StockDriftsStockDriftsTop 40 Vericrest Private Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.03% | 32.3K | $24.7M | -3.82%(-1.28K) | $677.08(+13.34%) | 2026-09-30 | |
| QGRW | WISDOMTREE TR | 8.97% | 146.6K | $10.1M | +14.88%(+18.98K) | $59.15(+11.95%) | 2026-09-30 | |
| AGG | ISHARES TR | 8% | 95.0K | $9.0M | +5.29%(+4.77K) | $99.76(-3.64%) | 2026-09-30 | |
| IEFA | ISHARES TR | 7.38% | 85.5K | $8.3M | +4.89%(+3.98K) | $88.89(+8.17%) | 2026-09-30 | |
| MTGP | WISDOMTREE TR | 5.7% | 152.5K | $6.4M | +2.41%(+3.58K) | $44.45(-3.85%) | 2026-09-30 | |
| ITOT | ISHARES TR | 4.42% | 29.8K | $5.0M | -1.07%(-321) | $147.25(+13.00%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.05% | 56.0K | $4.5M | -4.13%(-2.41K) | $66.57(+13.32%) | 2026-09-30 | |
| WTV | WISDOMTREE TR | 3.97% | 43.5K | $4.5M | +0.33%(+144) | $93.37(+13.90%) | 2026-09-30 | |
| DDWM | WISDOMTREE TR | 3.8% | 93.4K | $4.3M | +4.52%(+4.04K) | $43.05(+6.03%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.46% | 54.0K | $3.9M | -0.65%(-356) | $65.64(+10.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -10.78% |
| Top 20 Holdings Unweighted | — | — | — | — | -11.97% |
Vericrest Private Wealth reports $112.20M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.0%), QGRW (9.0%) and AGG (8.0%). The top 20 holdings account for 90.67% of reported assets. Its disclosed equity book has returned -10.78% cumulatively over 6 quarters. Figures reflect the Q3 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 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