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

About Verus Financial Partners, Inc.

Investment Activity

  • Verus Financial Partners, Inc. has $1.18 billion in total holdings as of September 30, 2026.
  • Verus Financial Partners, Inc. owns shares of 132 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 2.70% of the portfolio was purchased this quarter.
  • About 1.20% of the portfolio was sold this quarter.
  • This quarter, Verus Financial Partners, Inc. has purchased 127 new stocks and bought additional shares in 76 stocks.
  • Verus Financial Partners, Inc. sold shares of 27 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

464287226 - iShares Core U.S. Aggregate Bond ETF
$4,782,147 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,510,690 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF
$1,320,745 Holding
808524649 - Schwab Municipal Bond ETF
$1,176,350 Holding
464288414 - iShares National Muni Bond ETF
$856,418 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
50,583 shares (about $4.78M)
Dimensional US Marketwide Value ETF
75,296 shares (about $4.14M)
Apple
10,156 shares (about $3.38M)
Dimensional Core Fixed Income ETF
43,766 shares (about $1.76M)
Vanguard Total Stock Market ETF
4,300 shares (about $1.61M)

Largest Sales this Quarter

Avantis U.S. Large Cap Value ETF
42,131 shares (about $3.81M)
Vanguard Total Bond Market ETF
38,748 shares (about $2.72M)
Avantis Short-Term Fixed Income ETF
28,282 shares (about $1.29M)
Vanguard Small-Cap Value ETF
4,806 shares (about $1.11M)
Vanguard FTSE All-World ex-US ETF
7,142 shares (about $592.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofVerus Financial Partners, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$295,105,072$1,609,232 ▲0.5%788,54525.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$125,606,365$2,718,172 ▼-2.1%1,790,54010.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$86,932,423$199,741 ▼-0.2%1,023,2167.4%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$60,723,004$553,942 ▼-0.9%1,541,5845.2%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$60,670,391$1,290,081 ▼-2.1%1,330,0565.2%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$56,776,175$121,393 ▼-0.2%201,1134.8%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$52,754,614$592,571 ▼-1.1%635,8284.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$52,487,516$979,019 ▲1.9%720,3894.5%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$49,984,592$4,141,279 ▲9.0%908,8114.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$47,703,712$391,634 ▼-0.8%853,9874.1%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$36,364,121$66,629 ▼-0.2%47,4823.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$29,468,729$1,110,327 ▼-3.6%127,5542.5%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$24,779,870$39,056 ▲0.2%70,4272.1%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$14,922,531$804,649 ▲5.7%303,1801.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$14,161,130$127,572 ▲0.9%149,0801.2%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$14,070,490$3,810,332 ▼-21.3%155,5781.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$9,516,498$762,779 ▲8.7%200,9400.8%ETF
VANGUARD MUN BD FDS
$9,460,615$949,232 ▲11.2%132,1870.8%CORE TAX EXEMPT
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,779,602$16,625 ▼-0.2%111,9560.7%ETF
Apple Inc. stock logo
AAPL
Apple
$7,539,788$3,382,098 ▲81.3%22,6410.6%Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$6,672,079$62,197 ▼-0.9%43,8750.6%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$5,339,609$354,108 ▲7.1%116,0030.5%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,094,605$4,771 ▼-0.1%26,6980.4%Consumer Staples
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$4,782,147$4,782,147 ▲New Holding50,5830.4%ETF
VANGUARD MUN BD FDS
$4,596,905$1,028,590 ▲28.8%48,2130.4%INTERMEDIATE TRM
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,078,513$5,252 ▼-0.1%56,6850.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,999,500$516,494 ▲14.8%5,7070.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,759,054$2,288 ▲0.1%4,9290.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$3,673,433$10,438 ▼-0.3%54,5510.3%Consumer Staples
Microsoft Corporation stock logo
MSFT
Microsoft
$3,529,143$709,316 ▲25.2%6,8810.3%Technology
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$3,133,572$1,755,892 ▲127.5%78,1050.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,611,749$63,613 ▲2.5%16,5460.2%ETF
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$2,482,859$125,821 ▼-4.8%7,4000.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,355,5740.0%30,1610.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,281,832$248 ▲0.0%9,2040.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,247,589$41,411 ▲1.9%69,0930.2%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$2,036,403$853 ▲0.0%4,7720.2%Healthcare
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,769,679$54,771 ▲3.2%29,2410.2%Utilities
EXXONMOBIL HOLDINGS CORP
$1,510,690$1,510,690 ▲New Holding9,2820.1%COM SHS
