Vericrest Private Wealth — 13F holdings

Vericrest Private Wealth reported 42 holdings worth $112M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. IVV ISHARES TR — $24.7M (22.0%)
  2. QGRW WISDOMTREE TR — $10.1M (9.0%)
  3. AGG ISHARES TR — $8.98M (8.0%)
  4. IEFA ISHARES TR — $8.28M (7.4%)
  5. MTGP WISDOMTREE TR — $6.40M (5.7%)
  6. ITOT ISHARES TR — $4.95M (4.4%)
  7. IEMG ISHARES INC — $4.54M (4.0%)
  8. WTV WISDOMTREE TR — $4.46M (4.0%)
  9. DDWM WISDOMTREE TR — $4.26M (3.8%)
  10. IJH ISHARES TR — $3.88M (3.5%)