Verde Capital Management

data from 30/09/2025

Capitalization

$ 451.338 M 11.38 %

Average holding period

11 ans

Performance

$ 135.302 M 52.60 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Verde Capital Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ESGV VANGUARD WORLD FD 16.01% 72.241 M $ 609936 2021/06/30 5.110 M $ 8.03 %
2025/09/30 MOAT VANECK ETF TRUST 13.35% 60.246 M $ 607869 2019/12/31 3.127 M $ 5.67 %
2025/09/30 FNDF SCHWAB STRATEGIC TR 8.96% 40.421 M $ 940891 2022/06/30 2.505 M $ 7.35 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 8.34% 37.639 M $ 152311 2021/12/31 2.992 M $ 8.82 %
2025/09/30 IJH ISHARES TR 6.83% 30.840 M $ 472569 2021/06/30 1.461 M $ 5.22 %
2025/09/30 HEFA ISHARES TR 6.31% 28.480 M $ 719014 2020/12/31 1.089 M $ 4.35 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 2.36% 10.648 M $ 163812 2024/06/30 619.710 K $ 6.19 %
2025/09/30 BIV VANGUARD BD INDEX FDS 2.31% 10.445 M $ 133762 2019/12/31 88.476 K $ 0.97 %
2025/09/30 TSLA TESLA INC 2.25% 10.145 M $ 22812 2019/12/31 2.789 M $ 40.00 %
2025/09/30 ILTB ISHARES TR 2.05% 9.236 M $ 182929 2019/12/31 181.325 K $ 2.17 %
2025/09/30 NVDA NVIDIA CORPORATION 2.05% 9.235 M $ 49495 2021/12/31 1.665 M $ 18.10 %
2025/09/30 QQQ INVESCO QQQ TR 1.92% 8.680 M $ 14458 2019/12/31 758.726 K $ 8.83 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 1.47% 6.639 M $ 78928 2024/06/30 104.608 K $ 1.44 %
2025/09/30 GOOG ALPHABET INC 1.45% 6.558 M $ 26928 2019/12/31 1.366 M $ 37.30 %
2025/09/30 IMCG ISHARES TR 1.24% 5.576 M $ 67400 2021/12/31 159.507 K $ 3.12 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 1.19% 5.377 M $ 156891 2025/03/31 2.160 M $ 64.29 %
2025/09/30 IJR ISHARES TR 1.08% 4.874 M $ 41015 2020/09/30 407.978 K $ 8.73 %
2025/09/30 SCHP SCHWAB STRATEGIC TR 1.07% 4.814 M $ 178625 2020/03/31 44.099 K $ 1.01 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 1.03% 4.669 M $ 52009 2024/06/30 264.882 K $ 5.82 %
2025/09/30 NFLX NETFLIX INC 1.02% 4.601 M $ 3837 2020/06/30 -704.835 K $ -10.47 %
2025/09/30 AMZN AMAZON COM INC 0.94% 4.239 M $ 19306 2019/12/31 3.005 K $ 0.08 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.94% 4.226 M $ 23166 2025/09/30 0.000 $ 0.00 %
2025/09/30 AZO AUTOZONE INC 0.92% 4.160 M $ 970 2024/09/30 554.311 K $ 15.57 %
2025/09/30 PGR PROGRESSIVE CORP 0.92% 4.151 M $ 16809 2024/12/31 -187.034 K $ -7.46 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.87% 3.924 M $ 36400 2024/09/30 742.259 K $ 19.62 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.84% 3.774 M $ 56417 2020/03/31 83.459 K $ 2.37 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.77% 3.480 M $ 4986 2022/09/30 -599.444 K $ -9.04 %
2025/09/30 MSFT MICROSOFT CORP 0.76% 3.423 M $ 6609 2024/03/31 90.108 K $ 4.13 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.68% 3.060 M $ 15026 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRM SALESFORCE INC 0.67% 3.045 M $ 12847 2019/12/31 -323.030 K $ -13.09 %
2025/09/30 SPIP SPDR SERIES TRUST 0.66% 2.981 M $ 113269 2019/12/31 31.851 K $ 1.00 %
2025/09/30 WELL WELLTOWER INC 0.65% 2.954 M $ 16584 2023/12/31 402.642 K $ 15.88 %
2025/09/30 ETH GRAYSCALE ETHEREUM MINI TR E 0.59% 2.668 M $ 68094 2025/03/31 975.742 K $ 65.18 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.55% 2.502 M $ 2703 2024/06/30 -19.614 K $ -6.49 %
2025/09/30 EQIX EQUINIX INC 0.52% 2.363 M $ 3017 2020/09/30 -33.767 K $ -1.54 %
2025/09/30 PLD PROLOGIS INC. 0.51% 2.312 M $ 20190 2020/09/30 169.726 K $ 8.94 %
2025/09/30 AAPL APPLE INC 0.46% 2.082 M $ 8177 2022/12/31 338.207 K $ 24.11 %
2025/09/30 XMMO INVESCO EXCHANGE TRADED FD T 0.45% 2.040 M $ 15088 2020/09/30 104.530 K $ 5.13 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.45% 2.037 M $ 10591 2020/09/30 -279.882 K $ -12.98 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.44% 2.004 M $ 51137 2023/12/31 -608.490 K $ -30.20 %
2025/09/30 CTAS CINTAS CORP 0.38% 1.701 M $ 8285 2024/09/30 -244.690 K $ -7.90 %
2025/09/30 V VISA INC 0.32% 1.454 M $ 4259 2023/09/30 -55.787 K $ -3.85 %
2025/09/30 TJX TJX COS INC NEW 0.32% 1.439 M $ 9955 2024/09/30 201.069 K $ 17.05 %
2025/09/30 VNQI VANGUARD INTL EQUITY INDEX F 0.31% 1.420 M $ 29746 2020/06/30 44.535 K $ 3.45 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.30% 1.375 M $ 15038 2020/09/30 33.032 K $ 2.65 %
2025/09/30 HYEM VANECK ETF TRUST 0.27% 1.240 M $ 61854 2021/06/30 13.712 K $ 1.16 %
2025/09/30 INTU INTUIT 0.27% 1.229 M $ 1800 2024/09/30 -184.516 K $ -13.30 %
2025/09/30 GILD GILEAD SCIENCES INC 0.24% 1.098 M $ 9891 2025/09/30 0.000 $ 0.00 %
2025/09/30 BNDX VANGUARD CHARLOTTE FDS 0.20% 879.966 K $ 17791 2020/06/30 -856.000 $ -0.10 %
2025/09/30 GOOGL ALPHABET INC 0.14% 644.337 K $ 2651 2024/12/31 99.636 K $ 37.95 %
2025/09/30 MCD MCDONALDS CORP 0.11% 512.512 K $ 1687 2024/12/31 19.806 K $ 4.01 %
2025/09/30 VUG VANGUARD INDEX FDS 0.11% 478.171 K $ 997 2024/12/31 42.528 K $ 9.40 %
2025/09/30 ORCL ORACLE CORP 0.10% 445.765 K $ 1585 2024/12/31 95.104 K $ 28.64 %
2025/09/30 VOO VANGUARD INDEX FDS 0.10% 442.727 K $ 723 2025/03/31 26.033 K $ 7.81 %
2025/09/30 SYK STRYKER CORPORATION 0.09% 421.295 K $ 1140 2024/09/30 -29.127 K $ -6.56 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.09% 412.596 K $ 619 2024/12/31 30.592 K $ 7.82 %
2025/09/30 BTC GRAYSCALE BITCOIN MINI TR ET 0.09% 401.706 K $ 7934 2025/03/31 25.459 K $ 6.03 %
2025/09/30 IVV ISHARES TR 0.09% 394.456 K $ 589 2023/06/30 29.136 K $ 7.80 %
2025/09/30 META META PLATFORMS INC 0.08% 345.821 K $ 471 2025/06/30 -1.458 K $ -0.50 %
2025/09/30 AMAT APPLIED MATLS INC 0.07% 330.197 K $ 1613 2024/12/31 143.065 K $ 11.84 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.06% 276.910 K $ 1934 2025/09/30 0.000 $ 0.00 %
2025/09/30 GME GAMESTOP CORP NEW 0.06% 276.237 K $ 10126 2025/09/30 0.000 $ 0.00 %
2025/09/30 TQQQ PROSHARES TR 0.06% 272.984 K $ 2640 2025/06/30 52.876 K $ 24.58 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.05% 224.819 K $ 2849 2025/09/30 0.000 $ 0.00 %
2025/09/30 CBSH COMMERCE BANCSHARES INC 0.05% 216.403 K $ 3621 2024/09/30 -8.685 K $ -3.88 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.05% 212.312 K $ 2730 2024/12/31 -1.201 K $ -0.56 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.05% 204.986 K $ 1106 2025/09/30 0.000 $ 0.00 %
2025/09/30 APH AMPHENOL CORP NEW 0.04% 201.026 K $ 1624 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2025/09/30 NVO NOVO-NORDISK A S 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 OPEN OPENDOOR TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ABNB AIRBNB INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 CAVA CAVA GROUP INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %