Verus Financial Partners, Inc.
13F Reported Value
ⓘ$1.2B
Holdings
127
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Verus Financial Partners, Inc. disclosed 127 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $INTC and a full exit from $MCD. The portfolio is most concentrated in Other (95.2% of disclosed assets). All figures are sourced directly from Verus Financial Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1481714.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$290.2M784,245 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$134.3M1,829,288 shVANGUARD STAR FDS - VG TL INTL STK F
—Quality
$87.7M1,025,567 shAMERICAN CENTY ETF TR - AVANTIS CORE FI
—Quality
$64.4M1,555,647 shAMERICAN CENTY ETF TR - AVANTIS SHFXDINC
—Quality
$63.3M1,358,338 shVANGUARD WORLD FD - MEGA CAP INDEX
—Quality
$55.1M201,543 shVANGUARD BD INDEX FDS - INTERMED TERM
—Quality
$54.2M706,952 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$53.8M642,970 shDIMENSIONAL ETF TRUST - INTERNATNAL VAL
—Quality
$46.5M860,998 shDIMENSIONAL ETF TRUST - US MKTWIDE VALUE
—Quality
$45.9M833,515 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $290.2M | 784,245 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $134.3M | 1,829,288 |
| VANGUARD STAR FDS - VG TL INTL STK F | — | $87.7M | 1,025,567 |
| AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $64.4M | 1,555,647 |
| AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | — | $63.3M | 1,358,338 |
| VANGUARD WORLD FD - MEGA CAP INDEX | — | $55.1M | 201,543 |
| VANGUARD BD INDEX FDS - INTERMED TERM | — | $54.2M | 706,952 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $53.8M | 642,970 |
| DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $46.5M | 860,998 |
| DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $45.9M | 833,515 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Verus Financial Partners, Inc.'s 127 positions.
Showing top 10 of 127 holdings.
Sector Allocation
Other
$1.1B
Technology
$13.3M
Consumer Staples
$10.6M
Financials
$8.8M
Industrials
$6.2M
Healthcare
$5.6M
Consumer Discretionary
$5.0M
Utilities
$3.2M
Full Holdings — Verus Financial Partners, Inc. (Q2 2026)
All 127 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $290.2M | 24.8% | +1% | — |
| 2 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $134.3M | 11.5% | +3% | — |
| 3 | — | VANGUARD STAR FDS - VG TL INTL STK F | $87.7M | 7.5% | +1% | — |
| 4 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $64.4M | 5.5% | +2% | — |
| 5 | — | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $63.3M | 5.4% | +0% | — |
| 6 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $55.1M | 4.7% | -0% | — |
| 7 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $54.2M | 4.6% | +5% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $53.8M | 4.6% | -0% | — |
| 9 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $46.5M | 4.0% | +2% | — |
| 10 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $45.9M | 3.9% | +11% | — |
| 11 | — | ISHARES TR - CORE S&P500 ETF | $35.6M | 3.0% | -1% | — |
| 12 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $32.2M | 2.8% | -2% | — |
| 13 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $24.2M | 2.1% | -0% | — |
| 14 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $18.0M | 1.5% | -23% | — |
| 15 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $14.4M | 1.2% | +1% | — |
| 16 | — | ISHARES TR - CORE MSCI TOTAL | $14.1M | 1.2% | +1% | — |
| 17 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $9.3M | 0.8% | +0% | — |
| 18 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $9.1M | 0.8% | +22% | — |
| 19 | — | VANGUARD INDEX FDS - MID CAP ETF | $9.0M | 0.8% | +298% | — |
| 20 | — | ISHARES TR - SELECT DIVID ETF | $6.9M | 0.6% | -3% | — |
| 21 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $5.2M | 0.5% | +13% | — |
| 22 |  $PM | Philip Morris International Inc. | $4.8M | 0.4% | +3% | 75.9 |
