Top Institutional Investors

Verus Financial Partners, Inc. — 13F Holdings & Portfolio

CIK 1481714 · latest 13F-HR filed 2026-07-21

Backtest portfolio

Verus Financial Partners, Inc. manages $1.17B in 13F-reported U.S. long-equity assets across 127 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (24.83%), BND (11.49%), VXUS (7.50%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 3, added to 52, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9030 STONY POINT PARKWAY SUITE 160
RICHMOND, VA 23235
Phone
(804) 592-3465
Filing Manager
Verus Financial Partners, Inc.
RICHMOND, VA
Signatory
Julie Waitman
Sr Vice President and CCO
Loading holdings…
AUM

$1.17B

Long-equity book

Holdings

127

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+9 / −3 / ↑52 / ↓27

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$22.4M +8.4%
  • DIMENSIONAL ETF TRUST$7.9M +20.9%
  • VANGUARD WORLD FD$3.4M +6.6%
  • ISHARES TR$1.9M +5.6%
  • VANGUARD MUN BD FDS$1.7M +23.0%
Show all 52 →

Top Trims

  • AMERICAN CENTY ETF TR-$3.7M -17.2%
  • HCA HEALTHCARE INC-$444.0K -19.3%
  • ISHARES GOLD TR-$441.9K -16.2%
  • DIMENSIONAL ETF TRUST-$344.0K -19.2%
  • EXXON MOBIL CORP-$254.0K -16.2%
Show all 27 →

New Positions

  • INTEL CORP$395.7K
  • WESTERN DIGITAL CORP$248.5K
  • CARMAX INC$248.4K
  • LAM RESEARCH CORP$216.7K
  • TAIWAN SEMICONDUCTOR MANUFAC$215.9K
Show all 9 →

Exited Positions

  • MCDONALDS CORP$375.1K
  • HONEYWELL INTL INC$257.1K
  • ROCKET COS INC$161.0K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $290.2M 24.83% 784,245 SH
2 VANGUARD BD INDEX FDS BND 921937835 $134.3M 11.49% 1,829,288 SH
3 VANGUARD STAR FDS VXUS 921909768 $87.7M 7.50% 1,025,567 SH
4 AMERICAN CENTY ETF TR AVIG 025072562 $64.4M 5.51% 1,555,647 SH
5 AMERICAN CENTY ETF TR AVSF 025072687 $63.3M 5.41% 1,358,338 SH
6 VANGUARD WORLD FD MGC 921910873 $55.1M 4.72% 201,543 SH
7 VANGUARD BD INDEX FDS BIV 921937819 $54.2M 4.64% 706,952 SH
8 VANGUARD INTL EQUITY INDEX F VEU 922042775 $53.8M 4.61% 642,970 SH
9 DIMENSIONAL ETF TRUST DFIV 25434V807 $46.5M 3.98% 860,998 SH
10 DIMENSIONAL ETF TRUST DFUV 25434V724 $45.9M 3.92% 833,515 SH
11 ISHARES TR IVV 464287200 $35.6M 3.05% 47,569 SH
12 VANGUARD INDEX FDS VBR 922908611 $32.2M 2.75% 132,360 SH
13 VANGUARD INDEX FDS VV 922908637 $24.2M 2.07% 70,316 SH
14 AMERICAN CENTY ETF TR AVLV 025072349 $18.0M 1.54% 197,709 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $14.4M 1.23% 286,832 SH
16 ISHARES TR IXUS 46432F834 $14.1M 1.21% 147,737 SH
17 VANGUARD MUN BD FDS VTEB 922907746 $9.3M 0.80% 184,834 SH
18 VANGUARD MUN BD FDS VCRM 922907712 $9.1M 0.78% 118,924 SH
19 VANGUARD INDEX FDS VO 922908629 $9.0M 0.77% 112,168 SH
20 ISHARES TR DVY 464287168 $6.9M 0.59% 44,284 SH
21 DIMENSIONAL ETF TRUST DFNM 25434V849 $5.2M 0.45% 108,310 SH
22 PHILIP MORRIS INTL INC PM 718172109 $4.8M 0.41% 26,723 SH
23 ISHARES TR IJH 464287507 $4.4M 0.37% 56,758 SH
24 ALTRIA GROUP INC MO 02209S103 $3.9M 0.34% 54,706 SH
25 VANGUARD MUN BD FDS VTEI 922907738 $3.8M 0.32% 37,425 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.7M 0.31% 4,926 SH
27 APPLE INC AAPL 037833100 $3.6M 0.31% 12,485 SH
28 VANGUARD INDEX FDS VOO 922908363 $3.4M 0.29% 4,970 SH
29 VANGUARD SCOTTSDALE FDS VTHR 92206C599 $2.6M 0.22% 7,775 SH
30 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.5M 0.22% 16,143 SH
31 ISHARES GOLD TR IAU 464285204 $2.3M 0.19% 30,161 SH
32 ISHARES TR IWD 464287598 $2.2M 0.19% 9,203 SH
33 SCHWAB STRATEGIC TR SCHD 808524797 $2.2M 0.18% 67,820 SH
34 MICROSOFT CORP MSFT 594918104 $2.1M 0.18% 5,498 SH
35 DOMINION ENERGY INC D 25746U109 $1.9M 0.17% 28,336 SH
36 HCA HEALTHCARE INC HCA 40412C101 $1.9M 0.16% 4,770 SH
37 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.6M 0.14% 5,690 SH
38 DIMENSIONAL ETF TRUST DFCF 25434V872 $1.4M 0.12% 34,339 SH
39 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $1.4M 0.12% 23,659 SH
40 VANGUARD BD INDEX FDS VUSB 92203C303 $1.3M 0.12% 27,038 SH
41 WW GRAINGER INC GWW 384802104 $1.3M 0.11% 974 SH
42 EXXON MOBIL CORP XOM 30231G102 $1.3M 0.11% 9,595 SH
43 ALPHABET INC GOOGL 02079K305 $1.2M 0.10% 3,381 SH
44 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.2M 0.10% 14,173 SH
45 JOHNSON & JOHNSON JNJ 478160104 $1.1M 0.10% 4,453 SH
46 ISHARES TR IWF 464287614 $1.1M 0.10% 8,988 SH
47 AMERICAN CENTY ETF TR AVIV 025072364 $1.1M 0.09% 14,204 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.09% 2,120 SH
49 VANGUARD INSTL INDEX FD VBIL 922040845 $991.7K 0.08% 13,103 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $979.3K 0.08% 2,992 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $1.17B 127 0001481714-26-000005
2026-03-31 2026-04-21 $1.11B 121 0001481714-26-000003
2025-12-31 2026-02-02 $1.09B 115 0001481714-26-000001