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Kuehl Shepherd Kozlowski & Associates

Latest statistics and disclosures from Verus Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, VXUS, AVIG, AVSF, and represent 54.72% of Verus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: DFUV (+$7.8M), BIV (+$5.6M), BND (+$5.2M), VTI, VTEI, AVIG, AVSF, VCRM, VTIP, NVDA.
Started 9 new stock positions in RKT, GLW, CSX, CIEN, MPC, YUM, HWM, VTEI, MU.
Reduced shares in these 10 stocks: AVLV (-$13M), DVY, VBR, VXUS, SCHD, VEU, DFIV, VGSH, MMS, KMX.
Sold out of its positions in KMX, EMR, MMS.
Verus Financial Partners was a net buyer of stock by $14M.
Verus Financial Partners has $1.1B in assets under management (AUM), dropping by 2.58%.
Central Index Key (CIK): 0001481714

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Positions held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Verus Financial Partners

Verus Financial Partners holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	24.0	$268M		774k	346.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	11.8	$132M	+4%	1.8M	73.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.5	$84M		1.0M	82.63	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	5.7	$64M	+3%	1.5M	41.69	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	5.7	$63M		1.4M	46.79	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	4.7	$52M	+12%	672k	77.32	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	4.6	$52M		644k	80.51	View chart
Vanguard World Mega Cap Index (MGC)	4.6	$52M		202k	256.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$47M		847k	55.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.4	$38M	+25%	751k	50.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$34M		48k	704.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$31M	-2%	135k	228.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.0	$23M		70k	322.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.0	$22M	-37%	257k	84.61	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$14M	+2%	285k	50.15	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$14M		147k	92.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$9.3M		184k	50.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$8.5M		28k	302.76	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.7	$7.4M	+8%	98k	75.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$7.0M	-15%	46k	152.88	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$4.6M	+2%	96k	48.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$4.1M		57k	71.49	View chart
Philip Morris International (PM)	0.4	$4.1M		26k	156.24	View chart
Altria (MO)	0.3	$3.6M		55k	64.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.5M		4.9k	701.60	View chart
Apple (AAPL)	0.3	$3.3M		13k	263.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.2M		5.0k	644.88	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.3	$2.9M	NEW	29k	100.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.7M		30k	90.16	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.2	$2.4M		7.8k	309.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$2.4M		16k	148.79	View chart
Hca Holdings (HCA)	0.2	$2.3M		4.8k	482.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.3M	-17%	74k	30.81	View chart
Microsoft Corporation (MSFT)	0.2	$2.1M	+11%	5.0k	420.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.1M		9.2k	224.93	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$1.8M		42k	42.53	View chart
Dominion Resources (D)	0.2	$1.7M		27k	62.48	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M		10k	151.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.6M	-12%	27k	58.48	View chart
International Business Machines (IBM)	0.1	$1.4M		5.7k	251.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.4M		27k	49.75	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+4%	4.9k	234.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.1M	+23%	3.4k	336.00	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$1.1M		14k	78.62	View chart
W.W. Grainger (GWW)	0.1	$1.1M	-10%	972.00	1133.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.1M		14k	75.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M		2.3k	469.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.0M		2.1k	475.12	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$993k	-9%	13k	75.55	View chart
JPMorgan Chase & Co. (JPM)	0.1	$940k	+3%	3.0k	309.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$898k	-2%	3.2k	279.53	View chart
Amazon (AMZN)	0.1	$864k	+42%	3.5k	249.70	View chart
NVIDIA Corporation (NVDA)	0.1	$838k	+54%	4.2k	198.36	View chart
Caterpillar (CAT)	0.1	$781k	-5%	1.0k	773.04	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.1	$738k	+2%	261k	2.83	View chart
Meta Platforms Cl A (META)	0.1	$728k	+43%	1.1k	676.73	View chart
Lowe's Companies (LOW)	0.1	$724k	-5%	3.0k	242.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$686k		10k	65.63	View chart
Norfolk Southern (NSC)	0.1	$677k		2.2k	302.66	View chart
Anthem (ELV)	0.1	$671k		2.1k	315.81	View chart
Qualcomm (QCOM)	0.1	$659k	-11%	4.9k	134.47	View chart
Nasdaq Omx (NDAQ)	0.1	$625k		7.0k	88.87	View chart
Ge Aerospace Com New (GE)	0.1	$625k		2.1k	298.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$616k		15k	41.60	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$615k		16k	37.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$604k	-3%	1.4k	440.08	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$597k		16k	36.43	View chart
Bank of America Corporation (BAC)	0.1	$588k		11k	53.51	View chart
TJX Companies (TJX)	0.1	$571k		3.6k	157.47	View chart
Broadcom (AVGO)	0.1	$567k	+28%	1.4k	398.47	View chart
Southern Company (SO)	0.1	$565k		6.0k	94.91	View chart
Vanguard World Energy Etf (VDE)	0.0	$554k		3.4k	160.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$485k		2.4k	202.59	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$476k		2.5k	190.29	View chart
Ge Vernova (GEV)	0.0	$470k		480.00	978.32	View chart
McKesson Corporation (MCK)	0.0	$455k		524.00	867.34	View chart
Duke Energy Corp Com New (DUK)	0.0	$453k		3.5k	128.65	View chart
Merck & Co (MRK)	0.0	$447k		3.9k	115.45	View chart
Capital One Financial (COF)	0.0	$441k		2.2k	200.68	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$423k		5.7k	74.87	View chart
Abbvie (ABBV)	0.0	$420k		2.0k	209.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$406k		1.2k	332.77	View chart
Pepsi (PEP)	0.0	$404k		2.5k	158.41	View chart
Wal-Mart Stores (WMT)	0.0	$401k		3.2k	124.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$401k		1.2k	329.58	View chart
Home Depot (HD)	0.0	$388k		1.1k	337.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$383k	-3%	5.0k	76.44	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$382k		3.9k	97.44	View chart
Visa Com Cl A (V)	0.0	$376k	+64%	1.2k	315.06	View chart
McDonald's Corporation (MCD)	0.0	$375k		1.2k	306.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$370k		5.7k	65.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$367k	-3%	8.6k	42.73	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$365k		6.6k	55.56	View chart
Chevron Corporation (CVX)	0.0	$363k	+18%	1.9k	188.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$363k		566.00	640.47	View chart
Verizon Communications (VZ)	0.0	$363k	-4%	7.7k	46.78	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$355k		7.4k	48.08	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$322k		4.4k	72.32	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$321k		5.6k	57.07	View chart
Costco Wholesale Corporation (COST)	0.0	$311k		315.00	987.38	View chart
Coca-Cola Company (KO)	0.0	$300k		4.0k	75.18	View chart
Procter & Gamble Company (PG)	0.0	$300k		2.1k	143.14	View chart
Corning Incorporated (GLW)	0.0	$293k	NEW	1.8k	166.10	View chart
American Electric Power Company (AEP)	0.0	$289k		2.1k	134.57	View chart
Eli Lilly & Co. (LLY)	0.0	$283k	+12%	313.00	903.00	View chart
Wells Fargo & Company (WFC)	0.0	$274k	+26%	3.4k	81.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$274k		346.00	792.82	View chart
Ciena Corp Com New (CIEN)	0.0	$262k	NEW	530.00	495.17	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$260k		5.2k	50.00	View chart
Honeywell International (HON)	0.0	$257k		1.1k	229.35	View chart
Hartford Financial Services (HIG)	0.0	$246k		1.8k	138.27	View chart
Pfizer (PFE)	0.0	$245k		9.0k	27.22	View chart
Howmet Aerospace (HWM)	0.0	$227k	NEW	916.00	247.60	View chart
Udr (UDR)	0.0	$219k		6.4k	34.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$219k	NEW	968.00	226.24	View chart
Micron Technology (MU)	0.0	$218k	NEW	476.00	457.23	View chart
CSX Corporation (CSX)	0.0	$211k	NEW	4.9k	42.72	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$211k		2.3k	90.13	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$206k		4.1k	50.11	View chart
Yum! Brands (YUM)	0.0	$200k	NEW	1.3k	159.52	View chart
Rocket Cos Com Cl A (RKT)	0.0	$161k	NEW	10k	15.76	View chart

