Verisail Partners

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

  • Top 5 stock holdings are DFAC, DFIC, DFGR, DFGX, DFCF, and represent 80.26% of Verisail Partners's stock portfolio.
  • Added to shares of these 10 stocks: DFGX, DFCF, DFAC, DFSD, DFGR, DFSB, VOO, DUK, IVV, DFNM.
  • Started 3 new stock positions in DFSB, VOO, DUK.
  • Reduced shares in these 7 stocks: DFIC, DFEM, , AAPL, MAR, VTEB, VCIT.
  • Sold out of its position in VCSH.
  • Verisail Partners was a net buyer of stock by $2.9M.
  • Verisail Partners has $247M in assets under management (AUM), dropping by 1.24%.
  • Central Index Key (CIK): 0002016904

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Portfolio Holdings for Verisail Partners

Verisail Partners holds 25 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 34.5 $85M 2.2M 38.86
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Dimensional Etf Trust Intl Core Equity (DFIC) 18.2 $45M 1.3M 35.53
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Dimensional Etf Trust Global Real Est (DFGR) 9.3 $23M +2% 862k 26.58
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Dimensional Etf Trust Dimensional Inte (DFGX) 9.3 $23M +4% 435k 52.45
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Dimensional Etf Trust Core Fixed Incom (DFCF) 9.0 $22M +3% 525k 42.22
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Dimensional Etf Trust Short Duration F (DFSD) 7.9 $20M +3% 406k 47.88
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.5 $16M 461k 34.55
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Marriott Intl Cl A (MAR) 1.1 $2.8M 8.5k 327.07
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.0 $2.4M 49k 47.93
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.9 $2.2M 49k 45.12
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Microsoft Corporation (MSFT) 0.3 $768k 2.1k 370.17
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $743k 1.6k 479.20
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Apple (AAPL) 0.3 $675k -7% 2.7k 253.79
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Wal-Mart Stores (WMT) 0.2 $601k 4.8k 124.28
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $576k 17k 35.04
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $404k +19% 619.00 653.21
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $269k -9% 5.4k 49.89
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Cincinnati Financial Corporation (CINF) 0.1 $264k 1.7k 157.35
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Abbvie (ABBV) 0.1 $261k 1.2k 217.49
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $258k -9% 3.1k 82.75
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Dimensional Etf Trust Global Sustaina (DFSB) 0.1 $252k NEW 4.9k 51.74
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $236k NEW 395.00 597.55
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Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $230k +3% 5.5k 41.72
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $212k 8.9k 23.65
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Duke Energy Corp Com New (DUK) 0.1 $201k NEW 1.5k 130.94
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Past Filings by Verisail Partners

SEC 13F filings are viewable for Verisail Partners going back to 2024