Verus Wealth Management, LLC Top Holdings and 13F Report (2026) About Verus Wealth Management, LLCInvestment ActivityVerus Wealth Management, LLC has $107.72 million in total holdings as of March 31, 2026.Verus Wealth Management, LLC owns shares of 49 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Verus Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 21 stocks.Verus Wealth Management, LLC sold shares of 19 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares National Muni Bond ETF $13,351,335Vanguard S&P 500 ETF $12,793,202Vanguard Intermediate-Term Corporate Bond ETF $8,736,954Vanguard Total Bond Market ETF $7,147,149Vanguard Tax-Exempt Bond ETF $4,667,459 Largest Purchases this Quarter iShares National Muni Bond ETF 8,562 shares (about $908.86K)Vanguard Intermediate-Term Corporate Bond ETF 6,571 shares (about $543.75K)Franklin Dynamic Municipal Bond ETF 13,213 shares (about $327.55K)Vanguard Total Bond Market ETF 4,327 shares (about $318.64K)Vanguard S&P 500 ETF 428 shares (about $255.76K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 13,165 shares (about $656.80K)SPDR Portfolio High Yield Bond ETF 7,848 shares (about $183.02K)SPDR Portfolio Intermediate Term Corporate Bond ETF 1,615 shares (about $54.17K)Dimensional International Value ETF 1,000 shares (about $52.78K)Avantis International Small Cap Value ETF 449 shares (about $44.84K) 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$13,351,335$908,856 ▲7.3%125,77812.4%ETFVOOVanguard S&P 500 ETF$12,793,202$255,756 ▲2.0%21,40911.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,736,954$543,748 ▲6.6%105,5838.1%ETFBNDVanguard Total Bond Market ETF$7,147,149$318,641 ▲4.7%97,0556.6%ETFVTEBVanguard Tax-Exempt Bond ETF$4,667,459$656,802 ▼-12.3%93,5554.3%ETFVONVVanguard Russell 1000 Value ETF$4,181,767$141,923 ▲3.5%44,6103.9%ETFAVDEAvantis International Equity ETF$4,019,380$38,602 ▲1.0%47,3763.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$3,953,533$183,015 ▼-4.4%169,5343.7%ETFIJRiShares Core S&P Small-Cap ETF$3,839,080$40,898 ▼-1.1%30,8833.6%ETFVEAVanguard FTSE Developed Markets ETF$3,719,716$33,386 ▲0.9%58,0483.5%ETFAVEMAvantis Emerging Markets Equity ETF$3,629,243$18,453 ▼-0.5%45,0393.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,920,501$43,361 ▲1.5%36,8422.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,903,940$88,576 ▲3.1%30,9162.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,450,527$2,232 ▼-0.1%35,1332.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,195,730$54,167 ▼-2.4%65,4662.0%ETFVONEVanguard Russell 1000 ETF$1,702,842$202,157 ▲13.5%5,7701.6%ETFDFIVDimensional International Value ETF$1,647,211$52,780 ▼-3.1%31,2091.5%ETFDFATDimensional U.S. Targeted Value ETF$1,630,759$13,864 ▼-0.8%26,1131.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,612,164$27,787 ▲1.8%24,5421.5%ETFAVDVAvantis International Small Cap Value ETF$1,538,044$44,837 ▼-2.8%15,4021.4%ETFDFASDimensional U.S. Small Cap ETF$1,504,044$13,870 ▲0.9%21,1451.4%ETFDFUVDimensional US Marketwide Value ETF$1,442,412$14,538 ▼-1.0%29,7651.3%ETFIWFiShares Russell 1000 Growth ETF$1,331,2210.0%3,1221.2%ETFSCHFSchwab International Equity ETF$1,322,096$1,980 ▼-0.1%53,4181.2%ETFNVDANVIDIA$1,218,707$1,918 ▼-0.2%6,9881.1%Computer and TechnologyAAPLApple$1,193,067$5,837 ▲0.5%4,7011.1%Computer and TechnologyMSFTMicrosoft$909,508$4,442 ▲0.5%2,4570.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$833,3940.0%7,3680.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$799,818$10,523 ▲1.3%8,0570.7%FinanceVOOVVanguard S&P 500 Value ETF$725,085$5,502 ▲0.8%3,5580.7%ETFIDEViShares Core MSCI International Developed Markets ETF$665,217$34,932 ▼-5.0%7,9600.6%ETFAMZNAmazon.com$591,070$10,622 ▲1.8%2,8380.5%Retail/WholesaleGOOGLAlphabet$588,635$1,438 ▼-0.2%2,0470.5%Computer and TechnologyEFIVSPDR S&P 500 ESG ETF$564,5700.0%8,9500.5%ETFFLMIFranklin Dynamic Municipal Bond ETF$542,975$327,550 ▲152.0%21,9030.5%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$524,002$9,424 ▼-1.8%8,3400.5%ETFAVGOBroadcom$418,1480.0%1,3510.4%Computer and TechnologyMETAMeta Platforms$396,486$572 ▼-0.1%6930.4%Computer and TechnologyAVSDAvantis Responsible International Equity ETF$390,3290.0%5,3000.4%ETFCMFiShares California Muni Bond ETF$372,433$8,529 ▼-2.2%6,5500.3%ETFGOOGAlphabet$372,344$1,147 ▲0.3%1,2980.3%Computer and TechnologyTSLATesla$320,820$1,487 ▲0.5%8630.3%Auto/Tires/TrucksLLYEli Lilly and Company$316,401$920 ▲0.3%3440.3%MedicalJPMJPMorgan Chase & Co.$315,339$294 ▼-0.1%1,0720.3%FinanceIWDiShares Russell 1000 Value ETF$304,2660.0%1,4240.3%ETFAVUVAvantis U.S. Small Cap Value ETF$292,745$5,744 ▼-1.9%2,6500.3%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$276,6270.0%5,0150.3%ETFBRK.BBerkshire Hathaway$274,5820.0%5730.3%FinanceDFSUDimensional US Sustainability Core 1 ETF$271,1940.0%6,6000.3%ETFVVisa$0$206,217 ▼-100.0%00.0%Business ServicesShowing 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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