CIK: 0002064821
Total reported value
$153.2M
Reporting period: 2025-12-31 · Number of holdings: 8
Verus Advisory, Inc. disclosed 8 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $153.2M and a quarterly turnover rate of 0.0%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 40.02% | — | — | — |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.39% | — | — | — |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 17.17% | — | — | — |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.24% | — | — | — |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.13% | — | — | — |
| 6 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 1.28% | — | — | — |
| 7 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.45% | — | — | — |
| 8 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.32% | — | — | — |
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+4.6%
Based on 5 months of available history
Based on 70% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-02-20 | 13F-HR | View on EDGAR |
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