Vericrest Private Wealth

13F Filings History

Latest 13F report: Q2 2022 - Aug 15, 2022
Value $: $81.5M
Signature - Title: Griffin Haviken - Managing Member
Location: Newtown, PA
Summary: This page shows a list of all the recent 13F filings made by Vericrest Private Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vericrest Private Wealth reported 39 stock holdings with total value $81.5M as of Q2 2022. Top holdings included AGG, IVV, SPY, AAPL, and MUB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2022	39	$81.5M	+$976K	-$4.18M	-$3.2M	AGG, IVV, SPY, AAPL, MUB	13F-HR	8/15/2022, 01:14 PM
Q1 2022	39	$96.2M	+$2.22M	-$7.25M	-$5.03M	AGG, IVV, SPY, AAPL, IJH	13F-HR	5/16/2022, 03:42 PM
Q4 2021	39	$108M	$0	$0		AGG, IVV, SPY, AAPL, MUB	13F-HR	2/18/2022, 01:46 PM