Past Filings by Verus Financial Partners

SEC 13F filings are viewable for Verus Financial Partners going back to 2011

Verus Financial Partners 2026 Q1 filed April 21, 2026
Verus Financial Partners 2025 Q4 filed Feb. 2, 2026
Verus Financial Partners 2025 Q3 filed Oct. 30, 2025
Verus Financial Partners 2025 Q2 filed July 21, 2025
Verus Financial Partners 2025 Q1 filed May 5, 2025
Verus Financial Partners 2024 Q4 filed Jan. 24, 2025
Verus Financial Partners 2024 Q3 filed Nov. 1, 2024
Verus Financial Partners 2024 Q2 filed Aug. 5, 2024
Verus Financial Partners 2024 Q1 filed May 7, 2024
Verus Financial Partners 2023 Q4 filed Feb. 7, 2024
Verus Financial Partners 2023 Q3 filed Oct. 24, 2023
Verus Financial Partners 2023 Q2 filed July 27, 2023
Verus Financial Partners 2023 Q1 filed May 8, 2023
Verus Financial Partners 2022 Q4 restated filed May 8, 2023
Verus Financial Partners 2022 Q4 filed Feb. 1, 2023
Verus Financial Partners 2022 Q3 filed Oct. 31, 2022

View all past filings

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