Vericrest Private Wealth
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,487
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 39 | 111,487 | 13F-HR | Vericrest Private Wealth |
| Q4 2025 | 3/12/2026 | 47 | 112,521 | 13F-HR | Vericrest Private Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.52 K | 34.6% | 0 | 33.49 K | -33.49 K |
| ETFs | 71.82 K | 64.4% | 33 K | 0 | 33 K |
| Debt | 1.149 K | 1.0% | 0 | 121 | -121 |
| Other | 0 | 0.0% | 0 | 418 | -418 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
111,487
Holdings
39
QoQ value change ($000)
-1,034
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.