SEC Form 13F

Venturi Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$2,584,703,346
Positions634

Largest disclosed positions

IssuerTickerClassReported valueReported amount
iShares Russell 1000 Growth ETFIWFETF$157,988,2711,272,355
iShares Inc Core (msci Emerging MKTS Etf)IEMGETF$149,164,7651,800,638
SPDR Portfolio S&P (500 Etf)SPYMETF$122,888,5901,398,369
iShares Trust Core (msci EAFE Etf)IEFAETF$76,210,075789,088
iShares Core S&P (small-Cap E)IJRETF$75,745,739510,727
Apple IncAAPLCommon Stock$70,895,655245,010
Nvidia CorporationNVDACommon Stock$68,037,217340,034
Micron TechnologyMUCommon Stock$67,326,74158,328
Capital Group (international Eq SHS)CGIEETF$66,043,7011,795,643
Alphabet Inc Cap STKGOOGLCommon Stock$65,912,772184,847

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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