Vci Wealth Management LLC Top Holdings and 13F Report (2026)

About Vci Wealth Management LLC

Investment Activity

Vci Wealth Management LLC has $360.76 million in total holdings as of March 31, 2026.
Vci Wealth Management LLC owns shares of 123 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 19.22% of the portfolio was purchased this quarter.
About 16.33% of the portfolio was sold this quarter.
This quarter, Vci Wealth Management LLC has purchased 109 new stocks and bought additional shares in 30 stocks.
Vci Wealth Management LLC sold shares of 65 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $28,891,577
iShares Gold Trust: $28,044,401
JPMorgan Ultra-Short Income ETF: $17,498,383
NVIDIA: $16,572,022
Apple: $14,556,107

Largest New Holdings this Quarter

75513E101 - RTX: $2,974,711 Holding
031100100 - AMETEK: $2,352,172 Holding
375558103 - Gilead Sciences: $2,185,740 Holding
872540109 - TJX Companies: $2,172,559 Holding
17275R102 - Cisco Systems: $2,056,106 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 171,140 shares (about $10.97M)
Vanguard FTSE Emerging Markets ETF: 75,733 shares (about $4.09M)
ISHARES BITCOIN TRUST ETF: 83,454 shares (about $3.21M)
RTX: 15,421 shares (about $2.97M)
AMETEK: 10,973 shares (about $2.35M)

