We are live on ! Find out more
VCM

Vavra Capital Management Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
+2.17%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
+$101M
Cap. Flow %
99.24%
Top 10 Hldgs %
89.14%
Holding
23
New
23
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 1.75%
2 Technology 1.08%
3 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$30.5M 29.94%
+44,699
New +$30.2M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$237B
$15M 14.71%
+239,736
New +$14.7M
BOND icon
3
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.56B
$13M 12.76%
+139,589
New +$13.1M
IWM icon
4
iShares Russell 2000 ETF
IWM
$81.2B
$9.68M 9.51%
+39,324
New +$9.67M
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$113B
$5.07M 4.98%
+23,078
New +$5.04M
JEPI icon
6
JPMorgan Equity Premium Income ETF
JEPI
$46B
$4.94M 4.85%
+86,253
New +$4.93M
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$4.26M 4.19%
+79,321
New +$4.31M
IVVM icon
8
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$176M
$3.44M 3.38%
+98,918
New +$3.42M
COWZ icon
9
Pacer US Cash Cows 100 ETF
COWZ
$20B
$2.5M 2.46%
+41,537
New +$2.44M
ANGL icon
10
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.13B
$2.4M 2.36%
+81,652
New +$2.4M
CB icon
11
Chubb
CB
$132B
$1.78M 1.75%
+5,701
New +$1.67M
SPTS icon
12
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$1.24M 1.22%
+42,447
New +$1.24M
VTI icon
13
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$1.13M 1.11%
+3,378
New +$1.12M
AAPL icon
14
Apple
AAPL
$4.6T
$1.1M 1.08%
+4,033
New +$1.08M
QUAL icon
15
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
$1.09M 1.07%
+5,472
New +$1.08M
PCMM
16
BondBloxx Private Credit CLO ETF
PCMM
$200M
$1.01M 0.99%
+20,089
New +$1.01M
QQQ icon
17
Invesco QQQ Trust
QQQ
$484B
$901K 0.88%
+1,466
New +$900K
MTUM icon
18
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$715K 0.7%
+2,856
New +$717K
MUB icon
19
iShares National Muni Bond ETF
MUB
$45.6B
$698K 0.69%
+6,517
New +$698K
DYNF icon
20
BlackRock US Equity Factor Rotation ETF
DYNF
$40.6B
$564K 0.55%
+9,281
New +$558K
LLY icon
21
Eli Lilly
LLY
$1.12T
$392K 0.39%
+365
New +$349K
GUNR icon
22
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.28B
$229K 0.23%
+5,000
New +$222K
QDF icon
23
Northern Trust Quality Dividend ETF
QDF
$2.24B
$209K 0.21%
+2,590
New +$208K

Similar funds

Vavra Capital Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Vavra Capital Management, which disclosed 23 positions worth $102M. Its ten largest holdings account for 89% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 44,699 shares worth $30.5M.

By sector, the portfolio is most concentrated in Financials at 1.7% of assets, followed by Technology and Healthcare.

  • Vavra Capital Management's largest Q4 2025 buy was State Street SPDR S&P 500 ETF Trust: 44,699 shares worth $30.5M.
  • Vavra Capital Management's ten largest holdings make up 89% of its $102M portfolio in Q4 2025.
  • Vavra Capital Management disclosed 23 positions in Q4 2025, its first 13F filing on record.

Based on Vavra Capital Management's 13F filing for Q4 2025, filed 22 Jan 2026.