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Home > Institutional Investor > Vci Wealth Management Llc > Profile

Instuitional Investor - Vci Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Vci Wealth Management Llc
Portfolio Value $360,761,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 450,867 $28,891,577 8.01%
2.
Ishares Trust
 IAU 318,108 $28,044,401 7.77%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 345,750 $17,498,383 4.85%
4.
Nvidia Corp
 NVDA 95,023 $16,572,022 4.59%
5.
Apple Inc.
 AAPL 57,355 $14,556,107 4.03%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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