Largest Sales this Quarter

iShares Gold Trust: 116,501 shares (about $10.27M)
Johnson & Johnson: 14,863 shares (about $3.63M)
Chevron: 6,229 shares (about $1.29M)
AT&T: 35,132 shares (about $1.02M)
ExxonMobil: 5,252 shares (about $891.04K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$28,891,577	$10,966,659 â–²	61.2%	450,867	8.0%	ETF
IAU iShares Gold Trust	$28,044,401	$10,270,728 â–¼	-26.8%	318,108	7.8%	Finance
JPST JPMorgan Ultra-Short Income ETF	$17,498,383	$1,947,926 â–²	12.5%	345,750	4.9%	ETF
NVDA NVIDIA	$16,572,022	$510,644 â–¼	-3.0%	95,023	4.6%	Computer and Technology
AAPL Apple	$14,556,107	$864,408 â–¼	-5.6%	57,355	4.0%	Computer and Technology
MSFT Microsoft	$12,819,563	$761,800 â–¼	-5.6%	34,632	3.6%	Computer and Technology
GOOG Alphabet	$11,669,585	$152,898 â–²	1.3%	40,680	3.2%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$10,648,108	$1,148,239 â–²	12.1%	135,800	3.0%	ETF
SCHP Schwab U.S. TIPS ETF	$10,417,022	$1,049,685 â–²	11.2%	391,470	2.9%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$10,413,925	$979,376 â–²	10.4%	221,809	2.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$10,192,191	$4,093,362 â–²	67.1%	188,570	2.8%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$9,637,788	$964,520 â–²	11.1%	124,874	2.7%	ETF
ISHARES BITCOIN TRUST ETF	$9,047,411	$3,206,303 â–²	54.9%	235,487	2.5%	SHS BEN INT
AMZN Amazon.com	$7,875,801	$457,782 â–¼	-5.5%	37,815	2.2%	Retail/Wholesale
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$7,655,516	$261,385 â–¼	-3.3%	226,428	2.1%	Manufacturing
AVGO Broadcom	$6,102,930	$265,560 â–²	4.5%	19,718	1.7%	Computer and Technology
META Meta Platforms	$4,970,244	$450,280 â–¼	-8.3%	8,687	1.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,249,639	$8,236 â–¼	-0.2%	14,447	1.2%	Finance
TSLA Tesla	$4,093,711	$5,948 â–²	0.1%	11,012	1.1%	Auto/Tires/Trucks
XOM ExxonMobil	$3,865,489	$891,044 â–¼	-18.7%	22,784	1.1%	Energy
V Visa	$3,736,031	$579,703 â–¼	-13.4%	12,361	1.0%	Business Services
BNDX Vanguard Total International Bond ETF	$3,442,543	$382,334 â–²	12.5%	71,645	1.0%	ETF
MRK Merck & Co., Inc.	$3,432,444	$552,968 â–²	19.2%	28,535	1.0%	Medical
WALMART INC	$3,187,732	$215,747 â–¼	-6.3%	25,650	0.9%	COM
RTX RTX	$2,974,711	$2,974,711 â–²	New Holding	15,421	0.8%	Aerospace
ROK Rockwell Automation	$2,924,881	$112,689 â–¼	-3.7%	8,150	0.8%	Computer and Technology
MAR Marriott International	$2,869,390	$43,500 â–¼	-1.5%	8,773	0.8%	Consumer Discretionary
ELV Elevance Health	$2,680,726	$43,327 â–¼	-1.6%	9,157	0.7%	Medical
AME AMETEK	$2,352,172	$2,352,172 â–²	New Holding	10,973	0.7%	Computer and Technology
CVX Chevron	$2,299,098	$1,288,794 â–¼	-35.9%	11,112	0.6%	Energy
GILD Gilead Sciences	$2,185,740	$2,185,740 â–²	New Holding	15,683	0.6%	Medical
TJX TJX Companies	$2,172,559	$2,172,559 â–²	New Holding	13,604	0.6%	Retail/Wholesale
KO CocaCola	$2,148,108	$498,812 â–²	30.2%	28,246	0.6%	Consumer Staples
CSCO Cisco Systems	$2,056,106	$2,056,106 â–²	New Holding	26,500	0.6%	Computer and Technology
MS Morgan Stanley	$2,033,921	$2,033,921 â–²	New Holding	12,359	0.6%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$2,011,596	$1,034,959 â–²	106.0%	26,282	0.6%	ETF
AMD Advanced Micro Devices	$1,992,393	$51,061 â–¼	-2.5%	9,794	0.6%	Computer and Technology
ABT Abbott Laboratories	$1,963,877	$775,879 â–²	65.3%	19,128	0.5%	Medical
PKG Packaging Corporation of America	$1,932,263	$126,483 â–¼	-6.1%	9,105	0.5%	Industrials
WAB Wabtec	$1,832,340	$1,832,340 â–²	New Holding	7,332	0.5%	Transportation
GRMN Garmin	$1,774,884	$571,443 â–¼	-24.4%	7,650	0.5%	Computer and Technology
WM Waste Management	$1,725,053	$1,725,053 â–²	New Holding	7,507	0.5%	Business Services
ORCL Oracle	$1,723,693	$174,032 â–¼	-9.2%	11,717	0.5%	Computer and Technology
DGX Quest Diagnostics	$1,697,584	$149,141 â–¼	-8.1%	8,662	0.5%	Medical
PM Philip Morris International	$1,681,838	$182,039 â–¼	-9.8%	10,172	0.5%	Consumer Staples
COF Capital One Financial	$1,665,957	$55,824 â–²	3.5%	9,132	0.5%	Finance
BAC Bank of America	$1,665,893	$333,354 â–¼	-16.7%	34,172	0.5%	Finance
NEE NextEra Energy	$1,663,211	$166,906 â–¼	-9.1%	17,907	0.5%	Utilities
NFLX Netflix	$1,649,838	$1,649,838 â–²	New Holding	17,159	0.5%	Consumer Discretionary
AEE Ameren	$1,642,105	$1,319 â–²	0.1%	14,939	0.5%	Utilities
