VCI Wealth Management LLC
Q2 2025 13F Holdings
- Locationst louis, MO
- Num holdings
103
- Value ($000)
$285,654
- Date Filed07/30/2025
- Form type13F-HR
- CIK0002009388
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $26.59 M | 9 % | 426,436 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.06 M | 5 % | 28,262 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.79 M | 5 % | 241,970 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $13.28 M | 5 % | 261,966 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.59 M | 4 % | 79,688 | ||
AAPL APPLE INC | COM | 037833100 | $11.11 M | 4 % | 54,137 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $8.12 M | 3 % | 304,479 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | $8.11 M | 3 % | 175,039 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $7.97 M | 3 % | 101,239 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $7.57 M | 3 % | 123,714 |
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