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Verde Capital Management

Portfolio Manager
Verde Capital Management
Performance
-3.77% (2026 Q1)
AUM (13F)
$467.65M
# of Holdings
69
Performance Rank
Allocation (Top 20)
82.96%

Verde Capital Management Holdings Map

Top 50 Verde Capital Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ESGV
VANGUARD WORLD FD
14.58%607.1K$68.2M
-0.21%(-1.26K)
2025-Q1: 558.9K shares2025-Q2: 580.7K shares2025-Q3: 609.9K shares2025-Q4: 608.4K shares2026-Q1: 607.1K shares
$80.51(+57.91%)
2026-03-31
MOAT
VANECK ETF TRUST
13.61%658.2K$63.7M
+5.10%(+31.93K)
2025-Q1: 559.5K shares2025-Q2: 587.9K shares2025-Q3: 607.9K shares2025-Q4: 626.3K shares2026-Q1: 658.2K shares
$67.47(+48.10%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
10.38%992.3K$48.6M
+1.15%(+11.24K)
2025-Q1: 815.3K shares2025-Q2: 851.9K shares2025-Q3: 940.9K shares2025-Q4: 981.0K shares2026-Q1: 992.3K shares
$31.56(+64.97%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
8.43%166.0K$39.4M
+7.55%(+11.65K)
2025-Q1: 146.6K shares2025-Q2: 149.5K shares2025-Q3: 152.3K shares2025-Q4: 154.3K shares2026-Q1: 166.0K shares
$152.38(+84.15%)
2026-03-31
HEFA
ISHARES TR
7.56%831.5K$35.3M
+7.36%(+57.01K)
2025-Q1: 607.2K shares2025-Q2: 659.8K shares2025-Q3: 719.0K shares2025-Q4: 774.5K shares2026-Q1: 831.5K shares
$34.15(+29.55%)
2026-03-31
IJH
ISHARES TR
7.14%494.6K$33.4M
+0.69%(+3.38K)
2025-Q1: 428.8K shares2025-Q2: 451.1K shares2025-Q3: 472.6K shares2025-Q4: 491.2K shares2026-Q1: 494.6K shares
$52.66(+39.14%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
2.33%140.9K$10.9M
+0.31%(+430)
2025-Q1: 111.9K shares2025-Q2: 118.0K shares2025-Q3: 133.8K shares2025-Q4: 140.5K shares2026-Q1: 140.9K shares
$85.37(-10.17%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.25%60.4K$10.5M
+7.39%(+4.15K)
2025-Q1: 56.0K shares2025-Q2: 58.2K shares2025-Q3: 49.5K shares2025-Q4: 56.2K shares2026-Q1: 60.4K shares
$61.50(+219.53%)
2026-03-31
IBIT
ISHARES BITCOIN TRUST ETF
2.16%262.5K$10.1M
+32.49%(+64.36K)
2025-Q1: 163.4K shares2025-Q2: 163.5K shares2025-Q3: 163.8K shares2025-Q4: 198.1K shares2026-Q1: 262.5K shares
$41.52(+11.48%)
2026-03-31
ILTB
ISHARES TR
1.83%174.6K$8.6M
-4.34%(-7.92K)
2025-Q1: 166.7K shares2025-Q2: 169.5K shares2025-Q3: 182.9K shares2025-Q4: 182.5K shares2026-Q1: 174.6K shares
$58.85(-17.11%)
2026-03-31

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