VCI Wealth Management LLC
CIK: 0002009388Latest portfolio: $359.7M · Q4 2025
Holdings
109
Total Value
$359.7M
New Positions
109
Closed Positions
0
Top Holdings
View All 109 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IAU*ISHARES GOLD TR | 434,609 | $35.3M | 9.81% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 97,951 | $18.3M | 5.08% | NEW | |
| 3 | MSFTMICROSOFT CORP | 36,690 | $17.7M | 4.93% | NEW | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 279,727 | $17.5M | 4.86% | NEW | |
| 5 | AAPLAPPLE INC | 60,761 | $16.5M | 4.59% | NEW | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 307,261 | $15.5M | 4.32% | NEW | |
| 7 | GOOGALPHABET INC | 40,147 | $12.6M | 3.50% | NEW | |
| 8 | BSVVANGUARD BD INDEX FDS | 121,156 | $9.5M | 2.65% | NEW | |
| 9 | VMBSVANGUARD SCOTTSDALE FDS | 200,949 | $9.5M | 2.63% | NEW | |
| 10 | SCHPSCHWAB STRATEGIC TR | 352,023 | $9.3M | 2.59% | NEW | |
| 11 | AMZNAMAZON COM INC | 40,013 | $9.2M | 2.57% | NEW | |
| 12 | BIVVANGUARD BD INDEX FDS | 112,377 | $8.8M | 2.43% | NEW | |
| 13 | IBITISHARES BITCOIN TRUST ETF | 152,033 | $7.5M | 2.10% | NEW | |
| 14 | AVGOBROADCOM INC | 18,860 | $6.5M | 1.81% | NEW | |
| 15 | METAMETA PLATFORMS INC | 9,474 | $6.3M | 1.74% | NEW | |
| 16 | VWOVANGUARD INTL EQUITY INDEX F | 112,837 | $6.1M | 1.69% | NEW | |
| 17 | COMTISHARES U S ETF TR | 234,159 | $5.8M | 1.62% | NEW | |
| 18 | VVISA INC | 14,279 | $5.0M | 1.39% | NEW | |
| 19 | TSLATESLA INC | 10,996 | $4.9M | 1.37% | NEW | |
| 20 | JPMJPMORGAN CHASE & CO. | 14,475 | $4.7M | 1.30% | NEW | |
| 21 | ISRGINTUITIVE SURGICAL INC | 8,232 | $4.7M | 1.30% | NEW | |
| 22 | XOMEXXON MOBIL CORP | 28,036 | $3.4M | 0.94% | NEW | |
| 23 | ROKROCKWELL AUTOMATION INC | 8,464 | $3.3M | 0.92% | NEW | |
| 24 | JNJJOHNSON & JOHNSON | 15,825 | $3.3M | 0.91% | NEW | |
| 25 | ELVELEVANCE HEALTH INC FORMERLY | 9,305 | $3.3M | 0.91% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.7474155449548945e+155T)
Technology0.0% ($1.8267177441651866e+53T)
Healthcare0.0% ($4.6623274326127433e+30T)
Consumer Cyclical0.0% ($9235494527622000640.0T)
Industrials0.0% ($3293288619631838720.0T)
Unknown0.0% ($35277180816.5T)
Communication Services0.0% ($12598625.3T)
Utilities0.0% ($1581149.0T)
Consumer Defensive0.0% ($305115.2T)
Real Estate0.0% ($178.5T)
Energy0.0% ($33.7B)
Basic Materials0.0% ($1.6M)
Filing History
Fund Information
VCI Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $359.7M across 109 holdings. The largest position is ISHARES GOLD TR (IAU*), representing 9.8% of the portfolio. Compared to the previous quarter, the fund opened 109 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.