Top 50 Verus Financial Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.83% | 784.2K | $290.2M | +1.34%(+10.38K) | $149.80(+155.92%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 11.49% | 1.83M | $134.3M | +2.60%(+46.35K) | $73.37(-1.53%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 7.5% | 1.03M | $87.7M | +1.48%(+14.96K) | $54.98(+60.31%) | 2026-06-30 | |
| AVIG | AMERICAN CENTY ETF TR | 5.51% | 1.56M | $64.4M | +1.57%(+24.12K) | $41.20(-0.78%) | 2026-06-30 | |
| AVSF | AMERICAN CENTY ETF TR | 5.41% | 1.36M | $63.3M | +0.18%(+2.43K) | $46.17(+0.49%) | 2026-06-30 | |
| MGC | VANGUARD WORLD FD | 4.72% | 201.5K | $55.1M | -0.12%(-246) | $55.45(+412.34%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.64% | 707.0K | $54.2M | +5.21%(+34.98K) | $76.22(-0.90%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.61% | 643.0K | $53.8M | -0.13%(-805) | $45.03(+91.29%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.98% | 861.0K | $46.5M | +1.68%(+14.26K) | $32.32(+79.73%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.92% | 833.5K | $45.9M | +10.94%(+82.17K) | $46.11(+24.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.46% | +38.45% | +5.33% | +29.62% |
| Top 20 Holdings Unweighted | +11.52% | +38.69% | +5.80% | +32.56% |
Verus Financial Partners, Inc. reports $1.17B in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are VTI (24.8%), BND (11.5%) and VXUS (7.5%). The top 20 holdings account for 91.4% of reported assets. Its disclosed equity book has returned +38.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Verus Financial Partners, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1481714). View Verus Financial Partners, Inc.โs 13F filings on SEC