VF

Verus Financial Partners, Inc.

Momentum followerLong-term holder

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 121

Verus Financial Partners, Inc. disclosed 121 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 5.4%.

Personality snowflake

Concentration
38.51
Portfolio Stability
5.42
Momentum/Contrarian
100
Sector conviction
50.01
Diversification
100
Sizing Uniformity
67.23

Recent moves

  • Trim AVLV

    -37.3%　-$11.0M

  • Add DFUV

    +25.7%　$8.8M

  • Add BIV

    +12.1%　$5.3M

  • Trim AVSF

    +1.0%　$156.1K

  • Trim DVY

    -15.5%　-$1.1M

  • Add BND

    +4.2%　$4.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other24.02%-0.02%+1.31%
2BNDVanguard Total Bond MarketETF-Other11.80%+0.09%+4.15%
3VXUSVanguard Total Intl StockETF-Other7.49%+0.02%-0.62%
4AVIGAvantis Core Fixed IncomeETF-Other5.73%+0.03%+3.88%
5AVSFAvantis Short-term Fixed INCETF-Other5.69%-0.13%+0.99%
6BIVVanguard Intermediate-term BETF-Other4.66%+0.36%+12.07%
7VEUVanguard Ftse All-world Ex-uETF-Other4.65%+0.02%-0.55%
8MGCVanguard Mega Cap ETFETF-Other4.64%-0.07%+0.08%
9DFIVDimensional International VaETF-Other4.20%+0.09%-0.58%
10DFUVDimensional US Marketwide VaETF-Other3.40%+0.72%+25.74%
11IVVIshares Core S&p 500 ETFETF-Large Cap & Growth3.03%-0.03%+0.02%
12VBRVanguard Small-cap Value ETFETF-Other2.76%-0.09%-2.28%
13VVVanguard Large-cap ETFETF-Other2.04%-0.03%+0.12%
14AVLVAvantis US Large Cap ValueETF-Large Cap & Growth1.95%-1.07%-37.32%
15VTIPVanguard Short-term TipsETF-Other1.28%+0.02%+2.53%
16IXUSIshares Core Intl Stock ETFETF-Other1.22%-0.01%-1.45%
17VTEBVanguard Tax-exempt Bond ETFETF-Other0.83%—+0.72%
18VOVanguard Mid-cap ETFETF-Other0.77%—-1.78%
19VCRMVanguard Core Tax-ex BondETF-Other0.66%+0.03%+8.68%
20DVYIshares Select Dividend ETFETF-Other0.63%-0.11%-15.47%
21DFNMDimensional National Muni BdETF-Other0.42%—+2.44%
22IJHIshares Core S&p Midcap ETFETF-Other0.37%—-1.53%
23PMPhilip Morris InternationalStock-Consumer Staples0.37%-0.05%-0.09%
24MOAltria Group INCStock-Consumer Staples0.32%—-0.17%
25SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.31%—+0.08%
26AAPLApple INCStock-Tech0.30%—+0.88%
27VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.29%—+0.06%
28VTEIVanguard Int Tax-exempt BondETF-Other0.26%+0.26%NEW
29IAUIshares Gold TrustETF-Commodities0.24%-0.02%—
30VTHRVanguard Russell 3000ETF-Other0.22%—-0.01%
31VTVanguard Tot World Stk ETFETF-Other0.22%—-0.03%
32HCAHca Healthcare INCStock-Healthcare0.21%——
33SCHDSchwab US Dvd Equity ETFETF-Other0.20%-0.04%-17.71%
34MSFTMicrosoft CORPStock-Tech0.19%—+11.31%
35IWDIshares Russell 1000 Value EETF-Other0.19%—+0.01%
36DFCFDimensional Core Fixed INCETF-Other0.16%—-0.99%
37DDominion Energy INCStock-Utilities0.15%——
38XOMExxon Mobil CORPStock-Energy0.14%+0.01%+0.03%
39VGSHVanguard Short-term TreasuryETF-Gov Bonds0.14%-0.03%-12.59%
40IBMIntl Business Machines CORPStock-Tech0.13%-0.03%—
41VUSBVanguard Ultra Short Bond EtETF-Other0.12%—+1.09%
42JNJJohnson & JohnsonStock-Healthcare0.10%—+4.84%
43GOOGLAlphabet Inc-cl AStock-Comm Services0.10%+0.02%+23.83%
44AVIVAvantis Int Lrg Cap Val ETFETF-Other0.10%—+0.13%
45GWWWw Grainger INCStock-Industrials0.10%—-10.17%
46DFASDimensional US Small Cap ETFETF-Small Cap0.10%—+0.23%
47IWFIshares Russell 1000 GrowthETF-Other0.09%——
48BRK-BBerkshire Hathaway Inc-cl BStock-Other0.09%—-1.72%
49VBILVanguard 0-3m T-bill ETFETF-Other0.09%—-9.42%
50JPMJpmorgan Chase & CoStock-Financials0.08%—+3.84%
1–50 of 121

Holding changes this quarter

Verus Financial Partners, Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard Int Tax-exempt Bond (VTEI); New buy: Corning INC (GLW); New buy: Ciena CORP (CIEN); New buy: Howmet Aerospace INC (HWM); Sold out: Maximus INC (MMS).

