Verus Wealth Management

Verus Wealth Management as of June 30, 2026

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