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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, CRWD, BND, and represent 33.77% of Verus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CRWD (+$7.8M), NVDA, AAPL, AMAT, AMZN, FAST, VOO, MELI, AGG, SPIB.
Started 17 new stock positions in HIMU, FAST, SYK, TSCO, CRWD, AMGN, WFC, ZBRA, KEYS, GS. BKNG, MNST, FITB, VGSH, ORCL, MELI, MA.
Reduced shares in these 10 stocks: VCSH, MSFT, GOOGL, BND, AVGO, GOOG, LLY, MU, CMF, .
Sold out of its positions in AMD, GOOG, GOOGL, BRK.B, AVGO, CMF, LRCX, LLY, MSFT, MU. TSLA, V.
Verus Wealth Management was a net buyer of stock by $40M.
Verus Wealth Management has $159M in assets under management (AUM), dropping by 30.90%.
Central Index Key (CIK): 0002042938

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Portfolio Holdings for Verus Wealth Management

Verus Wealth Management holds 62 positions in its portfolio as reported in the September 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)	11.3	$18M	+13%	26k	700.86	View chart
Ishares Tr National Mun Etf (MUB)	8.2	$13M	+4%	129k	101.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.2	$8.3M		106k	78.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	4.9	$7.8M	NEW	30k	264.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.0	$6.4M	-10%	92k	70.15	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.9	$6.2M	+25%	68k	90.11	View chart
NVIDIA Corporation (NVDA)	3.8	$6.1M	+281%	27k	228.38	View chart
Apple (AAPL)	3.8	$6.0M	+284%	18k	333.01	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	3.6	$5.7M	+16%	53k	108.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$5.2M	+15%	38k	136.04	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$5.0M	+14%	53k	94.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$4.8M	+16%	67k	70.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.9	$4.5M	-6%	96k	47.36	View chart
Spdr Series Trust St Port High Etf (SPHY)	2.6	$4.2M	+2%	186k	22.59	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.4	$3.9M	+59%	120k	32.28	View chart
Applied Materials (AMAT)	2.3	$3.7M	+2427%	7.2k	511.36	View chart
Amazon (AMZN)	2.2	$3.5M	+389%	14k	249.15	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.0	$3.2M	+5%	35k	90.84	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$2.8M		35k	81.16	View chart
Fastenal Company (FAST)	1.6	$2.6M	NEW	53k	49.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$2.5M	+213%	26k	94.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.4	$2.1M	+21%	20k	109.38	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.3	$2.1M	+46%	27k	77.42	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.2	$1.9M	-2%	5.6k	344.00	View chart
MercadoLibre (MELI)	1.2	$1.9M	NEW	1.1k	1728.53	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.1	$1.7M	+8%	28k	63.13	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$1.7M		31k	55.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$1.6M		30k	55.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$1.6M	-42%	21k	77.25	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$1.6M	+23%	24k	66.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$1.6M		13k	125.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.5M		53k	27.47	View chart
Oracle Corporation (ORCL)	0.9	$1.4M	NEW	9.9k	137.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.0M		7.4k	142.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$950k	+20%	8.1k	117.77	View chart
Goldman Sachs (GS)	0.6	$923k	NEW	1.0k	900.36	View chart
Mastercard Incorporated Cl A (MA)	0.5	$837k	NEW	1.5k	551.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$796k	NEW	14k	57.56	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$712k		8.0k	89.48	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$707k	-3%	3.2k	220.34	View chart
Wells Fargo & Company (WFC)	0.4	$702k	NEW	8.8k	80.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$696k	+193%	14k	51.23	View chart
Meta Platforms Cl A (META)	0.4	$671k	+33%	925.00	725.05	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.4	$567k		7.7k	74.06	View chart
Keysight Technologies (KEYS)	0.3	$527k	NEW	1.4k	364.04	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.3	$502k	NEW	1.3k	373.31	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$486k	-7%	21k	23.32	View chart
Fifth Third Ban (FITB)	0.3	$472k	NEW	9.3k	50.58	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.2	$382k		4.8k	79.66	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$378k	-29%	6.4k	59.58	View chart
Booking Holdings (BKNG)	0.2	$364k	NEW	2.2k	162.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$353k		1.4k	247.93	View chart
Amgen (AMGN)	0.2	$332k	NEW	788.00	421.73	View chart
Tractor Supply Company (TSCO)	0.2	$329k	NEW	11k	31.29	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$311k		6.6k	47.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$271k		2.8k	96.88	View chart
Flexshares Tr NRTRN TR MRN GBL (GUNR)	0.2	$265k		5.0k	52.74	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$256k		1.3k	195.75	View chart
Monster Beverage Corp (MNST)	0.2	$241k	NEW	5.8k	41.62	View chart
JPMorgan Chase & Co. (JPM)	0.1	$231k	-34%	699.00	330.95	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$216k	NEW	4.7k	45.68	View chart
Stryker Corporation (SYK)	0.1	$208k	NEW	756.00	275.50	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 Q3 filed Oct. 13, 2026
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

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