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

About Vci Wealth Management LLC

Investment Activity

Vci Wealth Management LLC has $398.94 million in total holdings as of March 31, 2026.
Vci Wealth Management LLC owns shares of 99 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 18.94% of the portfolio was purchased this quarter.
About 14.33% of the portfolio was sold this quarter.
This quarter, Vci Wealth Management LLC has purchased 123 new stocks and bought additional shares in 65 stocks.
Vci Wealth Management LLC sold shares of 17 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $34,370,099
iShares Gold Trust: $26,240,254
NVIDIA: $21,402,646
JPMorgan Ultra-Short Income ETF: $17,312,246
Apple: $17,100,579

Largest New Holdings this Quarter

512807306 - LAM RESEARCH CORP: $6,537,216 Holding
032095101 - Amphenol: $5,669,170 Holding
235851102 - Danaher: $2,920,439 Holding
459200101 - International Business Machines: $2,657,705 Holding
23804L103 - Datadog: $2,493,988 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 15,086 shares (about $6.54M)
Amphenol: 32,153 shares (about $5.67M)
AMETEK: 13,849 shares (about $3.35M)
Danaher: 15,332 shares (about $2.92M)
International Business Machines: 9,451 shares (about $2.66M)

Largest Sales this Quarter

Advanced Micro Devices: 9,434 shares (about $5.48M)
Capital One Financial: 8,056 shares (about $1.62M)
JPMorgan Ultra-Short Income ETF: 3,408 shares (about $172.34K)
Alphabet: 408 shares (about $144.16K)
iShares GSCI Commodity Dynamic Roll Strategy ETF: 3,648 shares (about $110.79K)

