Verus Advisory
Latest statistics and disclosures from Verus Advisory's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002064821
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Positions held by Verus Advisory consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Verus Advisory
Verus Advisory holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 40.0 | $61M | 89k | 686.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 29.4 | $45M | 133k | 337.84 |
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| Vanguard Bd Index Fds Total Bond Market (BND) | 17.2 | $26M | 354k | 74.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.2 | $9.6M | 152k | 62.79 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.1 | $7.9M | 146k | 53.80 |
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| Nushares Etf Tr Nubeen Esg Intl (NUDM) | 1.3 | $2.0M | 54k | 36.39 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.4 | $686k | 19k | 35.64 |
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| Tikal Trust I Adasina Social (JSTC) | 0.3 | $493k | 24k | 20.36 |
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Past Filings by Verus Advisory
SEC 13F filings are viewable for Verus Advisory going back to 2025
- Verus Advisory 2025 Q4 filed Feb. 20, 2026