Verde Capital Management

CLARKSTON, MI

$541m in 80 US stocks at the end of 30 June 2026. The top 10 are 67.5% of the money. It changed about 14.5% of the portfolio this quarter.

Value

$541m

Stocks

Top 10 share

67.5%

Turnover

14.5%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustSPYM
7.8% of the fund
American Centy ETF TRAVUV
1.2% of the fund
Schwab Strategic TRFNDE
0.4% of the fund
Micron TechnologyMU
0.2% of the fund
Invesco Exch Traded FD TR IISPMO
0.2% of the fund
EA Series TrustFRDM
<0.1% of the fund
Commerce BancsharesCBSH
<0.1% of the fund
Select Sector Spdr TRXLK
<0.1% of the fund
IntelINTC
<0.1% of the fund
Schwab Strategic TRSCHX
<0.1% of the fund
RTXRTX
<0.1% of the fund
Quantum-SiQSI
<0.1% of the fund

Added

Bought more of a stock they already held.

Vaneck ETF TrustMOAT
13.3% of the fund
+5%
Schwab Strategic TRFNDF
9.9% of the fund
+2%
Ishares TRHEFA
7.6% of the fund
+6%
TeslaTSLA
1.7% of the fund
+2%
Grayscale Bitcoin Mini TR ETBTC
1.5% of the fund
+3613%
Ishares TRIMCG
1.5% of the fund
+5%
Palo Alto NetworksPANW
1.2% of the fund
+3%
Amazon.comAMZN
1.1% of the fund
+7%
Spotify TechnologySPOT
0.9% of the fund
+18%
Grayscale Ethereum StakingETH
0.9% of the fund
+80%
NetflixNFLX
0.9% of the fund
+9%
Palantir TechnologiesPLTR
0.9% of the fund
+15%
O'Reilly AutomotiveORLY
0.8% of the fund
+14%
AppleAAPL
0.8% of the fund
+4%
Robinhood MarketsHOOD
0.8% of the fund
+13%
MicrosoftMSFT
0.6% of the fund
+12%
Costco WholesaleCOST
0.6% of the fund
+4%
Invesco Exchange Traded FD TXMMO
0.6% of the fund
+33%
AirbnbABNB
0.6% of the fund
+4%
PrologisPLD
0.5% of the fund
+3%
American TowerAMT
0.3% of the fund
+9%
Vanguard Index FDSVNQ
0.3% of the fund
+3%
Vanguard Intl Equity Index FVNQI
0.3% of the fund
+4%
Gilead SciencesGILD
0.3% of the fund
+7%
Vanguard Index FDSVUG
0.2% of the fund
+55%

Cut

Sold some of their stake.

Vanguard World FDESGV
6.6% of the fund
-56%
NvidiaNVDA
2.2% of the fund
-3%
Vanguard BD Index FDSBIV
1.9% of the fund
-4%
Invesco QQQ TRQQQ
1.7% of the fund
-7%
Ishares TRILTB
1.4% of the fund
-11%
Ishares TRIJR
1.0% of the fund
-9%
Vanguard Scottsdale FDSVCIT
0.9% of the fund
-12%
Schwab Strategic TRSCHP
0.8% of the fund
-5%
ProgressivePGR
0.8% of the fund
-3%
Vanguard Whitehall FDSVWOB
0.6% of the fund
-6%
WelltowerWELL
0.6% of the fund
-4%
AutozoneAZO
0.5% of the fund
-5%
Ishares Bitcoin Trust ETFIBIT
0.4% of the fund
-74%
Grayscale Bitcoin Trust ETFGBTC
0.4% of the fund
-11%
Vaneck ETF TrustHYEM
0.2% of the fund
-10%
Grayscale Ethereum Staking EETHE
0.2% of the fund
-59%
Applied MaterialsAMAT
0.2% of the fund
-13%
Vanguard Charlotte FDSBNDX
0.1% of the fund
-6%
AlphabetGOOGL
0.1% of the fund
-7%
Vanguard Index FDSVTV
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%

