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VICUS CAPITAL

476 ROLLING RIDGE DRIVE SUITE 315, STATE COLLEGE, PA 16801 • 814-231-2221

Q4 2025 · Filed 2026-01-22
Market Value
$1.3B
+1.8%
Holdings
279
-19
New Purchases
12
Added To
123
Closed
21
Reduced
115
Top 10 Concentration
44.5%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 10.90% 8.49% +2.41% $145M
SPDW 5.98% 4.15% +1.83% $80M
FTEC 1.90% 0.07% +1.83% $25M
SPMD 3.83% 2.81% +1.02% $51M
SPSM 2.20% 1.60% +0.61% $29M
SPEM 1.51% 1.11% +0.40% $20M
IAUM 3.48% 3.19% +0.29% $46M
GOOGL 0.88% 0.63% +0.24% $12M
SPAB 0.46% 0.26% +0.20% $6M
OEF 3.03% 2.88% +0.15% $40M
SPYV 3.12% 2.97% +0.15% $42M
DBEF 0.95% 0.83% +0.12% $13M
FCOM 1.99% 1.89% +0.11% $27M
CGMS 0.72% 0.63% +0.10% $10M
QQQM 1.05% 0.96% +0.09% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 5.34% 7.43% -2.09% $71M
FNCL 0.03% 1.81% -1.78% $435K
IEFA 3.15% 4.72% -1.56% $42M
IJH 2.31% 3.33% -1.02% $31M
PYLD 0.02% 0.93% -0.91% $277K
IJR 1.52% 2.30% -0.78% $20M
IEMG 0.89% 1.31% -0.41% $12M
MSFT 2.63% 2.96% -0.34% $35M
AGG 2.91% 3.11% -0.20% $39M
SPY 0.07% 0.24% -0.17% $878K
VOO 1.13% 1.22% -0.09% $15M
SPMO 0.38% 0.47% -0.09% $5M
IJT 0.13% 0.19% -0.07% $2M
VUG 0.56% 0.62% -0.07% $7M
ORCL 0.07% 0.13% -0.06% $975K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.5%
Technology 4.3%
Communication Services 1.3%
Basic Materials 1.2%
Consumer Cyclical 0.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $244M 18.3%
Large Cap 137 $851M 63.8%
Mid Cap 51 $168M 12.6%
Small Cap 25 $66M 5.0%
Micro Cap 5 $5M 0.4%

Portfolio Analytics

Avg Market Cap
$230.4B
Median Market Cap
$43.3B
Avg P/E
42.5
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
118
# ETFs / Funds
161

