Institutional Manager · CIK 0001802891
Verde Capital Management
Clarkston, MI · File #028-19844
Latest AUM
$468.9M
Positions
67
Top-10 Concentration
70.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202567 pos · $468.9M
- 13F HOLDINGS REPORTQ/E Sep 202568 pos · $451.3M
- 13F HOLDINGS REPORTQ/E Jun 202565 pos · $405.2M
- 13F HOLDINGS REPORTQ/E Mar 202564 pos · $351.5M
- 13F HOLDINGS REPORTQ/E Dec 202464 pos · $354.5M
- 13F HOLDINGS REPORTQ/E Sep 202452 pos · $333.4M
- 13F HOLDINGS REPORTQ/E Jun 202445 pos · $315.0M
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $292.1M
- 13F HOLDINGS REPORTQ/E Dec 202343 pos · $257.2M
- 13F HOLDINGS REPORTQ/E Sep 202342 pos · $263.6M
- 13F HOLDINGS REPORTQ/E Jun 202339 pos · $239.8M
- 13F HOLDINGS REPORTQ/E Mar 202339 pos · $209.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 921910733 | 608,409 | $73.6M | 15.91% |
| 2 | VANECK ETF TRUST | 92189F643 | 626,318 | $64.9M | 14.02% |
| 3 | SCHWAB STRATEGIC TR | 808524755 | 981,015 | $44.4M | 9.59% |
| 4 | INVESCO EXCH TRADED FD TR II | IVZ | 154,340 | $39.0M | 8.44% |
| 5 | ISHARES TR | 464287507 | 491,212 | $32.4M | 7.01% |
| 6 | ISHARES TR | 46434V803 | 774,533 | $32.0M | 6.93% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 140,471 | $10.9M | 2.37% |
| 8 | TESLA INC | TSLA | 23,317 | $10.5M | 2.27% |
| 9 | NVIDIA CORPORATION | NVDA | 56,201 | $10.5M | 2.27% |
| 10 | ISHARES BITCOIN TRUST ETF | IBIT | 198,103 | $9.8M | 2.13% |
| 11 | ISHARES TR | 464289479 | 182,491 | $9.1M | 1.96% |
| 12 | INVESCO QQQ TR | IVZ | 13,938 | $8.6M | 1.85% |
| 13 | ALPHABET INC | GOOG | 27,270 | $8.6M | 1.85% |
| 14 | VANGUARD SCOTTSDALE FDS | 92206C870 | 73,972 | $6.2M | 1.34% |
| 15 | ISHARES TR | 464288307 | 69,854 | $5.6M | 1.21% |
| 16 | SCHWAB STRATEGIC TR | 808524870 | 189,018 | $5.0M | 1.08% |
| 17 | AMAZON COM INC | AMZN | 21,219 | $4.9M | 1.06% |
| 18 | ISHARES TR | 464287804 | 39,968 | $4.8M | 1.04% |
| 19 | PALANTIR TECHNOLOGIES INC | PLTR | 26,857 | $4.8M | 1.03% |
| 20 | PROGRESSIVE CORP | 743315103 | 18,502 | $4.2M | 0.91% |