Verus Financial Partners, Inc. — Q4 2025 13F Holdings

Name: Verus Financial Partners, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001481714

Total reported value

$1.1B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	24.04%	-0.02%	-0.03%
2	BND	Vanguard Total Bond Market	ETF-Other	11.71%	+0.09%	+4.28%
3	VXUS	Vanguard Total Intl Stock	ETF-Other	7.47%	+0.02%	-3.10%
4	AVSF	Avantis Short-term Fixed INC	ETF-Other	5.82%	-0.13%	-13.35%
5	AVIG	Avantis Core Fixed Income	ETF-Other	5.70%	+0.03%	+5.23%
6	MGC	Vanguard Mega Cap ETF	ETF-Other	4.71%	-0.07%	-2.06%
7	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	4.63%	+0.02%	-0.46%
8	BIV	Vanguard Intermediate-term B	ETF-Other	4.30%	+0.36%	+4.70%
9	DFIV	Dimensional International Va	ETF-Other	4.11%	+0.09%	+0.81%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.06%	-0.03%	-1.01%
11	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	3.02%	-1.07%	-4.41%
12	VBR	Vanguard Small-cap Value ETF	ETF-Other	2.85%	-0.09%	-4.66%
13	DFUV	Dimensional US Marketwide Va	ETF-Other	2.68%	+0.72%	+2162.64%
14	VV	Vanguard Large-cap ETF	ETF-Other	2.07%	-0.03%	-1.61%
15	VTIP	Vanguard Short-term Tips	ETF-Other	1.26%	+0.02%	—
16	IXUS	Ishares Core Intl Stock ETF	ETF-Other	1.23%	-0.01%	-3.19%
17	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	0.85%	—	+0.97%
18	VO	Vanguard Mid-cap ETF	ETF-Other	0.79%	—	-2.12%
19	DVY	Ishares Select Dividend ETF	ETF-Other	0.74%	-0.11%	-4.87%
20	VCRM	Vanguard Core Tax-ex Bond	ETF-Other	0.63%	+0.03%	+15.60%
21	PM	Philip Morris International	Stock-Consumer Staples	0.42%	-0.05%	-1.63%
22	DFNM	Dimensional National Muni Bd	ETF-Other	0.42%	—	+2.91%
23	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.37%	—	-5.55%
24	MO	Altria Group INC	Stock-Consumer Staples	0.32%	—	+1.50%
25	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.31%	—	-0.82%
26	AAPL	Apple INC	Stock-Tech	0.29%	—	-10.65%
27	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.29%	—	—
28	IAU	Ishares Gold Trust	ETF-Commodities	0.26%	-0.02%	-0.37%
29	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.24%	-0.04%	-91.34%
30	VTHR	Vanguard Russell 3000	ETF-Other	0.22%	—	-5.52%
31	VT	Vanguard Tot World Stk ETF	ETF-Other	0.22%	—	-7.91%
32	HCA	Hca Healthcare INC	Stock-Healthcare	0.21%	—	—
33	MSFT	Microsoft CORP	Stock-Tech	0.19%	—	+3.47%
34	IWD	Ishares Russell 1000 Value E	ETF-Other	0.19%	—	-14.29%
35	DFCF	Dimensional Core Fixed INC	ETF-Other	0.17%	—	+0.73%
36	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.17%	-0.03%	-0.25%
37	IBM	Intl Business Machines CORP	Stock-Tech	0.16%	-0.03%	-0.52%
38	D	Dominion Energy INC	Stock-Utilities	0.15%	—	-10.43%
39	XOM	Exxon Mobil CORP	Stock-Energy	0.13%	+0.01%	+5.36%
40	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.12%	—	-0.55%
41	GWW	Ww Grainger INC	Stock-Industrials	0.10%	—	-8.07%
42	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	0.10%	—	+376.80%
43	IWF	Ishares Russell 1000 Growth	ETF-Other	0.10%	—	-4.45%
44	AVIV	Avantis Int Lrg Cap Val ETF	ETF-Other	0.10%	—	+1.46%
45	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.10%	—	+0.28%
46	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.10%	—	+15.22%
47	JNJ	Johnson & Johnson	Stock-Healthcare	0.10%	—	-10.91%
48	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.08%	+0.02%	+2.95%
49	VB	Vanguard Small-cap ETF	ETF-Other	0.08%	—	-16.96%
50	JPM	Jpmorgan Chase & Co	Stock-Financials	0.08%	—	+3.66%

