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Vertical Cap Income Fund shs ben int shares owned by Western Wealth Management

Quarter-by-quarter ownership of Vertical Cap Income Fund shs ben int (CCIF) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Vertical Cap Income Fund shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Vertical Cap Income Fund shs ben int held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertical Cap Income Fund shs ben int by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 6.1k 3.21

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Vertical Cap Income Fund shs ben int

Cambridge Investment Research Advisors
Morgan Stanley
Brooklyn Capital Management
Hancock Bank Trust Department
Almitas Capital
Eagle Point Credit Management
Thomas J. Herzfeld Advisors
GatePass Capital
Cetera Investment Advisers
Belpointe Asset Management
Melfa Wealth Management
Cura Wealth Advisors
LPL Financial
Kovack Advisors
Citadel Advisors

View all funds holding Vertical Cap Income Fund shs ben int