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CIK: 0001481714
Total reported value
$1.2B
$1.2B
115 檔
50.9%
During the Q4 2025 filing period, Verus Financial Partners, Inc. (CIK: 0001481714) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 115 reported positions.
In Q4 2025, Verus Financial Partners, Inc. adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.04% | +0.81% | -0.03% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.71% | -0.31% | +4.28% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.47% | +0.01% | -3.10% | |
| 4 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 5.82% | -0.28% | -13.35% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.70% | -0.22% | +5.23% | |
| 6 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.71% | +0.08% | -2.06% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.63% | -0.04% | -0.46% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.30% | -0.02% | +4.70% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.11% | -0.22% | +0.81% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.02% | -1.01% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.02% | -0.41% | -4.41% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.85% | -0.01% | -4.66% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.68% | +0.52% | +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% | -0.05% | — | |
| 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% | -0.03% | +0.97% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | — | -2.12% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.74% | -0.04% | -4.87% | |
| 20 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.63% | +0.12% | +15.60% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | +0.04% | -1.63% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.42% | +0.03% | +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% | +0.02% | +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% | +0.01% | -10.65% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | — | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 0.26% | -0.05% | -0.37% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.02% | -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% | -0.05% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | +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% | -0.04% | +0.73% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | -0.02% | -0.25% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | +0.01% | -0.52% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.15% | +0.02% | -10.43% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.03% | +5.36% | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.12% | — | -0.55% | |
| 41 | GWW | Ww Grainger Inc | Stock-Industrials | 0.10% | +0.01% | -8.07% | |
| 42 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.10% | -0.01% | +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% | -0.01% | +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% | — | +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% |
| # | 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 |
According to official SEC Form 13F filings, Verus Financial Partners, Inc. reported a total U.S. public equity portfolio value of $1.2B across 115 disclosed positions in Q4 2025.
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 VTI, BND, VXUS) accounted for 50.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
VTIP
市值: $13.7M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $754.2K
During Q4 2025, Verus Financial Partners, Inc.'s top holdings by market value included VTI (24.0%)、BND (11.7%)、VXUS (7.5%). The largest single position, VTI, represented 24.0% of total portfolio value.
In Q4 2025, Verus Financial Partners, Inc. made 46 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 17 holdings, and fully liquidating 10 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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