13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001958984
Total reported value
$668.6M
$668.6M
169 檔
26.0%
According to the latest 13F quarterly dataset, Verum Partners LLC managed an equity portfolio of $668.6M at the end of Q4 2025, spanning 169 distinct U.S. exchange-listed positions.
Verum Partners LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 7 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.42% | -0.79% | +1.67% | |
| 2 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 7.31% | +1.01% | +162.99% | |
| 3 | FPAG | Fpa Global Equity ETF New | ETF-Other | 7.13% | -0.12% | +1.76% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.94% | -0.96% | +4.04% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.18% | -0.08% | +2.59% | |
| 6 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.10% | +6.39% | +17.31% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.54% | -0.48% | +3.90% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.36% | -0.32% | -1.83% | |
| 9 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 3.28% | -0.12% | +4.14% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.17% | -2.89% | -0.03% | |
| 11 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.13% | -0.22% | +17.77% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.86% | -0.14% | -0.19% | |
| 13 | FYLD | Cambria Foreign Shareholder | ETF-Other | 1.44% | -0.28% | +11.67% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.37% | -0.24% | -4.66% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.34% | -0.17% | -0.83% | |
| 16 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 1.34% | -0.11% | -0.68% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.09% | -0.37% | |
| 18 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.20% | -0.20% | -9.78% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.13% | -0.04% | +20.46% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.06% | -0.06% | -0.05% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.14% | -5.28% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.18% | -3.21% | |
| 23 | DFIV | Dimensional International Va | ETF-Other | 0.93% | -0.18% | -0.31% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.15% | +0.50% | |
| 25 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.86% | -0.13% | -1.03% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.04% | -8.25% | |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | -0.05% | -3.51% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.05% | -4.25% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.76% | -0.07% | +0.28% | |
| 30 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.75% | -0.08% | -8.88% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.02% | -23.46% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.09% | +2.81% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.05% | -4.35% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | — | -0.02% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | -0.08% | +340.91% | |
| 36 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.61% | -0.03% | -0.53% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.08% | +102.68% | |
| 38 | RY | Royal Bank Of Canada | Stock-Financials | 0.55% | +0.01% | -10.09% | |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.50% | -0.06% | -1.29% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.07% | -2.96% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.04% | -6.46% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.01% | +1.67% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.43% | -0.04% | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.07% | -0.59% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.05% | -0.23% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.37% | -0.05% | -3.73% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.37% | -0.08% | -0.30% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.02% | +0.42% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | +5.84% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.35% | -0.09% | -3.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRM | Vanguard Core Tax-ex Bond | +4.4% | +162.99% | Add |
| 2 | BAC | Bank Of America CORP | +0.5% | +340.91% | Add |
| 3 | VCRB | Vanguard Core Bond ETF | +0.5% | +17.31% | Add |
| 4 | SYLD | Cambria Shareholder Yield Et | +0.4% | +17.77% | Add |
| 5 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +20.46% | Add |
| 6 | QLTY | Gmo U.s. Quality ETF | +0.2% | +4.14% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | -8.25% | Trim |
| 8 | FYLD | Cambria Foreign Shareholder | +0.1% | +11.67% | Add |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +3.90% | Add |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +60.06% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.84% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.42% | Add |
| 13 | DFIV | Dimensional International Va | 0% | -0.31% | Trim |
| 14 | AAPL | Apple Inc | 0% | -0.37% | Trim |
| 15 | MRK | Merck & Co. Inc. | 0% | +15.10% | Add |
| 16 | PXF | Invesco Rafi Developed Marke | 0% | -1.03% | Trim |
| 17 | KO | Coca-cola Co/the | — | +0.50% | Add |
| 18 | DFEV | Dimensional Emrg Mrkt Val | — | -0.53% | Trim |
| 19 | AVGO | Broadcom Inc | — | +1.67% | Add |
| 20 | FPAG | Fpa Global Equity ETF New | 0% | +1.76% | Add |
| 21 | BND | Vanguard Total Bond Market | 0% | -15.82% | Trim |
| 22 | UNH | Unitedhealth Group Inc | 0% | -26.16% | Trim |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | -13.35% | Trim |
| 24 | ORCL | Oracle CORP | -0.1% | +2.16% | Add |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -16.18% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | -4.35% | Trim |
| 27 | VB | Vanguard Small-cap ETF | -0.1% | -0.19% | Trim |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.59% | Add |
| 29 | VXUS | Vanguard Total Intl Stock | -0.1% | -57.29% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -9.98% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.67% | Add |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.1% | -8.88% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -4.66% | Trim |
| 34 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +4.04% | Add |
| 35 | MSFT | Microsoft CORP | -0.1% | -4.25% | Trim |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | -9.78% | Trim |
| 37 | AMZN | Amazon.com Inc | -0.2% | -23.46% | Trim |
| 38 | VSDM | Vanguard Short Tax-ex Bond | -3.4% | -91.43% | Trim |
| 39 | CORZZ | Core Scientific Inc - 29 | — | EXIT | Sold out |
| 40 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 41 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | — | NEW | New buy |
| 42 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 43 | VNO | Vornado Realty Trust | — | EXIT | Sold out |
| 44 | IBIT | Ishares Bitcoin Trust ETF | — | EXIT | Sold out |
| 45 | UNP | Union Pacific CORP | — | EXIT | Sold out |
| 46 | GPC | Genuine Parts Co | — | EXIT | Sold out |
| 47 | MS | Morgan Stanley | — | NEW | New buy |
| 48 | CRM | Salesforce Inc | — | NEW | New buy |
| 49 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 50 | CORZW | Core Scientific Inc - 27 | — | EXIT | Sold out |
According to official SEC Form 13F filings, Verum Partners LLC reported a total U.S. public equity portfolio value of $668.6M across 169 disclosed positions in Q4 2025.
During Q4 2025, Verum Partners LLC's top holdings by market value included VOO (8.4%)、VCRM (7.3%)、FPAG (7.1%). The largest single position, VOO, represented 8.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VCRM, FPAG) accounted for 26.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHB
市值: $447.0K
Top Position Liquidated / Trimmed
CORZZ
前期市值: $946.6K
In Q4 2025, Verum Partners LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.