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CIK: 0001544806
Total reported value
$1.5B
$1.5B
263 檔
31.6%
According to the latest 13F quarterly dataset, Vicus Capital managed an equity portfolio of $1.5B at the end of Q2 2025, spanning 263 distinct U.S. exchange-listed positions.
During Q2 2025, Vicus Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.45% | -0.12% | +3.56% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.74% | -0.16% | +1.97% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.07% | -0.09% | +4.12% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.89% | — | +5.43% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.49% | -0.46% | +1.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.24% | -0.29% | |
| 7 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 3.06% | -0.08% | +0.12% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.81% | -0.19% | +10.26% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.74% | -0.10% | +4.90% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.61% | -0.32% | +2.61% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.38% | +0.04% | +1.95% | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.84% | — | +2.51% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.06% | +7.49% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.61% | -0.11% | +5.37% | |
| 15 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.56% | -1.59% | EXIT | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.53% | -0.15% | -14.76% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.08% | -10.32% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.02% | — | +574.11% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.02% | -0.12% | +0.33% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.96% | -0.11% | +3.52% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.01% | +0.13% | |
| 22 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.91% | -0.06% | -4.64% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.89% | +0.05% | +5.24% | |
| 24 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.88% | -0.10% | +427.20% | |
| 25 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.81% | +0.02% | +4.32% | |
| 26 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.77% | -0.09% | +2.98% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +10.39% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.10% | +3.22% | |
| 29 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.61% | -0.05% | +35.15% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | -0.03% | -3.49% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.05% | -58.66% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.60% | -0.01% | -12.82% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | +0.19% | +34.62% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | +0.36% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.02% | -7.07% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.52% | +0.01% | +2.01% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | -0.04% | +0.40% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.49% | +0.09% | -26.61% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.07% | -0.40% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.42% | -0.04% | -16.21% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | -0.01% | +19.76% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | — | — | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.36% | +0.02% | +651.88% | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.36% | +0.06% | +12.20% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | -0.01% | +28.79% | |
| 46 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.33% | -0.01% | -0.23% | |
| 47 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.33% | -0.30% | EXIT | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | +0.14% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.31% | +0.32% | NEW | |
| 50 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.30% | — | +8.90% |
According to official SEC Form 13F filings, Vicus Capital reported a total U.S. public equity portfolio value of $1.5B across 263 disclosed positions in Q2 2025.
During Q2 2025, Vicus Capital's top holdings by market value included IVV (17.4%)、IEFA (8.7%)、IJH (6.1%). The largest single position, IVV, represented 17.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 31.6% of total reported equity market value during Q2 2025.
In Q2 2025, Vicus Capital made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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