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CIK: 0001767297
Total reported value
$604.4M
$604.4M
180 檔
28.4%
The Q4 2025 SEC filing reveals that VeraBank, N.A. held a total portfolio value of $604.4M, covering 180 public equity positions.
In Q4 2025, VeraBank, N.A. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, QDF, IVV) accounted for 28.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
GBCI
市值: $239.5K
Top Position Liquidated / Trimmed
KVUE
前期市值: $276.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 7.17% | +1.03% | +3.70% | |
| 2 | QDF | Flexshares Quality Dividend | ETF-Other | 6.77% | +0.36% | +0.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.11% | +0.63% | +5.69% | |
| 4 | ✓ | Blue Bell Creameries Inc. | Stock-Other | 5.88% | -0.52% | — | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.24% | +0.92% | +2.41% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.55% | -0.47% | -12.89% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.23% | +0.12% | +3.66% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.77% | +0.45% | +3.96% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.01% | -0.78% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 3.36% | +1.03% | +2.16% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.36% | -2.33% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.61% | -0.08% | +37.45% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +0.16% | -1.48% | |
| 14 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 1.92% | -0.13% | -0.74% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.66% | +0.26% | +4.73% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.01% | -0.74% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.01% | -1.66% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.53% | +1.25% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.09% | -0.19% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.42% | -20.91% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.08% | -2.07% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | +0.06% | +3.69% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.78% | — | -2.61% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.01% | -0.36% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.25% | +0.52% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | -0.02% | -4.10% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.05% | -2.30% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.10% | -2.06% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.05% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.02% | +7.98% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.05% | -1.08% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | -1.84% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.03% | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.08% | -0.99% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | -0.03% | -1.42% | |
| 36 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.46% | -0.20% | -7.67% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.08% | -0.36% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | -0.01% | -3.76% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.03% | -4.64% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.32% | -0.04% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.09% | +0.01% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.08% | +0.71% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.40% | +0.03% | -4.32% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.11% | +0.08% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.04% | +0.46% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.10% | +404.94% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | +0.19% | |
| 48 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.37% | +0.01% | -5.37% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | +0.50% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.37% | -0.04% | -3.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +0.8% | +37.45% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | -1.48% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +5.69% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | +404.94% | Add |
| 5 | DFIC | Dimensional International Co | +0.2% | +3.66% | Add |
| 6 | DFAU | Dimensional US Core Equity M | +0.2% | +3.70% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.19% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.2% | -2.30% | Trim |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.96% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.78% | Trim |
| 11 | DFLV | Dim US Large Cap Value ETF | +0.1% | +2.16% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +2.41% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +1.25% | Add |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +47.42% | Add |
| 15 | DFAS | Dimensional US Small Cap ETF | +0.1% | +4.73% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 17 | MRK | Merck & Co. Inc. | 0% | +2.48% | Add |
| 18 | AMGN | Amgen Inc | 0% | +3.63% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.98% | Add |
| 20 | CRM | Salesforce Inc | 0% | -0.99% | Trim |
| 21 | RTX | Rtx CORP | 0% | -1.08% | Trim |
| 22 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 23 | DHR | Danaher CORP | 0% | -3.45% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | -1.66% | Trim |
| 25 | QDF | Flexshares Quality Dividend | 0% | +0.44% | Add |
| 26 | T | At&t Inc | -0.1% | -50.13% | Trim |
| 27 | VEEV | Veeva Systems Inc-class A | -0.1% | -10.60% | Trim |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +0.19% | Add |
| 29 | SBR | Sabine Royalty Trust | -0.1% | — | Unchanged |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | -0.04% | Trim |
| 31 | LOW | Lowe's Cos Inc | -0.1% | -2.06% | Trim |
| 32 | FISV | Fiserv Inc | -0.1% | -31.28% | Trim |
| 33 | AJG | Arthur J Gallagher & Co | -0.1% | -1.50% | Trim |
| 34 | MO | Altria Group Inc | -0.1% | -31.82% | Trim |
| 35 | ORCL | Oracle CORP | -0.2% | +0.46% | Add |
| 36 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -20.91% | Trim |
| 37 | MSFT | Microsoft CORP | -0.4% | -2.33% | Trim |
| 38 | VIGI | Vanguard Int Div App Indx Fd | -0.7% | -12.89% | Trim |
| 39 | KVUE | Kenvue Inc | — | EXIT | Sold out |
| 40 | GNTYUSD | Guaranty Bancshares Inc | — | EXIT | Sold out |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 42 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 43 | GBCI | Glacier Bancorp Inc | — | NEW | New buy |
| 44 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 45 | ADI | Analog Devices Inc | — | EXIT | Sold out |
| 46 | MU | Micron Technology Inc | — | NEW | New buy |
| 47 | LH | Labcorp Holdings Inc | — | EXIT | Sold out |
| 48 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 49 | COR | Cencora Inc | — | NEW | New buy |
| 50 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
According to official SEC Form 13F filings, VeraBank, N.A. reported a total U.S. public equity portfolio value of $604.4M across 180 disclosed positions in Q4 2025.
During Q4 2025, VeraBank, N.A.'s top holdings by market value included DFAU (7.2%)、QDF (6.8%)、IVV (6.1%). The largest single position, DFAU, represented 7.2% of total portfolio value.
In Q4 2025, VeraBank, N.A. made 47 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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