Veratis Advisors, Inc. — 13F Holdings & Portfolio

CIK 2111807 · latest 13F-HR filed 2026-02-18

Veratis Advisors, Inc. manages $126.4M in 13F-reported U.S. long-equity assets across 75 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are VUG (8.73%), LECO (7.51%), DFAT (7.25%).

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

$126.4M

Long-equity book

Holdings

75

Distinct positions

Period

2025-12-31

Filed 2026-02-18

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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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 VUG 922908736 $11.0M 8.73% 24,081 SH
2 LINCOLN ELEC HLDGS INC LECO 533900106 $9.5M 7.51% 32,800 SH
3 DIMENSIONAL ETF TRUST DFAT 25434V609 $9.2M 7.25% 166,704 SH
4 ISHARES TR IWD 464287598 $8.3M 6.53% 36,978 SH
5 VANGUARD MUN BD FDS VTEB 922907746 $8.2M 6.47% 160,726 SH
6 ISHARES TR MUB 464288414 $5.8M 4.56% 53,101 SH
7 ISHARES TR IJS 464287879 $5.0M 3.95% 40,162 SH
8 ISHARES TR IJT 464287887 $4.7M 3.68% 30,499 SH
9 VANGUARD INDEX FDS VTV 922908744 $4.1M 3.26% 19,983 SH
10 APPLE INC AAPL 037833100 $3.2M 2.56% 12,362 SH
11 TRUIST FINL CORP TFC 89832Q109 $2.7M 2.17% 52,525 SH
12 DIMENSIONAL ETF TRUST DFGR 25434V658 $2.7M 2.12% 93,451 SH
13 WALMART INC WMT 931142103 $2.7M 2.10% 20,616 SH
14 VANGUARD ADMIRAL FDS INC VIOG 921932794 $2.3M 1.80% 17,325 SH
15 VANGUARD ADMIRAL FDS INC VIOV 921932778 $2.2M 1.76% 20,753 SH
16 VANGUARD INDEX FDS VOE 922908512 $2.2M 1.73% 11,387 SH
17 VANGUARD BD INDEX FDS BLV 921937793 $2.0M 1.60% 28,382 SH
18 VANGUARD INDEX FDS VTI 922908769 $2.0M 1.59% 5,976 SH
19 DIMENSIONAL ETF TRUST DFEM 25434V732 $2.0M 1.55% 53,576 SH
20 SCHWAB STRATEGIC TR SCHP 808524870 $1.9M 1.50% 70,452 SH
21 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.9M 1.48% 38,355 SH
22 VANGUARD ADMIRAL FDS INC IVOG 921932869 $1.7M 1.35% 13,181 SH
23 DIMENSIONAL ETF TRUST DISV 25434V781 $1.7M 1.34% 40,016 SH
24 ISHARES TR IAGG 46435G672 $1.7M 1.31% 32,657 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 1.10% 2,754 SH
26 ISHARES TR SUB 464288158 $1.4M 1.09% 12,856 SH
27 LOWES COS INC LOW 548661107 $1.1M 0.90% 4,042 SH
28 SPDR SERIES TRUST SHM 78468R739 $1.1M 0.84% 22,045 SH
29 TESLA INC TSLA 88160R101 $1.0M 0.83% 2,576 SH
30 ISHARES TR ILTB 464289479 $1.0M 0.80% 19,977 SH
31 AMAZON COM INC AMZN 023135106 $1.0M 0.80% 5,048 SH
32 VANGUARD INDEX FDS VOO 922908363 $945.6K 0.75% 1,508 SH
33 NVIDIA CORPORATION NVDA 67066G104 $921.7K 0.73% 4,999 SH
34 VANGUARD STAR FDS VXUS 921909768 $908.3K 0.72% 11,080 SH
35 ISHARES TR IJK 464287606 $856.3K 0.68% 8,190 SH
36 MICROSOFT CORP MSFT 594918104 $807.7K 0.64% 2,033 SH
37 FEDEX CORP FDX 31428X106 $792.5K 0.63% 2,117 SH
38 PHILLIPS 66 PSX 718546104 $729.5K 0.58% 4,634 SH
39 BROADCOM INC AVGO 11135F101 $702.7K 0.56% 2,121 SH
40 ALLSTATE CORP ALL 020002101 $676.3K 0.54% 3,212 SH
41 ISHARES TR TIP 464287176 $587.8K 0.47% 5,282 SH
42 CISCO SYS INC CSCO 17275R102 $561.5K 0.44% 7,290 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $559.0K 0.44% 2,159 SH
44 ALPHABET INC GOOGL 02079K305 $551.4K 0.44% 1,830 SH
45 MCDONALDS CORP MCD 580135101 $540.5K 0.43% 1,655 SH
46 SAP SE SAP 803054204 $484.8K 0.38% 2,418 SH
47 INVESCO QQQ TR QQQ 46090E103 $426.3K 0.34% 710 SH
48 ORACLE CORP ORCL 68389X105 $423.7K 0.34% 2,747 SH
49 VANGUARD INDEX FDS VB 922908751 $423.6K 0.34% 1,537 SH
50 VISA INC V 92826C839 $405.0K 0.32% 1,266 SH