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CIK: 0002009388
Total reported value
$418.5M
$418.5M
99 檔
27.8%
According to the latest 13F quarterly dataset, VCI Wealth Management LLC managed an equity portfolio of $418.5M at the end of Q2 2026, spanning 99 distinct U.S. exchange-listed positions.
VCI Wealth Management LLC executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 41 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.62% | -0.11% | +6.99% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.58% | +0.43% | +9.24% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | -0.28% | +12.57% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.34% | -0.51% | -0.99% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.29% | +0.30% | +3.04% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.57% | -0.11% | -1.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | +0.87% | +4.90% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.00% | -0.02% | +6.24% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.64% | -0.34% | -0.59% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.59% | -0.40% | -0.56% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.58% | -0.39% | -0.65% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | -0.11% | +10.90% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.40% | -0.36% | -0.23% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.07% | +0.82% | +5.24% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.00% | -0.08% | +7.20% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.70% | +0.16% | -1.61% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.64% | -0.39% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | +0.20% | +33.10% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 1.51% | -1.51% | EXIT | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 1.42% | -1.42% | EXIT | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | -0.17% | +8.02% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.10% | +3.15% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 1.17% | -1.17% | EXIT | |
| 24 | INTC | Intel CORP | Stock-Tech | 1.16% | -0.12% | +5.14% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.01% | +3.07% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.07% | +39.24% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.95% | — | +2.84% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.09% | +23.98% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.87% | -0.12% | +0.13% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.03% | +11.40% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.05% | +28.47% | |
| 32 | PRU | Prudential Financial Inc | Stock-Financials | 0.76% | -0.76% | EXIT | |
| 33 | A | Agilent Technologies Inc | Stock-Healthcare | 0.73% | +0.25% | +70.50% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.73% | -0.73% | EXIT | |
| 35 | PFG | Principal Financial Group | Stock-Financials | 0.72% | -0.72% | EXIT | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.69% | -0.69% | EXIT | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | -0.12% | +16.67% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | -0.67% | EXIT | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | -0.65% | EXIT | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.63% | EXIT | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.63% | -0.63% | EXIT | |
| 42 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.63% | -0.63% | EXIT | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | -0.62% | EXIT | |
| 44 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.62% | -0.62% | EXIT | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.61% | -0.61% | EXIT | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.59% | -0.07% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.59% | EXIT | |
| 48 | AEE | Ameren Corporation | Stock-Utilities | 0.58% | -0.58% | EXIT | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.20% | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.57% | -0.57% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.6% | NEW | New buy |
| 2 | APH | Amphenol Corp-cl A | +1.4% | NEW | New buy |
| 3 | AME | Ametek Inc | +0.9% | +126.21% | Add |
| 4 | INTC | Intel CORP | +0.8% | +5.14% | Add |
| 5 | NVDA | Nvidia CORP | +0.8% | +12.57% | Add |
| 6 | DHR | Danaher CORP | +0.7% | NEW | New buy |
| 7 | IBM | Intl Business Machines CORP | +0.7% | NEW | New buy |
| 8 | DDOG | Datadog Inc - Class A | +0.6% | NEW | New buy |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.99% | Add |
| 10 | MS | Morgan Stanley | +0.6% | +80.48% | Add |
| 11 | C | Citigroup Inc | +0.6% | NEW | New buy |
| 12 | SCHW | Schwab (charles) CORP | +0.6% | NEW | New buy |
| 13 | ABBV | Abbvie Inc | +0.6% | NEW | New buy |
| 14 | BA | Boeing Co/the | +0.6% | NEW | New buy |
| 15 | QCOM | Qualcomm Inc | +0.5% | NEW | New buy |
| 16 | LYV | Live Nation Entertainment In | +0.5% | NEW | New buy |
| 17 | PRU | Prudential Financial Inc | +0.4% | +106.01% | Add |
| 18 | PFG | Principal Financial Group | +0.4% | +103.08% | Add |
| 19 | TXN | Texas Instruments Inc | +0.4% | +28.47% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.3% | -1.00% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.3% | +10.90% | Add |
| 22 | A | Agilent Technologies Inc | +0.3% | +70.50% | Add |
| 23 | AVGO | Broadcom Inc | +0.3% | +7.20% | Add |
| 24 | MMM | 3m Co | +0.3% | +82.23% | Add |
| 25 | CSCO | Cisco Systems Inc | +0.3% | +11.40% | Add |
| 26 | AAPL | Apple Inc | +0.3% | +3.04% | Add |
| 27 | ANET | Arista Networks Inc | +0.3% | +48.63% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +33.10% | Add |
| 29 | FIS | Fidelity National Info Serv | +0.2% | +341.21% | Add |
| 30 | RTX | Rtx CORP | +0.2% | +39.24% | Add |
| 31 | PLD | Prologis Inc | +0.2% | +56.91% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.24% | Add |
| 33 | DGX | Quest Diagnostics Inc | +0.2% | +34.33% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 35 | TSLA | Tesla Inc | +0.1% | +8.02% | Add |
| 36 | AEE | Ameren Corporation | +0.1% | +37.30% | Add |
| 37 | XLK | Ss Technology Select Sector | +0.1% | -0.64% | Trim |
| 38 | AMT | American Tower CORP | +0.1% | +50.91% | Add |
| 39 | ICE | Intercontinental Exchange In | +0.1% | +78.42% | Add |
| 40 | ABT | Abbott Laboratories | +0.1% | +45.27% | Add |
| 41 | INCY | Incyte CORP | +0.1% | +24.18% | Add |
| 42 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 44 | XEL | Xcel Energy Inc | +0.1% | +34.10% | Add |
| 45 | KO | Coca-cola Co/the | +0.1% | +16.67% | Add |
| 46 | BAC | Bank Of America CORP | +0.1% | +9.31% | Add |
| 47 | WM | Waste Management Inc | +0.1% | +30.49% | Add |
| 48 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 49 | V | Visa Inc-class A Shares | +0.1% | +3.07% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.73% | Add |
According to official SEC Form 13F filings, VCI Wealth Management LLC reported a total U.S. public equity portfolio value of $418.5M across 99 disclosed positions in Q2 2026.
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 VEA, IAU, NVDA) accounted for 27.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
LRCX
市值: $6.5M
Top Position Liquidated / Trimmed
XOM
前期市值: $3.9M
During Q2 2026, VCI Wealth Management LLC's top holdings by market value included VEA (8.6%)、IAU (6.6%)、NVDA (5.4%). The largest single position, VEA, represented 8.6% of total portfolio value.
In Q2 2026, VCI Wealth Management LLC made 140 total portfolio adjustments, initiating 17 new buys, adding to 65 positions, trimming 17 holdings, and fully liquidating 41 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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