Verus Financial Partners, Inc.
CIK: 0001481714Latest portfolio: $1.1B · Q4 2025
Holdings
115
Total Value
$1.1B
New Positions
114
Closed Positions
0
Top Holdings
View All 115 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 763,829 | $261.3M | 24.04% | NEW | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,711,886 | $127.3M | 11.71% | NEW | |
| 3 | VXUSVANGUARD STAR FDS | 1,016,907 | $81.2M | 7.47% | NEW | |
| 4 | AVSFAMERICAN CENTY ETF TR | 1,342,598 | $63.3M | 5.82% | NEW | |
| 5 | AVIGAMERICAN CENTY ETF TR | 1,474,290 | $62.0M | 5.70% | NEW | |
| 6 | MGCVANGUARD WORLD FD | 201,637 | $51.2M | 4.71% | NEW | |
| 7 | VEUVANGUARD INTL EQUITY INDEX F | 647,314 | $50.3M | 4.63% | NEW | |
| 8 | BIVVANGUARD BD INDEX FDS | 599,613 | $46.7M | 4.30% | NEW | |
| 9 | DFIVDIMENSIONAL ETF TRUST | 851,719 | $44.7M | 4.11% | NEW | |
| 10 | IVVISHARES TR | 47,853 | $33.3M | 3.06% | NEW | |
| 11 | AVLVAMERICAN CENTY ETF TR | 410,597 | $32.8M | 3.02% | NEW | |
| 12 | VBRVANGUARD INDEX FDS | 137,820 | $30.9M | 2.85% | NEW | |
| 13 | DFUVDIMENSIONAL ETF TRUST | 597,541 | $29.1M | 2.68% | NEW | |
| 14 | VVVANGUARD INDEX FDS | 70,302 | $22.4M | 2.07% | NEW | |
| 15 | VTIPVANGUARD MALVERN FDS | 277,475 | $13.7M | 1.26% | NEW | |
| 16 | IXUSISHARES TR | 148,922 | $13.3M | 1.23% | NEW | |
| 17 | VTEBVANGUARD MUN BD FDS | 182,641 | $9.2M | 0.85% | NEW | |
| 18 | VOVANGUARD INDEX FDS | 28,720 | $8.6M | 0.79% | NEW | |
| 19 | AQLTISHARES TR | 54,194 | $8.1M | 0.74% | NEW | |
| 20 | VCRMVANGUARD MUN BD FDS | 89,701 | $6.8M | 0.63% | NEW | |
| 21 | 4I1PHILIP MORRIS INTL INC | 26,077 | $4.6M | 0.42% | NEW | |
| 22 | DFNMDIMENSIONAL ETF TRUST | 93,506 | $4.5M | 0.42% | NEW | |
| 23 | IJHISHARES TR | 57,942 | $4.0M | 0.37% | NEW | |
| 24 | MOALTRIA GROUP INC | 54,842 | $3.5M | 0.32% | NEW | |
| 25 | SPYSPDR S&P 500 ETF TR | 4,930 | $3.4M | 0.31% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.612521272618121e+224T)
Unknown0.0% ($80716815458328688.0T)
Healthcare0.0% ($22531039800450432.0T)
Technology0.0% ($320621031686850.6T)
Consumer Defensive0.0% ($3453378371328.3T)
Industrials0.0% ($1136676654618.2T)
Consumer Cyclical0.0% ($875579544.4T)
Utilities0.0% ($1616524.4T)
Communication Services0.0% ($906.5B)
Energy0.0% ($1.4B)
Real Estate0.0% ($737.2M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 2, 2026 | $1.1B | 115 |
| Q3 2025 | Oct 30, 2025 | $1.0T | 0 |
| Q2 2025 | Jul 21, 2025 | $981.5B | 111 |
| Q1 2025 | May 5, 2025 | $876.7B | 104 |
| Q4 2024 | Jan 24, 2025 | $890.8B | 97 |
| Q3 2024 | Nov 1, 2024 | $912.9B | 98 |
| Q2 2024 | Aug 5, 2024 | $860.2B | 95 |
| Q1 2024 | May 7, 2024 | $853.8B | 98 |
| Q4 2023 | Feb 7, 2024 | $808.5B | 98 |
| Q3 2023 | Oct 24, 2023 | $767.5B | 103 |
| Q2 2023 | Jul 27, 2023 | $793.1B | 103 |
| Q1 2023 | May 8, 2023 | $733.9B | 102 |
| Q4 2022 | Feb 1, 2023 | $726.6B | 100 |
| Q3 2022 | Oct 31, 2022 | $660.5M | 101 |
| Q2 2022 | Aug 3, 2022 | $697.6M | 96 |
| Q1 2022 | Apr 15, 2022 | $704.7M | 99 |
| Q4 2021 | Jan 19, 2022 | $756.2M | 95 |
| Q3 2021 | Oct 29, 2021 | $667.9M | 96 |
| Q2 2021 | Jul 23, 2021 | $654.9M | 94 |
| Q1 2021 | Apr 27, 2021 | $631.1M | 87 |
| Q4 2020 | Feb 10, 2021 | $583.7M | 81 |
| Q3 2020 | Nov 3, 2020 | $274.2M | 175 |
| Q2 2020 | Jul 31, 2020 | $464.3M | 76 |
| Q1 2020 | Apr 9, 2020 | $328.0M | 66 |
| Q4 2019 | Jan 21, 2020 | $331.0M | 74 |
| Q3 2019 | Oct 15, 2019 | $305.2M | 66 |
| Q2 2019 | Aug 5, 2019 | $297.8M | 58 |
| Q1 2019 | Apr 19, 2019 | $282.9M | 54 |
| Q4 2018 | Jan 8, 2019 | $278.7M | 51 |
| Q3 2018 | Nov 9, 2018 | $278.7M | 51 |
| Q2 2018 | Jul 16, 2018 | $265.0M | 48 |
| Q1 2018 | Apr 23, 2018 | $263.9M | 50 |
| Q4 2017 | Jan 29, 2018 | $273.9M | 52 |
| Q3 2017 | Nov 3, 2017 | $258.6M | 47 |
| Q2 2017 | Jul 28, 2017 | $247.8M | 45 |
| Q1 2017 | Apr 12, 2017 | $243.8M | 52 |
| Q4 2016 | Jan 26, 2017 | $230.3M | 45 |
| Q3 2016 | Oct 13, 2016 | $224.8M | 45 |
| Q2 2016 | Jul 15, 2016 | $222.3M | 47 |
| Q1 2016 | Apr 25, 2016 | $217.0M | 47 |
Fund Information
Verus Financial Partners, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 115 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 24.0% of the portfolio. Compared to the previous quarter, the fund opened 115 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.