VCI Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002009388
13F-HR · 99 reported holdings · 2026-03-31
Reported long-US-equity value
$0.22B
Top-10 concentration
42.7%
VCI Wealth Management LLC — $220M AUM allocation strategy
VCI Wealth Management LLC files SEC Form 13F and reports $220M of long US equity value across 99 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.8%, followed by Financials 8.6% and Communication Services 7.6%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VCI Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$220M
total across 99 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +40.7K sh · +$1.13M+$SPYM +13.5K sh · +$988K+$BSX +8.63K sh · +$32.2K
Biggest trims (shares)
−$T −35.1K sh · −$663K−$KVUE −24.6K sh · −$424K−$JNJ −14.9K sh · −$3.04M
Exited to nil (held last quarter, gone now)
$ISRG ($4.66M last qtr)$GE ($2.89M last qtr)$APH ($2.84M last qtr)$ABBV ($2.74M last qtr)$RSG ($1.96M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.3%—
- Interactive Media & Services7.6%—
- Technology Hardware, Storage & Peripherals6.6%—
- Systems Software5.8%—
- Investment Banking & Brokerage5.0%—
- Broadline Retail3.6%—
- Integrated Oil & Gas2.8%—
- Electrical Components & Equipment2.4%—
- Other holdings55.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 95K | $16.6M | -2.93K | 7.5% |
| $AAPL | Apple Inc | 57.4K | $14.6M | -3.41K | 6.6% |
| $MSFT | Microsoft Corporation | 34.6K | $12.8M | -2.06K | 5.8% |
| $GOOGL | Alphabet Inc | 40.7K | $11.7M | +533 | 5.3% |
| $SCHW | Charles Schwab Corporation | 410K | $10.9M | +40.7K | 5.0% |
| $AMZN | Amazon.com Inc | 37.8K | $7.88M | -2.2K | 3.6% |
| $AVGO | Broadcom Inc | 19.7K | $6.1M | +858 | 2.8% |
| $META | Meta Platforms Inc | 8.69K | $4.97M | -787 | 2.3% |
| $JPM | JP Morgan Chase & Co | 14.4K | $4.25M | -28 | 1.9% |
| $TSLA | Tesla Inc | 11K | $4.09M | +16 | 1.9% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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