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Verger Capital Management LLC

Q4 2025 · Filed 2026-02-02
Market Value
$338M
+9.6%
Holdings
14
-1
New Purchases
0
Added To
11
Closed
0
Reduced
2
Top 10 Concentration
98.6%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACWI 25.81% 24.60% +1.21% $87M
SPY 13.54% 13.00% +0.53% $46M
IAU 6.51% 6.09% +0.42% $22M
IXC 7.15% 6.93% +0.22% $24M
GDX 0.89% 0.82% +0.07% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 9.20% 10.08% -0.89% $31M
EWJ 0.22% 0.85% -0.63% $756K
AGG 19.39% 19.82% -0.43% $65M
TIP 3.34% 3.60% -0.26% $11M
EFA 8.71% 8.79% -0.09% $29M
EEM 4.10% 4.17% -0.06% $14M
IEI 0.51% 0.56% -0.04% $2M
RSP 0.49% 0.53% -0.04% $2M
IYW 0.14% 0.16% -0.01% $488K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $77M 22.7%
Large Cap 11 $237M 70.1%
Mid Cap 1 $24M 7.1%

Portfolio Analytics

Avg Market Cap
$152.6B
Median Market Cap
$30.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.80
# 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 25.81% 616,043 $87M $141.49 $11M +67,738 +12.3%
2 AGG 19.39% 655,600 $65M $99.88 $4M +46,558 +7.6%
3 SPY 13.54% 67,039 $46M $681.93 $6M +6,898 +11.5%
4 IVV 9.20% 45,344 $31M $684.94 -$11K -1,076 -2.3%
5 EFA 8.71% 306,248 $29M $96.03 $2M +16,106 +5.5%
6 IXC 7.15% 575,775 $24M $41.93 $3M +64,282 +12.6%
7 IAU 6.51% 270,798 $22M $81.17 $3M +13,105 +5.1%
8 EEM 4.10% 253,418 $14M $54.71 $1M +13,011 +5.4%
9 TIP 3.34% 102,721 $11M $109.91 $186K +2,885 +2.9%
10 GDX 0.89% 35,147 $3M $85.77 $486K +2,056 +6.2%
11 IEI 0.51% 14,530 $2M $119.36 $18K +173 +1.2%
12 RSP 0.49% 8,661 $2M $191.58 $23K +33 +0.4%
13 EWJ 0.22% 9,360 $756K $80.74 -$2M -23,348 -71.4%
14 IYW 0.14% 2,443 $488K $199.72 $9K
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