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Carl Szasz

Verde Capital Management

Assets Managed
$467.654M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.26%(2Q avg: 1.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Verde Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Verde Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 467.654M in assets, with a quarterly growth rate of -0.26% and a 2-quarter average growth rate of 1.82%. The portfolio is managed by Carl Szasz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -0.2%
14.58%
$68.164M
607,144 shares@ $112.28 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 5.1%
13.62%
$63.653M
658,249 shares@ $96.71 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 1.15%
10.39%
$48.551M
992,254 shares@ $48.94 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 7.55%
8.44%
$39.442M
165,987 shares@ $237.63 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 7.37%
7.56%
$35.336M
831,540 shares@ $42.5 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.69%
7.15%
$33.4M
494,590 shares@ $67.54 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 0.31%
2.33%
$10.875M
140,901 shares@ $77.19 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.39%
2.26%
$10.526M
60,353 shares@ $174.41 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 32.49%
2.16%
$10.084M
262,459 shares@ $38.43 avg price
ILTB
Ishares Core 10+ Year Usd Bo
Recent Activity
Decreased -4.33%
1.83%
$8.551M
174,574 shares@ $48.99 avg price

1-10 of 69