Alan Gilmore

Vericrest Private Wealth

Assets Managed

$111.487M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 8d ago

Growth Rate

-0.91%(2Q avg: 18.57%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vericrest Private Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Vericrest Private Wealth 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 111.487M in assets, with a quarterly growth rate of -0.91% and a 2-quarter average growth rate of 18.57%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.46%	21.07%	$23.481M 35,947 shares@ $653.21 avg price	Increased 0.46%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 11.35%	7.23%	$8.052M 81,112 shares@ $99.27 avg price	Increased 11.35%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 7.91%	6.68%	$7.444M 82,224 shares@ $90.54 avg price	Increased 7.91%
AAPL Apple Inc Recent Activity Decreased -0.85%	5.53%	$6.159M 24,270 shares@ $253.79 avg price	Decreased -0.85%
MTGP Wisdomtree Mtge Plus Bond Recent Activity Increased 27.56%	5.44%	$6.062M 137,147 shares@ $44.21 avg price	Increased 27.56%
QGRW Wisdomtree Us Quality Growth Recent Activity Increased 11.16%	5.28%	$5.878M 110,009 shares@ $53.43 avg price	Increased 11.16%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -4.02%	4.61%	$5.136M 73,634 shares@ $69.75 avg price	Decreased -4.02%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 2.87%	3.79%	$4.224M 33,978 shares@ $124.31 avg price	Increased 2.87%
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 5.25%	3.7%	$4.125M 28,961 shares@ $142.44 avg price	Increased 5.25%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 0.54%	3.52%	$3.916M 57,983 shares@ $67.53 avg price	Increased 0.54%

1-10 of 39