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CIK: 0002042938
Total reported value
$121.3M
$121.3M
49 檔
38.5%
As reported in its official Q1 2026 Form 13F filing, Verus Wealth Management, LLC's tracked investment portfolio stood at $121.3M with 49 total positions.
During Q1 2026, Verus Wealth Management, LLC performed routine portfolio adjustments (0 new buys, 21 additions, 19 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 12.39% | -1.43% | +7.30% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.88% | +0.96% | +2.04% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.11% | -0.73% | +6.64% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.64% | -0.49% | +4.67% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.33% | -0.04% | -12.34% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.88% | +0.06% | +3.51% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 3.73% | +0.27% | +0.97% | |
| 8 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.67% | -0.16% | -4.42% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.56% | +0.46% | -1.05% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.45% | -0.05% | +0.91% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.37% | +0.35% | -0.51% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.71% | -0.36% | +1.51% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.70% | -0.07% | +3.15% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.27% | +0.12% | -0.09% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.04% | +0.03% | -2.41% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.58% | +0.02% | +13.47% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.53% | -0.16% | -3.10% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.51% | -0.40% | -0.84% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.50% | -0.10% | +1.75% | |
| 20 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.43% | -0.06% | -2.83% | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.40% | -0.13% | +0.93% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.34% | +0.01% | -1.00% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.24% | +0.04% | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | -0.01% | -0.15% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.02% | -0.16% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.01% | +0.49% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.08% | +0.49% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | +0.07% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.05% | +1.33% | |
| 30 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.67% | -0.07% | +0.76% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.62% | -0.04% | -4.99% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.01% | +1.83% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.05% | -0.24% | |
| 34 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.52% | -0.06% | — | |
| 35 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.50% | -0.03% | +152.05% | |
| 36 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.49% | -0.02% | -1.77% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.03% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.05% | -0.14% | |
| 39 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.36% | -0.04% | — | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | -0.05% | -2.24% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.03% | +0.31% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | +0.47% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.05% | +0.29% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | -0.09% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | — | — | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.27% | +0.42% | -1.92% | |
| 47 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.26% | -0.06% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | — | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.25% | — | — |
According to official SEC Form 13F filings, Verus Wealth Management, LLC reported a total U.S. public equity portfolio value of $121.3M across 49 disclosed positions in Q1 2026.
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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 MUB, VOO, VCIT) accounted for 38.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
V
前期市值: $206.2K
During Q1 2026, Verus Wealth Management, LLC's top holdings by market value included MUB (12.4%)、VOO (11.9%)、VCIT (8.1%). The largest single position, MUB, represented 12.4% of total portfolio value.
In Q1 2026, Verus Wealth Management, LLC made 41 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 19 holdings, and fully liquidating 1 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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