VCI Wealth Management LLC
Annual return '25
+11.5%
SPY '25
+17.7%
Alpha
-6.2ptsvs SPY
Invested
$360.8M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Sold 15.0% (12.5k → 10.6k shares)
8.0%
02
$IAU
ISHARES GOLD TR
Q4 2025: Exited (was 444.4k shares)
7.8%
03
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 279.2k shares)
4.9%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 2.9% (180.1k → 174.8k shares)
4.6%
05
$AAPL
APPLE INC
Q1 2026: Sold 3.3% (34.9k → 33.7k shares)
4.0%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 3.4% (18.5k → 17.9k shares)
3.6%
07
$GOOG
ALPHABET INC
Q1 2026: Sold 1.6% (14.9k → 14.6k shares)
3.2%
08
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 108.6k shares)
3.0%
09
$SCHP
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 322.0k shares)
2.9%
10
$VMBS
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 185.1k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:53 UTC.