What does Venturi Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Venturi 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

iShares Trust Core (msci EAFE Etf)

$111M1.2M5.0%

Vanguard S&P 500 ETF

$93M156K4.2%

iShares Inc Core (msci Emerging MKTS Etf)

$85M1.2M3.8%

iShares Core (S&P US Value Etf)

$81M792K3.6%

Apple Inc

$60M235K2.7%

Capital Group (international Eq SHS)

$59M1.7M2.7%

Nvidia Corporation

$57M325K2.6%

Alphabet Inc Cap STK

$55M190K2.5%

iShares TR Broad Usd (high)

$48M1.3M2.2%

Microsoft

$45M122K2.0%

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