Verus Financial Partners, Inc. Top Holdings and 13F Report (2025) About Verus Financial Partners, Inc.Investment ActivityVerus Financial Partners, Inc. has $981.49 million in total holdings as of June 30, 2025.Verus Financial Partners, Inc. owns shares of 111 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.34% of the portfolio was purchased this quarter.About 3.64% of the portfolio was sold this quarter.This quarter, Verus Financial Partners, Inc. has purchased 104 new stocks and bought additional shares in 59 stocks.Verus Financial Partners, Inc. sold shares of 27 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $233,963,446Vanguard Total Bond Market ETF $116,096,478Vanguard Total International Stock ETF $74,668,471Avantis Short-Term Fixed Income ETF $70,346,830Avantis Core Fixed Income ETF $55,934,543 Largest New Holdings this Quarter 025072349 - Avantis U.S. Large Cap Value ETF $28,919,479 Holding922907712 - VANGUARD MUN BD FDS $5,003,605 Holding11135F101 - Broadcom $315,972 Holding988498101 - Yum! Brands $287,671 Holding36828A101 - GE VERNOVA INC $238,953 Holding Largest Purchases this Quarter Avantis U.S. Large Cap Value ETF 416,887 shares (about $28.92M)VANGUARD MUN BD FDS 68,215 shares (about $5.00M)Vanguard Total Stock Market ETF 14,741 shares (about $4.53M)Vanguard Total Bond Market ETF 50,347 shares (about $3.68M)Avantis Short-Term Fixed Income ETF 42,661 shares (about $2.00M) Largest Sales this Quarter Vanguard Small-Cap Value ETF 144,367 shares (about $29.04M)Vanguard Tax-Exempt Bond ETF 80,112 shares (about $3.92M)Vanguard Total International Stock ETF 13,791 shares (about $956.82K)Vanguard FTSE All-World ex-US ETF 6,817 shares (about $459.94K)Vanguard Mega Cap ETF 1,666 shares (about $377.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Financial Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$233,963,446$4,532,856 ▲2.0%760,85723.8%ETFBNDVanguard Total Bond Market ETF$116,096,478$3,679,863 ▲3.3%1,588,40411.8%ETFVXUSVanguard Total International Stock ETF$74,668,471$956,819 ▼-1.3%1,076,2257.6%ETFAVSFAvantis Short-Term Fixed Income ETF$70,346,830$1,996,748 ▲2.9%1,502,9777.2%ETFAVIGAvantis Core Fixed Income ETF$55,934,543$1,747,073 ▲3.2%1,354,3475.7%ETFMGCVanguard Mega Cap ETF$47,179,517$377,815 ▼-0.8%208,0414.8%ETFVEUVanguard FTSE All-World ex-US ETF$44,071,475$459,943 ▼-1.0%653,2014.5%ETFBIVVanguard Intermediate-Term Bond ETF$42,818,176$1,164,149 ▲2.8%558,1104.4%ETFDFIVDimensional International Value ETF$37,161,133$954,696 ▲2.6%854,0833.8%ETFIVViShares Core S&P 500 ETF$30,572,682$49,535 ▼-0.2%48,7583.1%ETFVBRVanguard Small-Cap Value ETF$29,858,187$29,043,809 ▼-49.3%148,4153.0%ETFAVLVAvantis U.S. Large Cap Value ETF$28,919,479$28,919,479 ▲New Holding416,8872.9%ETFSCHDSchwab US Dividend Equity