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Portfolio (Quarterly) Guide ↗

Vericrest Private Wealth

· CIK 0001912300
13F Portfolio $112M AUM 46 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 44 New
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 3,048.0 $1.1M 1.00% NEW $368.38 +14.0%
22 HYG ISHARES TR 13,233.0 $1.1M 0.94% NEW $79.97 -0.1%
23 FLOT ISHARES TR 20,315.0 $1.0M 0.92% NEW $51.05 -0.0%
24 QHY WISDOMTREE TR 22,141.0 $1.0M 0.90% NEW $45.81 -0.1%
25 SPEM SPDR INDEX SHS FDS 13,426.0 $695K 0.62% NEW $51.78 +2.0%
26 XLK SELECT SECTOR SPDR TR 3,498.0 $666K 0.59% NEW $190.52 -1.6%
27 GOOGL ALPHABET INC Communication Services 1,654.0 $591K 0.53% NEW $357.37 -4.9%
28 XOM EXXON MOBIL CORP Energy 2,997.0 $410K 0.36% NEW $136.72 +14.6%
29 MRVL MARVELL TECHNOLOGY INC Technology 1,245.0 $371K 0.33% NEW $297.89 -17.4%
30 JPM JPMORGAN CHASE & CO Financial Services 1,130.0 $370K 0.33% NEW $327.33 +7.9%
31 AMZN AMAZON COM INC Consumer Cyclical 1,531.0 $365K 0.33% NEW $238.34 +7.9%
32 MSFT MICROSOFT CORP Technology 931.0 $347K 0.31% NEW $373.02 +35.4%
33 AMAT APPLIED MATLS INC Technology 448.0 $324K 0.29% NEW $723.00 -34.1%
34 EMB ISHARES TR 3,233.0 $312K 0.28% NEW $96.45 -1.3%
35 DSI ISHARES TR 1,954.0 $278K 0.25% NEW $142.39 +4.1%
36 DELL DELL TECHNOLOGIES INC Technology 615.0 $265K 0.24% NEW $431.46 +8.8%
37 ED CONSOLIDATED EDISON INC Utilities 2,374.0 $263K 0.23% NEW $110.63 -3.5%
38 SHYG ISHARES TR 5,939.0 $252K 0.22% NEW $42.41 -0.2%
39 VYM VANGUARD WHITEHALL FDS 1,533.0 $242K 0.22% NEW $158.03 +3.9%
40 SUSA ISHARES TR 1,447.0 $223K 0.20% NEW $154.30 +3.2%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.7%
Technology 35.8%
Industrials 11.9%
Communication Services 4.6%
Energy 3.2%
Consumer Cyclical 2.8%
Utilities 2.0%