# Verus Financial Partners, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1481714. Source: https://holderbook.com/funds/1481714-verus-financial-partners-inc/

- Reported value: $1.2B
- Positions: 127
- Weight of the ten largest: 76.6%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $290.2M | 784,245 | 24.8% | 31 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $134.3M | 1,829,288 | 11.5% | 23 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $87.7M | 1,025,567 | 7.5% | 25 |
| AMERICAN CENTY ETF TR | [AVIG](https://holderbook.com/stocks/AVIG/) | $64.4M | 1,555,647 | 5.5% | 16 |
| AMERICAN CENTY ETF TR | [AVSF](https://holderbook.com/stocks/AVSF/) | $63.3M | 1,358,338 | 5.4% | 17 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $55.1M | 201,543 | 4.7% | 23 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $54.2M | 706,952 | 4.6% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $53.8M | 642,970 | 4.6% | 31 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $46.5M | 860,998 | 4.0% | 16 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $45.9M | 833,515 | 3.9% | 17 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $35.6M | 47,569 | 3.0% | 31 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $32.2M | 132,360 | 2.8% | 27 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $24.2M | 70,316 | 2.1% | 31 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $18.0M | 197,709 | 1.5% | 5 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $14.4M | 286,832 | 1.2% | 3 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $14.1M | 147,737 | 1.2% | 23 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $9.3M | 184,834 | 0.8% | 17 |
| VANGUARD MUN BD FDS | [VCRM](https://holderbook.com/stocks/VCRM/) | $9.1M | 118,924 | 0.8% | 5 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $9.0M | 112,168 | 0.8% | 31 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $6.9M | 44,284 | 0.6% | 23 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $5.2M | 108,310 | 0.4% | 14 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $4.8M | 26,723 | 0.4% | 23 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $4.4M | 56,758 | 0.4% | 23 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $3.9M | 54,706 | 0.3% | 23 |
| VANGUARD MUN BD FDS | [VTEI](https://holderbook.com/stocks/VTEI/) | $3.8M | 37,425 | 0.3% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.7M | 4,926 | 0.3% | 29 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.6M | 12,485 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.4M | 4,970 | 0.3% | 25 |
| VANGUARD SCOTTSDALE FDS | [VTHR](https://holderbook.com/stocks/VTHR/) | $2.6M | 7,775 | 0.2% | 16 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $2.5M | 16,143 | 0.2% | 15 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $2.3M | 30,161 | 0.2% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $2.2M | 9,203 | 0.2% | 23 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $2.2M | 67,820 | 0.2% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.1M | 5,498 | 0.2% | 31 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.9M | 28,336 | 0.2% | 31 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $1.9M | 4,770 | 0.2% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.6M | 5,690 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $1.4M | 34,339 | 0.1% | 14 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $1.4M | 23,659 | 0.1% | 12 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $1.3M | 27,038 | 0.1% | 17 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $1.3M | 974 | 0.1% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.3M | 9,595 | 0.1% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,381 | 0.1% | 22 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.2M | 14,173 | 0.1% | 17 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,453 | 0.1% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.1M | 8,988 | 0.1% | 23 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $1.1M | 14,204 | 0.1% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.1M | 2,120 | 0.1% | 31 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $991.7K | 13,103 | 0.1% | 4 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $979.3K | 2,992 | 0.1% | 24 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $957.1K | 3,158 | 0.1% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $875.4K | 4,737 | 0.1% | 7 |
