Verde Capital Management - Portfolio overview

Verde Capital Management has 75 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. ESGV - VANGUARD WORLD FD, 14.31%
2. MOAT - VANECK ETF TRUST, 13.36%
3. FNDF - SCHWAB STRATEGIC TR, 10.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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