VCI Wealth Management LLC - Portfolio overview

VCI Wealth Management LLC has 155 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 7.12%
2. IAU - ISHARES GOLD TR, 6.91%
3. JPST - J P MORGAN EXCHANGE TRADED F, 4.31%

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

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