TXN Texas Instruments	$1,628,446	$1,628,446 â–²	New Holding	8,388	0.5%	Computer and Technology
PLD Prologis	$1,605,866	$58,160 â–¼	-3.5%	12,149	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$1,585,968	$196,747 â–¼	-11.0%	10,842	0.4%	CL A
CRM Salesforce	$1,541,334	$1,541,334 â–²	New Holding	8,257	0.4%	Computer and Technology
BSX Boston Scientific	$1,522,378	$541,658 â–²	55.2%	24,261	0.4%	Medical
WFC Wells Fargo & Company	$1,516,021	$215,028 â–¼	-12.4%	19,043	0.4%	Finance
A Agilent Technologies	$1,472,052	$1,472,052 â–²	New Holding	12,915	0.4%	Medical
T AT&T	$1,462,911	$1,018,469 â–¼	-41.0%	50,463	0.4%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$1,449,510	$33,029 â–²	2.3%	29,360	0.4%	ETF
TTWO Take-Two Interactive Software	$1,444,120	$1,444,120 â–²	New Holding	7,312	0.4%	Consumer Discretionary
DOW DOW	$1,410,644	$1,410,644 â–²	New Holding	33,869	0.4%	Basic Materials
ICE Intercontinental Exchange	$1,401,684	$486,469 â–¼	-25.8%	8,912	0.4%	Finance
INTC Intel	$1,386,446	$455,470 â–¼	-24.7%	31,417	0.4%	Computer and Technology
XEL Xcel Energy	$1,360,180	$196,218 â–¼	-12.6%	17,122	0.4%	Utilities
MMM 3M	$1,355,892	$1,355,892 â–²	New Holding	9,336	0.4%	Multi-Sector Conglomerates
PRU Prudential Financial	$1,330,463	$554,205 â–¼	-29.4%	13,619	0.4%	Finance
AMT American Tower	$1,319,719	$1,319,719 â–²	New Holding	7,647	0.4%	Finance
IR Ingersoll Rand	$1,317,093	$543,374 â–¼	-29.2%	16,439	0.4%	Industrials
ORLY O'Reilly Automotive	$1,313,479	$143,634 â–¼	-9.9%	14,229	0.4%	Retail/Wholesale
ZTS Zoetis	$1,303,507	$55,914 â–²	4.5%	11,027	0.4%	Medical
XLK Technology Select Sector SPDR Fund	$1,274,534	$415,852 â–²	48.4%	9,590	0.4%	ETF
PRINCIPAL FINANCIAL GROUP IN	$1,180,811	$505,251 â–¼	-30.0%	13,104	0.3%	COM
KKR KKR & Co. Inc.	$1,151,814	$564,344 â–¼	-32.9%	12,452	0.3%	Finance
BX Blackstone	$1,140,027	$387,752 â–¼	-25.4%	9,914	0.3%	Finance
GLW Corning	$1,131,814	$1,131,814 â–²	New Holding	8,324	0.3%	Computer and Technology
NDAQ Nasdaq	$1,098,480	$853,317 â–¼	-43.7%	12,940	0.3%	Finance
ARISTA NETWORKS INC	$1,060,696	$1,060,696 â–²	New Holding	8,639	0.3%	COM SHS
UBER Uber Technologies	$1,022,269	$369,576 â–¼	-26.6%	14,212	0.3%	Computer and Technology
SLB SLB	$1,019,218	$1,019,218 â–²	New Holding	19,833	0.3%	Energy
NEM Newmont	$1,015,602	$1,015,602 â–²	New Holding	9,382	0.3%	Basic Materials
IVV iShares Core S&P 500 ETF	$1,009,209	$75,772 â–²	8.1%	1,545	0.3%	ETF
INCY Incyte	$969,342	$969,342 â–²	New Holding	10,299	0.3%	Medical
DIS Walt Disney	$938,934	$716,393 â–¼	-43.3%	9,742	0.3%	Consumer Discretionary
BKR Baker Hughes	$892,734	$892,734 â–²	New Holding	14,623	0.2%	Energy
CTSH Cognizant Technology Solutions	$891,481	$327,979 â–¼	-26.9%	14,531	0.2%	Computer and Technology
UPS United Parcel Service	$866,150	$362,929 â–¼	-29.5%	8,804	0.2%	Transportation
CVS CVS Health	$861,813	$133,868 â–¼	-13.4%	12,000	0.2%	Medical
DLTR Dollar Tree	$858,120	$858,120 â–²	New Holding	7,836	0.2%	Retail/Wholesale
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$847,026	$513,735 â–²	154.1%	14,303	0.2%	ETF
MCHP Microchip Technology	$834,955	$834,955 â–²	New Holding	12,923	0.2%	Computer and Technology
FE FirstEnergy	$825,261	$330,003 â–¼	-28.6%	16,290	0.2%	Utilities
EBAY eBay	$822,494	$374,837 â–¼	-31.3%	9,036	0.2%	Retail/Wholesale
ON onsemi	$797,096	$661,987 â–¼	-45.4%	12,873	0.2%	Computer and Technology
TECH Bio-Techne	$761,585	$761,585 â–²	New Holding	14,573	0.2%	Medical
FIDU Fidelity MSCI Industrials Index ETF	$738,088	$109,619 â–¼	-12.9%	8,531	0.2%	ETF
TRMB Trimble	$735,338	$348,394 â–¼	-32.1%	11,273	0.2%	Industrials
XLI Industrial Select Sector SPDR Fund	$726,816	$76,337 â–¼	-9.5%	4,494	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$715,693	$71,985 â–²	11.2%	3,440	0.2%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$687,496	$58,329 â–¼	-7.8%	9,771	0.2%	ETF
KVUE Kenvue	$683,611	$423,238 â–¼	-38.2%	39,653	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Vci Wealth Management LLC Top Holdings and 13F Report (2026)

About Vci Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Vci Wealth Management LLC Top Holdings and 13F Report (2026)

About Vci Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVci Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools