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Verger Capital Management LLC 13F holdings, Q3 2025

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

Verger Capital Management LLC disclosed 14 US equity positions worth $308.1m in its Q3 2025 13F filing. The largest position was ACWI at 24.6% of the reported book, followed by AGG and SPY. Against the Q2 2025 filing, it opened 1 new position, added to 6 and reduced 4 among the top 14 holdings.

← Q2 2025 · Q4 2025 →

What did Verger Capital Management LLC own in Q3 2025? Top 14 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 ACWI ISHARES TR 24.6%$75.8m548,305 45% added
2 AGG ISHARES TR 19.8%$61.1m609,042 40% added
3 SPY SPDR S&P 500 ETF TR 13.0%$40.1m60,141 -6% reduced
4 IVV ISHARES TR 10.1%$31.1m46,420 0% held
5 EFA ISHARES TR 8.8%$27.1m290,142 3% added
6 IXC ISHARES TR 6.9%$21.4m511,493 12% added
7 IAU ISHARES GOLD TR 6.1%$18.8m257,693 9% added
8 EEM ISHARES TR 4.2%$12.8m240,407 0% held
9 TIP ISHARES TR 3.6%$11.1m99,836 -0% held
10 EWJ ISHARES INC 0.9%$2.6m32,708 -48% reduced
11 GDX VANECK ETF TRUST 0.8%$2.5m33,091 50% added
12 IEI ISHARES TR 0.6%$1.7m14,357 -5% reduced
13 RSP INVESCO EXCHANGE TRADED FD T 0.5%$1.6m8,628 – new
14 IYW ISHARES TR 0.2%$478.4k2,443 -15% reduced

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.