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
- IWF ISHARES TR — $158M (6.1%)
- IEMG ISHARES INC — $149M (5.8%)
- SPYM SPDR SERIES TRUST — $123M (4.8%)
- IEFA ISHARES TR — $76.2M (2.9%)
- IJR ISHARES TR — $75.7M (2.9%)
- AAPL APPLE INC — $70.9M (2.7%)
- NVDA NVIDIA CORPORATION — $68.0M (2.6%)
- MU MICRON TECHNOLOGY INC — $67.3M (2.6%)
- CGIE CAPITAL GROUP INTERNATIONAL — $66.0M (2.6%)
- GOOGL ALPHABET INC — $65.9M (2.6%)