VCI Wealth Management LLC

CIK

2009388

Location

St Louis, MO

Portfolio Value

Small $225,798,917

Diversification

Diversified

Filing Date

Global Rank

#3,620 / 8,232 ▲ 36

Top Industry

Semiconductors 15.5%

3Y Alpha vs SPY

-1.7%

Period ended 2 months ago

Filed Apr 21, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.0%

SPY

+52.9%

Annualised alpha

-1.7%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.4%

−1.8 pts

Top 5

35.9%

−3.3 pts

Top 10

48.0%

−3.4 pts

HHI

373

Diversified−70

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$70,550,413	20
Unclassified	16.4%	$37,091,811	2
Financial Services	10.0%	$22,682,620	13
Consumer Cyclical	9.3%	$21,079,581	7
Healthcare	8.5%	$19,086,219	12
Industrials	7.0%	$15,808,756	9
Communication Services	4.9%	$10,981,548	6
Consumer Defensive	4.3%	$9,598,878	7
Energy	3.6%	$8,076,556	4
Utilities	2.4%	$5,490,718	4
Real Estate	1.3%	$2,925,573	2
Basic Materials	1.1%	$2,426,244	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+83,454	235,487	$9,047,410
BSX	Boston Scientific Corp	+8,632	24,261	$1,522,377
ABT	Abbott Laboratories	+7,557	19,128	$1,963,871
KO	Coca Cola Co	+6,559	28,246	$2,148,108
MRK	Merck & Co., Inc.	+4,597	28,535	$3,432,475
AVGO	Broadcom Inc.	+858	19,718	$6,102,918
ZTS	Zoetis Inc.	+473	11,027	$1,303,501
COF	Capital One Financial Corp	+306	9,132	$1,665,950
TSLA	Tesla, Inc.	+16	11,012	$4,093,711
AEE	Ameren Corp	+12	14,939	$1,642,094
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−116,501	318,108	$28,044,401
T	At&T Inc.	−35,132	50,463	$1,462,922
KVUE	Kenvue Inc.	−24,550	39,653	$683,617
JNJ	Johnson & Johnson	−14,863	962	$235,151
ON	On Semiconductor Corp	−10,691	12,873	$797,096
INTC	Intel Corp	−10,321	31,417	$1,386,432
MDLZ	Mondelez International, Inc.	−10,075	7,936	$457,431
NDAQ	Nasdaq, Inc.	−10,052	12,940	$1,098,476
FIS	Fidelity National Information Services, Inc.	−8,998	7,178	$336,719
DIS	Walt Disney Co	−7,433	9,742	$938,933
BAC	Bank Of America Corp /De/	−6,838	34,172	$1,665,885
IR	Ingersoll Rand Inc.	−6,782	16,439	$1,317,092
FE	Firstenergy Corp	−6,514	16,290	$825,251
GPN	Global Payments Inc	−6,312	6,843	$460,533
CVX	Chevron Corp	−6,229	11,112	$2,299,072
KKR	KKR & Co. Inc.	−6,101	12,452	$1,151,810
PRU	Prudential Financial Inc	−5,673	13,619	$1,330,440
PFG	Principal Financial Group Inc	−5,607	13,104	$1,180,801
CTSH	Cognizant Technology Solutions Corp	−5,346	14,531	$891,476
TRMB	Trimble Inc.	−5,341	11,273	$735,337
XOM	Exxon Mobil Corp	−5,252	22,784	$3,865,533
UBER	Uber Technologies, Inc	−5,138	14,212	$1,022,269
EBAY	Ebay Inc	−4,118	9,036	$822,456
UPS	United Parcel Service Inc	−3,689	8,804	$866,137
AAPL	Apple Inc.	−3,406	57,355	$14,556,125
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	15,421	$2,974,710
AME	Ametek Inc/	10,973	$2,352,172
GILD	Gilead Sciences, Inc.	15,683	$2,185,739
TJX	Tjx Companies Inc /De/	13,604	$2,172,558
CSCO	Cisco Systems, Inc.	26,500	$2,056,135
MS	Morgan Stanley	12,359	$2,033,920
WAB	Westinghouse Air Brake Technologies Corp	7,332	$1,832,340
WM	Waste Management Inc	7,507	$1,725,033
NFLX	Netflix Inc	17,159	$1,649,837
TXN	Texas Instruments Inc	8,388	$1,628,446
CRM	Salesforce, Inc.	8,257	$1,541,334
A	Agilent Technologies, Inc.	12,915	$1,472,051
TTWO	Take Two Interactive Software Inc	7,312	$1,444,120
DOW	Dow Inc.	33,869	$1,410,643
MMM	3M Co	9,336	$1,355,867
AMT	American Tower Corp /Ma/	7,647	$1,319,719
GLW	Corning Inc /Ny	8,324	$1,131,814
ANET	Arista Networks, Inc.	8,639	$1,060,696
SLB	Slb Limited/Nv	19,833	$1,019,217
NEM	NEWMONT Corp /DE/	9,382	$1,015,601
INCY	Incyte Corp	10,299	$969,341
BKR	Baker Hughes Co	14,623	$892,734
DLTR	Dollar Tree, Inc.	7,836	$858,120
MCHP	Microchip Technology Inc	12,923	$834,955
TECH	BIO-TECHNE Corp	14,573	$761,584
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	8,232	$4,662,275
GE	General Electric Co	9,371	$2,886,549
APH	Amphenol Corp /De/	21,034	$2,842,534
ABBV	AbbVie Inc.	12,008	$2,743,707
RSG	Republic Services, Inc.	9,263	$1,963,107
SBAC	Sba Communications Corp	9,233	$1,785,939
STLD	Steel Dynamics Inc	9,540	$1,616,553
ABNB	Airbnb, Inc.	9,828	$1,333,856
BLDR	Builders FirstSource, Inc.	11,080	$1,140,021
REG	Regency Centers Corp	15,346	$1,059,334
LEN	Lennar Corp /New/	9,996	$1,027,588
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $225,798,917 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	318,108	-116,501	$28,044,401	−20.5%	12.42%
NVDA	Nvidia Corp Technology	Reduced	95,023	-2,928	$16,572,011	−9.3%	7.34%
AAPL	Apple Inc. Technology	Reduced	57,355	-3,406	$14,556,125	−11.9%	6.45%
MSFT	Microsoft Corp Technology	Reduced	34,632	-2,058	$12,819,727	−27.8%	5.68%
IBIT	iShares Bitcoin Trust ETF	Added	235,487	+83,454	$9,047,410	+19.9%	4.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,815	-2,198	$7,875,730	−14.7%	3.49%
AVGO	Broadcom Inc. Technology	Added	19,718	+858	$6,102,918	−6.5%	2.70%
META	Meta Platforms, Inc. Communication Services	Reduced	8,687	-787	$4,970,093	−20.5%	2.20%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,447	-28	$4,249,729	−8.9%	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,012	+16	$4,093,711	−17.2%	1.81%
XOM	Exxon Mobil Corp Energy	Reduced	22,784	-5,252	$3,865,533	+14.6%	1.71%
V	Visa Inc. Financial Services	Reduced	12,361	-1,918	$3,735,988	−25.4%	1.65%
MRK	Merck & Co., Inc. Healthcare	Added	28,535	+4,597	$3,432,475	+36.2%	1.52%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,650	-1,736	$3,187,782	+4.5%	1.41%
RTX	RTX Corp Industrials	NEW	15,421	NEW	$2,974,710	NEW	1.32%
ROK	Rockwell Automation, Inc Industrials	Reduced	8,150	-314	$2,924,872	−11.2%	1.30%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	8,773	-133	$2,869,385	+3.9%	1.27%
ELV	Elevance Health, Inc. Healthcare	Reduced	9,157	-148	$2,680,711	−17.8%	1.19%
AME	Ametek Inc/ Industrials	NEW	10,973	NEW	$2,352,172	NEW	1.04%
CVX	Chevron Corp Energy	Reduced	11,112	-6,229	$2,299,072	−13.0%	1.02%
GILD	Gilead Sciences, Inc. Healthcare	NEW	15,683	NEW	$2,185,739	NEW	0.97%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	13,604	NEW	$2,172,558	NEW	0.96%
KO	Coca Cola Co Consumer Defensive	Added	28,246	+6,559	$2,148,108	+41.7%	0.95%
CSCO	Cisco Systems, Inc. Technology	NEW	26,500	NEW	$2,056,135	NEW	0.91%
MS	Morgan Stanley Financial Services	NEW	12,359	NEW	$2,033,920	NEW	0.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,794	-251	$1,992,393	−7.4%	0.88%
ABT	Abbott Laboratories Healthcare	Added	19,128	+7,557	$1,963,871	+35.5%	0.87%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	9,105	-596	$1,932,263	−3.4%	0.86%
WAB	Westinghouse Air Brake Technologies Corp Industrials	NEW	7,332	NEW	$1,832,340	NEW	0.81%
GRMN	Garmin Ltd Technology	Reduced	7,650	-2,463	$1,774,876	−13.5%	0.79%
WM	Waste Management Inc Industrials	NEW	7,507	NEW	$1,725,033	NEW	0.76%
ORCL	Oracle Corp Technology	Reduced	11,717	-1,183	$1,723,687	−31.4%	0.76%
DGX	Quest Diagnostics Inc Healthcare	Reduced	8,662	-761	$1,697,578	+3.8%	0.75%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,172	-1,101	$1,681,838	−7.0%	0.74%
COF	Capital One Financial Corp Financial Services	Added	9,132	+306	$1,665,950	−22.1%	0.74%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	34,172	-6,838	$1,665,885	−26.1%	0.74%
NEE	Nextera Energy Inc Utilities	Reduced	17,907	-1,797	$1,663,202	+5.1%	0.74%
NFLX	Netflix Inc Communication Services	NEW	17,159	NEW	$1,649,837	NEW	0.73%
AEE	Ameren Corp Utilities	Added	14,939	+12	$1,642,094	+10.2%	0.73%
TXN	Texas Instruments Inc Technology	NEW	8,388	NEW	$1,628,446	NEW	0.72%
PLD	Prologis, Inc. Real Estate	Reduced	12,149	-440	$1,605,854	−0.1%	0.71%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,842	-1,345	$1,585,967	−26.8%	0.70%
CRM	Salesforce, Inc. Technology	NEW	8,257	NEW	$1,541,334	NEW	0.68%
BSX	Boston Scientific Corp Healthcare	Added	24,261	+8,632	$1,522,377	+2.2%	0.67%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	19,043	-2,701	$1,516,013	−25.2%	0.67%
A	Agilent Technologies, Inc. Healthcare	NEW	12,915	NEW	$1,472,051	NEW	0.65%
T	At&T Inc. Communication Services	Reduced	50,463	-35,132	$1,462,922	−31.2%	0.65%
TTWO	Take Two Interactive Software Inc Communication Services	NEW	7,312	NEW	$1,444,120	NEW	0.64%
DOW	Dow Inc. Basic Materials	NEW	33,869	NEW	$1,410,643	NEW	0.62%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	8,912	-3,093	$1,401,679	−27.9%	0.62%