Vericrest Private Wealth: 13F holdings
CIK 19123002026Q2
| Positions | 44 |
|---|
| Reported value | $112.4m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 44 (+5 vs prior quarter) |
|---|
| Reported value | $112.4m (+0.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 33,557 | $25.1m | 22.4% |
| AGG ISHARES TR | 90,226 | $8.9m | 7.9% |
| QGRW WISDOMTREE TR | 127,611 | $8.4m | 7.5% |
| IEFA ISHARES TR | 81,495 | $7.9m | 7.0% |
| WISDOMTREE TR | 148,948 | $6.6m | 5.9% |
| ITOT ISHARES TR | 30,113 | $4.9m | 4.4% |
| IEMG ISHARES INC | 58,395 | $4.8m | 4.3% |
| IJR ISHARES TR | 30,499 | $4.5m | 4.0% |
| WTV WISDOMTREE TR | 43,350 | $4.4m | 3.9% |
| IJH ISHARES TR | 54,352 | $4.2m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912300")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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