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Portfolio (Quarterly) Guide ↗

VCI Wealth Management LLC

· CIK 0002009388
13F Portfolio $330M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 115 New
Page 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLF SELECT SECTOR SPDR TR 60,838.0 $3.3M 0.99% NEW $53.87 -0.6%
22 BERKSHIRE HATHAWAY INC DEL 6,512.0 $3.3M 0.99% NEW $502.74
23 WMT WALMART INC Consumer Defensive 30,892.0 $3.2M 0.96% NEW $103.06 +13.7%
24 LMT LOCKHEED MARTIN CORP Industrials 6,160.0 $3.1M 0.93% NEW $499.21 +2.4%
25 JNJ JOHNSON & JOHNSON Healthcare 16,184.0 $3.0M 0.91% NEW $185.42 +23.2%
26 ISRG INTUITIVE SURGICAL INC Healthcare 6,608.0 $3.0M 0.90% NEW $447.23 -9.0%
27 BNDX VANGUARD CHARLOTTE FDS 57,726.0 $2.9M 0.87% NEW $49.46 -2.2%
28 BAC BANK AMERICA CORP Financial Services 53,512.0 $2.8M 0.84% NEW $51.59 +8.9%
29 ORCL ORACLE CORP Technology 9,144.0 $2.6M 0.78% NEW $281.24 -34.5%
30 ROK ROCKWELL AUTOMATION INC Industrials 6,895.0 $2.4M 0.73% NEW $349.53 +35.6%
31 GE GE AEROSPACE Industrials 7,380.0 $2.2M 0.67% NEW $300.80 +18.9%
32 ERIE ERIE INDTY CO Financial Services 6,615.0 $2.1M 0.64% NEW $318.16 -30.5%
33 XOM EXXON MOBIL CORP Energy 18,380.0 $2.1M 0.63% NEW $112.75 +22.2%
34 APH AMPHENOL CORP NEW Technology 15,947.0 $2.0M 0.60% NEW $123.75 +32.5%
35 ACN ACCENTURE PLC IRELAND Technology 7,538.0 $1.9M 0.56% NEW $246.60 -47.1%
36 T AT&T INC Communication Services 64,786.0 $1.8M 0.56% NEW $28.24 -22.1%
37 XLK SELECT SECTOR SPDR TR 6,468.0 $1.8M 0.55% NEW $281.87 -32.1%
38 CRM SALESFORCE INC Technology 7,390.0 $1.8M 0.53% NEW $237.00 -36.0%
39 GRMN GARMIN LTD Technology 6,509.0 $1.6M 0.49% NEW $246.22 -4.9%
40 PANW PALO ALTO NETWORKS INC Technology 7,854.0 $1.6M 0.48% NEW $203.62 +41.3%
Page 2 of 6  ·  115 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
Technology 32.4%
Financial Services 27.1%
Communication Services 8.5%
Healthcare 7.8%
Consumer Cyclical 7.3%
Industrials 6.1%
Consumer Defensive 4.2%
Energy 2.5%
Utilities 2.0%
Real Estate 1.2%