VCI Wealth Management LLC

All 13F Filings

Location
St Louis, MO
Most recent 13F
Q3 2026
Holdings value ($000)
418,515
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
Q3 2026 10/29/2026 102 418,515 13F-HR VCI Wealth Management LLC
Q2 2026 8/4/2026 99 398,941 13F-HR VCI Wealth Management LLC
Q1 2026 4/21/2026 123 360,761 13F-HR VCI Wealth Management LLC
Q4 2025 1/27/2026 109 359,734 13F-HR VCI Wealth Management LLC
Q3 2025 10/16/2025 115 329,756 13F-HR VCI Wealth Management LLC
Q2 2025 7/30/2025 103 285,654 13F-HR VCI Wealth Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 256.2 K 61.2% 19.87 K 0 19.87 K
ETFs 152.6 K 36.5% 577 0 577
Debt 9.634 K 2.3% 0 884 -884
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Fund Snapshot

Q3 2026
Latest filed
10/29/2026
Total value ($000)
418,515
Holdings
102
QoQ value change ($000)
19,574 (4.9%)
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.