VCI Wealth Management LLC

13F filer · CIK 0002009388

Reported Aug 5, 2026

13F portfolio value$399MU.S. long equity reported on 13F

Positions67Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight34.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202667 positions
IAUIshares Gold Trust	$26.2M	6.58%	0.04%	+9.2%	Q4 2023
NVDANvidia Corp	$21.4M	5.36%	0.00%	+12.6%	Q4 2023
AAPLApple Inc.	$17.1M	4.29%	0.00%	+3.0%	Q4 2023
GOOGAlphabet Inc.	$14.2M	3.57%	Not reported	-1.0%	Q4 2023
MSFTMicrosoft Corp	$13.6M	3.40%	0.00%	+4.9%	Q4 2023
BSVNBank7 Corp.	$10.5M	2.64%	1.42%	-0.6%	Q4 2024
AMZNAmazon Com Inc	$9.99M	2.51%	0.00%	+10.9%	Q4 2023
IBITiShares Bitcoin Trust ETF	$8.25M	2.07%	0.02%	+5.2%	Q3 2024
AVGOBroadcom Inc.	$7.98M	2.00%	0.00%	+7.2%	Q4 2023
COMTChina Sky One Medical, Inc.	$6.77M	1.70%	1.32%	-1.6%	Q4 2023
LRCXLam Research Corp	$6.54M	1.64%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$6.51M	1.63%	Not reported	+33.1%	Q4 2023
AMEAmetek Inc/	$6.01M	1.51%	0.01%	+126.2%	Q1 2026
APHAmphenol Corp	$5.67M	1.42%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$5M	1.25%	0.00%	+8.0%	Q4 2023
JPMJPMorgan Chase & Co	$4.88M	1.22%	0.00%	+3.2%	Q4 2023
MSMorgan Stanley	$4.66M	1.17%	0.00%	+80.5%	Q1 2026
INTCIntel Corp	$4.61M	1.16%	0.00%	+5.1%	Q3 2025
VVisa Inc.	$4.37M	1.10%	0.00%	+3.1%	Q1 2025
RTXRTX Corp	$4.07M	1.02%	0.00%	+39.2%	Q1 2026
MRKMerck & Co., Inc.	$3.77M	0.95%	0.00%	+2.8%	Q4 2023
WMTWalmart Inc.	$3.6M	0.90%	0.00%	+24.0%	Q3 2024
CSCOCisco Systems, Inc.	$3.47M	0.87%	0.00%	+11.4%	Q3 2025
TXNTexas Instruments Inc	$3.21M	0.81%	0.00%	+28.5%	Q4 2023
PRUPrudential Financial Inc	$3.03M	0.76%	0.01%	+106.0%	Q3 2024
AAgilent Technologies, Inc.	$2.92M	0.73%	0.01%	+70.5%	Q4 2024
DHRDanaher Corp	$2.92M	0.73%	0.00%	Not reported	Q4 2023
PFGPrincipal Financial Group Inc	$2.87M	0.72%	0.01%	+103.1%	Q4 2025
MMM3m Co	$2.75M	0.69%	0.00%	+82.2%	Q1 2026
KOCoca Cola Co	$2.68M	0.67%	0.00%	+16.7%	Q3 2025
IBMInternational Business Machines Corp	$2.66M	0.67%	0.00%	New	Q2 2026
PLDPrologis, Inc.	$2.58M	0.65%	0.00%	+56.9%	Q3 2024
ABTAbbott Laboratories	$2.52M	0.63%	0.00%	+45.3%	Q1 2025
GILDGilead Sciences, Inc.	$2.5M	0.63%	0.00%	+26.3%	Q3 2024
DDOGDatadog, Inc.	$2.49M	0.63%	0.01%	New	Q2 2026
TJXTJX Companies Inc	$2.48M	0.62%	0.00%	+20.3%	Q1 2026
DGXQuest Diagnostics Inc	$2.47M	0.62%	0.01%	+34.3%	Q4 2025
CCitigroup Inc	$2.44M	0.61%	0.00%	New	Q2 2026
