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Verus Wealth Management

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

Top 5 stock holdings are MUB, VOO, VCIT, BND, VEA, and represent 42.46% of Verus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTEB, SPIB, BND, AVSD, VCIT, WMT, VOO, SPHY, VCSH, EMB.
Started 2 new stock positions in AVSD, WMT.
Reduced shares in these 10 stocks: IEMG, ESGD, MUB, VONV, AVEM, VONE, SCHF, VEA, AVDV, AGG.
Sold out of its position in ESGD.
Verus Wealth Management was a net buyer of stock by $2.5M.
Verus Wealth Management has $107M in assets under management (AUM), dropping by 7.74%.
Central Index Key (CIK): 0002042938

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Positions held by Verus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr National Mun Etf (MUB)	11.5	$12M	-2%	116k	106.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.3	$12M		20k	612.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.4	$7.9M	+4%	94k	84.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$6.7M	+6%	89k	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$6.5M	-2%	108k	59.92	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$4.7M	+97%	93k	50.07	View chart
Spdr Series Trust Portfli High Yld (SPHY)	3.9	$4.2M	+4%	175k	23.94	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.8	$4.1M	-5%	46k	89.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$3.6M		31k	118.83	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$3.6M	-5%	48k	75.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.6	$2.8M	+2%	30k	95.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$2.6M	+4%	32k	79.93	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$2.4M	-15%	36k	65.92	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.7	$1.9M	+30%	55k	33.89	View chart
Apple (AAPL)	1.5	$1.7M		6.5k	254.63	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.5	$1.6M	+3%	24k	66.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$1.6M		35k	46.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$1.6M		23k	68.46	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.5	$1.6M	-9%	5.3k	302.35	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$1.6M	-2%	27k	58.21	View chart
Microsoft Corporation (MSFT)	1.4	$1.5M		2.9k	517.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.5M	-4%	17k	89.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$1.5M		3.1k	468.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$1.3M		30k	44.69	View chart
NVIDIA Corporation (NVDA)	1.2	$1.3M		7.0k	186.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.2M	-11%	54k	23.28	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$1.2M		15k	80.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$890k		7.4k	120.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$772k	-6%	7.7k	100.25	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$751k		3.8k	199.47	View chart
Nicolet Bankshares (NIC)	0.7	$706k		5.3k	134.50	View chart
Amazon (AMZN)	0.6	$679k		3.1k	219.57	View chart
Meta Platforms Cl A (META)	0.5	$583k		794.00	734.38	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.5	$579k	-5%	9.1k	63.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$566k		2.3k	243.10	View chart
Constellation Energy (CEG)	0.5	$544k		1.7k	329.08	View chart
Broadcom (AVGO)	0.5	$535k		1.6k	329.91	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$535k		8.3k	64.20	View chart
Essential Utils (WTRG)	0.4	$405k		10k	39.90	View chart
JPMorgan Chase & Co. (JPM)	0.4	$402k		1.3k	315.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$389k		6.8k	57.04	View chart
Tesla Motors (TSLA)	0.4	$388k		873.00	444.72	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.4	$379k	NEW	5.3k	71.55	View chart
Verizon Communications (VZ)	0.3	$351k		8.0k	43.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$315k		1.3k	243.55	View chart
Netflix (NFLX)	0.3	$295k		246.00	1198.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$290k		1.4k	203.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$288k	-2%	573.00	502.74	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$280k		6.6k	42.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$269k		2.7k	99.53	View chart
Visa Com Cl A (V)	0.3	$268k		785.00	341.38	View chart
Costco Wholesale Corporation (COST)	0.2	$259k		280.00	925.63	View chart
Eli Lilly & Co. (LLY)	0.2	$253k	-5%	332.00	763.00	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$220k		5.0k	43.78	View chart
Fortis (FTS)	0.2	$218k		4.3k	50.74	View chart
Wal-Mart Stores (WMT)	0.2	$206k	NEW	2.0k	103.06	View chart

Past Filings by Verus Wealth Management

SEC 13F filings are viewable for Verus Wealth Management going back to 2025

Verus Wealth Management 2025 Q3 filed Oct. 22, 2025
Verus Wealth Management 2025 Q2 filed July 22, 2025
Verus Wealth Management 2025 Q1 filed April 23, 2025

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