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CIK: 0002042938
Total reported value
$158.8M
$158.8M
57 檔
31.8%
During the Q2 2026 filing period, Verus Wealth Management, LLC (CIK: 0002042938) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $158.8M across 57 reported positions.
In Q2 2026, Verus Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.84% | -1.50% | +5.96% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 10.96% | -2.73% | -1.77% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 7.38% | -2.13% | +2.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.15% | -2.11% | +4.76% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.29% | -1.43% | +10.07% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.02% | -0.77% | +6.49% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 4.00% | -0.12% | +14.90% | |
| 8 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.94% | -0.34% | +0.73% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.72% | -0.56% | +3.98% | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.51% | -0.87% | +7.21% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.40% | -0.41% | -0.33% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.63% | -0.63% | +7.20% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.39% | -0.61% | -0.25% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.35% | -1.33% | -2.21% | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.07% | +0.37% | +14.84% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.60% | -0.39% | -0.71% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.40% | -0.30% | +3.11% | |
| 18 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.37% | -0.02% | +4.92% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 1.37% | -0.29% | -1.28% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.35% | -0.32% | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.28% | -0.30% | +300.00% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.27% | +0.07% | -11.54% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.22% | -0.30% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +2.68% | +0.04% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.12% | +2.66% | -0.32% | |
| 26 | DFAT | Dimensional US Target Value | ETF-Other | 1.11% | -0.12% | -26.14% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | -0.18% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.76% | EXIT | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.69% | +0.88% | +4.47% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | -0.09% | +151.62% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.60% | EXIT | |
| 32 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.16% | -6.89% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.58% | -0.13% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +1.62% | — | |
| 35 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.47% | -0.23% | +7.91% | |
| 36 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.47% | -0.16% | +2.37% | |
| 37 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.46% | -0.10% | -14.53% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.42% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.38% | EXIT | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.34% | EXIT | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.32% | -0.32% | EXIT | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.10% | — | |
| 43 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.32% | -0.08% | -9.53% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | -0.30% | EXIT | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.30% | EXIT | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.14% | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | -0.06% | — | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | -0.26% | EXIT | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.25% | -0.05% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.24% | EXIT |
According to official SEC Form 13F filings, Verus Wealth Management, LLC reported a total U.S. public equity portfolio value of $158.8M across 57 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MUB, VCIT) accounted for 31.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $391.3K
Top Position Liquidated / Trimmed
MUB
前期市值: $13.4M
During Q2 2026, Verus Wealth Management, LLC's top holdings by market value included VOO (12.8%)、MUB (11.0%)、VCIT (7.4%). The largest single position, VOO, represented 12.8% of total portfolio value.
In Q2 2026, Verus Wealth Management, LLC made 43 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 15 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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