Position changes disclosed by Verus Financial Partners, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFUVDimensional US Marketwide Va+0.7%+25.74%Add
2BIVVanguard Intermediate-term B+0.4%+12.07%Add
3BNDVanguard Total Bond Market+0.1%+4.15%Add
4DFIVDimensional International Va+0.1%-0.58%Trim
5AVIGAvantis Core Fixed Income0%+3.88%Add
6VCRMVanguard Core Tax-ex Bond0%+8.68%Add
7NVDANvidia CORP0%+54.73%Add
8AMZNAmazon.com INC0%+42.45%Add
9VXUSVanguard Total Intl Stock0%-0.62%Trim
10VEUVanguard Ftse All-world Ex-u0%-0.55%Trim
11VTIPVanguard Short-term Tips0%+2.53%Add
12GOOGLAlphabet Inc-cl A0%+23.83%Add
13METAMeta Platforms Inc-class A0%+43.14%Add
14AVGOBroadcom INC0%+28.29%Add
15XOMExxon Mobil CORP0%+0.03%Add
16GEVGE Vernova INC0%—Unchanged
17VVisa Inc-class A Shares0%+64.41%Add
18AAPLApple INC—+0.88%Add
19JNJJohnson & Johnson—+4.84%Add
20IXUSIshares Core Intl Stock ETF0%-1.45%Trim
21ELVElevance Health INC0%—Unchanged
22FBTCFidelity Wise Origin Bitcoin0%—Unchanged
23VTIVanguard Total Stock Mkt ETF0%+1.31%Add
24QCOMQualcomm INC0%-11.01%Trim
25LOWLowe's Cos INC0%-5.23%Trim
26IAUIshares Gold Trust0%—Unchanged
27PPLTAbrdn Physical Platinum Shrs0%—Unchanged
28IVVIshares Core S&p 500 ETF0%+0.02%Add
29IBMIntl Business Machines CORP0%—Unchanged
30VVVanguard Large-cap ETF0%+0.12%Add
31VGSHVanguard Short-term Treasury0%-12.59%Trim
32SCHDSchwab US Dvd Equity ETF0%-17.71%Trim
33PMPhilip Morris International-0.1%-0.09%Trim
34MGCVanguard Mega Cap ETF-0.1%+0.08%Add
35VBRVanguard Small-cap Value ETF-0.1%-2.28%Trim
36DVYIshares Select Dividend ETF-0.1%-15.47%Trim
37AVSFAvantis Short-term Fixed INC-0.1%+0.99%Add
38AVLVAvantis US Large Cap Value-1.1%-37.32%Trim
39VTEIVanguard Int Tax-exempt Bond—NEWNew buy
40GLWCorning INC—NEWNew buy
41CIENCiena CORP—NEWNew buy
42HWMHowmet Aerospace INC—NEWNew buy
43MMSMaximus INC—EXITSold out
44MPCMarathon Petroleum CORP—NEWNew buy
45MUMicron Technology INC—NEWNew buy
46KMXCarmax INC—EXITSold out
47CSXCsx CORP—NEWNew buy
48EMREmerson Electric Co—EXITSold out
49YUMYum! Brands INC—NEWNew buy
50RKTRocket Cos Inc-class A—NEWNew buy

FAQ

What is Verus Financial Partners, Inc. and what type of investor is it?
Verus Financial Partners, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 121 disclosed positions.
What are Verus Financial Partners, Inc.'s largest equity positions?
Based on the latest 13F filing, Verus Financial Partners, Inc.'s top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $267.8M (24.0%) 2. Vanguard Total Bond Market (BND) — $131.5M (11.8%) 3. Vanguard Total Intl Stock (VXUS) — $83.5M (7.5%) 4. Avantis Core Fixed Income (AVIG) — $63.8M (5.7%) 5. Avantis Short-term Fixed INC (AVSF) — $63.4M (5.7%)
What changes did Verus Financial Partners, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Verus Financial Partners, Inc. made 44 notable position adjustments: 9 new positions were initiated, 20 existing holdings were added to, 12 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Vanguard Int Tax-exempt Bond (VTEI); New buy: Corning INC (GLW); New buy: Ciena CORP (CIEN); New buy: Howmet Aerospace INC (HWM); Sold out: Maximus INC (MMS)
What sectors does Verus Financial Partners, Inc. focus on?
Verus Financial Partners, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.0% • Consumer Staples: 18.4% • Health Care: 11.7% • Financials: 11.5% • Communication Services: 8.3% • Consumer Discretionary: 7.5%