Verde Capital Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Verde Capital Management reported 65 stock positions worth $405.2 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 15.7% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 13.6%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 8.4%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 49 and reduced 11. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Vanguard Int-Term Corporate (VCIT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- CLARKSTON, MI
- CIK
- 0001802891
- Portfolio Value
- $405.2M (Q2 2025)
- SEC Filing
- 0001667731-25-000743 ↗ filed Jul 7, 2025
Holdings Value
Holdings 65 stocks · $405.2M
| ESGV Vanguard ESG US Stock ETF | 15.71% | 580,684 | $63.7M | Add +3.9% |
| MOAT Vaneck Morningstar Wide Moat | 13.61% | 587,865 | $55.1M | Add +5.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 8.41% | 851,907 | $34.1M | Add +4.5% |
| QQQM Invesco Nasdaq 100 ETF | 8.38% | 149,468 | $33.9M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 6.90% | 451,068 | $28.0M | Add +5.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 6.18% | 659,822 | $25.0M | Add +8.7% |
| IBIT iShares Bitcoin Trust ETF | 2.47% | 163,512 | $10.0M | Add +0.1% |
| NVDA Nvidia Corp. | 2.27% | 58,234 | $9.2M | Add +4.1% |
| BIV Vanguard Intermediate-Term B | 2.25% | 117,968 | $9.1M | Add +5.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.12% | 15,570 | $8.6M | Reduce -5.4% |
| ILTB iShares Core 10+ Year Usd Bo | 2.07% | 169,463 | $8.4M | Add +1.7% |
| VCIT Vanguard Int-Term Corporate | 1.80% | 87,906 | $7.3M | Reduce -8.4% |
| TSLA Tesla Inc. | 1.72% | 21,953 | $7.0M | Add +5.5% |
| NFLX Netflix Inc. | 1.66% | 5,027 | $6.7M | Add +2.2% |
| SPOT Spotify Technology SA | 1.64% | 8,645 | $6.6M | Add +0.8% |
| IMCG iShares Morningstar Mid-Cap | 1.26% | 63,803 | $5.1M | Add +7.7% |
| IJR iShares Core S&P Small-Cap E | 1.15% | 42,765 | $4.7M | Reduce -3.8% |
| GBTC Grayscale Bitcoin Trust ETF | 1.12% | 53,620 | $4.5M | Reduce -2.0% |
| SCHP Schwab U.S. Tips ETF | 1.08% | 163,330 | $4.4M | Add +8.0% |
| ORLY O'reilly Automotive Inc. | 0.93% | 41,983 | $3.8M | Add +8.3% |
| AMZN Amazon.com Inc. | 0.90% | 16,699 | $3.7M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 0.90% | 20,650 | $3.7M | Add +5.0% |
| AZO AutoZone Inc. | 0.88% | 959 | $3.6M | Add +5.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.87% | 53,845 | $3.5M | Add +3.8% |
| ETHE Grayscale Ethereum Staking E | 0.83% | 161,056 | $3.4M | Reduce -0.9% |
| SPIP SS SPDR P Tips ETF | 0.79% | 122,507 | $3.2M | Add +14.2% |
| CTAS Cintas Corp. | 0.76% | 13,895 | $3.1M | Add +5.8% |
| ABNB Airbnb Inc. Class A | 0.76% | 23,225 | $3.1M | Add +5.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.73% | 42,837 | $3.0M | Add +15.2% |
| WELL Welltower Inc. | 0.63% | 16,495 | $2.5M | Add +2.6% |
| PGR Progressive Corp. | 0.62% | 9,394 | $2.5M | Add +9.3% |
| CRM Salesforce Inc. | 0.61% | 9,051 | $2.5M | Add +7.3% |
| EQIX Equinix Inc. | 0.54% | 2,761 | $2.2M | Add +12.3% |
| MSFT Microsoft Corp. | 0.54% | 4,387 | $2.2M | Add +6.1% |
| AMT American Tower Corp. | 0.53% | 9,752 | $2.2M | Add +2.4% |
