Venturi Wealth Management, LLC
Venturi Wealth Management, LLC reported 632 positions worth $2.58B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IWF (6.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWF | SH | $158.0M | 6.11% | 1,272,355 | — | — | |
| ▸ 2 | IEMG | SH | $149.2M | 5.77% | 1,800,638 | — | — | |
| ▸ 3 | SPYM | SH | $122.9M | 4.75% | 1,398,369 | — | — | |
| ▸ 4 | IEFA | SH | $76.2M | 2.95% | 789,088 | — | — | |
| ▸ 5 | IJR | SH | $75.7M | 2.93% | 510,727 | — | — | |
| ▸ 6 | AAPL | SH | $70.9M | 2.74% | 245,010 | — | — | |
| ▸ 7 | NVDA | SH | $68.0M | 2.63% | 340,034 | — | — | |
| ▸ 8 | MU | SH | $67.3M | 2.60% | 58,328 | — | — | |
| ▸ 9 | CGIE | SH | $66.0M | 2.56% | 1,795,643 | — | — | |
| ▸ 10 | GOOGL | SH | $65.9M | 2.55% | 184,847 | — | — |
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Frequently Asked Questions
What stocks does Venturi Wealth Management, LLC hold as of Q2 2026?
Venturi Wealth Management, LLC reported 632 positions worth $2.58B in its Q2 2026 13F filing. Largest positions: IWF (6.1%), IEMG (5.8%), SPYM (4.8%), IEFA (2.9%) and IJR (2.9%).
What did Venturi Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Venturi Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.