VCI Wealth Management LLC

Est. AUM

$360.8M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.9M	450867	8.01%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$28.0M	318108	7.77%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$17.5M	345750	4.85%	SOLE
4	NVIDIA CORPORATION	COM	$16.6M	95023	4.59%	SOLE
5	APPLE INC	COM	$14.6M	57355	4.03%	SOLE
6	MICROSOFT CORP	COM	$12.8M	34632	3.55%	SOLE
7	ALPHABET INC	CAP STK CL C	$11.7M	40680	3.23%	SOLE
8	VANGUARD BD INDEX FDS	SHORT TRM BOND	$10.6M	135800	2.95%	SOLE
9	SCHWAB STRATEGIC TR	US TIPS ETF	$10.4M	391470	2.89%	SOLE
10	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$10.4M	221809	2.89%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.2M	188570	2.83%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$9.6M	124874	2.67%	SOLE
13	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$9.0M	235487	2.51%	SOLE
14	AMAZON COM INC	COM	$7.9M	37815	2.18%	SOLE
15	ISHARES U S ETF TR	GSCI CMDTY STGY	$7.7M	226428	2.12%	SOLE
16	BROADCOM INC	COM	$6.1M	19718	1.69%	SOLE
17	META PLATFORMS INC	CL A	$5.0M	8687	1.38%	SOLE
18	JPMORGAN CHASE & CO	COM	$4.3M	14447	1.18%	SOLE
19	TESLA INC	COM	$4.1M	11012	1.13%	SOLE
20	EXXON MOBIL CORP	COM	$3.9M	22784	1.07%	SOLE
21	VISA INC	COM CL A	$3.7M	12361	1.04%	SOLE
22	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.4M	71645	0.95%	SOLE
23	MERCK & CO INC	COM	$3.4M	28535	0.95%	SOLE
24	WALMART INC	COM	$3.2M	25650	0.88%	SOLE
25	RTX CORPORATION	COM	$3.0M	15421	0.82%	SOLE
26	ROCKWELL AUTOMATION INC	COM	$2.9M	8150	0.81%	SOLE
27	MARRIOTT INTL INC NEW	CL A	$2.9M	8773	0.80%	SOLE
28	ELEVANCE HEALTH INC FORMERLY	COM	$2.7M	9157	0.74%	SOLE
29	AMETEK INC	COM	$2.4M	10973	0.65%	SOLE
30	CHEVRON CORPORATION	COM	$2.3M	11112	0.64%	SOLE
31	GILEAD SCIENCES INC	COM	$2.2M	15683	0.61%	SOLE
32	TJX COS INC NEW	COM	$2.2M	13604	0.60%	SOLE
33	COCA COLA CO	COM	$2.1M	28246	0.60%	SOLE
34	CISCO SYS INC	COM	$2.1M	26500	0.57%	SOLE
35	MORGAN STANLEY	COM NEW	$2.0M	12359	0.56%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	26282	0.56%	SOLE
37	ADVANCED MICRO DEVICES INC	COM	$2.0M	9794	0.55%	SOLE
38	ABBOTT LABORATORIES	COM	$2.0M	19128	0.54%	SOLE
39	PACKAGING CORP AMER	COM	$1.9M	9105	0.54%	SOLE
40	WABTEC	COM	$1.8M	7332	0.51%	SOLE
41	GARMIN LTD	SHS	$1.8M	7650	0.49%	SOLE
42	WASTE MGMT INC DEL	COM	$1.7M	7507	0.48%	SOLE
43	ORACLE CORP	COM	$1.7M	11717	0.48%	SOLE
44	QUEST DIAGNOSTICS INC	COM	$1.7M	8662	0.47%	SOLE
45	PHILIP MORRIS INTL INC	COM	$1.7M	10172	0.47%	SOLE
46	BANK AMERICA CORP	COM	$1.7M	34172	0.46%	SOLE
47	CAPITAL ONE FINL CORP	COM	$1.7M	9132	0.46%	SOLE
48	NEXTERA ENERGY INC	COM	$1.7M	17907	0.46%	SOLE
49	NETFLIX INC.	COM	$1.6M	17159	0.46%	SOLE
50	AMEREN CORP	COM	$1.6M	14939	0.46%	SOLE

1–50 of 123

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.