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CIK: 0002009388
Total reported value
$398.9M
$398.9M
109 檔
26.4%
During the Q4 2025 filing period, VCI Wealth Management LLC (CIK: 0002009388) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $398.9M across 109 reported positions.
VCI Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 16 new positions while fully exiting 18 holdings and trimming 3 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.81% | -1.19% | -2.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +0.77% | +13.64% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.15% | +16.93% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.86% | +0.61% | +6.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.26% | +11.82% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.32% | -0.51% | +10.03% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.50% | +0.34% | +2.96% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.65% | -0.31% | +11.55% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.63% | -0.30% | +8.54% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.59% | -0.31% | +9.34% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.33% | +3.27% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.43% | -0.27% | +8.81% | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.10% | -0.44% | +16.73% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +0.31% | +19.12% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | +0.25% | +25.52% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | +0.17% | +8.42% | |
| 17 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.62% | -0.42% | +12.37% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.39% | +0.06% | +21.30% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | +0.12% | +25.65% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.04% | -2.60% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.30% | — | +24.58% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -1.07% | EXIT | |
| 23 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.92% | -0.81% | EXIT | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.01% | -2.22% | |
| 25 | ELV | Elevance Health Inc | Stock-Healthcare | 0.91% | -0.74% | EXIT | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.86% | -0.08% | +10.33% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | +0.02% | -11.35% | |
| 28 | GE | General Electric | Stock-Industrials | 0.80% | — | +26.98% | |
| 29 | APH | Amphenol Corp-cl A | Stock-Tech | 0.79% | +1.42% | NEW | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.77% | -0.80% | EXIT | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.58% | NEW | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.05% | +74.86% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | — | +34.92% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.70% | +0.03% | +41.08% | |
| 35 | KKR | Kkr & Co Inc | Stock-Financials | 0.66% | -0.32% | EXIT | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.07% | -23.36% | |
| 37 | NDAQ | Nasdaq Inc | Stock-Financials | 0.62% | -0.30% | EXIT | |
| 38 | PRU | Prudential Financial Inc | Stock-Financials | 0.61% | +0.39% | +117.06% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.60% | — | +42.27% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | -0.50% | — | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | -0.41% | +18.42% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.11% | +32.12% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.57% | -0.49% | EXIT | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.32% | EXIT | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.56% | +0.05% | — | |
| 46 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.56% | -0.54% | EXIT | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.55% | — | +36.36% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.26% | EXIT | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | +0.10% | +30.45% | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.51% | -0.37% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +2.96% | Add |
| 2 | ISRG | Intuitive Surgical Inc | +0.4% | +24.58% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +11.82% | Add |
| 4 | PRU | Prudential Financial Inc | +0.3% | +117.06% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +52.54% | Add |
| 6 | CVX | Chevron CORP | +0.3% | +74.86% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.3% | +34.92% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +19.12% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +13.64% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +25.65% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.75% | Add |
| 12 | JPST | Jpmorgan Ultra-short Income | 0% | +10.03% | Add |
| 13 | IAU | Ishares Gold Trust | — | -2.19% | Trim |
| 14 | MSFT | Microsoft CORP | — | +16.93% | Add |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.4% | -78.67% | Trim |
| 16 | XLF | Ss Financial Select Sector | -0.6% | -52.84% | Trim |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 18 | ELV | Elevance Health Inc | — | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 20 | MAR | Marriott International -cl A | — | NEW | New buy |
| 21 | ABBV | Abbvie Inc | — | NEW | New buy |
| 22 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 23 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 24 | ERIE | Erie Indemnity Company-cl A | — | EXIT | Sold out |
| 25 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 26 | PKG | Packaging CORP Of America | — | NEW | New buy |
| 27 | ACN | Accenture plc | — | EXIT | Sold out |
| 28 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 29 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 30 | PFG | Principal Financial Group | — | NEW | New buy |
| 31 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 32 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 33 | PLD | Prologis Inc | — | NEW | New buy |
| 34 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 35 | DHR | Danaher CORP | — | EXIT | Sold out |
| 36 | BA | Boeing Co/the | — | EXIT | Sold out |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | EXIT | Sold out |
| 38 | WAB | Wabtec CORP | — | EXIT | Sold out |
| 39 | JBL | Jabil Inc | — | EXIT | Sold out |
| 40 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 41 | TRMB | Trimble Inc | — | NEW | New buy |
| 42 | ON | On Semiconductor | — | NEW | New buy |
| 43 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 44 | VLO | Valero Energy CORP | — | EXIT | Sold out |
| 45 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 46 | CNC | Centene CORP | — | EXIT | Sold out |
| 47 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 48 | LEN | Lennar Corp-a | — | NEW | New buy |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 50 | A | Agilent Technologies Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, VCI Wealth Management LLC reported a total U.S. public equity portfolio value of $398.9M across 109 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, NVDA, MSFT) accounted for 26.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ELV
市值: $3.3M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $3.3M
During Q4 2025, VCI Wealth Management LLC's top holdings by market value included IAU (9.8%)、NVDA (5.1%)、MSFT (4.9%). The largest single position, IAU, represented 9.8% of total portfolio value.
In Q4 2025, VCI Wealth Management LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 13 positions, trimming 3 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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