§ 13F · FUND PROFILE
VCI Wealth Management LLC.
AUM · $399M (13F)Positions · 99Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 482K | $34M | 8.6% | +7% |
| 2 | IAU | ISHARES GOLD TR | 348K | $26M | 6.6% | +9% |
| 3 | NVDA | NVIDIA CORPORATION | 107K | $21M | 5.4% | +13% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 342K | $17M | 4.3% | −1% |
| 5 | AAPL | APPLE INC | 59K | $17M | 4.3% | +3% |
| 6 | GOOG | ALPHABET INC | 40K | $14M | 3.6% | −1% |
| 7 | MSFT | MICROSOFT CORP | 36K | $14M | 3.4% | +5% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 200K | $12M | 3.0% | +6% |
| 9 | BSV | VANGUARD BD INDEX FDS | 135K | $11M | 2.6% | −1% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | 221K | $10M | 2.6% | −1% |
§ 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 $399 million in assets. The fund runs a portfolio of 99 positions.
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