1y return+13.4%S&P 500 +20.9%
3y return+53.4%S&P 500 +68.5%
5y return+45.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $163 against $232 in the S&P 500.2
Verde Capital ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MOATVaneck Etf Trust | $71.8M | 13.3% | +4.9% |
| FNDFSchwab Strategic Tr | $53.6M | 9.9% | +2.3% |
| QQQMInvesco Exch Traded Fd Tr II | $51.1M | 9.4% | +1.5% |
| SPYMSpdr Series Trust | $42.3M | 7.8% | New |
| HEFAIshares Tr | $41.4M | 7.6% | +6.0% |
| IJHIshares Tr | $37.8M | 7.0% | |
| ESGVVanguard World Fd | $35.6M | 6.6% | −55.7% |
| NVDANvidia Corporation | $11.7M | 2.2% | −3.4% |
| BIVVanguard Bd Index Fds | $10.4M | 1.9% | −3.8% |
| QQQInvesco Qqq Tr | $9.4M | 1.7% | −7.1% |
| TSLATesla Inc | $9.3M | 1.7% | +2.2% |
| BTCGrayscale Bitcoin Mini Tr Et | $8.3M | 1.5% | +3612.8% |
| IMCGIshares Tr | $8.0M | 1.5% | +5.4% |
| GOOGAlphabet Inc | $8.0M | 1.5% | |
| ILTBIshares Tr | $7.6M | 1.4% | −11.2% |
| AVUVAmerican Centy Etf Tr | $6.6M | 1.2% | New |
| PANWPalo Alto Networks Inc | $6.4M | 1.2% | +3.0% |
| AMZNAmazon Com Inc | $6.2M | 1.1% | +7.4% |
| IJRIshares Tr | $5.3M | 1.0% | −8.6% |
| Spotify Technology S ACUSIP L8681T102 | $5.0M | 0.9% | +17.9% |
| ETHGrayscale Ethereum Staking | $4.8M | 0.9% | +79.8% |
| VCITVanguard Scottsdale Fds | $4.8M | 0.9% | −11.6% |
| NFLXNetflix Inc. | $4.6M | 0.9% | +8.7% |
| PLTRPalantir Technologies Inc | $4.6M | 0.9% | +15.5% |
| ORLYOreilly Automotive Inc | $4.6M | 0.8% | +14.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $11.7M |
| Spotify Technology S ACUSIP L8681T102 | September 30, 2022 | +432.0% | $5.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $8.0M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $9.4M |
| XMMOInvesco Exchange Traded Fd T | September 30, 2020 | +156.9% | $3.3M |
| WELLWelltower Inc | December 31, 2023 | +151.7% | $3.1M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $4.6M |
| IJRIshares Tr | September 30, 2020 | +111.2% | $5.3M |
| MOATVaneck Etf Trust | June 30, 2020 | +99.0% | $71.8M |
| FNDFSchwab Strategic Tr | June 30, 2022 | +86.4% | $53.6M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $222K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | +11.8% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +4.1% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Verde Capital Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802891&type=13F-HR&dateb=&owner=include&count=40CIK 1802891
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802891/000180289126000003/Filed August 11, 2026 · accession 0001802891-26-000003