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Verger Capital Management LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1627417) · Explore on the interactive board

Verger Capital Management LLC disclosed 13 US equity positions worth $341.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 28, 2026). Its largest position is ACWI at 25.8% of the reported book, followed by AGG, SPY. The top ten holdings are 98.9% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 4, reduced 8 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$341.4mreported US equity book
13positions
25.8%largest position
98.9%top 10 weight
6.77effective positions (1/HHI)
2quarters on file since Q1 2026

What does Verger Capital Management LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 4 added, 8 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 ACWI ISHARES TR 25.8%$88.1m561,194 -7% reduced
2 AGG ISHARES TR 17.2%$58.7m592,645 -15% reduced
3 SPY STATE STR SPDR S&P 500 ETF T 14.5%$49.5m66,221 -1% reduced
4 IVV ISHARES TR 9.5%$32.5m43,418 -5% reduced
5 EFA ISHARES TR 9.1%$30.9m297,494 -3% reduced
6 IXC ISHARES TR 8.2%$28.0m570,320 1% added
7 EEM ISHARES TR 5.0%$17.0m248,885 -2% reduced
8 IAU ISHARES GOLD TR 5.0%$16.9m223,830 5% added
9 TIP ISHARES TR 4.0%$13.6m124,105 25% added
10 GDX VANECK ETF TRUST 0.7%$2.5m32,696 3% added
11 RSP INVESCO EXCHANGE TRADED FD T 0.5%$1.9m8,731 0% held
12 IEI ISHARES TR 0.4%$1.4m12,101 -7% reduced
13 EWJ ISHARES INC 0.1%$468.3k5,021 -18% reduced

Sector mix

SectorWeight

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202613$341.4m
Q1 202613$339.2m

How concentrated is Verger Capital Management LLC's portfolio?

Across every quarter Verger Capital Management LLC has filed, its median largest position is 25.2% of the book and its median top-ten weight is 98.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).