Verus Wealth Management, LLC Top Holdings and 13F Report (2025) About Verus Wealth Management, LLCInvestment ActivityVerus Wealth Management, LLC has $99.44 million in total holdings as of June 30, 2025.Verus Wealth Management, LLC owns shares of 55 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.59% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Verus Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 25 stocks.Verus Wealth Management, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares National Muni Bond ETF $12,389,029Vanguard S&P 500 ETF $11,063,791Vanguard Intermediate-Term Corporate Bond ETF $7,473,663Vanguard FTSE Developed Markets ETF $6,325,459Vanguard Total Bond Market ETF $6,157,530 Largest New Holdings this Quarter 464288356 - iShares California Muni Bond ETF $387,393 Holding025072877 - Avantis U.S. Small Cap Value ETF $248,156 Holding349553107 - Fortis $204,905 Holding33939L407 - FlexShares Morningstar Global Upstream Natural Resources Index Fund $201,152 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 10,530 shares (about $1.10M)Vanguard Russell 1000 ETF 3,430 shares (about $963.35K)Vanguard Intermediate-Term Corporate Bond ETF 9,698 shares (about $804.16K)Dimensional U.S. Small Cap ETF 8,410 shares (about $535.80K)iShares Core U.S. Aggregate Bond ETF 4,729 shares (about $469.12K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 14,005 shares (about $798.42K)Vanguard Tax-Exempt Bond ETF 15,395 shares (about $754.82K)Avantis Emerging Markets Equity ETF 9,371 shares (about $642.29K)Dimensional U.S. Targeted Value ETF 6,325 shares (about $341.30K)iShares Core S&P Small-Cap ETF 3,010 shares (about $328.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVerus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUBiShares National Muni Bond ETF$12,389,029$1,100,174 ▲9.7%118,57812.5%ETFVOOVanguard S&P 500 ETF$11,063,791$52,828 ▲0.5%19,47711.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,473,663$804,158 ▲12.1%90,1317.5%ETFVEAVanguard FTSE Developed Markets ETF$6,325,459$798,421 ▼-11.2%110,9546.4%ETFBNDVanguard Total Bond Market ETF$6,157,530$410,045 ▲7.1%83,6286.2%ETFVONVVanguard Russell 1000 Value ETF$4,146,001$76,349 ▼-1.8%48,6564.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,980,764$222,530 ▲5.9%167,2594.0%ETFAVEMAvantis Emerging Markets Equity ETF$3,453,251$642,288 ▼-15.7%50,3833.5%ETFIJRiShares Core S&P Small-Cap ETF$3,316,089$328,964 ▼-9.0%30,3423.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,678,756$92,342 ▲3.6%28,9222.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,556,858$73,237 ▲2.9%42,5932.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,435,223$95,240 ▲4.1%30,6322.4%ETFVTEBVanguard Tax-Exempt Bond ETF$2,316,668$754,817 ▼-24.6%47,2502.3%ETFVONEVanguard Russell 1000 ETF$1,636,852$963,350 ▲143.0%5,8281.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,530,105$98,809 ▲6.9%23,4141.5%ETFDFASDimensional U.S. Small Cap ETF$1,509,035$535,801 ▲55.1%23,6861.5%ETFDFIVDimensional International Value ETF$1,486,7580.0%34,7131.5%ETFDFATDimensional U.S. Targeted Value ETF$1,483,524$341,297 ▼-18.7%27,4931.5%ETFMSFTMicrosoft$1,448,955$12,933 ▼-0.9%2,9131.5%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,408,278$32,069 ▲2.3%41,9381.4%ETFAVDVAvantis International Small Cap Value ETF$1,388,510$111,547 ▼-7.4%17,5141.4%ETFSCHFSchwab International Equity ETF$1,338,995$9,724 ▼-0.7%60,5881.3%ETFAAPLApple$1,332,025$22,365 ▼-1.7%6,4921.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,325,5390.0%3,1221.3%ETFDFUVDimensional US Marketwide Value ETF$1,277,1940.0%30,2081.3%ETFIDEViShares Core MSCI International Developed Markets ETF$1,161,055$216,790 ▲23.0%15,2691.2%ETFNVDANVIDIA$1,103,876$14,693 ▲1.3%6,9871.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$818,698$469,117 ▲134.2%8,2530.8%FinanceIVWiShares S&P 500 Growth ETF$811,2170.0%7,3680.8%ETFVOOVVanguard S&P 500 Value ETF$716,721$30,005 ▲4.4%3,7980.7%ETFAMZNAmazon.com$677,477$57,700 ▼-7.8%3,0880.7%Retail/WholesaleNICNicolet Bankshares$648,2700.0%5,2500.7%FinanceMETAMeta Platforms$586,782$8,119 ▲1.4%7950.6%Computer and TechnologyEFIVSPDR S&P 500 ESG ETF$566,003$13,642 ▼-2.4%9,6670.6%ETFCEGConstellation Energy$532,433$2,259 ▼-0.4%1,6500.5%EnergyVCEBVanguard ESG U.S. Corporate Bond ETF$527,805$247,577 ▲88.3%8,3250.5%ETFAVGOBroadcom$446,829$19,571 ▲4.6%1,6210.4%Computer and TechnologyGOOGLAlphabet$413,612$44,939 ▼-9.8%2,3470.4%Computer and TechnologyCMFiShares California Muni Bond ETF$387,393$387,393 ▲New Holding6,9500.4%ETFWTRGEssential Utilities$373,287$3,120 ▲0.8%10,0510.4%UtilitiesJPMJPMorgan Chase & Co.$369,6350.0%1,2750.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$356,8800.0%4,0000.4%ManufacturingVZVerizon Communications$342,384$8,654 ▲2.6%7,9130.3%Computer and TechnologyNFLXNetflix$330,7660.0%2470.3%Consumer DiscretionaryBRK.BBerkshire Hathaway$284,175$1,943 ▲0.7%5850.3%FinanceVVisa$278,714$1,065 ▲0.4%7850.3%Business ServicesCOSTCostco Wholesale$277,183$6,930 ▲2.6%2800.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$276,5840.0%1,4240.3%ETFLLYEli Lilly and Company$274,395$3,898 ▲1.4%3520.3%MedicalTSLATesla$273,823$5,083 ▼-1.8%8620.3%Auto/Tires/TrucksDFSUDimensional US Sustainability Core 1 ETF$259,0500.0%6,6000.3%ETFAVUVAvantis U.S. Small Cap Value ETF$248,156$248,156 ▲New Holding2,7240.2%ETFGOOGAlphabet$229,543$6,741 ▼-2.9%1,2940.2%Computer and TechnologyFTSFortis$204,905$204,905 ▲New Holding4,2930.2%UtilitiesGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$201,152$201,152 ▲New Holding5,0150.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$0$663,936 ▼-100.0%00.0%ETFEXCExelon$0$203,904 ▼-100.0%00.0%UtilitiesShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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