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	$34,370,099	$2,245,802 â–²	7.0%	482,387	8.6%	ETF
IAU iShares Gold Trust	$26,240,254	$2,219,919 â–²	9.2%	347,507	6.6%	ETF
NVDA NVIDIA	$21,402,646	$2,389,477 â–²	12.6%	106,965	5.4%	Technology
JPST JPMorgan Ultra-Short Income ETF	$17,312,246	$172,343 â–¼	-1.0%	342,342	4.3%	ETF
AAPL Apple	$17,100,579	$504,354 â–²	3.0%	59,098	4.3%	Technology
GOOG Alphabet	$14,229,436	$144,160 â–¼	-1.0%	40,272	3.6%	Communication Services
MSFT Microsoft	$13,551,520	$633,019 â–²	4.9%	36,329	3.4%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$11,957,616	$701,893 â–²	6.2%	200,329	3.0%	ETF
BSV Vanguard Short-Term Bond ETF	$10,517,789	$62,406 â–¼	-0.6%	134,999	2.6%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$10,324,426	$58,466 â–¼	-0.6%	220,560	2.6%	ETF
SCHP Schwab U.S. TIPS ETF	$10,306,082	$67,866 â–¼	-0.7%	388,909	2.6%	ETF
AMZN Amazon.com	$9,994,788	$981,961 â–²	10.9%	41,935	2.5%	Consumer Discretionary
BIV Vanguard Intermediate-Term Bond ETF	$9,555,408	$22,396 â–¼	-0.2%	124,582	2.4%	ETF
ISHARES BITCOIN TRUST ETF	$8,250,294	$410,932 â–²	5.2%	247,831	2.1%	SHS BEN INT
AVGO Broadcom	$7,984,545	$536,030 â–²	7.2%	21,137	2.0%	Technology
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$6,765,842	$110,790 â–¼	-1.6%	222,780	1.7%	ETF
LAM RESEARCH CORP	$6,537,216	$6,537,216 â–²	New Holding	15,086	1.6%	COM NEW
META Meta Platforms	$6,512,729	$1,619,451 â–²	33.1%	11,562	1.6%	Communication Services
AME AMETEK	$6,005,446	$3,350,633 â–²	126.2%	24,822	1.5%	Technology
APH Amphenol	$5,669,170	$5,669,170 â–²	New Holding	32,153	1.4%	Technology
TSLA Tesla	$5,003,037	$371,390 â–²	8.0%	11,895	1.3%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$4,877,888	$148,936 â–²	3.1%	14,902	1.2%	Finance
MS Morgan Stanley	$4,662,861	$2,079,327 â–²	80.5%	22,306	1.2%	Finance
INTC Intel	$4,612,242	$225,502 â–²	5.1%	33,032	1.2%	Technology
V Visa	$4,371,336	$130,375 â–²	3.1%	12,741	1.1%	Finance
RTX RTX	$4,073,905	$1,148,063 â–²	39.2%	21,472	1.0%	Industrials
MRK Merck & Co., Inc.	$3,770,707	$103,957 â–²	2.8%	29,344	0.9%	Healthcare
WALMART INC	$3,601,867	$696,770 â–²	24.0%	31,802	0.9%	COM
BNDX Vanguard Total International Bond ETF	$3,474,270	$4,504 â–²	0.1%	71,738	0.9%	ETF
CSCO Cisco Systems	$3,467,542	$354,847 â–²	11.4%	29,521	0.9%	Technology
TXN Texas Instruments	$3,212,019	$711,795 â–²	28.5%	10,776	0.8%	Technology
PRU Prudential Financial	$3,028,088	$1,558,187 â–²	106.0%	28,056	0.8%	Finance
A Agilent Technologies	$2,924,917	$1,209,417 â–²	70.5%	22,020	0.7%	Healthcare
DHR Danaher	$2,920,439	$2,920,439 â–²	New Holding	15,332	0.7%	Healthcare
PRINCIPAL FINANCIAL GROUP IN	$2,868,084	$1,455,759 â–²	103.1%	26,611	0.7%	COM
MMM 3M	$2,754,594	$1,242,992 â–²	82.2%	17,013	0.7%	Industrials
KO CocaCola	$2,678,332	$382,781 â–²	16.7%	32,956	0.7%	Consumer Staples
IBM International Business Machines	$2,657,705	$2,657,705 â–²	New Holding	9,451	0.7%	Technology
PLD Prologis	$2,582,520	$936,660 â–²	56.9%	19,063	0.6%	Real Estate
ABT Abbott Laboratories	$2,521,513	$785,818 â–²	45.3%	27,788	0.6%	Healthcare
GILD Gilead Sciences	$2,502,185	$520,778 â–²	26.3%	19,805	0.6%	Healthcare
DDOG Datadog	$2,493,988	$2,493,988 â–²	New Holding	9,579	0.6%	Technology
TJX TJX Companies	$2,478,399	$417,384 â–²	20.3%	16,359	0.6%	Consumer Discretionary
DGX Quest Diagnostics	$2,466,263	$630,343 â–²	34.3%	11,636	0.6%	Healthcare
C Citigroup	$2,444,821	$2,444,821 â–²	New Holding	17,468	0.6%	Finance
SCHW Charles Schwab	$2,353,726	$2,353,726 â–²	New Holding	25,509	0.6%	Finance
CVX Chevron	$2,342,449	$500,580 â–²	27.2%	14,132	0.6%	Energy
AEE Ameren	$2,318,607	$629,871 â–²	37.3%	20,511	0.6%	Utilities
ABBV AbbVie	$2,298,983	$2,298,983 â–²	New Holding	9,136	0.6%	Healthcare
BA Boeing	$2,262,111	$2,262,111 â–²	New Holding	10,450	0.6%	Industrials
SPLG SPDR Portfolio S&P 500 ETF	$2,260,078	$49,564 â–¼	-2.1%	25,718	0.6%	ETF
WM Waste Management	$2,183,344	$510,175 â–²	30.5%	9,796	0.5%	Industrials
