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CIK: 0002042938
Total reported value
$121.3M
$121.3M
50 檔
38.1%
According to the latest 13F quarterly dataset, Verus Wealth Management, LLC managed an equity portfolio of $121.3M at the end of Q4 2025, spanning 50 distinct U.S. exchange-listed positions.
In Q4 2025, Verus Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.26% | +0.96% | +5.93% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.70% | -1.43% | +1.46% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.73% | -0.73% | +5.33% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.40% | -0.49% | +3.67% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.00% | -0.04% | +14.35% | |
| 6 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.91% | -0.16% | +1.52% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.71% | +0.06% | -6.48% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 3.60% | +0.27% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.50% | +0.46% | +1.88% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.35% | -0.05% | -46.95% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.25% | +0.35% | -5.29% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.70% | -0.36% | +13.49% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.69% | -0.07% | +1.37% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.12% | -2.77% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.11% | +0.03% | +22.61% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.52% | -0.10% | -0.13% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.50% | -0.16% | -7.21% | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | 1.46% | +0.02% | -3.69% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.46% | -0.40% | -2.26% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.39% | -0.06% | -5.23% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.38% | +0.04% | — | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.36% | -0.13% | -10.24% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.31% | +0.01% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.02% | -0.13% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.20% | -0.01% | -0.07% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.01% | -27.95% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.08% | -16.81% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.07% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.05% | +3.19% | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.07% | -6.24% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.64% | -0.04% | -44.59% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.01% | -9.86% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.05% | -11.78% | |
| 34 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.55% | -0.06% | -1.65% | |
| 35 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.50% | -0.02% | +1.98% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.03% | -16.66% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | -12.59% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.03% | — | |
| 39 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.37% | -0.04% | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | — | -1.60% | |
| 41 | CMF | Ishares California Muni Bond | ETF-Other | 0.36% | -0.05% | -1.76% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.05% | +3.31% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | — | -15.71% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.01% | — | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.27% | — | — | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.26% | +0.42% | — | |
| 48 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.21% | -0.06% | — | |
| 49 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.20% | -0.03% | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.17% | NEW |
According to official SEC Form 13F filings, Verus Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.3M across 50 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 VOO, MUB, VCIT) accounted for 38.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVDE
市值: $3.9M
Top Position Liquidated / Trimmed
NIC
前期市值: $706.1K
During Q4 2025, Verus Wealth Management, LLC's top holdings by market value included VOO (12.3%)、MUB (11.7%)、VCIT (7.7%). The largest single position, VOO, represented 12.3% of total portfolio value.
In Q4 2025, Verus Wealth Management, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 8 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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