VCI Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing reports the firm holds positions in 102 separate equities and exchange-traded funds.
The portfolio is diversified across several sectors, with notable holdings including Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Berkshire Hathaway Inc. The firm also holds significant positions in Alphabet Inc. Class C shares, Amazon.com Inc., and Meta Platforms Inc. Class A shares.
In addition to individual stocks, the portfolio includes various exchange-traded funds. The firm holds shares in the iShares Gold Trust, the iShares Bitcoin Trust, and multiple funds tracking the S&P 500, such as the iShares Core S&P 500 ETF and the SPDR Series Trust Standard & Poor's 500 ETF. The filing also lists positions in funds tracking the Nasdaq 100 and various sector-specific ETFs, including funds focused on healthcare, technology, and financials.
The filing identifies N. Wayne Atkins as the Chief Compliance Officer for the firm, with an address provided in Valley Park, Missouri.