ARISTA NETWORKS INC	$2,181,259	$713,666 â–²	48.6%	12,840	0.5%	COM SHS
BAC Bank of America	$2,128,463	$181,365 â–²	9.3%	37,355	0.5%	Finance
QCOM Qualcomm	$2,110,314	$2,110,314 â–²	New Holding	11,420	0.5%	Technology
NFLX Netflix	$2,049,251	$824,099 â–²	67.3%	28,701	0.5%	Communication Services
ORCL Oracle	$2,034,856	$317,722 â–²	18.5%	13,885	0.5%	Technology
LYV Live Nation Entertainment	$1,967,517	$1,967,517 â–²	New Holding	10,745	0.5%	Communication Services
ICE Intercontinental Exchange	$1,957,592	$860,425 â–²	78.4%	15,901	0.5%	Finance
AMT American Tower	$1,887,598	$636,778 â–²	50.9%	11,540	0.5%	Real Estate
WFC Wells Fargo & Company	$1,886,207	$312,467 â–²	19.9%	22,824	0.5%	Finance
XEL Xcel Energy	$1,843,705	$468,796 â–²	34.1%	22,960	0.5%	Utilities
NEE NextEra Energy	$1,826,090	$254,362 â–²	16.2%	20,805	0.5%	Utilities
XLK Technology Select Sector SPDR Fund	$1,815,502	$11,622 â–¼	-0.6%	9,529	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$1,741,533	$476,597 â–²	37.7%	14,927	0.4%	CL A
XLF Financial Select Sector SPDR Fund	$1,611,476	$37,474 â–²	2.4%	30,059	0.4%	ETF
DOW DOW	$1,573,214	$646,550 â–²	69.8%	57,500	0.4%	Materials
INCY Incyte	$1,449,761	$282,266 â–²	24.2%	12,789	0.4%	Healthcare
IVV iShares Core S&P 500 ETF	$1,339,015	$181,980 â–²	15.7%	1,788	0.3%	ETF
FIS Fidelity National Information Services	$1,231,323	$952,244 â–²	341.2%	31,670	0.3%	Finance
T AT&T	$1,200,675	$156,098 â–²	14.9%	58,004	0.3%	Communication Services
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$977,530	$11,215 â–²	1.2%	14,469	0.2%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$961,264	$21,133 â–¼	-2.2%	3,366	0.2%	ETF
FIDU Fidelity MSCI Industrials Index ETF	$870,926	$21,118 â–²	2.5%	8,743	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$843,912	$11,484 â–²	1.4%	4,556	0.2%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$783,596	$28,813 â–²	3.8%	10,144	0.2%	ETF
XLV Health Care Select Sector SPDR Fund	$595,682	$23,643 â–²	4.1%	3,754	0.1%	ETF
BRK.B Berkshire Hathaway	$553,932	$553,932 â–²	New Holding	1,107	0.1%	Finance
SCHF Schwab International Equity ETF	$502,050	$15,013 â–¼	-2.9%	18,125	0.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$493,540	$14,187 â–¼	-2.8%	8,558	0.1%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$470,883	$30,650 â–²	7.0%	5,669	0.1%	ETF
QQQM Invesco NASDAQ 100 ETF	$413,251	$19,390 â–¼	-4.5%	1,364	0.1%	ETF
AMAT Applied Materials	$354,270	$354,270 â–²	New Holding	490	0.1%	Technology
VOO Vanguard S&P 500 ETF	$350,273	$350,273 â–²	New Holding	510	0.1%	ETF
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$350,156	$8,741 â–²	2.6%	3,405	0.1%	ETF
FCOM Fidelity MSCI Communication Services Index ETF	$342,191	$11,325 â–²	3.4%	4,925	0.1%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$340,700	$5,043 â–²	1.5%	2,905	0.1%	ETF
XLB Materials Select Sector SPDR Fund	$323,942	$12,758 â–²	4.1%	6,373	0.1%	ETF
PANW Palo Alto Networks	$270,088	$270,088 â–²	New Holding	792	0.1%	Technology
XLU Utilities Select Sector SPDR Fund	$247,378	$10,700 â–²	4.5%	5,456	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$235,971	$8,869 â–²	3.9%	4,443	0.1%	ETF
SCMB Schwab Municipal Bond ETF	$231,631	$26,465 â–¼	-10.3%	8,971	0.1%	ETF
DFUS Dimensional U.S. Equity ETF	$229,834	$229,834 â–²	New Holding	2,805	0.1%	ETF
DFAU Dimensional US Core Equity Market ETF	$228,384	$228,384 â–²	New Holding	4,418	0.1%	ETF
FUTY Fidelity MSCI Utilities Index ETF	$226,946	$10,398 â–²	4.8%	3,885	0.1%	ETF
JNJ Johnson & Johnson	$225,525	$18,794 â–¼	-7.7%	888	0.1%	Healthcare
COF Capital One Financial	$215,867	$1,616,194 â–¼	-88.2%	1,076	0.1%	Finance
AMD Advanced Micro Devices	$209,128	$5,480,315 â–¼	-96.3%	360	0.1%	Technology
FENY Fidelity MSCI Energy Index ETF	$200,345	$6,532 â–²	3.4%	6,778	0.1%	ETF
XOM ExxonMobil	$0	$3,865,489 â–¼	-100.0%	0	0.0%	Energy

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

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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