VCI Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$359,734
Net value change ($000)
+29,978 (9.1%)
New positions
24
Sold out positions
30
Turnover %
21.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
ELV 3,262 NEW
GOOGL 3,101 32.7%
IAU 2,942 9.1%
MAR 2,763 NEW
ABBV 2,744 NEW
AAPL 2,681 19.4%
NDAQ 2,233 NEW
NVDA 2,186 13.6%
AMD 2,151 NEW
WFC 2,027 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -3,274 -100.0%
LMT -3,075 -100.0%
ERIE -2,105 -100.0%
ACN -1,859 -100.0%
CRM -1,751 -100.0%
XLF -1,706 -52.1%
PANW -1,599 -100.0%
DHR -1,478 -100.0%
BA -1,409 -100.0%
SPTM -1,355 -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