| BRANDYWINE RLTY TR | [BDN](https://holderbook.com/stocks/BDN/) | $863.6K | 272,417 | 0.1% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $859.1K | 4,293 | 0.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $831.3K | 3,488 | 0.1% | 13 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $764.4K | 1,977 | 0.1% | 23 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $732.8K | 1,961 | 0.1% | 13 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $699.1K | 656 | 0.1% | 13 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $692.2K | 2,200 | 0.1% | 31 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $655.6K | 2,973 | 0.1% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $627.0K | 11,003 | 0.1% | 25 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $605.5K | 1,075 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $602.9K | 15,024 | 0.1% | 15 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $599.6K | 16,277 | 0.1% | 17 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $560.3K | 5,854 | 0.0% | 23 |
| NASDAQ INC | [NDAQ](https://holderbook.com/stocks/NDAQ/) | $554.3K | 7,032 | 0.0% | 23 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $552.6K | 16,374 | 0.0% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $549.4K | 476 | 0.0% | 2 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $549.3K | 3,626 | 0.0% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $542.8K | 1,437 | 0.0% | 5 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $533.3K | 10,447 | 0.0% | 8 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $524.0K | 446 | 0.0% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $521.5K | 2,393 | 0.0% | 6 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $520.5K | 3,467 | 0.0% | 16 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $506.5K | 2,013 | 0.0% | 23 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $505.4K | 1,372 | 0.0% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $498.2K | 3,877 | 0.0% | 28 |
| AMERICAN CENTY ETF TR | [AVXC](https://holderbook.com/stocks/AVXC/) | $484.0K | 5,651 | 0.0% | 8 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $450.9K | 1,765 | 0.0% | 2 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $445.1K | 1,217 | 0.0% | 24 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $437.4K | 1,238 | 0.0% | 12 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $431.6K | 2,151 | 0.0% | 23 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $410.6K | 5,011 | 0.0% | 17 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $407.7K | 3,221 | 0.0% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $407.3K | 1,155 | 0.0% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $407.2K | 553 | 0.0% | 15 |
| WISDOMTREE TR | [WTV](https://holderbook.com/stocks/WTV/) | $398.5K | 3,918 | 0.0% | 6 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $396.9K | 5,678 | 0.0% | 17 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $395.7K | 2,834 | 0.0% | 1 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $380.8K | 504 | 0.0% | 16 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $377.4K | 315 | 0.0% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $366.2K | 3,233 | 0.0% | 7 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $363.8K | 6,289 | 0.0% | 23 |
| ABRDN PLATINUM ETF TRUST | [PPLT](https://holderbook.com/stocks/PPLT/) | $353.2K | 25,000 | 0.0% | 4 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $353.0K | 7,392 | 0.0% | 14 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $345.3K | 2,550 | 0.0% | 24 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $331.0K | 2,770 | 0.0% | 4 |
| AMERICAN CENTY ETF TR | [AVIE](https://holderbook.com/stocks/AVIE/) | $330.6K | 4,447 | 0.0% | 13 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $328.4K | 7,757 | 0.0% | 6 |
| FLEXSHARES TR | [GUNR](https://holderbook.com/stocks/GUNR/) | $326.3K | 6,620 | 0.0% | 13 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.2% | +14.8% | -6.6% | 96% |
| Q1 2026 | -0.8% | -4.6% | +3.8% | 98% |
| Q4 2025 | +1.6% | +2.4% | -0.7% | 100% |
| Q3 2025 | +5.1% | +7.8% | -2.7% | 99% |
| Q2 2025 | +6.0% | +10.5% | -4.4% | 103% |
| Q1 2025 | -0.4% | -4.6% | +4.2% | 101% |
| Q4 2024 | -2.1% | +2.1% | -4.3% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.2B | 127 |
| Q1 2026 | $1.1B | 121 |
| Q4 2025 | $1.1B | 115 |
| Q3 2025 | $1.0B | 121 |
| Q2 2025 | $981.5M | 111 |
| Q1 2025 | $876.7M | 104 |
| Q4 2024 | $890.8M | 97 |
| Q3 2024 | $912.9M | 98 |
| Q2 2024 | $860.2M | 95 |
| Q1 2024 | $853.8M | 98 |
| Q4 2023 | $808.5M | 98 |
| Q3 2023 | $767.5M | 103 |