Vericrest Private Wealth Top Holdings and 13F Report (2026) About Vericrest Private WealthInvestment ActivityVericrest Private Wealth has $111.49 million in total holdings as of March 31, 2026.Vericrest Private Wealth owns shares of 39 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Vericrest Private Wealth has purchased 47 new stocks and bought additional shares in 14 stocks.Vericrest Private Wealth sold shares of 13 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $23,480,730iShares Core U.S. Aggregate Bond ETF $8,051,979iShares Core MSCI EAFE ETF $7,443,779Apple $6,159,401WisdomTree Mortgage Plus Bond Fund $6,062,179 Largest Purchases this Quarter WisdomTree Mortgage Plus Bond Fund 29,625 shares (about $1.31M)iShares Core U.S. Aggregate Bond ETF 8,265 shares (about $820.47K)WisdomTree U.S. Quality Growth Fund 11,043 shares (about $590.03K)iShares Core MSCI EAFE ETF 6,024 shares (about $545.36K)WisdomTree Dynamic International Equity Fund 10,162 shares (about $448.25K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 3,092 shares (about $215.67K)iShares National Muni Bond ETF 1,377 shares (about $146.17K)iShares Floating Rate Bond ETF 2,416 shares (about $123.10K)iShares J.P. Morgan USD Emerging Markets Bond ETF 1,110 shares (about $104.26K)Microsoft 266 shares (about $98.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVericrest Private Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$23,480,730$107,125 â–²0.5%35,94721.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,051,979$820,466 â–²11.3%81,1127.2%FinanceIEFAiShares Core MSCI EAFE ETF$7,443,779$545,356 â–²7.9%82,2246.7%ETFAAPLApple$6,159,401$53,295 â–¼-0.9%24,2705.5%Computer and TechnologyMTGPWisdomTree Mortgage Plus Bond Fund$6,062,179$1,309,486 â–²27.6%137,1475.4%FinanceQGRWWisdomTree U.S. Quality Growth Fund$5,877,771$590,026 â–²11.2%110,0095.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,135,968$215,667 â–¼-4.0%73,6344.6%ETFIJRiShares Core S&P Small-Cap ETF$4,223,768$117,596 â–²2.9%33,9783.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,124,981$205,530 â–²5.2%28,9613.7%ETFIJHiShares Core S&P Mid-Cap ETF$3,915,567$20,732 â–²0.5%57,9833.5%ETFDDWMWisdomTree Dynamic International Equity Fund$3,684,822$448,246 â–²13.8%83,5373.3%FinanceWTVWisdomTree U.S. Value Fund$3,342,359$418,991 â–²14.3%35,2833.0%FinanceSPYSPDR S&P 500 ETF Trust$3,319,720$42,919 â–¼-1.3%5,1053.0%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,916,402$386,049 â–²15.3%26,7582.6%FinanceMETAMeta Platforms$2,469,8850.0%4,3172.2%Computer and TechnologyNVDANVIDIA$2,441,9490.0%14,0022.2%Computer and TechnologyMSFTMicrosoft$1,676,500$98,465 â–¼-5.5%4,5291.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,637,192$23,190 â–¼-1.4%35,8641.5%ETFMUBiShares National Muni Bond ETF$1,561,429$146,165 â–¼-8.6%14,7101.4%ETFUPSUnited Parcel Service$1,416,3770.0%14,3971.3%TransportationGLDSPDR Gold Shares$1,314,966$27,539 â–¼-2.1%3,0561.2%FinanceJPMJPMorgan Chase & Co.$1,296,3630.0%4,4071.2%FinanceUSFRWisdomTree Floating Rate Treasury Fund$1,231,518$95,495 â–²8.4%24,4641.1%FinanceFLOTiShares Floating Rate Bond ETF$1,148,780$123,096 â–¼-9.7%22,5471.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,104,613$14,798 â–¼-1.3%13,8841.0%ETFIWFiShares Russell 1000 Growth ETF$1,008,0100.0%2,3640.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$987,456$23,455 â–¼-2.3%21,0500.9%ETFWISDOMTREE TR$840,486$12,341 â–²1.5%18,4560.8%US HGH YLD CORPXOMExxonMobil$508,4710.0%2,9970.5%EnergyGOOGLAlphabet$475,6240.0%1,6540.4%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$464,8840.0%3,4980.4%ETFQXO INC$449,8710.0%23,1650.4%COM NEWAMZNAmazon.com$318,861$83,308 â–¼-20.7%1,5310.3%Retail/WholesaleEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$303,481$104,260 â–¼-25.6%3,2310.3%ETFEDConsolidated Edison$268,6890.0%2,3740.2%UtilitiesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$250,850$296 â–²0.1%5,9290.2%ETFDSIiShares ESG MSCI KLD 400 ETF$236,8050.0%1,9540.2%ETFVYMVanguard High Dividend Yield ETF$227,0370.0%1,5330.2%ETFVKQInv Vk Mun Tr$107,652$59,357 â–¼-35.5%11,3080.1%FinanceGSKGSK$0$445,970 â–¼-100.0%00.0%MedicalIBMInternational Business Machines$0$246,151 â–¼-100.0%00.0%Computer and TechnologyDCIDonaldson$0$236,368 â–¼-100.0%00.0%IndustrialsXLFFinancial Select Sector SPDR Fund$0$217,437 â–¼-100.0%00.0%ETFBABoeing$0$213,212 â–¼-100.0%00.0%AerospaceGSThe Goldman Sachs Group$0$211,839 â–¼-100.0%00.0%FinanceSUSAiShares MSCI USA ESG Select ETF$0$201,632 â–¼-100.0%00.0%ETFNVGNuveen AMT-Free Municipal Credit Income Fund$0$173,404 â–¼-100.0%00.0%Financial ServicesShowing 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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