VCI Wealth Management LLC: 13F holdings

CIK 20093882026Q2

Positions99
Reported value$398.9m
Filed2026-08-05

Top 10 holdings

SecuritySharesValueWeight
VEA VANGUARD TAX-MANAGED FDS482,387$34.4m8.6%
IAU ISHARES GOLD TR347,507$26.2m6.6%
NVDA NVIDIA CORPORATION106,965$21.4m5.4%
JPST J P MORGAN EXCHANGE TRADED F342,342$17.3m4.3%
AAPL APPLE INC59,098$17.1m4.3%
GOOG ALPHABET INC40,272$14.2m3.6%
MSFT MICROSOFT CORP36,329$13.6m3.4%
VWO VANGUARD INTL EQUITY INDEX F200,329$12.0m3.0%
BSV VANGUARD BD INDEX FDS134,999$10.5m2.6%
VMBS VANGUARD SCOTTSDALE FDS220,560$10.3m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2009388")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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