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CIK: 0002042938
Total reported value
$121.3M
$121.3M
55 檔
35.8%
According to the latest 13F quarterly dataset, Verus Wealth Management, LLC managed an equity portfolio of $121.3M at the end of Q2 2025, spanning 55 distinct U.S. exchange-listed positions.
During Q2 2025, Verus Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 12.46% | -1.43% | +9.75% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.13% | +0.96% | +0.48% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.52% | -0.73% | +12.06% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.36% | -0.05% | -11.21% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.19% | -0.49% | +7.13% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 4.17% | +0.06% | -1.81% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 4.00% | -0.16% | +5.92% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.47% | +0.35% | -15.68% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.33% | +0.46% | -9.02% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.69% | -0.07% | +3.57% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.57% | +0.12% | +2.95% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.45% | -0.36% | +4.07% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.33% | -0.04% | -24.57% | |
| 14 | VONE | Vanguard Russell 1000 | ETF-Other | 1.65% | +0.02% | +143.04% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.54% | -0.10% | +6.90% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.52% | -0.13% | +55.05% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.50% | -0.16% | — | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.49% | -0.40% | -18.70% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.08% | -0.88% | |
| 20 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.42% | +0.03% | +2.33% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.40% | -0.06% | -7.44% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.35% | -0.01% | -0.72% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.34% | +0.01% | -1.65% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.33% | +0.04% | — | |
| 25 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.28% | +0.01% | — | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.17% | -0.04% | +22.96% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.02% | +1.35% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | -0.05% | +134.19% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.82% | +0.07% | — | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.07% | +4.37% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.01% | -7.85% | |
| 32 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.65% | — | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.05% | +1.40% | |
| 34 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.57% | -0.06% | -2.35% | |
| 35 | CEG | Constellation Energy | Stock-Utilities | 0.54% | — | -0.42% | |
| 36 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.53% | -0.02% | +88.35% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.03% | +4.58% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | -9.80% | |
| 39 | CMF | Ishares California Muni Bond | ETF-Other | 0.39% | -0.05% | — | |
| 40 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.38% | — | +0.84% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.36% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | — | +2.59% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.01% | +0.69% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.17% | NEW | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | — | +2.56% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.05% | +1.44% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | — | -1.82% |
According to official SEC Form 13F filings, Verus Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.3M across 55 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MUB, VOO, VCIT) accounted for 35.8% of total reported equity market value during Q2 2025.
During Q2 2025, Verus Wealth Management, LLC's top holdings by market value included MUB (12.5%)、VOO (11.1%)、VCIT (7.5%). The largest single position, MUB, represented 12.5% of total portfolio value.
In Q2 2025, Verus Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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