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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 $1.11 billion in total holdings as of March 31, 2026.
  • Verus Financial Partners, Inc. owns shares of 121 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 2.94% of the portfolio was purchased this quarter.
  • About 1.65% of the portfolio was sold this quarter.
  • This quarter, Verus Financial Partners, Inc. has purchased 115 new stocks and bought additional shares in 49 stocks.
  • Verus Financial Partners, Inc. sold shares of 33 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

922907738 - VANGUARD MUN BD FDS
$2,919,849 Holding
219350105 - Corning
$292,842 Holding
171779309 - Ciena
$262,440 Holding
443201108 - Howmet Aerospace
$226,802 Holding
56585A102 - Marathon Petroleum
$219,000 Holding

Largest Purchases this Quarter

Dimensional US Marketwide Value ETF
153,800 shares (about $7.76M)
Vanguard Intermediate-Term Bond ETF
72,355 shares (about $5.59M)
Vanguard Total Bond Market ETF
71,054 shares (about $5.24M)
Vanguard Total Stock Market ETF
10,035 shares (about $3.47M)
VANGUARD MUN BD FDS
29,016 shares (about $2.92M)

Largest Sales this Quarter

Avantis U.S. Large Cap Value ETF
153,224 shares (about $12.96M)
iShares Select Dividend ETF
8,386 shares (about $1.28M)
Vanguard Small-Cap Value ETF
3,149 shares (about $718.79K)
Vanguard Total International Stock ETF
6,298 shares (about $520.40K)
Schwab US Dividend Equity ETF
15,869 shares (about $488.92K)

