Verus Financial Partners, Inc. Top Holdings and 13F Report (2026)

About Verus Financial Partners, Inc.

Investment Activity

Verus Financial Partners, Inc. has $1.17 billion in total holdings as of June 30, 2026.
Verus Financial Partners, Inc. owns shares of 127 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 2.74% of the portfolio was purchased this quarter.
About 0.80% of the portfolio was sold this quarter.
This quarter, Verus Financial Partners, Inc. has purchased 121 new stocks and bought additional shares in 55 stocks.
Verus Financial Partners, Inc. sold shares of 39 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $290,202,076
Vanguard Total Bond Market ETF: $134,288,051
Vanguard Total International Stock ETF: $87,675,737
Avantis Core Fixed Income ETF: $64,419,362
Avantis Short-Term Fixed Income ETF: $63,255,239

Largest New Holdings this Quarter

458140100 - Intel: $395,711 Holding
958102105 - Western Digital: $248,462 Holding
143130102 - CarMax: $248,371 Holding
512807306 - LAM RESEARCH CORP: $216,665 Holding
874039100 - Taiwan Semiconductor Manufacturing: $215,862 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 83,960 shares (about $6.76M)
Dimensional US Marketwide Value ETF: 82,174 shares (about $4.52M)
Vanguard Total Stock Market ETF: 10,381 shares (about $3.84M)
Vanguard Total Bond Market ETF: 46,348 shares (about $3.40M)
Vanguard Intermediate-Term Bond ETF: 34,984 shares (about $2.68M)

