account_balance

Investment manager · 13F filer · SEC CIK 1912300

Vericrest Private Wealth

Reported value$112Mas of Sep 30, 2026
Positions41 0 new, 3 sold out
Top 10 weight71.8%IVV alone is 22%
FiledOct 2121 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
IVV iShares Tr 22.0% Trimmed −4%
QGRW Wisdomtree Tr 9.0% Added +15%
AGG iShares Tr 8.0% Added +5%
IEFA iShares Tr 7.4% Added +5%
MTGP Wisdomtree Tr 5.7% Added +2%
ITOT iShares Tr 4.4% Held
IEMG iShares Inc 4.0% Trimmed −4%
WTV Wisdomtree Tr 4.0% Held
DDWM Wisdomtree Tr 3.8% Added +5%
IJH iShares Tr 3.5% Held
LQD iShares Tr 3.2% Added +8%
IJR iShares Tr 3.1% Trimmed −15%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 28, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • UPS +685%
  • QGRW +15%
  • LQD +8%
  • USFR +7%
arrow_downwardTrimmed
  • IJR −15%
  • EMB −6%
  • AAPL −6%
  • MUB −5%
remove_circleSold out
  • GS $214K
  • DGRO $210K
  • VKQ $114K

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.

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