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Wick Capital Partners, LLC - Portfolio Stock Holdings

Wick Capital Partners, LLC disclosed 262 stock positions in a recent SEC 13F filing. $560,789,674 of stock holdings were filed, with the largest holdings including ITOT, VTI, and IVVB. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $929,693,259 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

262

Est. Stock Holding Value:

$560,789,674

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Wick Capital Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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