Venturi Wealth Management, LLC: 13F holdings
CIK 16663632026Q2
| Positions | 632 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF iShares Russell 1000 Growth ETF | 1,272,355 | $158.0m | 6.1% |
| IEMG iShares Inc Core (msci Emerging MKTS Etf) | 1,800,638 | $149.2m | 5.8% |
| SPYM SPDR Portfolio S&P (500 Etf) | 1,398,369 | $122.9m | 4.8% |
| IEFA iShares Trust Core (msci EAFE Etf) | 789,088 | $76.2m | 2.9% |
| IJR iShares Core S&P (small-Cap E) | 510,727 | $75.7m | 2.9% |
| AAPL Apple Inc | 245,010 | $70.9m | 2.7% |
| NVDA Nvidia Corporation | 340,034 | $68.0m | 2.6% |
| MU Micron Technology | 58,328 | $67.3m | 2.6% |
| TOWN Capital Group (international Eq SHS) | 1,795,643 | $66.0m | 2.6% |
| GOOGL Alphabet Inc Cap STK | 184,847 | $65.9m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1666363")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.