Holdings

Vaneck ETF TrustMOAT
Share
13.3%
Value
$72m
Shares
690,661
+5%
Schwab Strategic TRFNDF
Share
9.9%
Value
$54m
Shares
1,015,065
+2%
Invesco Exch Traded FD TR IIQQQM
Share
9.4%
Value
$51m
Shares
168,538
Held
Spdr Series TrustSPYM
Share
7.8%
Value
$42m
Shares
481,395
New
Ishares TRHEFA
Share
7.6%
Value
$41m
Shares
881,454
+6%
Ishares TRIJH
Share
7.0%
Value
$38m
Shares
490,013
Held
Vanguard World FDESGV
Share
6.6%
Value
$36m
Shares
268,931
-56%
NvidiaNVDA
Share
2.2%
Value
$12m
Shares
58,279
-3%
Vanguard BD Index FDSBIV
Share
1.9%
Value
$10m
Shares
135,484
-4%
Invesco QQQ TRQQQ
Share
1.7%
Value
$9m
Shares
12,700
-7%
TeslaTSLA
Share
1.7%
Value
$9m
Shares
22,097
+2%
Grayscale Bitcoin Mini TR ETBTC
Share
1.5%
Value
$8m
Shares
320,526
+3613%
Ishares TRIMCG
Share
1.5%
Value
$8m
Shares
81,701
+5%
AlphabetGOOG
Share
1.5%
Value
$8m
Shares
22,540
Held
Ishares TRILTB
Share
1.4%
Value
$8m
Shares
154,947
-11%
American Centy ETF TRAVUV
Share
1.2%
Value
$7m
Shares
53,246
New
Palo Alto NetworksPANW
Share
1.2%
Value
$6m
Shares
18,738
+3%
Amazon.comAMZN
Share
1.1%
Value
$6m
Shares
25,847
+7%
Ishares TRIJR
Share
1.0%
Value
$5m
Shares
35,456
-9%
Spotify TechnologySPOT
Share
0.9%
Value
$5m
Shares
10,976
+18%
Grayscale Ethereum StakingETH
Share
0.9%
Value
$5m
Shares
320,336
+80%
Vanguard Scottsdale FDSVCIT
Share
0.9%
Value
$5m
Shares
57,887
-12%
NetflixNFLX
Share
0.9%
Value
$5m
Shares
65,005
+9%
Palantir TechnologiesPLTR
Share
0.9%
Value
$5m
Shares
39,745
+15%
O'Reilly AutomotiveORLY
Share
0.8%
Value
$5m
Shares
49,808
+14%
AppleAAPL
Share
0.8%
Value
$5m
Shares
15,743
+4%
Schwab Strategic TRSCHP
Share
0.8%
Value
$4m
Shares
169,442
-5%
Robinhood MarketsHOOD
Share
0.8%
Value
$4m
Shares
43,773
+13%
ProgressivePGR
Share
0.8%
Value
$4m
Shares
19,479
-3%
MicrosoftMSFT
Share
0.6%
Value
$3m
Shares
9,279
+12%
Vanguard Whitehall FDSVWOB
Share
0.6%
Value
$3m
Shares
50,405
-6%
Costco WholesaleCOST
Share
0.6%
Value
$3m
Shares
3,602
+4%
Spdr Series TrustSPIP
Share
0.6%
Value
$3m
Shares
129,584
Held
Invesco Exchange Traded FD TXMMO
Share
0.6%
Value
$3m
Shares
19,445
+33%
AirbnbABNB
Share
0.6%
Value
$3m
Shares
22,414
+4%
WelltowerWELL
Share
0.6%
Value
$3m
Shares
13,469
-4%
EquinixEQIX
Share
0.5%
Value
$3m
Shares
2,826
Held
AutozoneAZO
Share
0.5%
Value
$3m
Shares
908
-5%
PrologisPLD
Share
0.5%
Value
$3m
Shares
19,121
+3%
Schwab Strategic TRFNDE
Share
0.4%
Value
$2m
Shares
60,198
New
Ishares Bitcoin Trust ETFIBIT
Share
0.4%
Value
$2m
Shares
68,668
-74%
