VCI Wealth Management LLC
•CIK: 2009388•Filing: Q4 2025
**VCI Wealth Management LLC** manages $360M across a diversified portfolio of 109 positions. The fund exhibits significant allocations to core assets, notably IAU* at $35.3M, alongside major technology names including NVDA ($18.3M) and MSFT ($17.7M). Further diversification is evident with substantial holdings in international equities (VEA at $17.5M) and technology leaders like AAPL ($16.5M) and GOOG ($12.6M). This structure suggests a mandate balancing established mega-caps with broad market exposure.
Total AUM
$359.7M
QoQ Performance
+9.1%
Positions
87
Top 10 Concentration
45.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IAU*
NVDA
IAU*9.8%
NVDA5.1%
MSFT4.9%
VEA4.9%
AAPL4.6%
JPST4.3%
GOOG3.5%
BSV2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.7%
Technology23.4%
Consumer6.7%
Financial5.1%
Healthcare3.1%
Industrial1.1%
Communication1.1%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW24 new positions
↑65 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023