VCI Wealth Management
VCI Wealth Management reported 102 stocks worth $419M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VEA (8.5%), IAU (7.0%) and NVDA (5.1%). Compared with Q2 2026, the fund opened new positions in JCI, BNY and GE, added to VEA, IAU and GOOG, trimmed NVDA, AAPL and MSFT and sold out of AME, APH and MS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $35.6M | 8.5% | 504K | +22K (+5%) | 8 of 8 | |
| 2 |  IAU Ishares Gold TR | $29.4M | 7.0% | 376K | +28K (+8%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $21.3M | 5.1% | 93K | −14K (−13%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $19.2M | 4.6% | 58K | −1,442 (−2%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $17.9M | 4.3% | 35K | −1,518 (−4%) | 8 of 8 | |
| 6 |  JPST J P Morgan Exchange Traded F | $16M | 3.8% | 318K | −24K (−7%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $14.5M | 3.5% | 42K | +2,215 (+6%) | 8 of 8 | |
| 8 |  VWO Vanguard Intl Equity Index F | $12.5M | 3.0% | 210K | +9,606 (+5%) | 8 of 8 | |
| 9 |  IBIT Ishares Bitcoin Trust ETF | $12.1M | 2.9% | 256K | +7,853 (+3%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $10.1M | 2.4% | 40K | −1,557 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AME Ametek Inc | $6M | 25K |
 APH Amphenol Corp New | $5.7M | 32K |
 MS Morgan Stanley | $4.7M | 22K |
 PRU Prudential Finl Inc | $3M | 28K |
 DHR Danaher Corp | $2.9M | 15K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →VCI Wealth Management 13F FAQ
What does VCI Wealth Management own?
VCI Wealth Management reported 102 stocks worth $419M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VEA (8.5%), IAU (7.0%) and NVDA (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did VCI Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 45 new positions, 25 added to, 31 trimmed and 42 sold out. New positions include JCI, BNY and GE. It sold all of AME, APH and MS.
When will VCI Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is VCI Wealth Management's portfolio worth?
The Q3 2026 filing reports $419M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.