Grayscale Bitcoin Trust ETFGBTC
Share
0.4%
Value
$2m
Shares
44,951
-11%
American TowerAMT
Share
0.3%
Value
$2m
Shares
11,412
+9%
Vanguard Index FDSVNQ
Share
0.3%
Value
$2m
Shares
17,282
+3%
HeicoHEI
Share
0.3%
Value
$2m
Shares
4,376
Held
Vanguard Intl Equity Index FVNQI
Share
0.3%
Value
$2m
Shares
34,405
+4%
VisaV
Share
0.3%
Value
$2m
Shares
4,441
Held
Gilead SciencesGILD
Share
0.3%
Value
$1m
Shares
11,534
+7%
Micron TechnologyMU
Share
0.2%
Value
$1m
Shares
1,029
New
Vaneck ETF TrustHYEM
Share
0.2%
Value
$1m
Shares
54,568
-10%
Vanguard Index FDSVUG
Share
0.2%
Value
$1m
Shares
12,543
+55%
Invesco Exch Traded FD TR IISPMO
Share
0.2%
Value
$1m
Shares
6,261
New
Grayscale Ethereum Staking EETHE
Share
0.2%
Value
$861,533
Shares
67,518
-59%
Applied MaterialsAMAT
Share
0.2%
Value
$845,667
Shares
1,169
-13%
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$806,910
Shares
1,080
+18%
Vanguard Charlotte FDSBNDX
Share
0.1%
Value
$803,321
Shares
16,587
-6%
AlphabetGOOGL
Share
0.1%
Value
$774,211
Shares
2,166
-7%
Ishares TRIVV
Share
0.1%
Value
$629,900
Shares
841
Held
IntuitINTU
Share
0.1%
Value
$627,636
Shares
2,404
+12%
Vanguard Index FDSVOO
Share
<0.1%
Value
$518,679
Shares
755
+9%
McDonald'sMCD
Share
<0.1%
Value
$472,803
Shares
1,749
Held
Lam ResearchLRCX
Share
<0.1%
Value
$459,824
Shares
1,061
+3%
EA Series TrustFRDM
Share
<0.1%
Value
$454,313
Shares
6,232
New
Proshares TRTQQQ
Share
<0.1%
Value
$434,352
Shares
5,362
Held
StrykerSYK
Share
<0.1%
Value
$369,293
Shares
1,172
+5%
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$362,494
Shares
759
+5%
Vanguard Tax-Managed FDSVEA
Share
<0.1%
Value
$348,237
Shares
4,887
+12%
Vanguard Index FDSVTV
Share
<0.1%
Value
$345,239
Shares
1,584
-2%
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$301,492
Shares
3,869
+4%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$288,623
Shares
1,136
Held
AmphenolAPH
Share
<0.1%
Value
$287,803
Shares
1,632
Held
Meta PlatformsMETA
Share
<0.1%
Value
$283,669
Shares
503
+10%
GameStopGME
Share
<0.1%
Value
$272,975
Shares
12,363
Held
Commerce BancsharesCBSH
Share
<0.1%
Value
$223,019
Shares
3,861
New
Select Sector Spdr TRXLK
Share
<0.1%
Value
$222,796
Shares
1,169
New
OracleORCL
Share
<0.1%
Value
$219,825
Shares
1,500
Held
IntelINTC
Share
<0.1%
Value
$218,940
Shares
1,568
New
Schwab Strategic TRSCHX
Share
<0.1%
Value
$214,434
Shares
7,286
New
RTXRTX
Share
<0.1%
Value
$200,478
Shares
1,056
New
Quantum-SiQSI
Share
<0.1%
Value
$8,850
Shares
10,000
New

