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Asset Manager ← All Institutions

Verger Capital Management LLC

Q2 2025 · Filed 2025-07-24
Market Value
$254M
+11.8%
Holdings
14
New Purchases
0
Added To
11
Closed
0
Reduced
3
Top 10 Concentration
96.8%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACWI 19.10% 14.90% +4.20% $49M
IYW 0.20% 0.18% +0.02% $498K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 16.98% 18.56% -1.58% $43M
IXC 7.09% 7.84% -0.75% $18M
TIP 4.33% 4.89% -0.56% $11M
IAU 5.80% 6.30% -0.51% $15M
EFA 9.87% 10.06% -0.19% $25M
SPY 15.49% 15.67% -0.18% $39M
GDX 0.45% 0.59% -0.14% $1M
IVV 11.31% 11.40% -0.10% $29M
IWM 2.27% 2.34% -0.07% $6M
IEI 0.71% 0.78% -0.07% $2M
EEM 4.56% 4.60% -0.04% $12M
EWJ 1.86% 1.89% -0.03% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $68M 26.8%
Large Cap 11 $168M 66.1%
Mid Cap 1 $18M 7.1%

Portfolio Analytics

Avg Market Cap
$151.9B
Median Market Cap
$30.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.83
# Stocks
0
# ETFs / Funds
14

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACWI 19.10% 377,424 $49M $128.60 $15M +86,344 +29.7%
2 AGG 16.98% 434,889 $43M $99.20 $951K +8,378 +2.0%
3 SPY 15.49% 63,734 $39M $617.85 $4M +40 +0.1%
4 IVV 11.31% 46,281 $29M $620.90 $3M +143 +0.3%
5 EFA 9.87% 280,532 $25M $89.39 $2M +762 +0.3%
6 IXC 7.09% 458,429 $18M $39.29 $192K +34,857 +8.2%
7 IAU 5.80% 236,184 $15M $62.36 $404K -6,775 -2.8%
8 EEM 4.56% 240,407 $12M $48.24 $1M +1,148 +0.5%
9 TIP 4.33% 99,906 $11M $110.04 -$120K -137 -0.1%
10 IWM 2.27% 26,716 $6M $215.79 $442K +34 +0.1%
11 EWJ 1.86% 63,073 $5M $74.97 $424K +290 +0.5%
12 IEI 0.71% 15,062 $2M $119.09 $30K +132 +0.9%
13 GDX 0.45% 22,131 $1M $52.06 -$197K -7,215 -24.6%
14 IYW 0.20% 2,874 $498K $173.27 $95K +1 +0.0%
View SEC EDGAR Filings for Verger Capital Management LLC →

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