Top Holdings (279 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 10.90% 1,811,141 $145M $80.22 $34M +392,593 +27.7%
2 SPDW 5.98% 1,793,895 $80M $44.41 $25M +525,242 +41.4%
3 IVV 5.34% 103,959 $71M $684.94 -$26M -41,366 -28.5%
4 SPMD 3.83% 880,602 $51M $57.91 $14M +237,930 +37.0%
5 IAUM 3.48% 1,079,089 $46M $42.99 $5M -4,915 -0.5%
6 IEFA 3.15% 470,031 $42M $89.46 -$20M -237,568 -33.6%
7 SPYV 3.12% 731,625 $42M $56.81 $3M +28,653 +4.1%
8 OEF 3.03% 117,655 $40M $342.97 $3M +4,410 +3.9%
9 AGG 2.91% 387,971 $39M $99.88 -$2M -18,425 -4.5%
10 RSP 2.77% 192,469 $37M $191.56 $857K +2,634 +1.4%
11 MSFT 2.63% 72,363 $35M $483.62 -$4M -2,507 -3.4%
12 FBND 2.53% 733,204 $34M $46.04 $618K +16,541 +2.3%
13 IJH 2.31% 466,314 $31M $66.00 -$13M -201,618 -30.2%
14 SPSM 2.20% 626,745 $29M $46.86 $8M +175,402 +38.9%
15 FCOM 1.99% 362,496 $27M $73.28 $2M +14,451 +4.2%
16 FTEC 1.90% 112,649 $25M $224.67 $24M +108,577 +2666.4%
17 SPYG 1.85% 231,179 $25M $106.70 $871K +3,492 +1.5%
18 DGRO 1.66% 318,290 $22M $69.42 $795K +5,409 +1.7%
19 IJR 1.52% 168,754 $20M $120.18 -$10M -84,940 -33.5%
20 SPEM 1.51% 431,211 $20M $46.81 $6M +120,009 +38.6%
21 MUB 1.42% 176,491 $19M $107.11 $495K +3,622 +2.1%
22 AAPL 1.22% 59,763 $16M $271.86 $1M +221 +0.4%
23 VOO 1.13% 23,950 $15M $627.13 -$941K -2,113 -8.1%
24 QQQM 1.05% 55,376 $14M $252.92 $1M +4,696 +9.3%
25 BHP 0.99% 219,540 $13M $60.37 $501K -9,215 -4.0%
26 BOND 0.98% 140,970 $13M $93.08 $156K +2,079 +1.5%
27 DBEF 0.95% 262,585 $13M $48.11 $2M +28,783 +12.3%
28 TOTL 0.91% 302,833 $12M $40.25 -$28K +1,692 +0.6%
29 IEMG 0.89% 176,739 $12M $67.22 -$5M -82,496 -31.8%
30 GOOGL 0.88% 37,371 $12M $313.00 $3M +3,259 +9.6%
31 VGLT 0.77% 184,531 $10M $55.80 -$196K -10 -0.0%
32 CGMS 0.72% 349,497 $10M $27.62 $1M +54,354 +18.4%
33 AMZN 0.71% 41,120 $9M $230.82 $837K +1,704 +4.3%
34 MMIT 0.69% 379,218 $9M $24.33 $668K +27,018 +7.7%
35 NVDA 0.62% 44,039 $8M $186.50 -$111K -578 -1.3%
36 QQQ 0.59% 12,753 $8M $614.32 $15K -271 -2.1%
37 VUG 0.56% 15,218 $7M $487.87 -$732K -1,788 -10.5%
38 IVE 0.53% 33,036 $7M $212.07 $219K +171 +0.5%
39 VXF 0.49% 31,317 $7M $209.12 -$143K -648 -2.0%
40 CGDV 0.49% 148,911 $6M $43.64 $117K -2,930 -1.9%
41 SPAB 0.46% 240,381 $6M $25.75 $3M +107,125 +80.4%
42 VTI 0.38% 15,226 $5M $335.27 $112K +12 +0.1%
43 SPMO 0.38% 42,588 $5M $119.32 -$1M -8,133 -16.0%
44 ITA 0.37% 22,951 $5M $214.69 $503K +1,808 +8.6%
45 XSD 0.33% 13,814 $4M $321.59 $566K +1,667 +13.7%
46 FLOT 0.33% 87,119 $4M $50.86 $138K +3,088 +3.7%
47 NULV 0.32% 93,423 $4M $45.05 -$149K -6,005 -6.0%
48 CL 0.31% 52,956 $4M $79.02 -$133K -1,049 -1.9%
49 JMUB 0.31% 81,374 $4M $50.50 $35K +651 +0.8%
50 VTEB 0.31% 81,691 $4M $50.29 $28K +202 +0.2%
51 KCE 0.31% 27,357 $4M $149.93 $518K +3,913 +16.7%
52 SPHY 0.30% 168,613 $4M $23.67 -$177K -5,478 -3.1%
53 FENI 0.30% 107,963 $4M $36.58 $504K +10,306 +10.6%
