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Vericrest Private Wealth 13F holdings

Filed 2026-07-28 · Vericrest Private Wealth · 46 positions · $112.4M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR33.6K$25.1M22.4%
AGGISHARES TR90.2K$8.9M7.9%
QGRWWISDOMTREE TR127.6K$8.4M7.5%
IEFAISHARES TR81.5K$7.9M7.0%
—WISDOMTREE TR148.9K$6.6M5.9%
ITOTISHARES TR30.1K$4.9M4.4%
ACWIISHARES INC58.4K$4.8M4.3%
IJRISHARES TR30.5K$4.5M4.0%
WTVWISDOMTREE TR43.4K$4.4M3.9%
IJHISHARES TR54.4K$4.2M3.7%
DDWMWISDOMTREE TR89.3K$4.1M3.7%
LQDISHARES TR32.8K$3.6M3.2%
SPYSTATE STR SPDR S&P 500 ETF T4.5K$3.3M3.0%
NVDANVIDIA CORPORATION9.9K$2.0M1.8%
MUBISHARES TR15.4K$1.7M1.5%
UPSUNITED PARCEL SVCS INC1.4K$1.5M1.3%
SPDWSPDR INDEX SHS FDS28.8K$1.5M1.3%
USFRWISDOMTREE TR27.4K$1.4M1.2%
AAPLAPPLE INC4.7K$1.4M1.2%
IWFISHARES TR9.5K$1.2M1.0%
GLDSPDR GOLD TR3.0K$1.1M1.0%
HYGISHARES TR13.2K$1.1M0.9%
FLOTISHARES TR20.3K$1.0M0.9%
QHYWISDOMTREE TR22.1K$1.0M0.9%
SPEMSPDR INDEX SHS FDS13.4K$695,2160.6%
XLKSELECT SECTOR SPDR TR3.5K$666,4390.6%
GOOGLALPHABET INC1.7K$591,0900.5%
EXMOCEXXON MOBIL CORP3.0K$409,7500.4%
MRVLMARVELL TECHNOLOGY INC1.2K$370,8730.3%
JPMJPMORGAN CHASE & CO1.1K$369,8830.3%
AMZNAMAZON COM INC1.5K$364,8990.3%
MSFTMICROSOFT CORP931$347,2820.3%
AMATAPPLIED MATLS INC448$323,9040.3%
EMBISHARES TR3.2K$311,8290.3%
DSIISHARES TR2.0K$278,2300.2%
DELLDELL TECHNOLOGIES INC615$265,3480.2%
EDCONSOLIDATED EDISON INC2.4K$262,6360.2%
SHYGISHARES TR5.9K$251,8910.2%
VYMVANGUARD WHITEHALL FDS1.5K$242,2600.2%
SUSAISHARES TR1.4K$223,2720.2%
XLFSELECT SECTOR SPDR TR4.0K$212,8320.2%
DGROISHARES TR2.8K$210,3370.2%
GSGOLDMAN SACHS GROUP INC125$126,4210.1%
VKQINVESCO MUNICIPAL TRUST11.3K$113,5320.1%
GSGOLDMAN SACHS GROUP INC87$87,9890.1%
UPSUNITED PARCEL SVCS INC411$44,1830.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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