# EDGAR Filing Document

**Accession Number:** 0001912300
**File Stem:** 0001912300-26-000003
**Filing Date:** 2026-3
**Character Count:** 8294
**Document Hash:** 67726a35139c0f9a3868a35b1fbdc6be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001912300-26-000003.hdr.sgml**: 20260312

**ACCESSION NUMBER**: 0001912300-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260312

**DATE AS OF CHANGE**: 20260312

**EFFECTIVENESS DATE**: 20260312

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vericrest Private Wealth
- **CENTRAL INDEX KEY:** 0001912300

**ORGANIZATION NAME:**
- **EIN:** 854283683
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22294
- **FILM NUMBER:** 26748355

**BUSINESS ADDRESS:**
- **STREET 1:** 41 UNIVERSITY DRIVE
- **STREET 2:** SUITE 400
- **CITY:** NEWTOWN
- **STATE:** PA
- **ZIP:** 18940
- **BUSINESS PHONE:** 1 888 902-6366

**MAIL ADDRESS:**
- **STREET 1:** 41 UNIVERSITY DRIVE
- **STREET 2:** SUITE 400
- **CITY:** NEWTOWN
- **STATE:** PA
- **ZIP:** 18940

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Vericrest Private Wealth<br>**Address:** 41 UNIVERSITY DRIVE<br>SUITE 400<br>NEWTOWN, PA 18940

**Form 13F File Number:** 028-22294

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alan Gilmore<br>**Title:** Attorney<br>**Phone:** 609 730-0100

**Signature, Place, and Date of Signing:**

Alan Gilmore  Pennington, NJ  03-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $112520715

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 517702 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| AMAZON COM INC | COM | 023135106 |  | 445713 | 1931 | SH |  | SOLE |  | 0 | 0 | 1931 |
| APPLE INC | COM | 037833100 |  | 6655004 | 24480 | SH |  | SOLE |  | 0 | 0 | 24480 |
| BOEING CO | COM | 097023105 |  | 213212 | 982 | SH |  | SOLE |  | 0 | 0 | 982 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 235786 | 2374 | SH |  | SOLE |  | 0 | 0 | 2374 |
| DONALDSON INC | COM | 257651109 |  | 236368 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 360659 | 2997 | SH |  | SOLE |  | 0 | 0 | 2997 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 211839 | 241 | SH |  | SOLE |  | 0 | 0 | 241 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 445970 | 9094 | SH |  | SOLE |  | 0 | 0 | 9094 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 246151 | 831 | SH |  | SOLE |  | 0 | 0 | 831 |
| INVESCO MUNICIPAL TRUST | COM | 46131J103 |  | 169290 | 17543 | SH |  | SOLE |  | 0 | 0 | 17543 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 5157519 | 76726 | SH |  | SOLE |  | 0 | 0 | 76726 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 6816839 | 76200 | SH |  | SOLE |  | 0 | 0 | 76200 |
| ISHARES TR | CORE S ETF | 464287200 |  | 24508979 | 35783 | SH |  | SOLE |  | 0 | 0 | 35783 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3806602 | 57676 | SH |  | SOLE |  | 0 | 0 | 57676 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3969833 | 33032 | SH |  | SOLE |  | 0 | 0 | 33032 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 4091683 | 27518 | SH |  | SOLE |  | 0 | 0 | 27518 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 7275968 | 72847 | SH |  | SOLE |  | 0 | 0 | 72847 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 2558192 | 23216 | SH |  | SOLE |  | 0 | 0 | 23216 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 1269597 | 24963 | SH |  | SOLE |  | 0 | 0 | 24963 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1134435 | 14070 | SH |  | SOLE |  | 0 | 0 | 14070 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1723057 | 16087 | SH |  | SOLE |  | 0 | 0 | 16087 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1118881 | 2364 | SH |  | SOLE |  | 0 | 0 | 2364 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 251734 | 1954 | SH |  | SOLE |  | 0 | 0 | 1954 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 201632 | 1447 | SH |  | SOLE |  | 0 | 0 | 1447 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 253877 | 5922 | SH |  | SOLE |  | 0 | 0 | 5922 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 417976 | 4341 | SH |  | SOLE |  | 0 | 0 | 4341 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1420024 | 4407 | SH |  | SOLE |  | 0 | 0 | 4407 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2849609 | 4317 | SH |  | SOLE |  | 0 | 0 | 4317 |
| MICROSOFT CORP | COM | 594918104 |  | 2318958 | 4795 | SH |  | SOLE |  | 0 | 0 | 4795 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 |  | 173404 | 13697 | SH |  | SOLE |  | 0 | 0 | 13697 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2611373 | 14002 | SH |  | SOLE |  | 0 | 0 | 14002 |
| QXO INC | COM NEW | 82846H405 |  | 446859 | 23165 | SH |  | SOLE |  | 0 | 0 | 23165 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 503607 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 217437 | 3970 | SH |  | SOLE |  | 0 | 0 | 3970 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1236487 | 3120 | SH |  | SOLE |  | 0 | 0 | 3120 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 1615281 | 36372 | SH |  | SOLE |  | 0 | 0 | 36372 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1008756 | 21550 | SH |  | SOLE |  | 0 | 0 | 21550 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3526397 | 5171 | SH |  | SOLE |  | 0 | 0 | 5171 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1428038 | 14397 | SH |  | SOLE |  | 0 | 0 | 14397 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 220016 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| WISDOMTREE TR | DYNAMIC INTL EQT | 97717X263 |  | 3194738 | 73375 | SH |  | SOLE |  | 0 | 0 | 73375 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 1135571 | 22567 | SH |  | SOLE |  | 0 | 0 | 22567 |
| WISDOMTREE TR | MORTGAGE PLUS BD | 97717Y725 |  | 4789552 | 107522 | SH |  | SOLE |  | 0 | 0 | 107522 |
| WISDOMTREE TR | US QUALITY GROW | 97717Y477 |  | 5806361 | 98966 | SH |  | SOLE |  | 0 | 0 | 98966 |
| WISDOMTREE TR | US HGH YLD CORP | 97717X172 |  | 844511 | 18185 | SH |  | SOLE |  | 0 | 0 | 18185 |
| WISDOMTREE TR | WISDOMTREE US VA | 97717W547 |  | 2879238 | 30860 | SH |  | SOLE |  | 0 | 0 | 30860 |

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