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Wayne Atkins

Vci Wealth Management Llc

Assets Managed
$360.761M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.29%(2Q avg: 4.69%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Vci Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Vci Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 360.761M in assets, with a quarterly growth rate of 0.29% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Wayne Atkins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 61.19%
8.01%
$28.892M
450,867 shares@ $64.09 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -26.8%
7.78%
$28.044M
318,108 shares@ $88.16 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 12.53%
4.86%
$17.498M
345,750 shares@ $50.61 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.98%
4.6%
$16.572M
95,023 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.6%
4.04%
$14.556M
57,355 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.6%
3.56%
$12.82M
34,632 shares@ $370.17 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.33%
3.24%
$11.67M
40,680 shares@ $286.87 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 12.09%
2.96%
$10.648M
135,800 shares@ $78.42 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 11.21%
2.89%
$10.417M
391,470 shares@ $26.62 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 10.39%
2.89%
$10.414M
221,809 shares@ $46.95 avg price

1-10 of 123