SCHWSchwab Charles Corp	$2.35M	0.59%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$2.34M	0.59%	0.00%	+27.2%	Q3 2024
AEEAmeren Corp	$2.32M	0.58%	0.01%	+37.3%	Q1 2025
ABBVAbbVie Inc.	$2.3M	0.58%	0.00%	Not reported	Q1 2025
BABoeing Co	$2.26M	0.57%	0.00%	Not reported	Q1 2025
WMWaste Management Inc	$2.18M	0.55%	0.00%	+30.5%	Q1 2026
ANETArista Networks, Inc.	$2.18M	0.55%	0.00%	+48.6%	Q4 2023
BACBank of America Corp	$2.13M	0.53%	0.00%	+9.3%	Q3 2024
QCOMQualcomm Inc	$2.11M	0.53%	0.00%	New	Q2 2026
NFLXNetflix Inc	$2.05M	0.51%	0.00%	+67.3%	Q1 2026
ORCLOracle Corp	$2.03M	0.51%	0.00%	+18.5%	Q3 2024
LYVLive Nation Entertainment, Inc.	$1.97M	0.49%	0.00%	New	Q2 2026

Q1 2026Reported Apr 21, 202692 positions
IAUIshares Gold Trust	$28M	7.77%	0.04%	-26.8%	Q4 2023
NVDANvidia Corp	$16.6M	4.59%	0.00%	-3.0%	Q4 2023
AAPLApple Inc.	$14.6M	4.03%	0.00%	-5.6%	Q4 2023
MSFTMicrosoft Corp	$12.8M	3.55%	0.00%	-5.6%	Q4 2023
GOOGAlphabet Inc.	$11.7M	3.23%	Not reported	+1.3%	Q4 2023
BSVNBank7 Corp.	$10.6M	2.95%	1.43%	+12.1%	Q4 2024
IBITiShares Bitcoin Trust ETF	$9.05M	2.51%	0.02%	+54.9%	Q3 2024
AMZNAmazon Com Inc	$7.88M	2.18%	0.00%	-5.5%	Q4 2023
COMTChina Sky One Medical, Inc.	$7.66M	2.12%	1.34%	-3.3%	Q4 2023
AVGOBroadcom Inc.	$6.1M	1.69%	0.00%	+4.6%	Q4 2023
METAMeta Platforms, Inc.	$4.97M	1.38%	Not reported	-8.3%	Q4 2023
JPMJPMorgan Chase & Co	$4.25M	1.18%	0.00%	-0.2%	Q4 2023
TSLATesla, Inc.	$4.09M	1.13%	0.00%	+0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$3.87M	1.07%	0.00%	-18.7%	Q4 2023
VVisa Inc.	$3.74M	1.04%	0.00%	-13.4%	Q1 2025
MRKMerck & Co., Inc.	$3.43M	0.95%	0.00%	+19.2%	Q4 2023
WMTWalmart Inc.	$3.19M	0.88%	0.00%	-6.3%	Q3 2024
RTXRTX Corp	$2.97M	0.82%	0.00%	New	Q1 2026
ROKRockwell Automation, Inc	$2.92M	0.81%	0.01%	-3.7%	Q3 2024
MARMarriott International Inc	$2.87M	0.80%	0.00%	-1.5%	Q4 2025
ELVElevance Health, Inc.	$2.68M	0.74%	0.00%	-1.6%	Q4 2025
AMEAmetek Inc/	$2.35M	0.65%	0.00%	New	Q1 2026
CVXChevron Corp	$2.3M	0.64%	0.00%	-35.9%	Q3 2024
GILDGilead Sciences, Inc.	$2.19M	0.61%	0.00%	Not reported	Q3 2024
TJXTJX Companies Inc	$2.17M	0.60%	0.00%	New	Q1 2026
KOCoca Cola Co	$2.15M	0.60%	0.00%	+30.2%	Q3 2025
CSCOCisco Systems, Inc.	$2.06M	0.57%	0.00%	Not reported	Q3 2025
MSMorgan Stanley	$2.03M	0.56%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$1.99M	0.55%	0.00%	-2.5%	Q1 2024
ABTAbbott Laboratories	$1.96M	0.54%	0.00%	+65.3%	Q1 2025
