Vericrest Private Wealth

Vericrest Private Wealth reported 46 holdings worth US$112M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Vericrest Private Wealth reported 46 holdings worth US$112M as of Jun 30, 2026. Largest: Nvidia Corporation, United Parcel Service, Inc. and Apple Inc. Filed Jul 28, 2026 (Form 13F).

Holdings
46
Value as reported
US$112M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation9,916US$1.98M1.8%
United Parcel Service, Inc.1,806US$1.55M1.4%
Apple Inc4,695US$1.36M1.2%
Alphabet Inc (google) Class C1,654US$591K0.53%
Exxon Mobil Corporation2,997US$410K0.36%
Marvell Technology, Inc.1,245US$371K0.33%
Jp Morgan Chase & Co.1,130US$370K0.33%
Amazon.com, Inc.1,531US$365K0.32%
Microsoft Corp.931US$347K0.31%
Applied Materials, Inc.448US$324K0.29%
Dell Technologies Inc.615US$265K0.24%
Consolidated Edison, Inc.2,374US$263K0.23%
Goldman Sachs Group, Inc. (the)212US$214K0.19%
Meta Platforms, Inc.0US$00.00%
Qxo, Inc.0US$00.00%

Source

View original at SEC

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