VCI Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$398,941
Net value change ($000)
+38,180 (10.6%)
New positions
17
Sold out positions
41
Turnover %
21.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LRCX 6,537 NEW
APH 5,669 NEW
VEA 5,478 19.0%
NVDA 4,831 29.2%
AME 3,653 155.3%
INTC 3,226 232.8%
DHR 2,920 NEW
IBM 2,658 NEW
MS 2,629 129.3%
GOOGL 2,559 21.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,865 -100.0%
ROK -2,925 -100.0%
MAR -2,869 -100.0%
ELV -2,681 -100.0%
PKG -1,932 -100.0%
WAB -1,832 -100.0%
IAU -1,804 -6.4%
AMD -1,783 -89.5%
GARMIN LTD -1,775 -100.0%
PM -1,682 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type