PKGPackaging Corp of America	$1.93M	0.54%	0.00%	-6.1%	Q1 2025
WABWestinghouse Air Brake Technologies Corp	$1.83M	0.51%	0.00%	Not reported	Q3 2025
GRMNGarmin Ltd	$1.77M	0.49%	0.00%	-24.4%	Q4 2024
WMWaste Management Inc	$1.73M	0.48%	0.00%	New	Q1 2026
ORCLOracle Corp	$1.72M	0.48%	0.00%	-9.2%	Q3 2024
DGXQuest Diagnostics Inc	$1.7M	0.47%	0.01%	-8.1%	Q4 2025
PMPhilip Morris International Inc.	$1.68M	0.47%	0.00%	-9.8%	Q1 2025
COFCapital One Financial Corp	$1.67M	0.46%	0.00%	+3.5%	Q4 2023
BACBank of America Corp	$1.67M	0.46%	0.00%	-16.7%	Q3 2024
NEENextera Energy Inc	$1.66M	0.46%	0.00%	-9.1%	Q4 2023
NFLXNetflix Inc	$1.65M	0.46%	0.00%	New	Q1 2026
AEEAmeren Corp	$1.64M	0.46%	0.01%	+0.1%	Q1 2025
TXNTexas Instruments Inc	$1.63M	0.45%	0.00%	Not reported	Q4 2023
PLDPrologis, Inc.	$1.61M	0.45%	0.00%	-3.5%	Q3 2024
PLTRPalantir Technologies Inc.	$1.59M	0.44%	0.00%	-11.0%	Q4 2024
CRMSalesforce, Inc.	$1.54M	0.43%	0.00%	Not reported	Q1 2025
BSXBoston Scientific Corp	$1.52M	0.42%	0.00%	+55.2%	Q3 2025
WFCWells Fargo & Company	$1.52M	0.42%	0.00%	-12.4%	Q4 2023
AAgilent Technologies, Inc.	$1.47M	0.41%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$1.46M	0.41%	0.00%	-41.0%	Q1 2025

Q4 2025Reported Jan 27, 202676 positions
IAUIshares Gold Trust	$35.3M	9.81%	0.05%	-2.2%	Q4 2023
NVDANvidia Corp	$18.3M	5.08%	0.00%	+13.6%	Q4 2023
MSFTMicrosoft Corp	$17.7M	4.93%	0.00%	+16.9%	Q4 2023
AAPLApple Inc.	$16.5M	4.59%	0.00%	+11.8%	Q4 2023
GOOGAlphabet Inc.	$12.6M	3.50%	Not reported	+3.0%	Q4 2023
BSVNBank7 Corp.	$9.55M	2.65%	1.28%	+11.6%	Q4 2024
AMZNAmazon Com Inc	$9.24M	2.57%	0.00%	+3.3%	Q4 2023
IBITiShares Bitcoin Trust ETF	$7.55M	2.10%	0.01%	+16.7%	Q3 2024
AVGOBroadcom Inc.	$6.53M	1.81%	0.00%	+19.1%	Q4 2023
METAMeta Platforms, Inc.	$6.25M	1.74%	Not reported	+25.5%	Q4 2023
COMTChina Sky One Medical, Inc.	$5.83M	1.62%	1.38%	+12.4%	Q4 2023
VVisa Inc.	$5.01M	1.39%	0.00%	+21.3%	Q1 2025
TSLATesla, Inc.	$4.95M	1.37%	0.00%	+25.7%	Q4 2023
JPMJPMorgan Chase & Co	$4.66M	1.30%	0.00%	-2.6%	Q4 2023
ISRGIntuitive Surgical Inc	$4.66M	1.30%	0.00%	+24.6%	Q3 2025
XOMExxonMobil Holdings Corp	$3.37M	0.94%	0.00%	+52.5%	Q4 2023
ROKRockwell Automation, Inc	$3.29M	0.92%	0.01%	+22.8%	Q3 2024
JNJJohnson & Johnson	$3.27M	0.91%	0.00%	-2.2%	Q4 2023
ELVElevance Health, Inc.	$3.26M	0.91%	0.00%	New	Q4 2025
WMTWalmart Inc.	$3.05M	0.85%	0.00%	-11.4%	Q3 2024
