DOSSIER · 13F-HR · Q2 2026

Vericrest Private Wealth

$112M in tracked AUM across 46 positions as of Q2 2026.

VP
CIK 0001912300 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
46
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Vericrest Private Wealth filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$25M34K22.4%
02
AGG
ISHARES TR
$9M90K7.9%
03
QGRW
WISDOMTREE TR
$8M128K7.5%
04
IEFA
ISHARES TR
$8M81K7.0%
05
MTGP
WISDOMTREE TR
$7M149K5.9%
06
ITOT
ISHARES TR
$5M30K4.4%
07
IEMG
ISHARES INC
$5M58K4.3%
08
IJR
ISHARES TR
$5M30K4.0%
09
WTV
WISDOMTREE TR
$4M43K3.9%
10
IJH
ISHARES TR
$4M54K3.7%

Filing history

2026Q2Jun 30
$112M 0.8%
46 positionsView →
2026Q1Mar 31
$111M 0.9%
39 positionsView →
2025Q4Dec 31
$113M 38.0%
47 positionsView →
2022Q2Jun 30
$82M 15.2%
39 positionsLocked
2022Q1Mar 31
$96M 10.8%
39 positionsLocked
2021Q4Dec 31
$108M
39 positionsLocked