| 23 | — | ISHARES TR - CORE S&P MCP ETF | $4.4M | 0.4% | -1% | — |
| 24 |  $MO | ALTRIA GROUP, INC. | $3.9M | 0.3% | -0% | 67.4 |
| 25 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $3.8M | 0.3% | +29% | — |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $3.7M | 0.3% | -0% | — |
| 27 |  $AAPL | Apple Inc. | $3.6M | 0.3% | -1% | 76.4 |
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.4M | 0.3% | +0% | — |
| 29 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $2.6M | 0.2% | -1% | — |
| 30 |  $DOV | DOVER Corp | $2.5M | 0.2% | -1% | 58.1 |
| 31 |  $IAU | ISHARES GOLD TRUST | $2.3M | 0.2% | +0% | — |
| 32 | — | ISHARES TR - RUS 1000 VAL ETF | $2.2M | 0.2% | +0% | — |
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.2M | 0.2% | -8% | — |
| 34 |  $MSFT | MICROSOFT CORP | $2.1M | 0.2% | +10% | 79.8 |
| 35 |  $D | DOMINION ENERGY, INC | $1.9M | 0.2% | +6% | 69.9 |
| 36 |  $HCA | HCA Healthcare, Inc. | $1.9M | 0.2% | +0% | 68.9 |
| 37 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.1% | +0% | 70 |
| 38 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $1.4M | 0.1% | -19% | — |
| 39 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.4M | 0.1% | -11% | — |
| 40 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.3M | 0.1% | -1% | — |
| 41 |  $GWW | W.W. GRAINGER, INC. | $1.3M | 0.1% | +0% | 61.8 |
| 42 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 0.1% | -7% | 57.9 |
| 43 |  $GOOG | Alphabet Inc. | $1.2M | 0.1% | +0% | 78.2 |
| 44 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.2M | 0.1% | +0% | — |
| 45 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.1% | -10% | 69 |
| 46 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.1% | +298% | — |
| 47 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $1.1M | 0.1% | +1% | — |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.1% | +0% | 73.8 |
| 49 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $991,655 | 0.1% | -0% | — |
| 50 |  $JPM | JPMORGAN CHASE & CO | $979,323 | 0.1% | -1% | 70.7 |
| 51 | — | VANGUARD INDEX FDS - SMALL CP ETF | $957,116 | 0.1% | -2% | — |
| 52 |  $QCOM | QUALCOMM INC/DE | $875,350 | 0.1% | -3% | 70.5 |
| 53 |  $BDN | BRANDYWINE REALTY TRUST | $863,562 | 0.1% | +4% | 33.2 |
| 54 |  $NVDA | NVIDIA CORP | $859,070 | 0.1% | +2% | 85.9 |
| 55 |  $AMZN | AMAZON COM INC | $831,330 | 0.1% | +1% | 68.7 |
| 56 |  $ELV | Elevance Health, Inc. | $764,432 | 0.1% | -7% | 59 |
| 57 |  $GE | GENERAL ELECTRIC CO | $732,795 | 0.1% | -6% | 73.8 |
| 58 |  $CAT | CATERPILLAR INC | $699,097 | 0.1% | -35% | 66.5 |
| 59 |  $NSC | NORFOLK SOUTHERN CORP | $692,163 | 0.1% | -2% | 63.2 |
| 60 |  $LOW | LOWES COMPANIES INC | $655,554 | 0.1% | -0% | 60.8 |
| 61 |  $BAC | BANK OF AMERICA CORP /DE/ | $626,952 | 0.1% | +0% | 67.6 |
| 62 |  $META | Meta Platforms, Inc. | $605,464 | 0.1% | +0% | 79.6 |
| 63 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $602,915 | 0.1% | +1% | — |
| 64 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $599,628 | 0.1% | -1% | — |
| 65 |  $SO | SOUTHERN CO | $560,317 | 0.1% | -2% | 62 |
| 66 |  $NDAQ | NASDAQ, INC. | $554,262 | 0.1% | +0% | 76.7 |
| 67 | — | ISHARES TR - LATN AMER 40 ETF | $552,607 | 0.1% | +1% | — |
| 68 |  $MU | MICRON TECHNOLOGY INC | $549,442 | 0.1% | +0% | 86.2 |
| 69 |  $TJX | TJX COMPANIES INC /DE/ | $549,314 | 0.1% | +0% | 68.7 |
| 70 |  $AVGO | Broadcom Inc. | $542,827 | 0.1% | +1% | 84.5 |
| 71 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $533,319 | 0.1% | +0% | — |
| 72 |  $GEV | GE Vernova Inc. | $523,988 | 0.0% | -7% | 81.1 |
| 73 | — | VANGUARD INDEX FDS - VALUE ETF | $521,533 | 0.0% | +0% | — |
| 74 | — | VANGUARD WORLD FD - ENERGY ETF | $520,462 | 0.0% | +1% | — |
| 75 |  $ABBV | AbbVie Inc. | $506,542 | 0.0% | +0% | 72.6 |
| 76 |  $GLD | SPDR GOLD TRUST | $505,417 | 0.0% | +0% | — |
| 77 |  $MRK | Merck & Co., Inc. | $498,166 | 0.0% | +0% | 59.9 |
| 78 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | $483,998 | 0.0% | +0% | — |