54 XMMO 0.29% 27,769 $4M $138.46 -$605K -5,136 -15.6%
55 JEPI 0.28% 65,649 $4M $57.24 $61K +913 +1.4%
56 JPM 0.28% 11,660 $4M $322.22 -$285K -1,155 -9.0%
57 JPIE 0.26% 76,295 $4M $46.29 $196K +4,419 +6.2%
58 GDE 0.25% 54,369 $3M $61.62 -$239K -8,155 -13.0%
59 VCSH 0.25% 41,772 $3M $79.73 $75K +1,039 +2.5%
60 VPLS 0.25% 42,267 $3M $78.12 $771K +10,079 +31.3%
61 AVUS 0.24% 29,037 $3M $111.78 $108K +169 +0.6%
62 FLQM 0.23% 53,748 $3M $56.26 $369K +6,724 +14.3%
63 ITM 0.22% 62,990 $3M $47.16 $282K +5,291 +9.2%
64 VTV 0.22% 15,541 $3M $190.99 $76K +32 +0.2%
65 BALT 0.21% 83,300 $3M $33.51 $149K +2,781 +3.5%
66 IAU 0.21% 33,890 $3M $81.17 $161K -1,702 -4.8%
67 HYZD 0.20% 118,123 $3M $22.53 $133K +5,648 +5.0%
68 CGIC 0.20% 81,810 $3M $32.50 -$105K -7,908 -8.8%
69 VYM 0.19% 17,996 $3M $143.52 $14K -226 -1.2%
70 CGMU 0.19% 91,972 $3M $27.38 $601K +21,712 +30.9%
71 GBIL 0.19% 24,984 $2M $99.94 $43K +504 +2.1%
72 GOOG 0.17% 7,036 $2M $313.81 $502K +30 +0.4%
73 DSI 0.16% 16,511 $2M $128.83 -$352K -3,169 -16.1%
74 XOM 0.16% 17,275 $2M $120.34 $46K -756 -4.2%
75 VCIT 0.15% 24,359 $2M $83.75 $65K +875 +3.7%
76 IBD 0.15% 83,349 $2M $24.20 $88K +3,491 +4.4%
77 QYLD 0.15% 112,156 $2M $17.67 $144K +4,105 +3.8%
78 META 0.14% 2,921 $2M $660.06 -$301K -114 -3.8%
79 IXUS 0.14% 21,328 $2M $84.64 -$197K -2,917 -12.0%
80 SPTI 0.13% 61,894 $2M $28.84 -$13K -332 -0.5%
81 VNLA 0.13% 36,250 $2M $49.14 $90K +1,941 +5.7%
82 IJT 0.13% 12,002 $2M $141.16 -$842K -5,922 -33.0%
83 BRK-B 0.12% 3,297 $2M $502.57 -$213K -423 -11.4%
84 BIBL 0.12% 36,119 $2M $45.13 $67K +944 +2.7%
85 ESGD 0.12% 16,923 $2M $95.09 -$315K -3,767 -18.2%
86 IJJ 0.12% 12,165 $2M $131.59 $38K +120 +1.0%
87 FNDA 0.12% 49,807 $2M $31.51 -$234K -8,070 -13.9%
88 IBM 0.12% 5,281 $2M $296.21 -$24K -350 -6.2%
89 BRK-A 0.11% 2 $2M $754,800.00 $1K
90 GSLC 0.11% 11,350 $2M $132.37 -$100K -952 -7.7%
91 CGHM 0.11% 56,311 $1M $25.48 $245K +9,257 +19.7%
92 AVGO 0.11% 4,091 $1M $346.14 -$66K -400 -8.9%
93 USHY 0.11% 37,560 $1M $37.40 -$615K -15,907 -29.8%
94 IJK 0.10% 14,424 $1M $96.88 $31K +175 +1.2%
95 NFLX 0.10% 14,787 $1M $93.76 -$447K +13,258 +867.1%
96 T 0.10% 54,465 $1M $24.84 -$245K -2,115 -3.7%
97 SPTS 0.10% 45,735 $1M $29.28 $68K +2,381 +5.5%
98 CGUS 0.10% 32,863 $1M $40.23 $323K +7,588 +30.0%
99 SCHW 0.10% 13,085 $1M $99.91 $739K +7,130 +119.7%
100 VB 0.09% 4,841 $1M $257.96 $16K -6 -0.1%

New Positions

SymbolValue% Port
TLH $630K 0.05%
TLT $627K 0.05%
LRCX $457K 0.03%
PVAL $276K 0.02%
MS $241K 0.02%
BMY $237K 0.02%
SMB $210K 0.02%
AMP $209K 0.02%
CGCB $209K 0.02%
IDXX $203K 0.02%
F-PD $166K 0.01%
FTNJ $126K 0.01%

Sold Out Positions

SymbolValue% Port
LYV —%
HWM —%
PJT —%
PM —%
SYK —%
UNP —%
KKR —%
TKO —%
AXON —%
COIN —%
MRCY —%
KTOS —%
TTWO —%
WBD —%
RKLB —%
View SEC EDGAR Filings for VICUS CAPITAL →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms