Verus Wealth Management, LLC Top Holdings and 13F Report (2026) About Verus Wealth Management, LLCInvestment ActivityVerus Wealth Management, LLC has $158.81 million in total holdings as of September 30, 2026.Verus Wealth Management, LLC owns shares of 62 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 30.04% of the portfolio was purchased this quarter.About 5.03% of the portfolio was sold this quarter.This quarter, Verus Wealth Management, LLC has purchased 57 new stocks and bought additional shares in 22 stocks.Verus Wealth Management, LLC sold shares of 12 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $18,004,358iShares National Muni Bond ETF $13,072,736Vanguard Intermediate-Term Corporate Bond ETF $8,331,845CrowdStrike $7,810,319Vanguard Total Bond Market ETF $6,415,213 Largest New Holdings this Quarter 22788C105 - CrowdStrike $7,810,319 Holding311900104 - Fastenal $2,600,395 Holding58733R102 - MercadoLibre $1,858,170 Holding68389X105 - Oracle $1,364,625 Holding38141G104 - The Goldman Sachs Group $922,871 Holding Largest Purchases this Quarter CrowdStrike 29,501 shares (about $7.81M)NVIDIA 19,645 shares (about $4.49M)Apple 13,338 shares (about $4.44M)Applied Materials 6,893 shares (about $3.52M)Amazon.com 11,047 shares (about $2.75M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 15,135 shares (about $1.17M)Vanguard Total Bond Market ETF 10,225 shares (about $717.28K)Vanguard Tax-Exempt Bond ETF 6,945 shares (about $328.92K)Vanguard ESG U.S. Corporate Bond ETF 2,650 shares (about $157.89K)Vanguard Intermediate-Term Corporate Bond ETF 1,935 shares (about $151.53K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$18,004,358$2,104,679 ▲13.2%25,68911.3%ETFMUBiShares National Muni Bond ETF$13,072,736$582,235 ▲4.7%129,3058.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,331,845$151,529 ▼-1.8%106,3965.2%ETFCRWDCrowdStrike$7,810,319$7,810,319 ▲New Holding29,5014.9%TechnologyBNDVanguard Total Bond Market ETF$6,415,213$717,283 ▼-10.1%91,4504.0%ETFAVDEAvantis International Equity ETF$6,155,684$1,250,366 ▲25.5%68,3133.9%ETFNVDANVIDIA$6,083,044$4,486,462 ▲281.0%26,6363.8%TechnologyAAPLApple$6,002,192$4,441,702 ▲284.6%18,0243.8%TechnologyVONVVanguard Russell 1000 Value ETF$5,711,454$826,885 ▲16.9%52,5433.6%ETFIJRiShares Core S&P Small-Cap ETF$5,156,310$682,511 ▲15.3%37,9033.2%ETFAVEMAvantis Emerging Markets Equity ETF$5,022,360$619,216 ▲14.1%53,4183.2%ETFVEAVanguard FTSE Developed Markets ETF$4,755,725$670,442 ▲16.4%67,3523.0%ETFVTEBVanguard Tax-Exempt Bond ETF$4,548,218$328,915 ▼-6.7%96,0352.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,191,258$85,209 ▲2.1%185,5362.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,869,049$1,442,174 ▲59.4%119,8592.4%ETFAMATApplied Materials$3,670,001$3,524,776 ▲2,427.1%7,1772.3%TechnologyAMZNAmazon.com$3,459,388$2,752,313 ▲389.3%13,8852.2%Consumer DiscretionaryEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,174,222$163,512 ▲5.4%34,9432.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,819,904$24,348 ▼-0.9%34,7451.8%ETFFASTFastenal$2,600,395$2,600,395 ▲New Holding52,5011.6%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$2,497,652$1,701,909 ▲213.9%26,4191.6%ETFAVDVAvantis International Small Cap Value ETF$2,149,208$381,627 ▲21.6%19,6491.4%ETFDFASDimensional U.S. Small Cap ETF$2,123,476$675,335 ▲46.6%27,4281.3%ETFVONEVanguard Russell 1000 ETF$1,920,896$49,880 ▼-2.5%5,5841.2%ETFMELIMercadoLibre$1,858,170$1,858,170 ▲New Holding1,0751.2%Consumer DiscretionaryVWOBVanguard Emerging Markets Government Bond ETF$1,740,242$142,674 ▲8.9%27,5661.1%ETFDFIVDimensional International Value ETF$1,715,684$5,307 ▼-0.3%30,7141.1%ETFDFUVDimensional US Marketwide Value ETF$1,634,985$2,090 ▼-0.1%29,7271.