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,409,259$69,519 ▲5.2%28,4410.1%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,325,807$982,284 ▲285.9%28,5290.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,320,745$1,320,745 ▲New Holding23,3100.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,254,041$2,639 ▲0.2%5,7020.1%Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,218,626$4,984 ▲0.4%9780.1%Industrials
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,199,162$35,786 ▲3.1%3,4850.1%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,189,841$10,855 ▲0.9%4,4940.1%Healthcare
Schwab Municipal Bond ETF stock logo
SCMB
Schwab Municipal Bond ETF
$1,176,350$1,176,350 ▲New Holding48,6900.1%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,160,337$201,457 ▼-14.8%20,1590.1%ETF
AVIV
Avantis International Large Cap Value ETF
$1,134,797$3,743 ▲0.3%14,2510.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,125,8370.0%8,9880.1%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,100,053$2,787 ▲0.3%14,2090.1%ETF
VANGUARD INSTL INDEX FD
$1,084,102$91,926 ▲9.3%14,3170.1%0 3 MO TR BI ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,077,820$97,298 ▲9.9%4,7190.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,072,086$16,432 ▲1.6%2,1530.1%Finance
Brandywine Realty Trust stock logo
BDN
Brandywine Realty Trust
$1,063,770$301,003 ▲39.5%379,9180.1%Real Estate
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$977,693$12,242 ▼-1.2%2,9550.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$952,999$83,964 ▲9.7%3,8250.1%Consumer Discretionary
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$913,961$15,645 ▲1.7%3,2130.1%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$875,846$4,049 ▲0.5%4,7590.1%Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$856,418$856,418 ▲New Holding8,4710.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$808,535$29,006 ▲3.7%1,1150.1%Communication Services
FIDELITY WISE ORIGIN BITCOIN
$758,8700.0%10,4470.1%SHS
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$748,593$748,593 ▲New Holding16,0470.1%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$688,108$80,474 ▼-10.5%1,7700.1%Healthcare
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$671,521$8,344 ▼-1.2%2,1730.1%Industrials
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$654,460$4,069 ▲0.6%15,1180.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$651,336$87,920 ▲15.6%4,4820.1%Healthcare
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$637,537$9,477 ▼-1.5%6,9290.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$614,522$2,186 ▲0.4%1,9680.1%Industrials
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$600,448$3,615 ▲0.6%3,4880.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$600,419$1,524 ▲0.3%11,0310.1%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$597,821$4,738 ▼-0.8%16,1490.1%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$564,8870.0%16,3740.0%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$549,798$1,843 ▲0.3%2,9830.0%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$540,384$8,114 ▲1.5%6660.0%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$535,738$9,156 ▲1.7%2,0480.0%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$532,555$25,563 ▲5.0%5000.0%Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$522,5120.0%1,3720.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$517,317$216 ▲0.0%2,3940.0%ETF
CSX Corporation stock logo
CSX
CSX
$511,052$281,479 ▲122.6%10,9880.0%Industrials
Broadcom Inc. stock logo
AVGO
Broadcom
$495,880$8,780 ▼-1.7%1,4120.0%Technology
Southern Company (The) stock logo
SO
Southern
$487,503$2,238 ▲0.5%5,8810.0%Utilities
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$482,513$2,778 ▲0.6%3,6470.0%Consumer Discretionary
AMERICAN CENTY ETF TR
$464,3160.0%5,6510.0%AVAN EMER EX ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$451,146$29,304 ▲6.9%1,3240.0%Communication Services
McKesson Corporation stock logo
MCK
McKesson
$434,589$4,269 ▲1.0%5090.0%Healthcare
GE VERNOVA INC
$428,671$4,752 ▲1.1%4510.0%COM
Capital One Financial Corporation stock logo
COF
Capital One Financial
$420,533$5,213 ▲1.3%2,1780.0%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$416,418$332 ▲0.1%5,0150.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$411,1390.0%1,2170.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$409,0930.0%5530.0%ETF
WTV
WisdomTree U.S. Value Fund
$401,3600.0%3,9180.0%ETF
WALMART INC
$399,711$63,708 ▲19.0%3,8460.0%COM
Chevron Corporation stock logo
CVX
Chevron
$386,570$7,760 ▲2.0%1,8930.0%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$385,783$3,162 ▲0.8%9760.0%Energy
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$385,2500.0%25,0000.0%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$385,175$17,902 ▲4.9%3,3780.0%Utilities
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$381,496$17,341 ▲4.8%3300.0%Healthcare
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$377,2460.0%5,6780.0%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$365,149$1,503 ▲0.4%6,3150.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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