Largest Sales this Quarter

Avantis U.S. Large Cap Value ETF: 59,664 shares (about $5.44M)
Vanguard Small-Cap Value ETF: 2,311 shares (about $561.55K)
Caterpillar: 354 shares (about $377.26K)
Dimensional Core Fixed Income ETF: 7,829 shares (about $330.46K)
iShares Select Dividend ETF: 1,524 shares (about $238.20K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$290,202,076	$3,841,386 â–²	1.3%	784,245	24.8%	ETF
BND Vanguard Total Bond Market ETF	$134,288,051	$3,402,407 â–²	2.6%	1,829,288	11.5%	ETF
VXUS Vanguard Total International Stock ETF	$87,675,737	$1,278,760 â–²	1.5%	1,025,567	7.5%	ETF
AVIG Avantis Core Fixed Income ETF	$64,419,362	$998,644 â–²	1.6%	1,555,647	5.5%	ETF
AVSF Avantis Short-Term Fixed Income ETF	$63,255,239	$113,254 â–²	0.2%	1,358,338	5.4%	ETF
MGC Vanguard Mega Cap ETF	$55,148,290	$67,313 â–¼	-0.1%	201,543	4.7%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$54,223,227	$2,683,273 â–²	5.2%	706,952	4.6%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$53,848,748	$67,419 â–¼	-0.1%	642,970	4.6%	ETF
DFIV Dimensional International Value ETF	$46,511,122	$770,379 â–²	1.7%	860,998	4.0%	ETF
DFUV Dimensional US Marketwide Value ETF	$45,851,642	$4,520,390 â–²	10.9%	833,515	3.9%	ETF
IVV iShares Core S&P 500 ETF	$35,624,178	$219,426 â–¼	-0.6%	47,569	3.0%	ETF
VBR Vanguard Small-Cap Value ETF	$32,162,160	$561,550 â–¼	-1.7%	132,360	2.8%	ETF
VV Vanguard Large-Cap ETF	$24,182,217	$23,386 â–¼	-0.1%	70,316	2.1%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$18,033,058	$5,441,960 â–¼	-23.2%	197,709	1.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$14,407,579	$118,041 â–²	0.8%	286,832	1.2%	Manufacturing
IXUS iShares Core MSCI Total International Stock ETF	$14,100,013	$93,054 â–²	0.7%	147,737	1.2%	Manufacturing
VTEB Vanguard Tax-Exempt Bond ETF	$9,348,926	$44,055 â–²	0.5%	184,834	0.8%	ETF
VANGUARD MUN BD FDS	$9,085,818	$1,638,097 â–²	22.0%	118,924	0.8%	CORE TAX EXEMPT
VO Vanguard Mid-Cap ETF	$9,037,344	$6,764,633 â–²	297.6%	112,168	0.8%	ETF
DVY iShares Select Dividend ETF	$6,921,537	$238,199 â–¼	-3.3%	44,284	0.6%	ETF
DFNM Dimensional National Municipal Bond ETF	$5,235,154	$605,395 â–²	13.1%	108,310	0.4%	ETF
PM Philip Morris International	$4,834,396	$121,208 â–²	2.6%	26,723	0.4%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$4,376,607	$23,133 â–¼	-0.5%	56,758	0.4%	ETF
MO Altria Group	$3,936,094	$3,094 â–¼	-0.1%	54,706	0.3%	Consumer Staples
VANGUARD MUN BD FDS	$3,778,839	$849,065 â–²	29.0%	37,425	0.3%	INTERMEDIATE TRM
SPY SPDR S&P 500 ETF Trust	$3,678,808	$5,975 â–¼	-0.2%	4,926	0.3%	Finance
AAPL Apple	$3,612,650	$52,085 â–¼	-1.4%	12,485	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$3,413,147	$2,060 â–²	0.1%	4,970	0.3%	ETF
VTHR Vanguard Russell 3000 ETF	$2,576,923	$19,223 â–¼	-0.7%	7,775	0.2%	ETF
VT Vanguard Total World Stock ETF	$2,533,575	$20,246 â–¼	-0.8%	16,143	0.2%	ETF
IAU iShares Gold Trust	$2,277,457		0.0%	30,161	0.2%	Finance
IWD iShares Russell 1000 Value ETF	$2,230,965	$242 â–²	0.0%	9,203	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$2,150,571	$188,167 â–¼	-8.0%	67,820	0.2%	ETF
MSFT Microsoft	$2,050,726	$193,584 â–²	10.4%	5,498	0.2%	Computer and Technology
D Dominion Energy	$1,935,065	$102,230 â–²	5.6%	28,336	0.2%	Utilities
HCA HCA Healthcare	$1,859,775		0.0%	4,770	0.2%	Medical
IBM International Business Machines	$1,600,085		0.0%	5,690	0.1%	Computer and Technology
DFCF Dimensional Core Fixed Income ETF	$1,449,449	$330,462 â–¼	-18.6%	34,339	0.1%	ETF
VGSH Vanguard Short-Term Treasury ETF	$1,376,934	$176,402 â–¼	-11.4%	23,659	0.1%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,345,943	$10,454 â–¼	-0.8%	27,038	0.1%	ETF
GWW W.W. Grainger	$1,325,513	$2,722 â–²	0.2%	974	0.1%	Industrials
XOM ExxonMobil	$1,311,769	$96,793 â–¼	-6.9%	9,595	0.1%	Energy
GOOGL Alphabet	$1,208,258	$5,003 â–²	0.4%	3,381	0.1%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$1,166,978	$3,458 â–²	0.3%	14,173	0.1%	ETF
JNJ Johnson & Johnson	$1,131,024	$118,868 â–¼	-9.5%	4,453	0.1%	Medical
IWF iShares Russell 1000 Growth ETF	$1,116,040	$835,788 â–²	298.2%	8,988	0.1%	ETF
AVIV Avantis International Large Cap Value ETF	$1,099,649	$12,310 â–²	1.1%	14,204	0.1%	ETF
