Verus Wealth Management, LLC Top Holdings and 13F Report (2025) About Verus Wealth Management, LLCInvestment ActivityVerus Wealth Management, LLC has $107.13 million in total holdings as of September 30, 2025.Verus Wealth Management, LLC owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.43% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Verus Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 18 stocks.Verus Wealth Management, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares National Muni Bond ETF $12,303,216Vanguard S&P 500 ETF $12,128,881Vanguard Intermediate-Term Corporate Bond ETF $7,906,340Vanguard Total Bond Market ETF $6,651,950Vanguard FTSE Developed Markets ETF $6,497,515 Largest New Holdings this Quarter 025072299 - Avantis Responsible International Equity ETF $379,215 Holding931142103 - Walmart $206,223 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 46,075 shares (about $2.31M)SPDR Portfolio Intermediate Term Corporate Bond ETF 12,775 shares (about $432.94K)Vanguard Total Bond Market ETF 5,816 shares (about $432.54K)Avantis Responsible International Equity ETF 5,300 shares (about $379.22K)Vanguard Intermediate-Term Corporate Bond ETF 3,869 shares (about $325.42K) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 6,425 shares (about $423.54K)iShares National Muni Bond ETF 3,044 shares (about $324.16K)Vanguard Russell 1000 Value ETF 2,572 shares (about $229.86K)Avantis Emerging Markets Equity ETF 2,588 shares (about $194.38K)Vanguard Russell 1000 ETF 548 shares (about $165.69K) 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$12,303,216$324,156 ▼-2.6%115,53411.5%ETFVOOVanguard S&P 500 ETF$12,128,881$201,474 ▲1.7%19,80611.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,906,340$325,422 ▲4.3%94,0007.4%ETFBNDVanguard Total Bond Market ETF$6,651,950$432,536 ▲7.0%89,4446.2%ETFVEAVanguard FTSE Developed Markets ETF$6,497,515$150,818 ▼-2.3%108,4376.1%ETFVTEBVanguard Tax-Exempt Bond ETF$4,672,783$2,306,975 ▲97.5%93,3254.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,183,108$178,928 ▲4.5%174,7333.9%ETFVONVVanguard Russell 1000 Value ETF$4,118,551$229,861 ▼-5.3%46,0843.8%ETFIJRiShares Core S&P Small-Cap ETF$3,640,489$34,936 ▲1.0%30,6363.4%ETFAVEMAvantis Emerging Markets Equity ETF$3,589,882$194,385 ▼-5.1%47,7953.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,814,483$61,398 ▲2.2%29,5672.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,556,155$107,745 ▲4.4%31,9802.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,384,195$423,536 ▼-15.1%36,1682.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,854,224$432,945 ▲30.5%54,7131.7%ETFAAPLApple$1,653,389$255 ▲0.0%6,4931.5%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$1,615,702$49,305 ▲3.1%24,1511.5%ETFDFIVDimensional International Value ETF$1,600,9640.0%34,7131.5%ETFDFASDimensional U.S. Small Cap ETF$1,597,788$23,756 ▼-1.5%23,3391.5%ETFVONEVanguard Russell 1000 ETF$1,596,408$165,688 ▼-9.4%5,2801.5%ETFDFATDimensional U.S. Targeted Value ETF$1,568,354$32,016 ▼-2.0%26,9431.5%ETFMSFTMicrosoft$1,522,255$13,467 ▲0.9%2,9391.4%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$1,489,116$70,156 ▼-4.5%16,7261.4%ETFIWFiShares Russell 1000 Growth ETF$1,462,3760.0%3,1221.4%ETFDFUVDimensional US Marketwide Value ETF$1,343,605$6,391 ▼-0.5%30,0651.3%ETFNVDANVIDIA$1,307,553$3,918 ▲0.3%7,0081.2%Computer and TechnologySCHFSchwab International Equity ETF$1,246,365$164,124 ▼-11.6%53,5381.2%ETFIDEViShares Core MSCI International Developed Markets ETF$1,212,090$12,025 ▼-1.0%15,1191.1%ETFIVWiShares S&P 500 Growth ETF$889,4650.0%7,3680.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$772,426$54,937 ▼-6.6%7,7050.7%FinanceVOOVVanguard S&P 500 Value ETF$751,204$6,383 ▼-0.8%3,7660.7%ETFNICNicolet Bankshares$706,1250.0%5,2500.7%FinanceAMZNAmazon.com$678,911$878 ▲0.1%3,0920.6%Retail/WholesaleMETAMeta Platforms$583,098$734 ▼-0.1%7940.5%Computer and TechnologyEFIVSPDR S&P 500 ESG ETF$578,669$36,056 ▼-5.9%9,1000.5%ETFGOOGLAlphabet$565,451$5,105 ▼-0.9%2,3260.5%Computer and TechnologyCEGConstellation Energy$544,159$1,316 ▲0.2%1,6540.5%EnergyAVGOBroadcom$534,7840.0%1,6210.5%Computer and TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$534,4650.0%8,3250.5%ETFWTRGEssential Utilities$404,470$3,431 ▲0.9%10,1370.4%UtilitiesJPMJPMorgan Chase & Co.$401,542$631 ▼-0.2%1,2730.4%FinanceCMFiShares California Muni Bond ETF$389,013$7,415 ▼-1.9%6,8200.4%ETFTSLATesla$388,241$4,892 ▲1.3%8730.4%Auto/Tires/TrucksAVSDAvantis Responsible International Equity ETF$379,215$379,215 ▲New Holding5,3000.4%ETFVZVerizon Communications$351,202$3,428 ▲1.0%7,9910.3%Computer and TechnologyGOOGAlphabet$315,1540.0%1,2940.3%Computer and TechnologyNFLXNetflix$294,935$1,199 ▼-0.4%2460.3%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$289,9120.0%1,4240.3%ETFBRK.BBerkshire Hathaway$288,070$6,033 ▼-2.1%5730.3%FinanceDFSUDimensional US Sustainability Core 1 ETF$280,3190.0%6,6000.3%ETFAVUVAvantis U.S. Small Cap Value ETF$268,930$2,190 ▼-0.8%2,7020.3%ETFVVisa$267,9830.0%7850.3%Business ServicesCOSTCostco Wholesale$259,1760.0%2800.2%Retail/WholesaleLLYEli Lilly and Company$253,316$15,260 ▼-5.7%3320.2%MedicalGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$219,5570.0%5,0150.2%ETFFTSFortis$217,8270.0%4,2930.2%UtilitiesWMTWalmart$206,223$206,223 ▲New Holding2,0010.2%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$0$356,880 ▼-100.0%00.0%ManufacturingShowing 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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