VCI Wealth Management LLC
CIK: 0002009388SEC EDGAR →
Portfolio Value
$359.7B
Holdings
109
As of
Q4 2025
New Positions
109
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 434,609 | $35.3B | 9.81% |
| 2 | NVIDIA CORPORATION | 97,951 | $18.3B | 5.08% |
| 3 | MICROSOFT CORP | 36,690 | $17.7B | 4.93% |
| 4 | VANGUARD TAX-MANAGED FDS | 279,727 | $17.5B | 4.86% |
| 5 | APPLE INC | 60,761 | $16.5B | 4.59% |
| 6 | J P MORGAN EXCHANGE TRADED F | 307,261 | $15.5B | 4.32% |
| 7 | ALPHABET INC | 40,147 | $12.6B | 3.50% |
| 8 | VANGUARD BD INDEX FDS | 121,156 | $9.5B | 2.65% |
| 9 | VANGUARD SCOTTSDALE FDS | 200,949 | $9.5B | 2.63% |
| 10 | SCHWAB STRATEGIC TR | 352,023 | $9.3B | 2.59% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (109)
$35.3B · 435K shares
$18.3B · 98K shares
$17.7B · 37K shares
$17.5B · 280K shares
$16.5B · 61K shares
$15.5B · 307K shares
$12.6B · 40K shares
$9.5B · 121K shares
$9.5B · 201K shares
$9.3B · 352K shares
$9.2B · 40K shares
$8.8B · 112K shares
$7.5B · 152K shares
$6.5B · 19K shares
$6.3B · 9K shares
$6.1B · 113K shares
$5.8B · 234K shares
$5.0B · 14K shares
$4.9B · 11K shares
$4.7B · 14K shares
$4.7B · 8K shares
$3.4B · 28K shares
$3.3B · 8K shares
$3.3B · 16K shares
$3.3B · 9K shares
$3.1B · 64K shares
$3.1B · 27K shares
$2.9B · 9K shares
$2.8B · 21K shares
$2.8B · 9K shares
$2.7B · 12K shares
$2.6B · 17K shares
$2.5B · 24K shares
$2.5B · 13K shares
$2.4B · 19K shares
$2.3B · 41K shares
$2.2B · 23K shares
$2.2B · 19K shares
$2.2B · 12K shares
$2.2B · 10K shares
$2.1B · 9K shares
$2.1B · 86K shares
$2.1B · 10K shares
$2.0B · 13K shares
$2.0B · 22K shares
$2.0B · 10K shares
$2.0B · 9K shares
$2.0B · 17K shares
$1.9B · 12K shares
$1.8B · 23K shares
$1.8B · 11K shares
$1.8B · 9K shares
$1.6B · 19K shares
$1.6B · 20K shares
$1.6B · 9K shares
$1.6B · 10K shares
$1.6B · 13K shares
$1.6B · 19K shares
$1.6B · 20K shares
$1.6B · 29K shares
$1.5B · 42K shares
$1.5B · 22K shares
$1.5B · 15K shares
$1.5B · 16K shares
$1.4B · 12K shares
$1.4B · 20K shares
$1.4B · 16K shares
$1.3B · 10K shares
$1.3B · 11K shares
$1.3B · 17K shares
$1.3B · 24K shares
$1.2B · 12K shares
$1.1B · 13K shares
$1.1B · 11K shares
$1.1B · 64K shares
$1.1B · 14K shares
$1.1B · 16K shares
$1.1B · 15K shares
$1.0B · 10K shares
$1.0B · 13K shares
$1.0B · 23K shares
$1.0B · 13K shares
$978.0M · 1K shares
$969.0M · 18K shares
$930.0M · 6K shares
$808.0M · 10K shares
$787.0M · 11K shares
$770.0M · 5K shares
$695.0M · 3K shares
$653.0M · 5K shares
$546.0M · 4K shares
$546.0M · 12K shares
$419.0M · 4K shares
$419.0M · 17K shares
$378.0M · 5K shares
$360.0M · 7K shares
$342.0M · 3K shares
$328.0M · 1K shares
$328.0M · 8K shares
$325.0M · 6K shares
$281.0M · 6K shares
$276.0M · 6K shares
$265.0M · 3K shares
$265.0M · 10K shares
$241.0M · 2K shares
$208.0M · 8K shares
$207.0M · 12K shares
$202.0M · 4K shares
$200.0M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $133.6B | 37.1% |
| Technology | 15 | $79.2B | 22.0% |
| Unknown | 5 | $40.1B | 11.2% |
| Healthcare | 10 | $23.5B | 6.5% |
| Communication Services | 4 | $22.9B | 6.4% |
| Consumer Cyclical | 7 | $22.7B | 6.3% |
| Industrials | 7 | $13.4B | 3.7% |
| Consumer Defensive | 4 | $6.6B | 1.8% |
| Energy | 2 | $6.0B | 1.7% |
| Utilities | 4 | $5.5B | 1.5% |
| Real Estate | 3 | $4.5B | 1.2% |
| Basic Materials | 1 | $1.6B | 0.4% |