StockDriftsStockDriftsTop 50 Verus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 12.84% | 22.7K | $15.6M | +5.96%(+1.28K) | $545.21(+30.42%) | 2026-06-30 | |
| MUB | ISHARES TR | 10.96% | 123.5K | $13.3M | -1.77%(-2.23K) | $107.29(-1.24%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 7.38% | 108.3K | $9.0M | +2.60%(+2.75K) | $82.22(-1.19%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.15% | 101.7K | $7.5M | +4.76%(+4.62K) | $73.51(-1.67%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.29% | 103.0K | $5.2M | +10.07%(+9.43K) | $50.11(-0.55%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.02% | 32.9K | $4.9M | +6.49%(+2.00K) | $117.08(+27.05%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4% | 54.4K | $4.9M | +14.90%(+7.06K) | $81.30(+15.53%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 3.94% | 44.9K | $4.8M | +0.73%(+326) | $82.76(+36.93%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.72% | 46.8K | $4.5M | +3.98%(+1.79K) | $62.62(+47.74%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 3.51% | 181.8K | $4.3M | +7.21%(+12.23K) | $23.72(-1.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.06% |
Verus Wealth Management LLC reports $121.33M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.8%), MUB (11.0%) and VCIT (7.4%). The top 20 holdings account for 80.74% of reported assets. Its disclosed equity book has returned +16.45% cumulatively over 6 quarters. 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 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