Vericrest Private Wealth
13F Portfolio Filings
Most recent 13F Q2 2026Location newtown, PACIK 0001912300All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
44 | $112.39M | IVV, AGG, QGRW, IEFA | 13F-HR | Jul 28, 2026 | 000191230026000005 | ||
39 | $111.49M | IVV, AGG, IEFA, AAPL | 13F-HR | May 7, 2026 | 000191230026000004 | ||
47 | $112.52M | IVV, AGG, IEFA, AAPL | 13F-HR | Mar 12, 2026 | 000191230026000003 | ||
39 | $81.51M | AGG, IVV, SPY, AAPL | 13F-HR | Aug 15, 2022 | 000191230022000003 | ||
39 | $96.17M | AGG, IVV, SPY, AAPL | 13F-HR | May 16, 2022 | 000191230022000002 | ||
39 | $107.87M | AGG, IVV, SPY, AAPL | 13F-HR | Feb 18, 2022 | 000191230022000001 |