BRK.B Berkshire Hathaway	$1,060,827		0.0%	2,120	0.1%	Finance
VANGUARD INSTL INDEX FD	$991,655	$2,952 â–¼	-0.3%	13,103	0.1%	0 3 MO TR BI ETF
JPM JPMorgan Chase & Co.	$979,323	$12,765 â–¼	-1.3%	2,992	0.1%	Finance
VB Vanguard Small-Cap ETF	$957,116	$16,972 â–¼	-1.7%	3,158	0.1%	ETF
QCOM Qualcomm	$875,350	$29,751 â–¼	-3.3%	4,737	0.1%	Computer and Technology
BDN Brandywine Realty Trust	$863,562	$37,162 â–²	4.5%	272,417	0.1%	Finance
NVDA NVIDIA	$859,070	$13,808 â–²	1.6%	4,293	0.1%	Computer and Technology
AMZN Amazon.com	$831,330	$6,674 â–²	0.8%	3,488	0.1%	Retail/Wholesale
ELV Elevance Health	$764,432	$57,226 â–¼	-7.0%	1,977	0.1%	Medical
GE GE Aerospace	$732,795	$50,074 â–¼	-6.4%	1,961	0.1%	Aerospace
CAT Caterpillar	$699,097	$377,257 â–¼	-35.0%	656	0.1%	Industrials
NSC Norfolk Southern	$692,163	$11,956 â–¼	-1.7%	2,200	0.1%	Transportation
LOW Lowe's Companies	$655,554	$3,087 â–¼	-0.5%	2,973	0.1%	Retail/Wholesale
BAC Bank of America	$626,952	$456 â–²	0.1%	11,003	0.1%	Finance
META Meta Platforms	$605,464		0.0%	1,075	0.1%	Computer and Technology
DISV Dimensional International Small Cap Value ETF	$602,915	$8,788 â–²	1.5%	15,024	0.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$599,628	$3,942 â–¼	-0.7%	16,277	0.1%	ETF
SO Southern	$560,317	$9,189 â–¼	-1.6%	5,854	0.0%	Utilities
NDAQ Nasdaq	$554,262		0.0%	7,032	0.0%	Finance
ILF iShares Latin America 40 ETF	$552,607	$5,737 â–²	1.0%	16,374	0.0%	ETF
MU Micron Technology	$549,442		0.0%	476	0.0%	Computer and Technology
TJX TJX Companies	$549,314		0.0%	3,626	0.0%	Retail/Wholesale
AVGO Broadcom	$542,827	$4,911 â–²	0.9%	1,437	0.0%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN	$533,319		0.0%	10,447	0.0%	SHS
GE VERNOVA INC	$523,988	$39,945 â–¼	-7.1%	446	0.0%	COM
VTV Vanguard Value ETF	$521,533	$218 â–²	0.0%	2,393	0.0%	ETF
VDE Vanguard Energy ETF	$520,462	$3,603 â–²	0.7%	3,467	0.0%	ETF
ABBV AbbVie	$506,542	$1,258 â–²	0.2%	2,013	0.0%	Medical
GLD SPDR Gold Shares	$505,417		0.0%	1,372	0.0%	Finance
MRK Merck & Co., Inc.	$498,166	$899 â–²	0.2%	3,877	0.0%	Medical
AMERICAN CENTY ETF TR	$483,998		0.0%	5,651	0.0%	AVAN EMER EX ETF
GLW Corning	$450,917	$511 â–²	0.1%	1,765	0.0%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$445,057		0.0%	1,217	0.0%	ETF
GOOG Alphabet	$437,427	$6,713 â–²	1.6%	1,238	0.0%	Computer and Technology
COF Capital One Financial	$431,629	$8,829 â–¼	-2.0%	2,151	0.0%	Finance
DFUS Dimensional U.S. Equity ETF	$410,591	$410 â–²	0.1%	5,011	0.0%	ETF
DUK Duke Energy	$407,660	$37,969 â–¼	-8.5%	3,221	0.0%	Utilities
HD Home Depot	$407,292	$2,116 â–²	0.5%	1,155	0.0%	Retail/Wholesale
QQQ Invesco QQQ	$407,229	$9,573 â–¼	-2.3%	553	0.0%	Finance
WTV WisdomTree U.S. Value Fund	$398,539		0.0%	3,918	0.0%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$396,892		0.0%	5,678	0.0%	ETF
INTC Intel	$395,711	$395,711 â–²	New Holding	2,834	0.0%	Computer and Technology
MCK McKesson	$380,822	$15,112 â–¼	-3.8%	504	0.0%	Medical
LLY Eli Lilly and Company	$377,439	$2,396 â–²	0.6%	315	0.0%	Medical
WALMART INC	$366,160	$1,925 â–²	0.5%	3,233	0.0%	COM
MDLZ Mondelez International	$363,759	$38,406 â–²	11.8%	6,289	0.0%	Consumer Staples
PPLT abrdn Physical Platinum Shares ETF	$353,250	$317,925 â–²	900.0%	25,000	0.0%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$352,987	$812 â–²	0.2%	7,392	0.0%	ETF
PEP PepsiCo	$345,337	$406 â–²	0.1%	2,550	0.0%	Consumer Staples
VGT Vanguard Information Technology ETF	$331,044	$289,693 â–²	700.6%	2,770	0.0%	ETF
AVIE Avantis Inflation Focused Equity ETF	$330,638		0.0%	4,447	0.0%	ETF
VZ Verizon Communications	$328,437	$339 â–²	0.1%	7,757	0.0%	Computer and Technology
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund	$326,258	$2,267 â–²	0.7%	6,620	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Verus Financial Partners, Inc. Top Holdings and 13F Report (2026)

About Verus Financial Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Verus Financial Partners, Inc. Top Holdings and 13F Report (2026)

About Verus Financial Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerus Financial Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools