VCI Wealth Management LLC
Q3 2025 13F Holdings
- Locationst louis, MO
- Num holdings
115
- Value ($000)
$329,756
- Date Filed 10/16/2025
- Form type13F-HR
- CIK 0002009388
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES GOLD TR | ISHARES NEW | 464285204 | $32.34M | 10 % | 444,351 | ||
M MICROSOFT CORP | COM | 594918104 | $16.25M | 5 % | 31,377 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $16.08M | 5 % | 86,195 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $15.70M | 5 % | 262,045 | ||
J J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.17M | 4 % | 279,248 | ||
A APPLE INC | COM | 037833100 | $13.84M | 4 % | 54,340 | ||
G ALPHABET INC | CAP STK CL C | 02079K107 | $9.50M | 3 % | 38,993 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $8.69M | 3 % | 185,140 | ||
S SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $8.68M | 3 % | 321,960 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $8.57M | 3 % | 108,612 |
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