Verus Wealth Management

Verus Wealth Management as of Dec. 31, 2025

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