StockDriftsStockDriftsTop 50 VCI Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 8.62% | 482.4K | $34.4M | +6.99%(+31.52K) | $57.17(+27.66%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 6.58% | 347.5K | $26.2M | +9.24%(+29.40K) | $49.20(+68.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.36% | 107.0K | $21.4M | +12.57%(+11.94K) | $121.27(+81.79%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.34% | 342.3K | $17.3M | -0.99%(-3.41K) | $50.45(+0.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.29% | 59.1K | $17.1M | +3.04%(+1.74K) | $211.64(+44.90%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.57% | 40.3K | $14.2M | -1.00%(-408) | $170.84(+105.15%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.4% | 36.3K | $13.6M | +4.90%(+1.70K) | $433.78(+15.90%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3% | 200.3K | $12.0M | +6.24%(+11.76K) | $48.19(+25.35%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.64% | 135.0K | $10.5M | -0.59%(-801) | $78.21(-0.89%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 2.59% | 220.6K | $10.3M | -0.56%(-1.25K) | $45.70(+1.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.78% |
VCI Wealth Management LLC reports $398.94M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are VEA (8.6%), IAU (6.6%) and NVDA (5.4%). The top 20 holdings account for 63.85% of reported assets. Its disclosed equity book has returned +34.41% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from VCI Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009388). View VCI Wealth Management LLC’s 13F filings on SEC