Vericrest Private Wealth has disclosed its latest holdings in a recent filing, revealing a total value of $112,196,657 as of September 30, 2026. This significant update highlights the firm’s investment strategy and positions in various sectors, particularly in technology.
The filing, submitted on October 21, 2026, showcases the firm’s ongoing commitment to managing its portfolio effectively. With a total of 42 positions reported, Vericrest continues to navigate the competitive landscape of wealth management.
Background
Vericrest Private Wealth, incorporated in Delaware, operates in the wealth management sector. The firm has been actively filing with the SEC, with its most recent submissions including a 13F-HR form on October 21, 2026, and earlier filings throughout 2026. Its business address is located in Newtown, Pennsylvania.
What the Filing Says
The 13F-HR filing indicates that Vericrest Private Wealth holds a diversified portfolio with substantial investments in major corporations. Notably, the report includes significant stakes in companies such as:
- Apple Inc: 4,434 shares valued at $1,476,611
- Amazon.com Inc: 1,531 shares valued at $381,449
- Alphabet Inc: 1,654 shares valued at $569,108
- NVIDIA Corporation: 9,919 shares valued at $2,265,301
- Microsoft Corp: 931 shares valued at $477,510
These investments reflect a strong focus on technology and growth-oriented sectors.
Impact
This filing may influence various stakeholders, including investors, analysts, and competitors in the wealth management industry. The reported value and composition of Vericrest's holdings could prompt rival firms to reassess their own investment strategies and portfolio allocations.
What's Next
Details were not available in the SEC filing regarding future actions or changes to Vericrest's investment strategy. However, the firm is expected to continue monitoring its portfolio and may provide further updates in upcoming filings.