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Verger Capital Management LLC 13F holdings, Q2 2025

Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →

Verger Capital Management LLC disclosed 14 US equity positions worth $254.1m in its Q2 2025 13F filing. The largest position was ACWI at 19.1% of the reported book, followed by AGG and SPY. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 14 holdings.

← Q1 2025 · Q3 2025 →

What did Verger Capital Management LLC own in Q2 2025? Top 14 positions

#StockSectorWeightValueSharesΔ sharesvs Q1 2025
1 ACWI ISHARES TR 19.1%$48.5m377,424 30% added
2 AGG ISHARES TR 17.0%$43.1m434,889 2% added
3 SPY SPDR S&P 500 ETF TR 15.5%$39.4m63,734 0% held
4 IVV ISHARES TR 11.3%$28.7m46,281 0% held
5 EFA ISHARES TR 9.9%$25.1m280,532 0% held
6 IXC ISHARES TR 7.1%$18.0m458,429 8% added
7 IAU ISHARES GOLD TR 5.8%$14.7m236,184 -3% reduced
8 EEM ISHARES TR 4.6%$11.6m240,407 0% held
9 TIP ISHARES TR 4.3%$11.0m99,906 -0% held
10 IWM ISHARES TR 2.3%$5.8m26,716 0% held
11 EWJ ISHARES INC 1.9%$4.7m63,073 0% held
12 IEI ISHARES TR 0.7%$1.8m15,062 1% added
13 GDX VANECK ETF TRUST 0.5%$1.2m22,131 -25% reduced
14 IYW ISHARES TR 0.2%$498.0k2,874 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.