GEGeneral Electric Co	$2.89M	0.80%	0.00%	+27.0%	Q3 2024
APHAmphenol Corp	$2.84M	0.79%	0.00%	+31.9%	Q1 2025
MARMarriott International Inc	$2.76M	0.77%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$2.74M	0.76%	0.00%	Not reported	Q1 2025
CVXChevron Corp	$2.64M	0.73%	0.00%	+74.9%	Q3 2024
MRKMerck & Co., Inc.	$2.52M	0.70%	0.00%	+34.9%	Q4 2023
ORCLOracle Corp	$2.51M	0.70%	0.00%	+41.1%	Q3 2024
KKRKKR & Co. Inc.	$2.37M	0.66%	0.00%	+72.1%	Q4 2024
BACBank of America Corp	$2.26M	0.63%	0.00%	-23.4%	Q3 2024
NDAQNasdaq, Inc.	$2.23M	0.62%	0.00%	New	Q4 2025
PRUPrudential Financial Inc	$2.18M	0.61%	0.01%	+117.1%	Q3 2024
PLTRPalantir Technologies Inc.	$2.17M	0.60%	0.00%	+42.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.15M	0.60%	0.00%	Not reported	Q1 2024
COFCapital One Financial Corp	$2.14M	0.59%	0.00%	+18.4%	Q4 2023
TAt&T Inc.	$2.13M	0.59%	0.00%	+32.1%	Q1 2025
GRMNGarmin Ltd	$2.05M	0.57%	0.01%	+55.4%	Q4 2024
BXBlackstone Inc.	$2.05M	0.57%	0.00%	+58.7%	Q4 2024
WFCWells Fargo & Company	$2.03M	0.56%	0.00%	Not reported	Q4 2023
PKGPackaging Corp of America	$2M	0.56%	0.01%	Not reported	Q1 2025
RSGRepublic Services, Inc.	$1.96M	0.55%	0.00%	+36.4%	Q1 2025
DISWalt Disney Co	$1.95M	0.54%	0.00%	+35.5%	Q4 2023
ICEIntercontinental Exchange, Inc.	$1.94M	0.54%	0.00%	+30.5%	Q1 2025
IRIngersoll Rand Inc.	$1.84M	0.51%	0.01%	+102.5%	Q3 2025
PMPhilip Morris International Inc.	$1.81M	0.50%	0.00%	+25.6%	Q1 2025
SBACSba Communications Corp	$1.79M	0.50%	0.01%	New	Q4 2025
PFGPrincipal Financial Group Inc	$1.65M	0.46%	0.01%	New	Q4 2025
CTSHCognizant Technology Solutions Corp	$1.65M	0.46%	0.00%	New	Q4 2025
DGXQuest Diagnostics Inc	$1.64M	0.45%	0.01%	New	Q4 2025
STLDSteel Dynamics Inc	$1.62M	0.45%	0.01%	+39.0%	Q3 2025
PLDPrologis, Inc.	$1.61M	0.45%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 16, 202586 positions
IAUIshares Gold Trust	$32.3M	9.81%	0.06%	+4.2%	Q4 2023
MSFTMicrosoft Corp	$16.3M	4.93%	0.00%	+11.0%	Q4 2023
NVDANvidia Corp	$16.1M	4.88%	0.00%	+8.2%	Q4 2023
AAPLApple Inc.	$13.8M	4.20%	0.00%	+0.4%	Q4 2023
GOOGAlphabet Inc.	$9.5M	2.88%	Not reported	+2.0%	Q4 2023
BSVNBank7 Corp.	$8.57M	2.60%	1.15%	+7.3%	Q4 2024
AMZNAmazon Com Inc	$8.51M	2.58%	0.00%	+13.3%	Q4 2023
IBITiShares Bitcoin Trust ETF	$8.47M	2.57%	0.01%	+5.3%	Q3 2024
COMTChina Sky One Medical, Inc.	$5.59M	1.70%	1.23%	+6.8%	Q4 2023
METAMeta Platforms, Inc.	$5.54M	1.68%	Not reported	+9.6%	Q4 2023
