Vericrest Private Wealth has filed a Form 13F-HR report disclosing its equity holdings as of the close of September 30, 2026. The filing lists the firm's address as 41 University Drive, Suite 400, in Newtown, Pennsylvania.
The report indicates that the firm is managed by Alan Gilmore, an attorney based in Pennsauken, New Jersey. The filing does not disclose a specific total value for the portfolio, but it provides a detailed breakdown of individual positions.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Among the notable individual stock holdings are Alphabet Inc. Class A, Amazon.com Inc., Apple Inc., and Microsoft Corporation. The firm also holds significant positions in NVIDIA Corporation and Marvell Technology Inc.
A substantial portion of the portfolio is allocated to ETFs. The firm holds shares in various iShares and SPDR funds, including the iShares Core S&P 500 ETF, the iShares Core MSCI EAFE ETF, and the SPDR Gold Shares. Additionally, the filing lists holdings in WisdomTree ETFs, such as the WisdomTree US Quality Growth Fund and the WisdomTree US High Yield Corporate Fund.
The filing also includes positions in United Parcel Service Inc. Class B, with shares held in both sole and other-than-sole capacity.
