§ 13F · FUND PROFILE
VCI Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $286M (13F)Positions · 103Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 451K | $29M | 8.0% | +61% |
| 2 | IAU | ISHARES GOLD TR | 318K | $28M | 7.8% | −27% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 346K | $17M | 4.9% | +13% |
| 4 | NVDA | NVIDIA CORPORATION | 95K | $17M | 4.6% | −3% |
| 5 | AAPL | APPLE INC | 57K | $15M | 4.0% | −6% |
| 6 | MSFT | MICROSOFT CORP | 35K | $13M | 3.6% | −6% |
| 7 | GOOG | ALPHABET INC | 41K | $12M | 3.2% | +1% |
| 8 | BSV | VANGUARD BD INDEX FDS | 136K | $11M | 3.0% | +12% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 391K | $10M | 2.9% | +11% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 222K | $10M | 2.9% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VCI SIGNAL
AC read
VCI Wealth Management LLC is a Other fund managing $286 million in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed