DOSSIER · 13F-HR · Q1 2026

VCI Wealth Management LLC

$361M in tracked AUM across 123 positions as of Q1 2026.

VW
CIK 0002009388 · last filed Mar 31, 2026
Total AUM
$361M
as of Q1 2026
Holdings
123
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

VCI Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$29M451K8.0%
02
IAU
ISHARES GOLD TR
$28M318K7.8%
03
JPST
J P MORGAN EXCHANGE TRADED F
$17M346K4.9%
04
NVDA
NVIDIA CORPORATION
$17M95K4.6%
05
AAPL
APPLE INC
$15M57K4.0%
06
MSFT
MICROSOFT CORP
$13M35K3.6%
07
GOOG
ALPHABET INC
$12M41K3.2%
08
BSV
VANGUARD BD INDEX FDS
$11M136K3.0%
09
SCHP
SCHWAB STRATEGIC TR
$10M391K2.9%
10
VMBS
VANGUARD SCOTTSDALE FDS
$10M222K2.9%

Filing history

2026Q1Mar 31
$361M 0.3%
123 positionsView →
2025Q4Dec 31
$360M 9.1%
109 positionsView →
2025Q3Sep 30
$330M 15.4%
115 positionsView →
2025Q2Jun 30
$286M 19.8%
103 positionsLocked
2025Q1Mar 31
$238M 1.2%
102 positionsLocked
2024Q4Dec 31
$236M 4.9%
86 positionsLocked
2024Q3Sep 30
$225M 11.1%
94 positionsLocked
2024Q2Jun 30
$202M 36.8%
88 positionsLocked
2024Q1Mar 31
$148M 10.0%
105 positionsLocked
2023Q4Dec 31
$164M
107 positionsLocked