1–50 of 115

Holding changes this quarter

Position changes disclosed by Verus Financial Partners, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DFUV	Dimensional US Marketwide Va	+2.6%	+2162.64%	Add
2	DFIV	Dimensional International Va	+0.4%	+0.81%	Add
3	VEU	Vanguard Ftse All-world Ex-u	+0.2%	-0.46%	Trim
4	VBIL	Vanguard 0-3m T-bill ETF	+0.1%	+376.80%	Add
5	VCRM	Vanguard Core Tax-ex Bond	+0.1%	+15.60%	Add
6	VXUS	Vanguard Total Intl Stock	+0.1%	-3.10%	Trim
7	IAU	Ishares Gold Trust	+0.1%	-0.37%	Trim
8	AVLV	Avantis US Large Cap Value	0%	-4.41%	Trim
9	AVIG	Avantis Core Fixed Income	0%	+5.23%	Add
10	PPLT	Abrdn Physical Platinum Shrs	0%	—	Unchanged
11	XOM	Exxon Mobil CORP	0%	+5.36%	Add
12	GOOGL	Alphabet Inc-cl A	0%	+2.95%	Add
13	ELV	Elevance Health INC	0%	+27.40%	Add
14	CAT	Caterpillar INC	0%	+16.41%	Add
15	IXUS	Ishares Core Intl Stock ETF	0%	-3.19%	Trim
16	PM	Philip Morris International	0%	-1.63%	Trim
17	HCA	Hca Healthcare INC	0%	—	Unchanged
18	GLD	Spdr Gold Shares	0%	+3.21%	Add
19	MRK	Merck & Co. INC.	0%	+19.19%	Add
20	BIV	Vanguard Intermediate-term B	—	+4.70%	Add
21	DFNM	Dimensional National Muni Bd	—	+2.91%	Add
22	VTEB	Vanguard Tax-exempt Bond ETF	0%	+0.97%	Add
23	IWD	Ishares Russell 1000 Value E	0%	-14.29%	Trim
24	ABBV	Abbvie INC	0%	-22.79%	Trim
25	BND	Vanguard Total Bond Market	0%	+4.28%	Add
26	BDN	Brandywine Realty Trust	0%	—	Unchanged
27	FBTC	Fidelity Wise Origin Bitcoin	0%	—	Unchanged
28	D	Dominion Energy INC	0%	-10.43%	Trim
29	AAPL	Apple INC	0%	-10.65%	Trim
30	IVV	Ishares Core S&p 500 ETF	-0.1%	-1.01%	Trim
31	VBR	Vanguard Small-cap Value ETF	-0.1%	-4.66%	Trim
32	VV	Vanguard Large-cap ETF	-0.1%	-1.61%	Trim
33	VTI	Vanguard Total Stock Mkt ETF	-0.1%	-0.03%	Trim
34	MGC	Vanguard Mega Cap ETF	-0.1%	-2.06%	Trim
35	AVSF	Avantis Short-term Fixed INC	-1.2%	-13.35%	Trim
36	SCHD	Schwab US Dvd Equity ETF	-2.5%	-91.34%	Trim
37	VTIP	Vanguard Short-term Tips	—	NEW	New buy
38	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	Sold out
39	VUG	Vanguard Growth ETF	—	EXIT	Sold out
40	ORCL	Oracle CORP	—	EXIT	Sold out
41	LLY	Eli Lilly & Co	—	NEW	New buy
42	TRV	Travelers Cos Inc/the	—	EXIT	Sold out
43	YUM	Yum! Brands INC	—	EXIT	Sold out
44	CSCO	Cisco Systems INC	—	EXIT	Sold out
45	ABT	Abbott Laboratories	—	EXIT	Sold out
46	BA	Boeing Co/the	—	EXIT	Sold out
47	RTX	Rtx CORP	—	EXIT	Sold out
48	AVDE	Avantis International Equity	—	NEW	New buy
49	EMR	Emerson Electric Co	—	NEW	New buy
50	T	At&t INC	—	EXIT	Sold out