AVGOBroadcom Inc.	$5.22M	1.58%	0.00%	+4.4%	Q4 2023
JPMJPMorgan Chase & Co	$4.69M	1.42%	0.00%	+25.7%	Q4 2023
VVisa Inc.	$4.02M	1.22%	0.00%	Not reported	Q1 2025
TSLATesla, Inc.	$3.89M	1.18%	0.00%	+13.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$3.27M	0.99%	Not reported	Not reported	Q1 2024
WMTWalmart Inc.	$3.18M	0.97%	0.00%	+13.9%	Q3 2024
LMTLockheed Martin Corp	$3.08M	0.93%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$3M	0.91%	0.00%	+1.6%	Q4 2023
ISRGIntuitive Surgical Inc	$2.96M	0.90%	0.00%	New	Q3 2025
BACBank of America Corp	$2.76M	0.84%	0.00%	+27.3%	Q3 2024
ORCLOracle Corp	$2.57M	0.78%	0.00%	-8.6%	Q3 2024
ROKRockwell Automation, Inc	$2.41M	0.73%	0.01%	+29.3%	Q3 2024
GEGeneral Electric Co	$2.22M	0.67%	0.00%	-11.6%	Q3 2024
ERIEErie Indemnity Co	$2.1M	0.64%	Not reported	New	Q3 2025
XOMExxonMobil Holdings Corp	$2.07M	0.63%	0.00%	-11.1%	Q4 2023
APHAmphenol Corp	$1.97M	0.60%	0.00%	-30.5%	Q1 2025
ACNAccenture plc	$1.86M	0.56%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$1.83M	0.55%	0.00%	+23.0%	Q1 2025
CRMSalesforce, Inc.	$1.75M	0.53%	0.00%	+43.2%	Q1 2025
GRMNGarmin Ltd	$1.6M	0.49%	0.00%	+18.8%	Q4 2024
PANWPalo Alto Networks Inc	$1.6M	0.48%	0.00%	+27.5%	Q4 2024
COFCapital One Financial Corp	$1.58M	0.48%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$1.56M	0.47%	0.00%	+0.8%	Q4 2024
RSGRepublic Services, Inc.	$1.56M	0.47%	0.00%	+20.1%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.55M	0.47%	0.00%	+14.8%	Q1 2025
CVXChevron Corp	$1.54M	0.47%	0.00%	-9.1%	Q3 2024
SPMDSupermedia Inc.	$1.51M	0.46%	Not reported	Not reported	Q2 2024
MRKMerck & Co., Inc.	$1.49M	0.45%	0.00%	+12.3%	Q4 2023
DHRDanaher Corp	$1.48M	0.45%	0.00%	+5.6%	Q4 2023
PMPhilip Morris International Inc.	$1.46M	0.44%	0.00%	+16.0%	Q1 2025
DISWalt Disney Co	$1.45M	0.44%	0.00%	Not reported	Q4 2023
AEEAmeren Corp	$1.44M	0.44%	0.01%	-5.5%	Q1 2025
INTCIntel Corp	$1.44M	0.44%	0.00%	New	Q3 2025
BXBlackstone Inc.	$1.43M	0.43%	0.00%	-13.7%	Q4 2024
BABoeing Co	$1.41M	0.43%	0.00%	+38.5%	Q1 2025
KKRKKR & Co. Inc.	$1.4M	0.42%	0.00%	Not reported	Q4 2024
ORLYO Reilly Automotive Inc	$1.38M	0.42%	0.00%	New	Q3 2025
ABTAbbott Laboratories	$1.37M	0.42%	0.00%	-20.0%	Q1 2025
WABWestinghouse Air Brake Technologies Corp	$1.35M	0.41%	0.00%	New	Q3 2025
JBLJabil Inc	$1.35M	0.41%	0.01%	New	Q3 2025

Premium opens every quarter this fund has filed