13F Filings History of Vericrest Private Wealth

Latest 13F report
Q4 2025 - 12 Mar 2026
Value $
$112,520,715
Signature - Title
Alan Gilmore - Attorney
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 47 stock holdings with total value $112,520,715 as of Q4 2025. Top holdings included IVV, AGG, IEFA, AAPL, and QGRW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $112,520,715 $0 $0 $0 IVV, AGG, IEFA, AAPL, QGRW 13F-HR 12 Mar 2026, 16:33
Q2 2022 39 $81,512,000 +$976,420 -$4,179,001 -$3,202,581 AGG, IVV, SPY, AAPL, MUB 13F-HR 15 Aug 2022, 13:14
Q1 2022 39 $96,174,000 +$2,218,942 -$7,251,002 -$5,032,060 AGG, IVV, SPY, AAPL, IJH 13F-HR 16 May 2022, 15:42
Q4 2021 39 $107,866,000 $0 $0 $0 AGG, IVV, SPY, AAPL, MUB 13F-HR 18 Feb 2022, 13:46