account_balance
Investment manager · 13F filer · SEC CIK 2009388
VCI Wealth Management LLC
Reported value$419Mas of Sep 30, 2026
Positions102 45 new, 42 sold out
Top 10 weight45.0%VEA alone is 9%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
8.5%Added +5%
IAUiShares Gold Trust
7.0%Added +8%
NVDANVIDIA Corp
5.1%Trimmed −13%
AAPLApple Inc.
4.6%Trimmed −2%
MSFTMicrosoft Corp
4.3%Trimmed −4%
JPSTJ P Morgan Exchange Traded F
3.8%Trimmed −7%
GOOGAlphabet Inc.
3.5%Added +6%
VWOVanguard Intl Equity Index F
3.0%Added +5%
IBITiShares Bitcoin Trust ETF
2.9%Added +3%
AMZNAmazon.com Inc
2.4%−4%
BSVVanguard Bd Index FDS
2.3%Trimmed −7%
SCHPSchwab Strategic Tr
2.2%Trimmed −6%
VEAVanguard Tax-Managed FDS
8.5%Added +5%
IAUiShares Gold Trust
7.0%Added +8%
NVDANVIDIA Corp
5.1%Trimmed −13%
AAPLApple Inc.
4.6%Trimmed −2%
MSFTMicrosoft Corp
4.3%−4%
JPSTJ P Morgan Exchange Traded F
3.8%
GOOGAlphabet Inc.
3.5%
VWOVanguard Intl Equity Index F
3.0%
IBITiShares Bitcoin Trust ETF
2.9%
AMZN2.4%BSV2.3%
SCHP2.2%
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
VEA Vanguard Tax-Managed FDS 8.5% Added +5%
IAU iShares Gold Trust 7.0% Added +8%NVDA NVIDIA Corp 5.1% Trimmed −13%AAPL Apple Inc. 4.6% Trimmed −2%MSFT Microsoft Corp 4.3% Trimmed −4%JPST J P Morgan Exchange Traded F 3.8% Trimmed −7%
GOOG Alphabet Inc. 3.5% Added +6%VWO Vanguard Intl Equity Index F 3.0% Added +5%
IBIT iShares Bitcoin Trust ETF 2.9% Added +3%AMZN Amazon.com Inc 2.4% Trimmed −4%BSV Vanguard Bd Index FDS 2.3% Trimmed −7%
SCHP Schwab Strategic Tr 2.2% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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