| CAVA Cava Group Inc. | 0.53% | 25,278 | $2.1M | Add +18.4% |
| XMMO Invesco S&P Midcap Momentum | 0.50% | 15,838 | $2.0M | Reduce -2.1% |
| CMG Chipotle Mexican Grill Inc. | 0.50% | 35,878 | $2.0M | Add +6.1% |
| PLD Prologis Inc. | 0.47% | 18,056 | $1.9M | Add +6.8% |
| ETH Grayscale Ethereum Staking M | 0.37% | 63,114 | $1.5M | Add +27.9% |
| V Visa Inc. Class A | 0.36% | 4,081 | $1.4M | Add +6.8% |
| AAPL Apple Inc. | 0.35% | 6,838 | $1.4M | Add +2.7% |
| INTU Intuit Inc. | 0.34% | 1,762 | $1.4M | Add +8.0% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.32% | 28,010 | $1.3M | Add +6.6% |
| VNQ Vanguard Real Estate ETF | 0.31% | 13,997 | $1.2M | Add +7.0% |
| AMAT Applied Materials Inc. | 0.30% | 6,602 | $1.2M | Add +13.9% |
| HYEM Vaneck Emrg MKTS Hi YLD | 0.29% | 59,618 | $1.2M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 9,552 | $1.2M | Add +6.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 17,131 | $848K | Reduce -4.3% |
| MCD McDonald's Corp. | 0.12% | 1,690 | $494K | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,032 | $452K | Add +17.8% |
| SYK Stryker Corp. | 0.11% | 1,122 | $444K | Add +1.5% |
| BTC Grayscale Bitcoin Mini ETF | 0.10% | 8,840 | $422K | Reduce -7.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 633 | $391K | Add +21.0% |
| IVV iShares Core S&P 500 ETF | 0.09% | 602 | $374K | Reduce -6.1% |
| VOO Vanguard S&P 500 ETF | 0.08% | 587 | $333K | Add +9.3% |
| ORCL Oracle Corp. | 0.08% | 1,519 | $332K | Reduce -1.2% |
| PYPL PayPal Holdings Inc. | 0.08% | 4,160 | $309K | Reduce -28.7% |
| COST Costco Wholesale Corp. | 0.07% | 305 | $302K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.07% | 393 | $290K | New |
| GOOGL Alphabet Inc. Class A | 0.06% | 1,490 | $263K | New |
| CBSH Commerce Bancshares Inc. | 0.06% | 3,604 | $224K | Add +0.5% |
| TQQQ Proshares Ultrapro QQQ | 0.05% | 2,592 | $215K | New |
| EW Edwards Lifesciences Corp. | 0.05% | 2,730 | $214K | New |
| OPEN Opendoor Technologies Inc. | 0.00% | 13,185 | $7K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VCIT Vanguard Int-Term Corporate | Reduce -8.4% | 1.80% | −0.43 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.8% | 1.15% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.4% | 2.12% | −0.08 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.07 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -4.3% | 0.21% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -28.7% | 0.08% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Reduce -2.1% | 0.50% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.1% | 0.09% | −0.01 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -7.1% | 0.10% | +0.01 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.08% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.0% | 1.12% | +0.11 |
| ETHE Grayscale Ethereum Staking E | Reduce -0.9% | 0.83% | +0.13 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +4.1% | 2.27% | +0.54 |
| NFLX Netflix Inc. | Add +2.2% | 1.66% | +0.36 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.0% | 8.38% | +0.33 |
| SPOT Spotify Technology SA | Add +0.8% | 1.64% | +0.29 |
| IBIT iShares Bitcoin Trust ETF | Add +0.1% | 2.47% | +0.29 |