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,613,918$1,169,187 ▼-42.0%20,8921.0%ETFDFATDimensional U.S. Targeted Value ETF$1,578,285$296,788 ▲23.2%23,7551.0%ETFIWFiShares Russell 1000 Growth ETF$1,564,2470.0%12,4881.0%ETFSCHFSchwab International Equity ETF$1,467,3920.0%53,4180.9%ETFORCLOracle$1,364,625$1,364,625 ▲New Holding9,9390.9%TechnologyIVWiShares S&P 500 Growth ETF$1,048,1720.0%7,3680.7%ETFAVUVAvantis U.S. Small Cap Value ETF$949,580$164,289 ▲20.9%8,0630.6%ETFGSThe Goldman Sachs Group$922,871$922,871 ▲New Holding1,0250.6%FinanceMAMastercard$836,930$836,930 ▲New Holding1,5180.5%FinanceVGSHVanguard Short-Term Treasury ETF$796,112$796,112 ▲New Holding13,8310.5%ETFIDEViShares Core MSCI International Developed Markets ETF$712,2610.0%7,9600.4%ETFVOOVVanguard S&P 500 Value ETF$706,630$23,356 ▼-3.2%3,2070.4%ETFWFCWells Fargo & Company$702,040$702,040 ▲New Holding8,7700.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$696,216$459,328 ▲193.9%13,5900.4%ETFMETAMeta Platforms$670,673$168,212 ▲33.5%9250.4%Communication ServicesEFIVSPDR S&P 500 ESG ETF$566,5590.0%7,6500.4%ETFKEYSKeysight Technologies$526,766$526,766 ▲New Holding1,4470.3%TechnologyZBRAZebra Technologies$501,729$501,729 ▲New Holding1,3440.3%TechnologyFLMIFranklin Dynamic Municipal Bond ETF$485,756$37,102 ▼-7.1%20,8300.3%ETFFITBFifth Third Bancorp$471,810$471,810 ▲New Holding9,3280.3%FinanceAVSDAvantis Responsible International Equity ETF$381,9700.0%4,7950.2%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$378,333$157,887 ▼-29.4%6,3500.2%ETFBKNGBooking$364,105$364,105 ▲New Holding2,2350.2%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$353,0520.0%1,4240.2%ETFAMGNAmgen$332,323$332,323 ▲New Holding7880.2%HealthcareTSCOTractor Supply$329,327$329,327 ▲New Holding10,5250.2%Consumer DiscretionaryDFSUDimensional US Sustainability Core 1 ETF$311,3220.0%6,6000.2%ETFIEFAiShares Core MSCI EAFE ETF$270,4840.0%2,7920.2%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$264,4910.0%5,0150.2%ETFXLKTechnology Select Sector SPDR Fund$256,0410.0%1,3080.2%ETFMNSTMonster Beverage$240,954$240,954 ▲New Holding5,7890.2%Consumer StaplesJPMJPMorgan Chase & Co.$231,337$123,446 ▼-34.8%6990.1%FinanceBLACKROCK ETF TRUST II$216,295$216,295 ▲New Holding4,7350.1%ISH HIG MUN ETFSYKStryker$208,280$208,280 ▲New Holding7560.1%HealthcareMSFTMicrosoft$0$916,511 ▼-100.0%00.0%TechnologyGOOGLAlphabet$0$731,536 ▼-100.0%00.0%Communication ServicesAVGOBroadcom$0$509,585 ▼-100.0%00.0%TechnologyGOOGAlphabet$0$466,749 ▼-100.0%00.0%Communication ServicesLLYEli Lilly and Company$0$412,604 ▼-100.0%00.0%HealthcareMUMicron Technology$0$391,304 ▼-100.0%00.0%TechnologyCMFiShares California Muni Bond ETF$0$368,896 ▼-100.0%00.0%ETFTSLATesla$0$362,978 ▼-100.0%00.0%Consumer DiscretionaryAMDAdvanced Micro Devices$0$311,368 ▼-100.0%00.0%TechnologyBRK.BBerkshire Hathaway$0$286,223 ▼-100.0%00.0%FinanceLAM RESEARCH CORP$0$242,665 ▼-100.0%00.0%COM NEWVVisa$0$201,737 ▼-100.0%00.0%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.