StockDriftsStockDriftsTop 44 Vericrest Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.36% | 33.6K | $25.1M | -6.65%(-2.39K) | $677.08(+14.81%) | 2026-06-30 | |
| AGG | ISHARES TR | 7.95% | 90.2K | $8.9M | +11.24%(+9.11K) | $99.91(-2.50%) | 2026-06-30 | |
| QGRW | WISDOMTREE TR | 7.5% | 127.6K | $8.4M | +16.00%(+17.60K) | $57.93(+17.71%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7% | 81.5K | $7.9M | -0.89%(-729) | $88.50(+14.17%) | 2026-06-30 | |
| MTGP | WISDOMTREE TR | 5.85% | 148.9K | $6.6M | +8.60%(+11.80K) | $44.48(-1.78%) | 2026-06-30 | |
| ITOT | ISHARES TR | 4.4% | 30.1K | $4.9M | +3.98%(+1.15K) | $147.25(+15.16%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.3% | 58.4K | $4.8M | -20.70%(-15.24K) | $66.57(+20.50%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.02% | 30.5K | $4.5M | -10.24%(-3.48K) | $119.58(+24.40%) | 2026-06-30 | |
| WTV | WISDOMTREE TR | 3.92% | 43.4K | $4.4M | +22.86%(+8.07K) | $93.34(+14.83%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.73% | 54.4K | $4.2M | -6.26%(-3.63K) | $65.64(+18.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -10.36% |
| Top 20 Holdings Unweighted | — | — | — | — | -11.41% |
Vericrest Private Wealth reports $112.39M in US-listed equity holdings across 44 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.4%), AGG (8.0%) and QGRW (7.5%). The top 20 holdings account for 90.24% of reported assets. Its disclosed equity book has returned -10.36% cumulatively over 5 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.
Sign up free to track Vericrest Private Wealth, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Vericrest Private Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912300). View Vericrest Private Wealth’s 13F filings on SEC