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Verus Wealth Management, LLC 13F Holdings · Q2 2026

Verus Wealth Management, LLC reported 57 securities worth $121.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (12.84%), MUB (10.96%), VCIT (7.38%). Among its top 25 positions this quarter: 15 added, 8 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$15.6M12.84%22,686Added
2MUBISHARES TR$13.3M10.96%123,546Trimmed
3VCITVANGUARD SCOTTSDALE FDS$9.0M7.38%108,331Added
4BNDVANGUARD BD INDEX FDS$7.5M6.15%101,675Added
5VTEBVANGUARD MUN BD FDS$5.2M4.29%102,980Added
6IJRISHARES TR$4.9M4.02%32,886Added
7AVDEAMERICAN CENTY ETF TR$4.9M4.00%54,437Added
8VONVVANGUARD SCOTTSDALE FDS$4.8M3.94%44,936Added
9AVEMAMERICAN CENTY ETF TR$4.5M3.72%46,832Added
10SPHYSPDR SERIES TRUST$4.3M3.51%181,764Added
11VEAVANGUARD TAX-MANAGED FDS$4.1M3.40%57,857Trimmed
12EMBISHARES TR$3.2M2.63%33,143Added
13IEMGISHARES INC$2.9M2.39%35,045Trimmed
14VCSHVANGUARD SCOTTSDALE FDS$2.8M2.35%36,027Trimmed
15SPIBSPDR SERIES TRUST$2.5M2.07%75,182Added
16VONEVANGUARD SCOTTSDALE FDS$1.9M1.60%5,729Trimmed
17VWOBVANGUARD WHITEHALL FDS$1.7M1.40%25,306Added
18AVDVAMERICAN CENTY ETF TR$1.7M1.37%16,160Added
19DFIVDIMENSIONAL ETF TRUST$1.7M1.37%30,809Trimmed
20DFUVDIMENSIONAL ETF TRUST$1.6M1.35%29,765Hold
21IWFISHARES TR$1.6M1.28%12,488Added
22DFASDIMENSIONAL ETF TRUST$1.5M1.27%18,705Trimmed
23SCHFSCHWAB STRATEGIC TR$1.5M1.22%53,418Hold
24NVDANVIDIA CORPORATION$1.4M1.15%6,991Added
25AAPLAPPLE INC$1.4M1.12%4,686Trimmed

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR