VCI Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    st louis, MO
  • Num holdings

    123

  • Value ($000)

    $360,761

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002009388
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$28.89M
8 %

450,867

IAU

ISHARES GOLD TR

ISHARES NEW
$28.04M
8 %

318,108

JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$17.5M
5 %

345,750

NVDA

NVIDIA CORPORATION

COM
$16.57M
5 %

95,023

AAPL

APPLE INC

COM
$14.56M
4 %

57,355

MSFT

MICROSOFT CORP

COM
$12.82M
4 %

34,632

GOOG

ALPHABET INC

CAP STK CL C
$11.67M
3 %

40,680

BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$10.65M
3 %

135,800

SCHP

SCHWAB STRATEGIC TR

US TIPS ETF
$10.42M
3 %

391,470

---

VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF
$10.41M
3 %

221,809

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