Verger Capital Management LLC — 13F Holdings

2026 Q2  ·  13 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Verger Capital Management LLC maintained a portfolio of 13 distinct positions. They heavily accumulated shares in ISHARES TR, increasing the position by 25.1%.
Position History hover any row below to update
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Verger Capital Management LLC Winston-Salem, NC Outsourced CIO / Asset Manager AUM $292M
PCA Score Concentration Risk
Risk ENB
Total Positions
13
Quarter
2026 Q2
Top Holding
ACWI (25.8%)
Top 10 Concentration
98.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13

Verger Capital Management LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
ACWI
ISHARES TR
ETF 25.81% 24.65% #1
Prev: #1
6.5
-42,969 -7.1%
P
S
561,194 $88,090,557 2016 Q2 13F Filing 2026-06-30 2026-07-28
AGG
ISHARES TR
ETF 17.18% 20.44% #2
Prev: #2
6.0
-105,849 -15.2%
P
S
592,645 $58,660,012 2015 Q4 13F Filing 2026-06-30 2026-07-28
SPY
STATE STR SPDR ...
ETF 14.49% 12.83% #3
Prev: #3
5.5
-698 -1.0%
P
S
66,221 $49,451,858 2016 Q2 13F Filing 2026-06-30 2026-07-28
IVV
ISHARES TR
ETF 9.53% 8.76% #4 2
Prev: #6
4.8
-2,048 -4.5%
P
S
43,418 $32,515,220 2014 Q4 13F Filing 2026-06-30 2026-07-28
EFA
ISHARES TR
ETF 9.05% 8.77% #5
Prev: #5
4.6
-8,754 -2.9%
P
S
297,494 $30,903,686 2014 Q4 13F Filing 2026-06-30 2026-07-28
IXC
ISHARES TR
ETF 8.21% 9.59% #6 2
Prev: #4
3.8
5,410 1.0%
P
S
570,320 $28,019,840 2019 Q3 13F Filing 2026-06-30 2026-07-28
EEM
ISHARES TR
ETF 4.99% 4.24% #7 1
Prev: #8
2.5
-4,533 -1.8%
P
S
248,885 $17,026,221 2014 Q4 13F Filing 2026-06-30 2026-07-28
IAU
ISHARES GOLD TR
ETF 4.95% 5.54% #8 1
Prev: #7
4.0
10,767 5.1%
P
S
223,830 $16,901,403 2014 Q4 13F Filing 2026-06-30 2026-07-28
TIP
ISHARES TR
ETF 3.98% 3.23% #9
Prev: #9
4.1
24,910 25.1%
P
S
124,105 $13,580,795 2017 Q1 13F Filing 2026-06-30 2026-07-28
GDX
VANECK ETF TRUS...
ETF 0.72% 0.85% #10
Prev: #10
0.8
1,095 3.5%
P
S
32,696 $2,466,936 2016 Q4 13F Filing 2026-06-30 2026-07-28
RSP
INVESCO EXCHANG...
Unknown 0.54% 0.49% #11
Prev: #11
0.7
33 0.4%
P
S
8,731 $1,857,800 2025 Q3 13F Filing 2026-06-30 2026-07-28
IEI
ISHARES TR
ETF 0.42% 0.45% #12
Prev: #12
0.7
-896 -6.9%
P
S
12,101 $1,421,318 2024 Q3 13F Filing 2026-06-30 2026-07-28
EWJ
ISHARES INC
ETF 0.14% 0.15% #13
Prev: #13
0.6
-1,124 -18.3%
P
S
5,021 $468,346 2023 Q3 13F Filing 2026-06-30 2026-07-28
Showing 1-13 of 13 holdings

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