VCI Wealth Management LLC
Q1 2026 13F Holdings
- Locationst louis, MO
- Num holdings
123
- Value ($000)
$360,761
- Date Filed 04/21/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $28.89M | 8 % | 450,867 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $28.04M | 8 % | 318,108 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $17.5M | 5 % | 345,750 | ||
NVIDIA CORPORATION | COM | 67066G104 | $16.57M | 5 % | 95,023 | ||
APPLE INC | COM | 037833100 | $14.56M | 4 % | 57,355 | ||
MICROSOFT CORP | COM | 594918104 | $12.82M | 4 % | 34,632 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $11.67M | 3 % | 40,680 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.65M | 3 % | 135,800 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $10.42M | 3 % | 391,470 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $10.41M | 3 % | 221,809 |
Rows Per Page
10
- 10
- 50
- 100