFMRKMerck & Co., Inc.$1,489,102$163,078 ▲12.3%17,7420.5%MedicalFIDUFidelity MSCI Industrials Index ETF$1,482,328$269,507 ▼-15.4%18,0900.4%ETFDHRDanaher$1,478,227$78,709 ▲5.6%7,4560.4%MedicalPMPhilip Morris International$1,456,203$200,475 ▲16.0%8,9780.4%Consumer StaplesDISWalt Disney$1,451,556$1,451,556 ▲New Holding12,6770.4%Consumer DiscretionaryFHLCFidelity MSCI Health Care Index ETF$1,445,045$215,252 ▼-13.0%21,6100.4%ETFAEEAmeren$1,444,828$83,400 ▼-5.5%13,8420.4%UtilitiesINTCIntel$1,435,437$1,435,437 ▲New Holding42,7850.4%Computer and TechnologyBXBlackstone$1,430,185$227,060 ▼-13.7%8,3710.4%FinanceBABoeing$1,408,507$391,300 ▲38.5%6,5260.4%AerospaceKKRKKR & Co. Inc.$1,401,121$1,401,121 ▲New Holding10,7820.4%FinanceXLIIndustrial Select Sector SPDR Fund$1,399,946$251,395 ▼-15.2%9,0770.4%ETFORLYO'Reilly Automotive$1,378,782$1,378,782 ▲New Holding12,7890.4%Retail/WholesaleABTAbbott Laboratories$1,374,894$343,690 ▼-20.0%10,2650.4%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,355,224$1,355,224 ▲New Holding16,8040.4%ETFWABWabtec$1,353,573$1,353,573 ▲New Holding6,7520.4%TransportationJBLJabil$1,346,237$1,346,237 ▲New Holding6,1990.4%Computer and TechnologyTXNTexas Instruments$1,340,209$22,968 ▲1.7%7,2940.4%Computer and TechnologyUBERUber Technologies$1,311,916$1,311,916 ▲New Holding13,3910.4%Computer and TechnologyBSXBoston Scientific$1,257,963$1,257,963 ▲New Holding12,8850.4%MedicalMUMicron Technology$1,248,040$1,248,040 ▲New Holding7,4590.4%Computer and TechnologyVLOValero Energy$1,197,268$166,514 ▲16.2%7,0320.4%EnergyFTECFidelity MSCI Information Technology Index ETF$1,181,278$1,181,278 ▲New Holding5,3170.4%ETFXELXcel Energy$1,175,958$1,175,958 ▲New Holding14,5810.4%UtilitiesPGProcter & Gamble$1,170,966$1,170,966 ▲New Holding7,6210.4%Consumer StaplesCNCCentene$1,167,378$683,129 ▲141.1%32,7180.4%MedicalKOCocaCola$1,124,124$1,124,124 ▲New Holding16,9500.3%Consumer StaplesPEPPepsiCo$1,043,995$52,523 ▲5.3%7,4340.3%Consumer StaplesAAgilent Technologies$1,023,463$310,479 ▼-23.3%7,9740.3%MedicalDVADaVita$1,022,966$351,574 ▲52.4%7,6990.3%MedicalCVSCVS Health$1,019,509$319,129 ▼-23.8%13,5230.3%MedicalSRESempra Energy$997,698$700,584 ▼-41.3%11,0880.3%UtilitiesZTSZoetis$995,561$995,561 ▲New Holding6,8040.3%MedicalABNBAirbnb$994,915$994,915 ▲New Holding8,1940.3%Consumer DiscretionaryNTAPNetApp$977,295$977,295 ▲New Holding8,2500.3%Computer and TechnologyCBRECBRE Group$964,425$964,425 ▲New Holding6,1210.3%FinanceINCYIncyte$961,491$148,926 ▼-13.4%11,3370.3%MedicalSTLDSteel Dynamics$956,908$956,908 ▲New Holding6,8630.3%Basic MaterialsPSXPhillips 66$955,813$955,813 ▲New Holding7,0270.3%EnergyAREAlexandria Real Estate Equities$954,493$954,493 ▲New Holding11,4530.3%FinanceIRIngersoll Rand$947,486$947,486 ▲New Holding11,4680.3%IndustrialsFENYFidelity MSCI Energy Index ETF$944,489$62,320 ▼-6.2%38,2070.3%ETFNEENextEra Energy$938,643$938,643 ▲New Holding12,4340.3%UtilitiesALBAlbemarle$932,096$932,096 ▲New Holding11,4960.3%Basic MaterialsPRUPrudential Financial$922,041$962,292 ▼-51.1%8,8880.3%FinanceFCOMFidelity MSCI Communication Services Index ETF$921,404$597,994 ▼-39.4%12,9830.3%ETFEBAYeBay$905,589$905,589 ▲New Holding9,9570.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$898,641$169,652 ▼-15.9%6,4570.3%ETFELEstee Lauder Companies$886,223$26,172 ▲3.0%10,0570.3%Consumer StaplesREGRegency Centers$877,935$877,935 ▲New Holding12,0430.3%FinanceCMCSAComcast$869,109$70,381 ▼-7.5%27,6610.3%Consumer DiscretionaryUPSUnited Parcel Service$849,667$849,667 ▲New Holding10,1720.3%TransportationFISFidelity National Information Services$825,107$825,107 ▲New Holding12,5130.3%Business ServicesBLDRBuilders FirstSource$823,530$823,530 ▲New Holding6,7920.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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