Top 8 Verus Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 12.5% | 0 | $1 | -100.00%(-89.27K) | $674.05(+12.43%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 12.5% | 0 | $1 | -100.00%(-146.07K) | $53.97(+11.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.5% | 0 | $1 | -100.00%(-152.27K) | $61.19(+17.42%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.5% | 0 | $1 | -100.00%(-133.33K) | $331.72(+12.66%) | 2026-03-31 | |
| JSTC | TIKAL TRUST I | 12.5% | 0 | $1 | -100.00%(-24.22K) | $20.31(+8.22%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 12.5% | 0 | $1 | -100.00%(-354.32K) | $74.22(-1.43%) | 2026-03-31 | |
| NUDM | NUSHARES ETF TR | 12.5% | 0 | $1 | -100.00%(-53.94K) | $36.91(+3.78%) | 2026-03-31 | |
| NUEM | NUSHARES ETF TR | 12.5% | 0 | $1 | -100.00%(-19.24K) | $35.64(+12.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.03% |
| Top 20 Holdings Unweighted | — | — | — | — | -0.92% |
Verus Advisory INC reports $8 in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are SPY (12.5%), VWO (12.5%) and VEA (12.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -3.03% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
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Holdings on this page are parsed from Verus Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064821). View Verus Advisory INC’s 13F filings on SEC