Venturi Wealth Management, LLC — 13F holdings

Venturi Wealth Management, LLC reported 1,067 holdings worth $2.58B in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

  1. IWF ISHARES TR — $158M (6.1%)
  2. IEMG ISHARES INC — $149M (5.8%)
  3. SPYM SPDR SERIES TRUST — $123M (4.8%)
  4. IEFA ISHARES TR — $76.2M (2.9%)
  5. IJR ISHARES TR — $75.7M (2.9%)
  6. AAPL APPLE INC — $70.9M (2.7%)
  7. NVDA NVIDIA CORPORATION — $68.0M (2.6%)
  8. MU MICRON TECHNOLOGY INC — $67.3M (2.6%)
  9. CGIE CAPITAL GROUP INTERNATIONAL — $66.0M (2.6%)
  10. GOOGL ALPHABET INC — $65.9M (2.6%)