VICUS CAPITAL

Q3 2025 13F Holdings

  • Location
    state college, PA
  • Num holdings

    269

  • Value ($000)

    $1,309,524

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001544806
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR PORTFOLIO S&P 500 ETF

ETF
$111.13M
9 %

1,418,548

IVV
IVV

ISHARES S&P 500 INDEX

ETF
$97.27M
7 %

145,325

IEFA
IEFA

ISHARES CORE MSCI EAFE

ETF
$61.78M
5 %

707,599

SPDW
SPDW

SPDR PORTFOLIO DVLPD WORLD EX-US

ETF
$54.29M
4 %

1,268,653

IJH
IJH

ISHARES CORE S&P MID CAP ETF

ETF
$43.59M
3 %

667,932

IAUM
IAUM

ISHR GLD TRST MICR ETF BENEF INTRST

ETF
$41.73M
3 %

1,084,004

AGG
AGG

ISHARES AGGREGATE BOND ETF

ETF
$40.74M
3 %

406,396

SPYV
SPYV

SPDR PORTFOLIO S&P 500 VALUE ETF

ETF
$38.90M
3 %

702,972

MSFT
MSFT

MICROSOFT

COM
$38.78M
3 %

74,870

OEF
OEF

ISHARES TR S&P 100 INDEX FUND

ETF
$37.69M
3 %

113,245

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