VCI Wealth Management LLC
CIK: 0002009388SEC EDGAR →
Portfolio Value
$359.7M
Holdings
109
As of
Q4 2025
New Positions
109
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 434,609 | $35.3M | 9.81% |
| 2 | NVIDIA CORPORATION | 97,951 | $18.3M | 5.08% |
| 3 | MICROSOFT CORP | 36,690 | $17.7M | 4.93% |
| 4 | VANGUARD TAX-MANAGED FDS | 279,727 | $17.5M | 4.86% |
| 5 | APPLE INC | 60,761 | $16.5M | 4.59% |
| 6 | J P MORGAN EXCHANGE TRADED F | 307,261 | $15.5M | 4.32% |
| 7 | ALPHABET INC | 40,147 | $12.6M | 3.50% |
| 8 | VANGUARD BD INDEX FDS | 121,156 | $9.5M | 2.65% |
| 9 | VANGUARD SCOTTSDALE FDS | 200,949 | $9.5M | 2.63% |
| 10 | SCHWAB STRATEGIC TR | 352,023 | $9.3M | 2.59% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (109)
$35.3M · 435K shares
$18.3M · 98K shares
$17.7M · 37K shares
$17.5M · 280K shares
$16.5M · 61K shares
$15.5M · 307K shares
$12.6M · 40K shares
$9.5M · 121K shares
$9.5M · 201K shares
$9.3M · 352K shares
$9.2M · 40K shares
$8.8M · 112K shares
$7.5M · 152K shares
$6.5M · 19K shares
$6.3M · 9K shares
$6.1M · 113K shares
$5.8M · 234K shares
$5.0M · 14K shares
$4.9M · 11K shares
$4.7M · 14K shares
$4.7M · 8K shares
$3.4M · 28K shares
$3.3M · 8K shares
$3.3M · 16K shares
$3.3M · 9K shares
$3.1M · 64K shares
$3.1M · 27K shares
$2.9M · 9K shares
$2.8M · 21K shares
$2.8M · 9K shares
$2.7M · 12K shares
$2.6M · 17K shares
$2.5M · 24K shares
$2.5M · 13K shares
$2.4M · 19K shares
$2.3M · 41K shares
$2.2M · 23K shares
$2.2M · 19K shares
$2.2M · 12K shares
$2.2M · 10K shares
$2.1M · 9K shares
$2.1M · 86K shares
$2.1M · 10K shares
$2.0M · 13K shares
$2.0M · 22K shares
$2.0M · 10K shares
$2.0M · 9K shares
$2.0M · 17K shares
$1.9M · 12K shares
$1.8M · 23K shares
$1.8M · 11K shares
$1.8M · 9K shares
$1.6M · 19K shares
$1.6M · 20K shares
$1.6M · 9K shares
$1.6M · 10K shares
$1.6M · 13K shares
$1.6M · 19K shares
$1.6M · 20K shares
$1.6M · 29K shares
$1.5M · 42K shares
$1.5M · 22K shares
$1.5M · 15K shares
$1.5M · 16K shares
$1.4M · 12K shares
$1.4M · 20K shares
$1.4M · 16K shares
$1.3M · 10K shares
$1.3M · 11K shares
$1.3M · 17K shares
$1.3M · 24K shares
$1.2M · 12K shares
$1.1M · 13K shares
$1.1M · 11K shares
$1.1M · 64K shares
$1.1M · 14K shares
$1.1M · 16K shares
$1.1M · 15K shares
$1.0M · 10K shares
$1.0M · 13K shares
$1.0M · 23K shares
$1.0M · 13K shares
$978K · 1K shares
$969K · 18K shares
$930K · 6K shares
$808K · 10K shares
$787K · 11K shares
$770K · 5K shares
$695K · 3K shares
$653K · 5K shares
$546K · 4K shares
$546K · 12K shares
$419K · 4K shares
$419K · 17K shares
$378K · 5K shares
$360K · 7K shares
$342K · 3K shares
$328K · 1K shares
$328K · 8K shares
$325K · 6K shares
$281K · 6K shares
$276K · 6K shares
$265K · 3K shares
$265K · 10K shares
$241K · 2K shares
$208K · 8K shares
$207K · 12K shares
$202K · 4K shares
$200K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $133.6M | 37.1% |
| Technology | 15 | $79.2M | 22.0% |
| Unknown | 5 | $40.1M | 11.2% |
| Healthcare | 10 | $23.5M | 6.5% |
| Communication Services | 4 | $22.9M | 6.4% |
| Consumer Cyclical | 7 | $22.7M | 6.3% |
| Industrials | 7 | $13.4M | 3.7% |
| Consumer Defensive | 4 | $6.6M | 1.8% |
| Energy | 2 | $6.0M | 1.7% |
| Utilities | 4 | $5.5M | 1.5% |
| Real Estate | 3 | $4.5M | 1.2% |
| Basic Materials | 1 | $1.6M | 0.4% |