ETF$27,743,376$742,698 ▲2.8%1,016,6132.8%ETFVVVanguard Large-Cap ETF$20,648,487$118,903 ▼-0.6%71,7212.1%ETFIXUSiShares Core MSCI Total International Stock ETF$12,139,516$173,283 ▼-1.4%156,1551.2%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$8,934,187$3,921,474 ▼-30.5%182,5170.9%ETFVOVanguard Mid-Cap ETF$8,484,490$65,163 ▼-0.8%29,9470.9%ETFDVYiShares Select Dividend ETF$7,934,556$18,503 ▲0.2%58,3210.8%ETFVANGUARD MUN BD FDS$5,003,605$5,003,605 ▲New Holding68,2150.5%CORE TAX EXEMPTDFNMDimensional National Municipal Bond ETF$4,463,212$437,480 ▲10.9%94,0020.5%ETFPMPhilip Morris International$4,336,882$139,004 ▼-3.1%24,3670.4%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$3,981,580$49,265 ▼-1.2%62,5540.4%ETFSPYSPDR S&P 500 ETF Trust$3,192,686$108,586 ▲3.5%5,1160.3%FinanceMOAltria Group$3,087,773$24,775 ▼-0.8%53,4680.3%Consumer StaplesAAPLApple$3,067,435$92,479 ▼-2.9%14,5280.3%Computer and TechnologyVOOVanguard S&P 500 ETF$2,808,883$1,721 ▲0.1%4,8970.3%ETFVTHRVanguard Russell 3000 ETF$2,304,609$29,780 ▲1.3%8,3580.2%ETFIWDiShares Russell 1000 Value ETF$2,106,707$196 ▲0.0%10,7340.2%ETFHCAHCA Healthcare$2,005,7320.0%5,3000.2%MedicalVTVanguard Total World Stock ETF$1,910,568$17,114 ▲0.9%14,7360.2%ETFIBMInternational Business Machines$1,880,978$38,298 ▼-2.0%6,4830.2%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$1,816,163$10,069 ▲0.6%43,1090.2%ETFVGSHVanguard Short-Term Treasury ETF$1,794,615$10,236 ▼-0.6%30,6820.2%ETFMSFTMicrosoft$1,686,410$52,873 ▲3.2%3,3490.2%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$1,387,526$447 ▼0.0%27,9120.1%ETFGWWW.W. Grainger$1,230,142$3,135 ▲0.3%1,1770.1%IndustrialsBDNBrandywine Realty Trust$1,134,398$253,540 ▲28.8%273,3490.1%FinanceDFUVDimensional US Marketwide Value ETF$1,129,132$4,248 ▲0.4%26,3140.1%ETFDDominion Energy$1,104,329$190,770 ▲20.9%19,3230.1%UtilitiesXOMExxon Mobil$1,086,835$58,154 ▼-5.1%9,5500.1%EnergyFIDELITY WISE ORIGIN BITCOIN$1,020,1500.0%10,4470.1%SHSIWFiShares Russell 1000 Growth ETF$1,012,8960.0%2,3620.1%ETFVBVanguard Small-Cap ETF$998,146$13,883 ▼-1.4%4,0980.1%ETFDFASDimensional U.S. Small Cap ETF$921,383$2,497 ▲0.3%14,0200.1%ETFBRK.BBerkshire Hathaway$894,604$16,762 ▲1.9%1,8680.1%FinanceQCOMQUALCOMM$877,0620.0%5,5040.1%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$871,391$15,505 ▲1.8%13,8250.1%ETFJPMJPMorgan Chase & Co.$864,755$241,814 ▲38.8%3,0540.1%FinanceLOWLowe's Companies$784,029$226 ▲0.0%3,4760.1%Retail/WholesaleJNJJohnson & Johnson$651,339$16,877 ▼-2.5%4,1680.1%MedicalNDAQNasdaq$642,285$21,649 ▼-3.3%7,1500.1%FinanceISHARES BITCOIN TRUST ETF$579,977$31,790 ▲5.8%9,1220.1%SHS BEN INTELVElevance Health$577,429$346 ▲0.1%1,6670.1%MedicalMCKMcKesson$574,5120.0%7900.1%MedicalQQQInvesco QQQ$562,212$136,243 ▲32.0%1,0110.1%FinanceMETAMeta Platforms$561,032$76,171 ▲15.7%7660.1%Computer and TechnologySOSouthern$547,1920.0%5,9500.1%UtilitiesAMZNAmazon.com$535,654$114,163 ▲27.1%2,4070.1%Retail/WholesaleNSCNorfolk Southern$518,565$780 ▲0.2%1,9940.1%TransportationCOFCapital One Financial$512,248$54,736 ▲12.0%2,3490.1%FinanceABBVAbbVie$502,473$953 ▲0.2%2,6360.1%MedicalBACBank of America$496,2710.0%10,5950.1%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$495,207$888 ▲0.2%16,7240.1%ETFDISVDimensional International Small Cap Value ETF$488,850$8,486 ▲1.8%14,6320.0%ETFVUGVanguard Growth ETF$487,517$20,350 ▼-4.0%1,1020.0%ETFGOOGLAlphabet$478,725$40,276 ▲9.2%2,7100.0%Computer and TechnologyGEGE Aerospace$457,159$6,760 ▲1.5%1,8260.0%AerospaceTJXTJX Companies$454,774$19,069 ▲4.4%3,6250.0%Retail/WholesaleKMXCarMax$434,631$18,297 ▼-4.0%6,4610.0%Retail/WholesaleHDHome Depot$428,921$12,615 ▲3.0%1,1560.0%Retail/WholesalePGProcter & Gamble$428,783$48,360 ▲12.7%2,7220.0%Consumer StaplesVTVVanguard Value ETF$425,962$6,951 ▼-1.6%2,3900.0%ETFNVDANVIDIA$421,215$99,521 ▲30.9%2,5860.0%Computer and TechnologyVDEVanguard Energy ETF$415,941$3,209 ▲0.8%3,3700.0%ETFDUKDuke Energy$415,733$2,929 ▲0.7%3,5480.0%UtilitiesDFUSDimensional U.S. Equity ETF$368,119$1,152 ▲0.3%5,4310.0%ETFCATCaterpillar$367,7900.0%9140.0%IndustrialsVZVerizon Communications$354,813$145,129 ▲69.2%8,3270.0%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$351,636$624 ▲0.2%7,3290.0%ETFDFATDimensional U.S. Targeted Value ETF$351,633$112 ▲0.0%6,2530.0%ETFVBKVanguard Small-Cap Growth ETF$343,9730.0%1,2170.0%ETFWTVWisdomTree U.S. Value Fund$342,5510.0%3,9180.0%FinanceMDLZMondelez International$327,259$11,499 ▼-3.4%4,8950.0%Consumer StaplesAMERICAN CENTY ETF TR$321,6770.0%5,6510.0%AVANTIS EMERGINGAVGOBroadcom$315,972$315,972 ▲New Holding1,1370.0%Computer and TechnologyWMTWalmart$315,961$46,658 ▲17.3%3,2640.0%Retail/WholesaleILFiShares Latin America 40 ETF$310,712$5,292 ▲1.7%11,9780.0%ETFCOSTCostco Wholesale$310,536$12,775 ▲4.3%3160.0%Retail/WholesaleMCDMcDonald's$304,602$24,895 ▲8.9%1,0400.0%Retail/WholesaleMRKMerck & Co., Inc.$290,358$8,454 ▲3.0%3,4690.0%MedicalINDAiShares MSCI India ETF$289,3890.0%5,1990.0%ETFYUMYum! Brands$287,671$287,671 ▲New Holding1,9070.0%Retail/WholesaleKOCocaCola$277,4610.0%3,9930.0%Consumer StaplesAVIEAvantis Inflation Focused Equity ETF$273,5920.0%4,4470.0%ETFHONHoneywell International$268,786$25,781 ▲10.6%1,1260.0%Multi-Sector ConglomeratesGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$263,994$2,291 ▲0.9%6,4530.0%ETFUDRUnited Dominion Realty Trust$259,466$1,099 ▲0.4%6,3720.0%FinanceVVisa$257,179$31,477 ▲13.9%7190.0%Business ServicesCVXChevron$256,7680.0%1,6780.0%EnergyMMSMaximus$243,593$15,391 ▲6.7%3,3870.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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