Venturi Wealth Management, LLC - Portfolio overview

Venturi Wealth Management, LLC has 691 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 Industrials.

Largest reported holdings by portfolio allocation

1. VOO - Vanguard S&P 500 ETF, 8.34%
2. IUSV - iShares Core (S&P US Value Etf), 7.26%
3. CGIE - Capital Group (international Eq SHS), 5.17%

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

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