Verus Financial Partners, Inc. — 13F Holdings & Portfolio
CIK 1481714 · latest 13F-HR filed 2026-04-21
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.
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AUM
$1.11B
Long-equity book
Holdings
121
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+9 / −3 / ↑29 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$8.8M +30.3%
- VANGUARD BD INDEX FDS$5.3M +11.2%
- VANGUARD MUN BD FDS$570.8K +8.4%
- NVIDIA CORPORATION$328.8K +64.6%
- AMAZON COM INC$284.8K +49.2%
Top Trims
- AMERICAN CENTY ETF TR-$11.0M -33.6%
- ISHARES TR-$1.1M -13.2%
- PHILIP MORRIS INTL INC-$512.8K -11.2%
- SCHWAB STRATEGIC TR-$342.8K -13.1%
- INTERNATIONAL BUSINESS MACHS-$257.9K -15.3%
New Positions
- VANGUARD MUN BD FDS$2.9M
- CORNING INC$292.8K
- CIENA CORP$262.4K
- HOWMET AEROSPACE INC$226.8K
- MARATHON PETE CORP$219.0K
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 | $267.8M | 24.02% | 773,864 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $131.5M | 11.80% | 1,782,940 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $83.5M | 7.49% | 1,010,609 | SH |
| 4 | AMERICAN CENTY ETF TR | AVIG | 025072562 | $63.8M | 5.73% | 1,531,531 | SH |
| 5 | AMERICAN CENTY ETF TR | AVSF | 025072687 | $63.4M | 5.69% | 1,355,906 | SH |
| 6 | VANGUARD BD INDEX FDS | BIV | 921937819 | $52.0M | 4.66% | 671,968 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $51.8M | 4.65% | 643,775 | SH |
| 8 | VANGUARD WORLD FD | MGC | 921910873 | $51.7M | 4.64% | 201,789 | SH |
| 9 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $46.8M | 4.20% | 846,737 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $37.9M | 3.40% | 751,341 | SH |
| 11 | ISHARES TR | IVV | 464287200 | $33.7M | 3.03% | 47,862 | SH |
| 12 | VANGUARD INDEX FDS | VBR | 922908611 | $30.7M | 2.76% | 134,671 | SH |
| 13 | VANGUARD INDEX FDS | VV | 922908637 | $22.7M | 2.04% | 70,384 | SH |
| 14 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $21.8M | 1.95% | 257,373 | SH |
| 15 | VANGUARD MALVERN FDS | VTIP | 922020805 | $14.3M | 1.28% | 284,482 | SH |
| 16 | ISHARES TR | IXUS | 46432F834 | $13.6M | 1.22% | 146,762 | SH |
| 17 | VANGUARD MUN BD FDS | VTEB | 922907746 | $9.3M | 0.83% | 183,963 | SH |
| 18 | VANGUARD INDEX FDS | VO | 922908629 | $8.5M | 0.77% | 28,208 | SH |
| 19 | VANGUARD MUN BD FDS | VCRM | 922907712 | $7.4M | 0.66% | 97,483 | SH |
| 20 | ISHARES TR | DVY | 464287168 | $7.0M | 0.63% | 45,808 | SH |
| 21 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $4.6M | 0.42% | 95,785 | SH |
| 22 | ISHARES TR | IJH | 464287507 | $4.1M | 0.37% | 57,058 | SH |
| 23 | PHILIP MORRIS INTL INC | PM | 718172109 | $4.1M | 0.37% | 26,053 | SH |
| 24 | ALTRIA GROUP INC | MO | 02209S103 | $3.6M | 0.32% | 54,749 | SH |
| 25 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.5M | 0.31% | 4,934 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $3.3M | 0.30% | 12,665 | SH |
| 27 | VANGUARD INDEX FDS | VOO | 922908363 | $3.2M | 0.29% | 4,967 | SH |
| 28 | VANGUARD MUN BD FDS | VTEI | 922907738 | $2.9M | 0.26% | 29,016 | SH |
| 29 | ISHARES GOLD TR | IAU | 464285204 | $2.7M | 0.24% | 30,161 | SH |
| 30 | VANGUARD SCOTTSDALE FDS | VTHR | 92206C599 | $2.4M | 0.22% | 7,833 | SH |
| 31 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $2.4M | 0.22% | 16,272 | SH |
| 32 | HCA HEALTHCARE INC | HCA | 40412C101 | $2.3M | 0.21% | 4,770 | SH |
| 33 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.3M | 0.20% | 73,754 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $2.1M | 0.19% | 4,979 | SH |
| 35 | ISHARES TR | IWD | 464287598 | $2.1M | 0.19% | 9,202 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.8M | 0.16% | 42,168 | SH |
| 37 | DOMINION ENERGY INC | D | 25746U109 | $1.7M | 0.15% | 26,839 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $1.6M | 0.14% | 10,303 | SH |
| 39 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $1.6M | 0.14% | 26,690 | SH |
| 40 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.4M | 0.13% | 5,690 | SH |
| 41 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $1.4M | 0.12% | 27,248 | SH |
| 42 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.2M | 0.10% | 4,921 | SH |
| 43 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.10% | 3,367 | SH |
| 44 | AMERICAN CENTY ETF TR | AVIV | 025072364 | $1.1M | 0.10% | 14,045 | SH |
| 45 | WW GRAINGER INC | GWW | 384802104 | $1.1M | 0.10% | 972 | SH |
| 46 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $1.1M | 0.10% | 14,131 | SH |
| 47 | ISHARES TR | IWF | 464287614 | $1.1M | 0.09% | 2,257 | SH |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.09% | 2,120 | SH |
| 49 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $992.9K | 0.09% | 13,142 | SH |
| 50 | JPMORGAN CHASE & CO | JPM | 46625H100 | $939.6K | 0.08% | 3,031 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $1.11B | 121 | 0001481714-26-000003 |
| 2025-12-31 | 2026-02-02 | $1.09B | 115 | 0001481714-26-000001 |