StockDriftsStockDriftsTop 50 Verus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.34% | 25.7K | $18.0M | +13.24%(+3.00K) | $562.59(+25.24%) | 2026-09-30 | |
| MUB | ISHARES TR | 8.23% | 129.3K | $13.1M | +4.66%(+5.76K) | $107.16(-4.50%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.25% | 106.4K | $8.3M | -1.79%(-1.94K) | $82.22(-4.34%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.92% | 29.5K | $7.8M | new | $227.77(+0.15%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.04% | 91.5K | $6.4M | -10.06%(-10.22K) | $73.51(-3.96%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.88% | 68.3K | $6.2M | +25.49%(+13.88K) | $82.99(+7.84%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.83% | 26.6K | $6.1M | +281.00%(+19.64K) | $191.63(+13.29%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.78% | 18.0K | $6.0M | +284.64%(+13.34K) | $290.73(+17.96%) | 2026-09-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 3.6% | 52.5K | $5.7M | +16.93%(+7.61K) | $86.34(+29.77%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.25% | 37.9K | $5.2M | +15.26%(+5.02K) | $120.41(+12.80%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.65% |
Verus Wealth Management LLC reports $158.81M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.3%), MUB (8.2%) and VCIT (5.3%). The top 20 holdings account for 76.12% of reported assets. Its disclosed equity book has returned +13.49% cumulatively over 7 quarters. Figures reflect the Q3 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 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042938). View Verus Wealth Management LLC’s 13F filings on SEC