| 79 |  $GLW | CORNING INC /NY | $450,917 | 0.0% | +0% | 73.7 |
| 80 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $445,057 | 0.0% | +0% | — |
| 81 |  $GOOGL | Alphabet Inc. | $437,427 | 0.0% | +2% | 78.2 |
| 82 |  $COF | CAPITAL ONE FINANCIAL CORP | $431,629 | 0.0% | -2% | 62.4 |
| 83 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $410,591 | 0.0% | +0% | — |
| 84 |  $DUK | Duke Energy CORP | $407,660 | 0.0% | -9% | 56.4 |
| 85 |  $HD | HOME DEPOT, INC. | $407,292 | 0.0% | +1% | 60.3 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $407,229 | 0.0% | -2% | — |
| 87 |  $WT | WisdomTree, Inc. | $398,539 | 0.0% | +0% | 59.9 |
| 88 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $396,892 | 0.0% | +0% | — |
| 89 |  $INTC | INTEL CORP | $395,711 | 0.0% | NEW | 45.6 |
| 90 |  $MCK | MCKESSON CORP | $380,822 | 0.0% | -4% | 63.4 |
| 91 |  $LLY | ELI LILLY & Co | $377,439 | 0.0% | +1% | 87.5 |
| 92 |  $WMT | Walmart Inc. | $366,160 | 0.0% | +1% | 60.2 |
| 93 |  $MDLZ | Mondelez International, Inc. | $363,759 | 0.0% | +12% | 56.4 |
| 94 |  $PPLT | abrdn Platinum ETF Trust | $353,250 | 0.0% | +900% | — |
| 95 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $352,987 | 0.0% | +0% | — |
| 96 |  $PEP | PEPSICO INC | $345,337 | 0.0% | +0% | 63.4 |
| 97 | — | VANGUARD WORLD FD - INF TECH ETF | $331,044 | 0.0% | +701% | — |
| 98 | — | AMERICAN CENTY ETF TR - AVANTIS INFLATIN | $330,638 | 0.0% | +0% | — |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $328,437 | 0.0% | +0% | 65.8 |
| 100 | — | FLEXSHARES TR - MORNSTAR UPSTR | $326,258 | 0.0% | +1% | — |
| 101 |  $KO | COCA COLA CO | $317,205 | 0.0% | -2% | 69.5 |
| 102 |  $CVX | CHEVRON CORP | $307,485 | 0.0% | -4% | 62.8 |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $295,686 | 0.0% | +0% | 66.2 |
| 104 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $294,044 | 0.0% | +0% | 66.8 |
| 105 |  $YUM | YUM BRANDS INC | $290,306 | 0.0% | +45% | 73.7 |
| 106 |  $IBIT | iShares Bitcoin Trust ETF | $286,194 | 0.0% | +0% | — |
| 107 |  $WFC | WELLS FARGO & COMPANY/MN | $279,393 | 0.0% | +0% | 61.8 |
| 108 |  $PG | PROCTER & GAMBLE Co | $263,786 | 0.0% | -14% | 64.6 |
| 109 |  $CIEN | CIENA CORP | $259,997 | 0.0% | +0% | 72.9 |
| 110 | — | ISHARES TR - MSCI INDIA ETF | $256,790 | 0.0% | +0% | — |
| 111 |  $UDR | UDR, Inc. | $255,482 | 0.0% | +0% | 62.6 |
| 112 |  $V | VISA INC. | $248,692 | 0.0% | -39% | 82.9 |
| 113 |  $WDC | WESTERN DIGITAL CORP | $248,462 | 0.0% | NEW | 80.7 |
| 114 |  $KMX | CARMAX INC | $248,371 | 0.0% | NEW | 50 |
| 115 |  $MPC | Marathon Petroleum Corp | $247,489 | 0.0% | +0% | 61 |
| 116 |  $HWM | Howmet Aerospace Inc. | $246,276 | 0.0% | +0% | 73.9 |
| 117 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $236,128 | 0.0% | +0% | 71.6 |
| 118 |  $CSX | CSX CORP | $234,608 | 0.0% | +0% | 65.2 |
| 119 |  $PFE | PFIZER INC | $217,022 | 0.0% | +0% | 62 |
| 120 |  $LRCX | LAM RESEARCH CORP | $216,665 | 0.0% | NEW | 79.4 |
| 121 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $215,862 | 0.0% | NEW | — |
| 122 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $211,091 | 0.0% | +1% | — |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $210,087 | 0.0% | NEW | 62.7 |
| 124 |  $PANW | Palo Alto Networks Inc | $206,658 | 0.0% | NEW | 65.5 |
| 125 |  $CAH | CARDINAL HEALTH INC | $205,727 | 0.0% | NEW | 62.4 |
| 126 | — | RBB FD INC - US TRSRY 6 MNTH | $205,000 | 0.0% | +0% | — |
| 127 |  $UAL | United Airlines Holdings, Inc. | $203,985 | 0.0% | NEW | 60.8 |
New Positions (9)
$INTC INTEL CORP$395,711$WDC WESTERN DIGITAL CORP$248,462$KMX CARMAX INC$248,371$LRCX LAM RESEARCH CORP$216,665$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$215,862$UNH UNITEDHEALTH GROUP INC$210,087$PANW Palo Alto Networks Inc$206,658$CAH CARDINAL HEALTH INC$205,727$UAL United Airlines Holdings, Inc.$203,985
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