Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 41.62% of Verus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF, VOO, AVDE, AVUV, VTEB, MU, BND, SPIB, AMD, IJR.
Started 8 new stock positions in IEFA, MU, LRCX, AMD, AMAT, V, XLK, IGSB.
Reduced shares in these 10 stocks: DFAT, MUB, DFAS, EFIV, VCSH, VOOV, AVSD, DFIV, VONE, VEA.
Verus Wealth Management was a net buyer of stock by $6.6M.
Verus Wealth Management has $121M in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0002042938

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 57 positions in its portfolio as reported in the June 2026 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)	12.8	$16M	+5%	23k	686.82	View chart
Ishares Tr National Mun Etf (MUB)	11.0	$13M		124k	107.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	7.4	$9.0M	+2%	108k	82.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$7.5M	+4%	102k	73.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$5.2M	+10%	103k	50.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.0	$4.9M	+6%	33k	148.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.0	$4.9M	+14%	54k	89.20	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.9	$4.8M		45k	106.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.7	$4.5M	+3%	47k	96.49	View chart
Spdr Series Trust St Port High Etf (SPHY)	3.5	$4.3M	+7%	182k	23.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$4.1M		58k	71.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.6	$3.2M	+7%	33k	96.44	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$2.9M		35k	82.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.3	$2.8M	-2%	36k	79.03	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.1	$2.5M	+14%	75k	33.46	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.6	$1.9M		5.7k	338.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.4	$1.7M	+3%	25k	67.24	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$1.7M	+4%	16k	103.05	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$1.7M		31k	54.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$1.6M		30k	55.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$1.6M	+300%	13k	124.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$1.5M	-11%	19k	82.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.5M		53k	27.70	View chart
NVIDIA Corporation (NVDA)	1.2	$1.4M		7.0k	200.09	View chart
Apple (AAPL)	1.1	$1.4M		4.7k	289.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.1	$1.3M	-26%	19k	69.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.0M		7.4k	137.53	View chart
Microsoft Corporation (MSFT)	0.8	$917k		2.5k	373.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$833k	+4%	8.4k	98.98	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$832k	+151%	6.7k	124.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$732k		2.0k	357.37	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$726k	-6%	3.3k	219.21	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$709k		8.0k	89.01	View chart
Amazon (AMZN)	0.6	$676k		2.8k	238.34	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.5	$565k	+7%	9.0k	62.76	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.5	$564k	+2%	22k	25.17	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.5	$558k	-14%	7.7k	72.93	View chart
Broadcom (AVGO)	0.4	$510k		1.3k	377.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$467k		1.3k	353.33	View chart
Eli Lilly & Co. (LLY)	0.3	$413k		344.00	1199.43	View chart
Micron Technology (MU)	0.3	$391k	NEW	339.00	1154.29	View chart
Meta Platforms Cl A (META)	0.3	$390k		693.00	563.29	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.3	$383k	-9%	4.8k	79.88	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$369k	-2%	6.4k	57.64	View chart
Tesla Motors (TSLA)	0.3	$363k		863.00	420.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$351k		1.1k	327.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$345k		1.4k	242.43	View chart
Advanced Micro Devices (AMD)	0.3	$311k	NEW	536.00	580.91	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$308k		6.6k	46.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$286k		572.00	500.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$270k	NEW	2.8k	96.58	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$249k	NEW	1.3k	190.52	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.2	$247k		5.0k	49.28	View chart
Lam Research Corp Com New (LRCX)	0.2	$243k	NEW	560.00	433.33	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$242k	NEW	4.6k	52.41	View chart
Applied Materials (AMAT)	0.2	$205k	NEW	284.00	723.00	View chart
Visa Com Cl A (V)	0.2	$202k	NEW	588.00	343.09	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 Q2 filed July 30, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z