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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, VTEB, and represent 43.35% of Verus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MUB, VCIT, FLMI, BND, VOO, VONE, VONV, EMB, VCSH, AVDE.
Reduced shares in these 10 stocks: VTEB, , SPHY, SPIB, DFIV, AVDV, IJR, IDEV, AVEM, DFUV.
Sold out of its position in V.
Verus Wealth Management was a net buyer of stock by $1.6M.
Verus Wealth Management has $108M in assets under management (AUM), dropping by 0.37%.
Central Index Key (CIK): 0002042938

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Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 49 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
Ishares Tr National Mun Etf (MUB)	12.4	$13M	+7%	126k	106.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.9	$13M	+2%	21k	597.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.1	$8.7M	+6%	106k	82.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.6	$7.1M	+4%	97k	73.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$4.7M	-12%	94k	49.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.9	$4.2M	+3%	45k	93.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.7	$4.0M		47k	84.84	View chart
Spdr Series Trust State Street Spd (SPHY)	3.7	$4.0M	-4%	170k	23.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$3.8M		31k	124.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.5	$3.7M		58k	64.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$3.6M		45k	80.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$2.9M		37k	79.27	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.7	$2.9M	+3%	31k	93.93	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$2.5M		35k	69.75	View chart
Spdr Series Trust State Street Spd (SPIB)	2.0	$2.2M	-2%	66k	33.54	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.6	$1.7M	+13%	5.8k	295.12	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.5	$1.6M	-3%	31k	52.78	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$1.6M		26k	62.45	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.5	$1.6M		25k	65.69	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.5M	-2%	15k	99.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.4	$1.5M		21k	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$1.4M		30k	48.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$1.3M		3.1k	426.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.3M		53k	24.75	View chart
NVIDIA Corporation (NVDA)	1.1	$1.2M		7.0k	174.40	View chart
Apple (AAPL)	1.1	$1.2M		4.7k	253.79	View chart
Microsoft Corporation (MSFT)	0.8	$910k		2.5k	370.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$833k		7.4k	113.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$800k		8.1k	99.27	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$725k		3.6k	203.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$665k	-4%	8.0k	83.57	View chart
Amazon (AMZN)	0.5	$591k		2.8k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$589k		2.0k	287.56	View chart
Spdr Series Trust State Street Spd (EFIV)	0.5	$565k		9.0k	63.08	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$543k	+152%	22k	24.79	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$524k		8.3k	62.83	View chart
Broadcom (AVGO)	0.4	$418k		1.4k	309.51	View chart
Meta Platforms Cl A (META)	0.4	$397k		693.00	572.13	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.4	$390k		5.3k	73.65	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$372k	-2%	6.6k	56.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$372k		1.3k	286.86	View chart
Tesla Motors (TSLA)	0.3	$321k		863.00	371.75	View chart
Eli Lilly & Co. (LLY)	0.3	$316k		344.00	919.77	View chart
JPMorgan Chase & Co. (JPM)	0.3	$315k		1.1k	294.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$304k		1.4k	213.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$293k		2.7k	110.47	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$277k		5.0k	55.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$275k		573.00	479.20	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$271k		6.6k	41.09	View chart

Past Filings by Verus Wealth Management

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

Verus Wealth Management 2026 Q1 filed April 24, 2026
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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