| TSLA Tesla Inc. | Add +5.5% | 1.72% | +0.19 |
| ESGV Vanguard ESG US Stock ETF | Add +3.9% | 15.71% | +0.14 |
| ETH Grayscale Ethereum Staking M | Add +27.9% | 0.37% | +0.13 |
| MSFT Microsoft Corp. | Add +6.1% | 0.54% | +0.10 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| IMCG iShares Morningstar Mid-Cap | Add +7.7% | 1.26% | +0.06 |
| AMAT Applied Materials Inc. | Add +13.9% | 0.30% | +0.06 |
| INTU Intuit Inc. | Add +8.0% | 0.34% | +0.06 |
| AMZN Amazon.com Inc. | Add +6.5% | 0.90% | +0.06 |
| TQQQ Proshares Ultrapro QQQ | New | 0.05% | +0.05 |
| EW Edwards Lifesciences Corp. | New | 0.05% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.5% | 8.41% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 0.90% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.8% | 0.11% | +0.02 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +6.6% | 0.32% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +6.1% | 0.50% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +21.0% | 0.10% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +5.0% | 0.76% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.3% | 0.08% | +0.00 |
| OPEN Opendoor Technologies Inc. | New | 0.00% | +0.00 |
| CAVA Cava Group Inc. | Add +18.4% | 0.53% | +0.00 |
| CTAS Cintas Corp. | Add +5.8% | 0.76% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +15.2% | 0.73% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.4% | 0.07% | −0.01 |
| SYK Stryker Corp. | Add +1.5% | 0.11% | −0.01 |
| CBSH Commerce Bancshares Inc. | Add +0.5% | 0.06% | −0.01 |
| SPIP SS SPDR P Tips ETF | Add +14.2% | 0.79% | −0.02 |
| TJX TJX Companies Inc. | Add +6.6% | 0.29% | −0.02 |
| V Visa Inc. Class A | Add +6.8% | 0.36% | −0.02 |
| MCD McDonald's Corp. | Add +2.4% | 0.12% | −0.02 |
| EQIX Equinix Inc. | Add +12.3% | 0.54% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +7.0% | 0.31% | −0.03 |
| HYEM Vaneck Emrg MKTS Hi YLD | Add +2.8% | 0.29% | −0.03 |
| CRM Salesforce Inc. | Add +7.3% | 0.61% | −0.04 |
| AMT American Tower Corp. | Add +2.4% | 0.53% | −0.06 |
| PLD Prologis Inc. | Add +6.8% | 0.47% | −0.07 |
| PGR Progressive Corp. | Add +9.3% | 0.62% | −0.07 |
| WELL Welltower Inc. | Add +2.6% | 0.63% | −0.07 |
| AAPL Apple Inc. | Add +2.7% | 0.35% | −0.07 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.8% | 0.87% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Add +8.0% | 1.08% | −0.08 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +8.7% | 6.18% | −0.09 |
| AZO AutoZone Inc. | Add +5.3% | 0.88% | −0.11 |
| ORLY O'reilly Automotive Inc. | Add +8.3% | 0.93% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 80 | $540.9M | MOAT, FNDF, QQQM, SPYM, HEFA |
| Q1 2026 | 69 | $467.7M | ESGV, MOAT, FNDF, QQQM, HEFA |
| Q4 2025 | 67 | $468.9M | ESGV, MOAT, FNDF, QQQM, IJH |
| Q3 2025 | 68 | $451.3M | ESGV, MOAT, FNDF, QQQM, IJH |
| Q2 2025 | 65 | $405.2M | ESGV, MOAT, FNDF, QQQM, IJH |
| Q1 2025 | 64 | $351.5M | ESGV, MOAT, FNDF, QQQM, IJH |
| Q4 2024 | 64 | $354.5M | ESGV, MOAT, QQQM, FNDF, IJH |
| Q3 2024 | 52 | $333.4M | ESGV, MOAT, QQQM, FNDF, IJH |
| Q2 2024 | 45 | $315.0M | ESGV, MOAT, QQQM, FNDF, IJH |
| Q1 2024 | 42 | $292.1M | MOAT, ESGV, QQQM, FNDF, IJH |