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
$267,780,264$3,472,412 1.3%773,86424.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$131,527,459$5,241,653 4.2%1,782,94011.8%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$83,506,658$520,404 -0.6%1,010,6097.5%ETF
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$63,849,540$2,386,378 3.9%1,531,5315.7%ETF
AVSF
Avantis Short-Term Fixed Income ETF
$63,439,443$622,648 1.0%1,355,9065.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$51,956,579$5,594,490 12.1%671,9684.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$51,830,337$284,925 -0.5%643,7754.6%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$51,742,775$38,976 0.1%201,7894.6%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$46,841,489$275,604 -0.6%846,7374.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$37,927,675$7,763,820 25.7%751,3413.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$33,730,440$6,343 0.0%47,8623.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$30,739,908$718,789 -2.3%134,6712.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$22,703,066$26,450 0.1%70,3842.0%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$21,776,362$12,964,302 -37.3%257,3732.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$14,266,754$351,401 2.5%284,4821.3%Manufacturing
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$13,632,695$200,642 -1.5%146,7621.2%Manufacturing
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$9,251,521$66,484 0.7%183,9630.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$8,540,204$155,012 -1.8%28,2080.8%ETF
VANGUARD MUN BD FDS
$7,386,295$589,643 8.7%97,4830.7%CORE TAX EXEMPT
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,003,108$1,282,048 -15.5%45,8080.6%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$4,628,320$110,121 2.4%95,7850.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,079,088$63,197 -1.5%57,0580.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,070,467$3,750 -0.1%26,0530.4%Consumer Staples
Altria Group, Inc. stock logo
MO
Altria Group
$3,555,392$6,039 -0.2%54,7490.3%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,461,696$2,806 0.1%4,9340.3%Finance
Apple Inc. stock logo
AAPL
Apple
$3,335,929$29,237 0.9%12,6650.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,203,100$1,935 0.1%4,9670.3%ETF
VANGUARD MUN BD FDS
$2,919,849$2,919,849 New Holding29,0160.3%INTERMEDIATE TRM
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,719,3160.0%30,1610.2%Finance
Vanguard Russell 3000 ETF stock logo
VTHR
Vanguard Russell 3000 ETF
$2,427,869$310 0.0%7,8330.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,421,178$744 0.0%16,2720.2%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$2,303,7670.0%4,7700.2%Medical
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,272,362$488,924 -17.7%73,7540.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,092,318$212,636 11.3%4,9790.2%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,069,818$225 0.0%9,2020.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$1,793,401$17,990 -1.0%42,1680.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,676,8930.0%26,8390.2%Utilities
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,565,796$456 0.0%10,3030.1%Energy
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,560,949$224,814 -12.6%26,6900.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,428,1900.0%5,6900.1%Computer and Technology
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$1,355,710$14,578 1.1%27,2480.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,154,259$53,245 4.8%4,9210.1%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,131,322$217,730 23.8%3,3670.1%Computer and Technology
AVIV
Avantis International Large Cap Value ETF
$1,104,252$1,415 0.1%14,0450.1%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,102,221$124,737 -10.2%9720.1%Industrials
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$1,066,623$2,491 0.2%14,1310.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,059,0520.0%2,2570.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,007,254$17,579 -1.7%2,1200.1%Finance
VANGUARD INSTL INDEX FD
$992,856$103,275 -9.4%13,1420.1%0-3 MO TREAS BIL
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$939,576$34,719 3.8%3,0310.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$898,402$24,319 -2.6%3,2140.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$863,962$257,441 42.4%3,4600.1%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$837,870$296,349 54.7%4,2240.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$780,766$41,744 -5.1%1,0100.1%Industrials
Brandywine Realty Trust stock logo
BDN
Brandywine Realty Trust
$737,764$20,786 2.9%260,6940.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$727,482$219,260 43.1%1,0750.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$724,096$39,999 -5.2%2,9870.1%Retail/Wholesale
FIDELITY WISE ORIGIN BITCOIN
$685,6370.0%10,4470.1%SHS
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$677,349$9,685 -1.4%2,2380.1%Transportation
Elevance Health, Inc. stock logo
ELV
Elevance Health
$671,0980.0%2,1250.1%Medical
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$658,634$81,489 -11.0%4,8980.1%Computer and Technology
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$624,9340.0%7,0320.1%Finance
GE Aerospace stock logo
GE
GE Aerospace
$624,8780.0%2,0950.1%Aerospace
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$615,901$250 0.0%14,8050.1%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$614,7880.0%16,2040.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$603,790$19,364 -3.1%1,3720.1%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$596,882$146 0.0%16,3840.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$588,3440.0%10,9950.1%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$570,9970.0%3,6260.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$567,421$125,120 28.3%1,4240.1%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$564,6860.0%5,9500.1%Utilities
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$554,137$3,058 0.6%3,4430.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$484,590$203 0.0%2,3920.0%ETF
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$475,7250.0%2,5000.0%ETF
GE VERNOVA INC
$469,5940.0%4800.0%COM
McKesson Corporation stock logo
MCK
McKesson
$454,4860.0%5240.0%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$452,967$257 0.1%3,5210.0%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$446,804$115 0.0%3,8700.0%Medical
Capital One Financial Corporation stock logo
COF
Capital One Financial
$440,502$401 0.1%2,1950.0%Finance
AMERICAN CENTY ETF TR
$423,0890.0%5,6510.0%AVANTIS EMERGING
AbbVie Inc. stock logo
ABBV
AbbVie
$419,697$6,479 -1.5%2,0080.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$405,649$5,657 -1.4%1,2190.0%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$403,4720.0%2,5470.0%Consumer Staples
WALMART INC
$401,438$250 0.1%3,2160.0%COM
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$401,0990.0%1,2170.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$387,456$2,023 0.5%1,1490.0%Retail/Wholesale
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$382,679$13,072 -3.3%5,0060.0%ETF
WTV
WisdomTree U.S. Value Fund
$381,7700.0%3,9180.0%Finance
Visa Inc. stock logo
V
Visa
$375,554$147,134 64.4%1,1920.0%Business Services
McDonald's Corporation stock logo
MCD
McDonald's
$375,105$5,525 -1.5%1,2220.0%Retail/Wholesale
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$369,4670.0%5,6780.0%ETF
ISHARES BITCOIN TRUST ETF
$367,350$12,819 -3.4%8,5970.0%SHS BEN INT
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$365,245$1,333 0.4%6,5740.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$362,565$55,881 18.2%1,9270.0%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$362,506$1,921 -0.5%5660.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$362,504$18,338 -4.8%7,7490.0%Computer and Technology
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$354,594$240 0.1%7,3750.0%ETF
AVIE
Avantis Inflation Focused Equity ETF
$321,5870.0%4,4470.0%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$321,022$228 0.1%5,6250.0%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$311,0250.0%3150.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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