VCI Wealth Management LLC holds a diversified book of 99 stocks worth $398.9M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Lam Research Corp and trimmed JPMorgan Ultra-Short Income. Their largest long position is Vanguard Ftse Developed ETF at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as VCI Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $753.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $561.2B |
| MORGAN STANLEY | 80 / 80 | $519.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $350.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $156.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $150.2B |
| UBS Group AG | 80 / 80 | $140.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.0B |
Ranked by how many of VCI Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $34.4M | 482.4K | 8.6% | ▲+7.0% Added · +32K sh | |
| 2 | Ishares Gold TR ISHARES NEW | $26.2M | 347.5K | 6.6% | ▲+9.2% Added · +29K sh | |
| 3 | Nvidia Corporation COM | $21.4M | 107.0K | 5.4% | ▲+13% Added · +12K sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $17.3M | 342.3K | 4.3% | ▼−1.0% Reduced · −3K sh | |
| 5 | Apple Inc COM | $17.1M | 59.1K | 4.3% | ▲+3.0% Added · +2K sh | |
| 6 | Alphabet Inc CAP STK CL C | $14.2M | 40.3K | 3.6% | ▼−1.0% Reduced · −408 sh | |
| 7 | Microsoft Corp COM | $13.6M | 36.3K | 3.4% | ▲+4.9% Added · +2K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.0M | 200.3K | 3.0% | ▲+6.2% Added · +12K sh | |
| 9 | Vanguard BD Index FDS SHORT TRM BOND | $10.5M | 135.0K | 2.6% | ▼−0.6% Reduced · −801 sh | |
| 10 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $10.3M | 220.6K | 2.6% | ▼−0.6% Reduced · −1K sh | |
| 11 | Schwab Strategic TR US TIPS ETF | $10.3M | 388.9K | 2.6% | ▼−0.7% Reduced · −3K sh | |
| 12 | Amazon Com Inc COM | $10.0M | 41.9K | 2.5% | ▲+11% Added · +4K sh | |
| 13 | Vanguard BD Index FDS INTERMED TERM | $9.6M | 124.6K | 2.4% | ▼−0.2% Reduced · −292 sh | |
| 14 | Ishares Bitcoin Trust ETF SHS BEN INT | $8.3M | 247.8K | 2.1% | ▲+5.2% Added · +12K sh | |
| 15 | Broadcom Inc COM | $8.0M | 21.1K | 2.0% | ▲+7.2% Added · +1K sh | |
| 16 | Ishares U S ETF TR GSCI CMDTY STGY | $6.8M | 222.8K | 1.7% | ▼−1.6% Reduced · −4K sh | |
| 17 | Lam Research Corp COM NEW | $6.5M | 15.1K | 1.6% | ▲New New position | |
| 18 | Meta Platforms Inc CL A | $6.5M | 11.6K | 1.6% | ▲+33% Added · +3K sh | |
| 19 | Ametek Inc COM | $6.0M | 24.8K | 1.5% | ▲+126% Added · +14K sh | |
| 20 | Amphenol Corp CL A | $5.7M | 32.2K | 1.4% | ▲New New position | |
| 21 | Tesla Inc COM | $5.0M | 11.9K | 1.3% | ▲+8.0% Added · +883 sh | |
| 22 | JPMorgan Chase & Co COM | $4.9M | 14.9K | 1.2% | ▲+3.1% Added · +455 sh | |
| 23 | Morgan Stanley COM NEW | $4.7M | 22.3K | 1.2% | ▲+80% Added · +10K sh | |
| 24 | Intel Corp COM | $4.6M | 33.0K | 1.2% | ▲+5.1% Added · +2K sh | |
| 25 | Visa Inc COM CL A | $4.4M | 12.7K | 1.1% | ▲+3.1% Added · +380 sh | |
| 26 | RTX Corporation COM | $4.1M | 21.5K | 1.0% | ▲+39% Added · +6K sh | |
| 27 | Merck & Co Inc COM | $3.8M | 29.3K | 0.9% | ▲+2.8% Added · +809 sh | |
| 28 | Walmart Inc COM | $3.6M | 31.8K | 0.9% | ▲+24% Added · +6K sh | |
| 29 | Vanguard Charlotte FDS TOTAL INT BD ETF | $3.5M | 71.7K | 0.9% | ▲+0.1% Added · +93 sh | |
| 30 | Cisco Sys Inc COM | $3.5M | 29.5K | 0.9% | ▲+11% Added · +3K sh | |
| 31 | Texas Instrs Inc COM | $3.2M | 10.8K | 0.8% | ▲+28% Added · +2K sh | |
| 32 | Prudential Finl Inc COM | $3.0M | 28.1K | 0.8% | ▲+106% Added · +14K sh | |
| 33 | Agilent Technologies Inc COM | $2.9M | 22.0K | 0.7% | ▲+70% Added · +9K sh | |
| 34 | Danaher Corp Del COM | $2.9M | 15.3K | 0.7% | ▲New New position | |
| 35 | Principal Financial Group In COM | $2.9M | 26.6K | 0.7% | ▲+103% Added · +14K sh | |
| 36 | 3M Co COM | $2.8M | 17.0K | 0.7% | ▲+82% Added · +8K sh | |
| 37 | Coca Cola Co COM | $2.7M | 33.0K | 0.7% | ▲+17% Added · +5K sh | |
| 38 | International Business Machs COM | $2.7M | 9.5K | 0.7% | ▲New New position | |
| 39 | Prologis Inc. COM | $2.6M | 19.1K | 0.6% | ▲+57% Added · +7K sh | |
| 40 | Abbott Laboratories COM | $2.5M | 27.8K | 0.6% | ▲+45% Added · +9K sh | |
| 41 | Gilead Sciences Inc COM | $2.5M | 19.8K | 0.6% | ▲+26% Added · +4K sh | |
| 42 | Datadog Inc CL A COM | $2.5M | 9.6K | 0.6% | ▲New New position | |
| 43 | TJX Cos Inc New COM | $2.5M | 16.4K | 0.6% | ▲+20% Added · +3K sh | |
| 44 | Quest Diagnostics Inc COM | $2.5M | 11.6K | 0.6% | ▲+34% Added · +3K sh | |
| 45 | Citigroup Inc COM NEW | $2.4M | 17.5K | 0.6% | ▲New New position | |
| 46 | Schwab Charles Corp COM | $2.4M | 25.5K | 0.6% | ▲New New position | |
| 47 | Chevron Corporation COM | $2.3M | 14.1K | 0.6% | ▲+27% Added · +3K sh | |
| 48 | Ameren Corp COM | $2.3M | 20.5K | 0.6% | ▲+37% Added · +6K sh | |
| 49 | Abbvie Inc COM | $2.3M | 9.1K | 0.6% | ▲New New position | |
| 50 | Boeing Co COM | $2.3M | 10.4K | 0.6% | ▲New New position |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009388/holdings"
Use Arkolith to show VCI Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.