Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VERUS WEALTH MANAGEMENT, LLC (CIK 2042938) reported $121.3M across 57 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($15.6M, 12.84%), MUB ($13.3M, 10.96%), VCIT ($9.0M, 7.38%), BND ($7.5M, 6.15%), VTEB ($5.2M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $15.6M | 12.84% | 22,686 | Added |
| 2 | MUB | ISHARES TR | $13.3M | 10.96% | 123,546 | Trimmed |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $9.0M | 7.38% | 108,331 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $7.5M | 6.15% | 101,675 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $5.2M | 4.29% | 102,980 | Added |
| 6 | IJR | ISHARES TR | $4.9M | 4.02% | 32,886 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $4.9M | 4.00% | 54,437 | Added |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | $4.8M | 3.94% | 44,936 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 3.72% | 46,832 | Added |
| 10 | SPHY | SPDR SERIES TRUST | $4.3M | 3.51% | 181,764 | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 3.40% | 57,857 | Trimmed |
| 12 | EMB | ISHARES TR | $3.2M | 2.63% | 33,143 | Added |
| 13 | IEMG | ISHARES INC | $2.9M | 2.39% | 35,045 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 2.35% | 36,027 | Trimmed |
| 15 | SPIB | SPDR SERIES TRUST | $2.5M | 2.07% | 75,182 | Added |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | $1.9M | 1.60% | 5,729 | Trimmed |
| 17 | VWOB | VANGUARD WHITEHALL FDS | $1.7M | 1.40% | 25,306 | Added |
| 18 | AVDV | AMERICAN CENTY ETF TR | $1.7M | 1.37% | 16,160 | Added |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $1.7M | 1.37% | 30,809 | Trimmed |
| 20 | DFUV | DIMENSIONAL ETF TRUST | $1.6M | 1.35% | 29,765 | Hold |
| 21 | IWF | ISHARES TR | $1.6M | 1.28% | 12,488 | Added |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $1.5M | 1.27% | 18,705 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $1.5M | 1.22% | 53,418 | Hold |
| 24 | NVDA | NVIDIA CORPORATION | $1.4M | 1.15% | 6,991 | Added |
| 25 | AAPL | APPLE INC | $1.4M | 1.12% | 4,686 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30