Company	Share of fund	Value	Shares	Change
Vaneck ETF TrustMOAT	13.3%	$72m	690,661	+5%
Schwab Strategic TRFNDF	9.9%	$54m	1,015,065	+2%
Invesco Exch Traded FD TR IIQQQM	9.4%	$51m	168,538	Held
Spdr Series TrustSPYM	7.8%	$42m	481,395	New
Ishares TRHEFA	7.6%	$41m	881,454	+6%
Ishares TRIJH	7.0%	$38m	490,013	Held
Vanguard World FDESGV	6.6%	$36m	268,931	-56%
NvidiaNVDA	2.2%	$12m	58,279	-3%
Vanguard BD Index FDSBIV	1.9%	$10m	135,484	-4%
Invesco QQQ TRQQQ	1.7%	$9m	12,700	-7%
TeslaTSLA	1.7%	$9m	22,097	+2%
Grayscale Bitcoin Mini TR ETBTC	1.5%	$8m	320,526	+3613%
Ishares TRIMCG	1.5%	$8m	81,701	+5%
AlphabetGOOG	1.5%	$8m	22,540	Held
Ishares TRILTB	1.4%	$8m	154,947	-11%
American Centy ETF TRAVUV	1.2%	$7m	53,246	New
Palo Alto NetworksPANW	1.2%	$6m	18,738	+3%
Amazon.comAMZN	1.1%	$6m	25,847	+7%
Ishares TRIJR	1.0%	$5m	35,456	-9%
Spotify TechnologySPOT	0.9%	$5m	10,976	+18%
Grayscale Ethereum StakingETH	0.9%	$5m	320,336	+80%
Vanguard Scottsdale FDSVCIT	0.9%	$5m	57,887	-12%
NetflixNFLX	0.9%	$5m	65,005	+9%
Palantir TechnologiesPLTR	0.9%	$5m	39,745	+15%
O'Reilly AutomotiveORLY	0.8%	$5m	49,808	+14%
AppleAAPL	0.8%	$5m	15,743	+4%
Schwab Strategic TRSCHP	0.8%	$4m	169,442	-5%
Robinhood MarketsHOOD	0.8%	$4m	43,773	+13%
ProgressivePGR	0.8%	$4m	19,479	-3%
MicrosoftMSFT	0.6%	$3m	9,279	+12%
Vanguard Whitehall FDSVWOB	0.6%	$3m	50,405	-6%
Costco WholesaleCOST	0.6%	$3m	3,602	+4%
Spdr Series TrustSPIP	0.6%	$3m	129,584	Held
Invesco Exchange Traded FD TXMMO	0.6%	$3m	19,445	+33%
AirbnbABNB	0.6%	$3m	22,414	+4%
WelltowerWELL	0.6%	$3m	13,469	-4%
EquinixEQIX	0.5%	$3m	2,826	Held
AutozoneAZO	0.5%	$3m	908	-5%
PrologisPLD	0.5%	$3m	19,121	+3%
Schwab Strategic TRFNDE	0.4%	$2m	60,198	New
Ishares Bitcoin Trust ETFIBIT	0.4%	$2m	68,668	-74%
Grayscale Bitcoin Trust ETFGBTC	0.4%	$2m	44,951	-11%
American TowerAMT	0.3%	$2m	11,412	+9%
Vanguard Index FDSVNQ	0.3%	$2m	17,282	+3%
HeicoHEI	0.3%	$2m	4,376	Held
Vanguard Intl Equity Index FVNQI	0.3%	$2m	34,405	+4%
VisaV	0.3%	$2m	4,441	Held
Gilead SciencesGILD	0.3%	$1m	11,534	+7%
Micron TechnologyMU	0.2%	$1m	1,029	New
Vaneck ETF TrustHYEM	0.2%	$1m	54,568	-10%
Vanguard Index FDSVUG	0.2%	$1m	12,543	+55%
Invesco Exch Traded FD TR IISPMO	0.2%	$1m	6,261	New
Grayscale Ethereum Staking EETHE	0.2%	$861,533	67,518	-59%
Applied MaterialsAMAT	0.2%	$845,667	1,169	-13%
State STR Spdr S&P 500 ETF TSPY	0.1%	$806,910	1,080	+18%
Vanguard Charlotte FDSBNDX	0.1%	$803,321	16,587	-6%
AlphabetGOOGL	0.1%	$774,211	2,166	-7%
Ishares TRIVV	0.1%	$629,900	841	Held
IntuitINTU	0.1%	$627,636	2,404	+12%
Vanguard Index FDSVOO	<0.1%	$518,679	755	+9%
McDonald'sMCD	<0.1%	$472,803	1,749	Held
Lam ResearchLRCX	<0.1%	$459,824	1,061	+3%
EA Series TrustFRDM	<0.1%	$454,313	6,232	New
Proshares TRTQQQ	<0.1%	$434,352	5,362	Held
StrykerSYK	<0.1%	$369,293	1,172	+5%
Taiwan Semiconductor ManufacturingTSM	<0.1%	$362,494	759	+5%
Vanguard Tax-Managed FDSVEA	<0.1%	$348,237	4,887	+12%
Vanguard Index FDSVTV	<0.1%	$345,239	1,584	-2%
Vanguard BD Index FDSBSV	<0.1%	$301,492	3,869	+4%
Johnson & JohnsonJNJ	<0.1%	$288,623	1,136	Held
AmphenolAPH	<0.1%	$287,803	1,632	Held
Meta PlatformsMETA	<0.1%	$283,669	503	+10%
GameStopGME	<0.1%	$272,975	12,363	Held
Commerce BancsharesCBSH	<0.1%	$223,019	3,861	New
Select Sector Spdr TRXLK	<0.1%	$222,796	1,169	New
OracleORCL	<0.1%	$219,825	1,500	Held
IntelINTC	<0.1%	$218,940	1,568	New
Schwab Strategic TRSCHX	<0.1%	$214,434	7,286	New
RTXRTX	<0.1%	$200,478	1,056	New
Quantum-SiQSI	<0.1%	$8,850	10,000	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 33.5% since 30 June 2025.

Where the money is

Technology6.5%

Retail & consumer5.0%

Media & telecom3.5%

Real estate1.9%

Financial services1.9%

Everyday goods0.6%

Health care0.4%

Industrials0.3%

Other79.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.