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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
Page 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FE FIRSTENERGY CORP Utilities 22,804.0 $1.0M 0.28% NEW $44.77 +3.5%
82 GPN GLOBAL PMTS INC Industrials 13,155.0 $1.0M 0.28% NEW $77.40 -12.9%
83 IVV ISHARES TR 1,429.0 $979K 0.27% +199.0 +16.2% $684.94 +9.3%
84 MDLZ MONDELEZ INTL INC Consumer Defensive 18,011.0 $970K 0.27% NEW $53.83 +12.3%
85 XLK SELECT SECTOR SPDR TR 6,461.0 $930K 0.26% $143.97 +32.1%
86 FIDU FIDELITY COVINGTON TRUST 9,798.0 $808K 0.23% -8K -45.8% $82.48 +18.8%
87 FIDELITY COVINGTON TRUST 10,600.0 $787K 0.22% -11K -51.0% $74.28
88 XLI SELECT SECTOR SPDR TR 4,966.0 $770K 0.21% -4K -45.3% $155.12 +16.6%
89 FTEC FIDELITY COVINGTON TRUST 3,094.0 $695K 0.19% -2K -41.8% $224.67 +26.8%
90 XLY SELECT SECTOR SPDR TR 5,471.0 $653K 0.18% NEW $119.41 -2.6%
91 SPSM SPDR SERIES TRUST 11,670.0 $547K 0.15% +5K +72.1% $46.86 +18.3%
92 XLV SELECT SECTOR SPDR TR 3,528.0 $546K 0.15% -3K -45.4% $154.82 -3.4%
93 XLC SELECT SECTOR SPDR TR 3,565.0 $420K 0.12% -3K -41.6% $117.72 -7.3%
94 SCHF SCHWAB STRATEGIC TR 17,437.0 $419K 0.12% +3K +17.2% $24.04 +17.3%
95 FCOM FIDELITY COVINGTON TRUST 5,165.0 $378K 0.10% -8K -60.2% $73.28 -4.5%
96 FUTY FIDELITY COVINGTON TRUST 6,521.0 $360K 0.10% $55.22 +4.2%
97 FDIS FIDELITY COVINGTON TRUST 3,350.0 $342K 0.10% -4K -52.7% $102.17 -1.1%
98 QQQM INVESCO EXCH TRADED FD TR II 1,299.0 $329K 0.09% +204.0 +18.6% $252.92 +19.8%
99 XLU SELECT SECTOR SPDR TR 7,696.0 $329K 0.09% +2K +25.0% $42.69 +5.0%
100 SPMD SPDR SERIES TRUST 5,628.0 $326K 0.09% -21K -78.7% $57.91 +14.3%
Page 5 of 6  ·  109 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 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%