Verde Capital Management
RIA/Wealth
Verde Capital Management is a RIA/Wealth based in Clarkston, MI led by Carl Szasz, reporting $605.7M in AUM as of Q3 2025 with 77% ETF concentration, 69% concentrated in top 10 holdings, and 16% allocation to ESGV.
PresidentCarl Szasz
- Portfolio Value
- $451.3M
- Positions
- 68
- Top Holding
- ESGV at 16.01%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Verde Capital Management's portfolio (68.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $72.2M | 16.01% | +$3.5M Bought | — 609.9K shares | |
ETF ETF | $60.2M | 13.35% | +$2.0M Bought | — 607.9K shares | |
ETF ETF | $40.4M | 8.96% | +$3.8M Bought | — 940.9K shares | |
ETF ETF | $37.6M | 8.34% | +$702.6K Bought | — 152.3K shares | |
ETF ETF | $30.8M | 6.83% | +$1.4M Bought | — 472.6K shares | |
ETF ETF | $28.5M | 6.31% | +$2.3M Bought | — 719.0K shares | |
ETF ETF | $10.6M | 2.36% | +$19.5K Bought | — 163.8K shares | |
ETF ETF | $10.4M | 2.31% | +$1.2M Bought | — 133.8K shares | |
Auto - Manufacturers Consumer Cyclical | $10.1M | 2.25% | +$382.0K Bought | 0.00% 22.8K shares | |
ETF ETF | $9.2M | 2.05% | +$679.9K Bought | — 182.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Verde Capital Management's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Verde Capital Management
GthenA