account_balance

Investment manager · 13F filer · SEC CIK 1719305

Verdence Capital Advisors LLC

Reported value$2.35Bas of Sep 30, 2026
Positions758 163 new, 58 sold out
Top 10 weight21.5%JAAA alone is 5%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JAAA Janus Detroit STR Tr 4.6% Added +120%
AAPL Apple Inc. 3.2% Added +15%
BIL SPDR Series Trust 2.3% Trimmed −18%
MSFT Microsoft Corp 2.2% Added +18%SPY SPDR S&P 500 ETF Trust 1.8% Added +3%
AGG iShares Tr 1.6% Added +3%
MGNR American Beacon Select Funds 1.6% Added +3%
FLOT iShares Tr 1.5% Held
MU Micron Technology Inc 1.4% HeldNVDA NVIDIA Corp 1.3% Added +41%AMZN Amazon.com Inc 1.3% Added +17%JPM JPMorgan Chase & Co 1.3% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • JPST $24M
  • RWL $21.9M
  • TFLO $19.6M
  • SHYG $11M
arrow_upwardAdded
  • BSCQ +2901%
  • BSCR +2540%
  • SPGI +1197%
  • BND +1046%
arrow_downwardTrimmed
  • GE −23%
  • BIL −18%
  • CVX −12%
  • DFUV −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist