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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 VOO, MUB, VCIT, BND, VTEB, and represent 43.09% of Verus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVDE, VOO, VTEB, VCIT, SPIB, VCSH, BND, FLMI, MUB, IJR.
Started 2 new stock positions in AVDE, FLMI.
Reduced shares in these 10 stocks: VEA, NIC, IDEV, CEG, AAPL, WTRG, VZ, NFLX, VONV, .
Sold out of its positions in CEG, COST, WTRG, FTS, NFLX, NIC, VZ, WMT.
Verus Wealth Management was a net seller of stock by $-1.7M.
Verus Wealth Management has $107M in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0002042938

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Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 50 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	12.3	$13M	+5%	21k	627.14	View chart
Ishares Tr National Mun Etf (MUB)	11.7	$13M		117k	107.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.7	$8.3M	+5%	99k	83.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.4	$6.9M	+3%	93k	74.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.0	$5.4M	+14%	107k	50.29	View chart
Spdr Series Trust State Street Spd (SPHY)	3.9	$4.2M		177k	23.67	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.7	$4.0M	-6%	43k	92.30	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.6	$3.9M	NEW	47k	82.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$3.8M		31k	120.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$3.6M	-46%	58k	62.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$3.5M	-5%	45k	77.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$2.9M	+13%	36k	79.73	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.7	$2.9M		30k	96.28	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$2.4M	-2%	35k	67.22	View chart
Spdr Series Trust State Street Spd (SPIB)	2.1	$2.3M	+22%	67k	33.81	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.5	$1.6M		24k	67.43	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$1.6M	-7%	32k	49.90	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.5	$1.6M	-3%	5.1k	309.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$1.6M	-2%	26k	59.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.5M	-5%	16k	93.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$1.5M		3.1k	473.30	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$1.5M	-10%	21k	69.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$1.4M		30k	46.59	View chart
NVIDIA Corporation (NVDA)	1.2	$1.3M		7.0k	186.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.3M		54k	24.04	View chart
Apple (AAPL)	1.2	$1.3M	-27%	4.7k	271.86	View chart
Microsoft Corporation (MSFT)	1.1	$1.2M	-16%	2.4k	483.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$908k		7.4k	123.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$794k	+3%	8.0k	99.88	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$723k	-6%	3.5k	204.85	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$691k	-44%	8.4k	82.48	View chart
Amazon (AMZN)	0.6	$643k	-9%	2.8k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$642k	-11%	2.1k	313.00	View chart
Spdr Series Trust State Street Spd (EFIV)	0.6	$592k		9.0k	66.15	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$540k		8.5k	63.63	View chart
Broadcom (AVGO)	0.4	$468k	-16%	1.4k	346.10	View chart
Meta Platforms Cl A (META)	0.4	$458k	-12%	694.00	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$406k		1.3k	313.80	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.4	$394k		5.3k	74.26	View chart
Tesla Motors (TSLA)	0.4	$386k		859.00	449.72	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$385k		6.7k	57.46	View chart
Eli Lilly & Co. (LLY)	0.3	$369k	+3%	343.00	1074.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$346k	-15%	1.1k	322.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$300k		1.4k	210.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$288k		573.00	502.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$287k		6.6k	43.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$276k		2.7k	101.98	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$230k		5.0k	45.85	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$216k	NEW	8.7k	24.87	View chart
Visa Com Cl A (V)	0.2	$206k	-25%	588.00	350.71	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 Q4 filed Jan. 16, 2026
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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