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Portfolio (Quarterly) Guide ↗

VCI Wealth Management LLC

· CIK 0002009388
13F Portfolio $360M AUM 109 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 65 Added 18 Reduced 30 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 434,609.0 $35.3M 9.81% -10K -2.2% $81.17 -2.2%
2 JPM JPMORGAN CHASE & CO. Financial Services 14,475.0 $4.7M 1.30% -386.0 -2.6% $322.22 +2.1%
3 JNJ JOHNSON & JOHNSON Healthcare 15,825.0 $3.3M 0.91% -359.0 -2.2% $206.95 +10.3%
4 WMT WALMART INC Consumer Defensive 27,386.0 $3.1M 0.85% -4K -11.3% $111.41 +5.3%
5 BAC BANK AMERICA CORP Financial Services 41,010.0 $2.3M 0.63% -13K -23.4% $55.00 +2.3%
6 XLF SELECT SECTOR SPDR TR 28,691.0 $1.6M 0.44% -32K -52.8% $54.77 -2.0%
7 INTC INTEL CORP Technology 41,738.0 $1.5M 0.43% -1K -2.5% $36.90 +263.1%
8 FIDU FIDELITY COVINGTON TRUST 9,798.0 $808K 0.23% -8K -45.8% $82.48 +18.3%
9 FIDELITY COVINGTON TRUST 10,600.0 $787K 0.22% -11K -51.0% $74.28
10 XLI SELECT SECTOR SPDR TR 4,966.0 $770K 0.21% -4K -45.3% $155.12 +16.9%
11 FTEC FIDELITY COVINGTON TRUST 3,094.0 $695K 0.19% -2K -41.8% $224.67 +27.3%
12 XLV SELECT SECTOR SPDR TR 3,528.0 $546K 0.15% -3K -45.4% $154.82 -3.6%
13 XLC SELECT SECTOR SPDR TR 3,565.0 $420K 0.12% -3K -41.6% $117.72 -6.5%
14 FCOM FIDELITY COVINGTON TRUST 5,165.0 $378K 0.10% -8K -60.2% $73.28 -3.7%
15 FDIS FIDELITY COVINGTON TRUST 3,350.0 $342K 0.10% -4K -52.7% $102.17 -0.1%
16 SPMD SPDR SERIES TRUST 5,628.0 $326K 0.09% -21K -78.7% $57.91 +14.9%
17 XLP SELECT SECTOR SPDR TR 3,423.0 $266K 0.07% -2K -36.3% $77.68 +7.5%
18 FENY FIDELITY COVINGTON TRUST 8,397.0 $208K 0.06% -30K -78.0% $24.77 +19.2%

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 30.6%
Financial Services 27.6%
Consumer Cyclical 9.2%
Healthcare 9.1%
Communication Services 8.9%
Industrials 4.5%
Consumer Defensive 3.3%
Energy 2.3%
Utilities 2.1%
Real Estate 1.7%