Verum Partners LLC Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$496.0M

Holdings

169

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
VOOVANGUARD INDEX FDS
$41.8M
VCRMVANGUARD MUN BD FDS
$36.3M
FPAGINVESTMENT MANAGERS SER TR I
$35.4M
AQLTISHARES TR
$34.4M
IJRISHARES TR
$25.7M
VCRBVANGUARD MALVERN FDS
$25.3M
FNDFSCHWAB STRATEGIC TR
$17.6M
IVVISHARES TR
$16.6M
QLTYGMO ETF TRUST
$16.3M
JPSTJ P MORGAN EXCHANGE TRADED F
$15.7M
SYLDCAMBRIA ETF TR
$15.5M
VBVANGUARD INDEX FDS
$9.2M
FYLDCAMBRIA ETF TR
$7.1M
VIGVANGUARD SPECIALIZED FUNDS
$6.8M
ACWIISHARES TR
$6.7M
PRFZINVESCO EXCHANGE TRADED FD T
$6.6M
AAPLAPPLE INC
$6.5M
FNDXSCHWAB STRATEGIC TR
$6.0M
VIGIVANGUARD WHITEHALL FDS
$5.6M
IWFISHARES TR
$5.2M
VEAVANGUARD TAX-MANAGED FDS
$5.2M
VTIVANGUARD INDEX FDS
$5.1M
DFIVDIMENSIONAL ETF TRUST
$4.6M
KOCOCA COLA CO
$4.5M
PXFINVESCO EXCH TRADED FD TR II
$4.3M
LLYELI LILLY & CO
$4.1M
VOOGVANGUARD ADMIRAL FDS INC
$4.1M
MSFTMICROSOFT CORP
$3.9M
SPHQINVESCO EXCHANGE TRADED FD T
$3.8M
FNDASCHWAB STRATEGIC TR
$3.7M
AMZNAMAZON COM INC
$3.3M
NVDANVIDIA CORPORATION
$3.3M
TSLATESLA INC
$3.2M
SPYSPDR S&P 500 ETF TR
$3.2M
BACBANK AMERICA CORP
$3.2M
DFEVDIMENSIONAL ETF TRUST
$3.0M
XLKSELECT SECTOR SPDR TR
$2.9M
RYROYAL BK CDA
$2.7M
VIOOVANGUARD ADMIRAL FDS INC
$2.5M
VWOVANGUARD INTL EQUITY INDEX F
$2.3M
SCHXSCHWAB STRATEGIC TR
$2.3M
AVGOBROADCOM INC
$2.2M
IWVISHARES TR
$2.1M
VTVVANGUARD INDEX FDS
$2.1M
JPMJPMORGAN CHASE & CO.
$1.9M
IXUSISHARES TR
$1.9M
DGRWWISDOMTREE TR
$1.8M
GOOGALPHABET INC
$1.8M
GOOGLALPHABET INC
$1.7M
BSVVANGUARD BD INDEX FDS
$1.7M
PRFINVESCO EXCHANGE TRADED FD T
$1.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.7M
LOWLOWES COS INC
$1.7M
VSDMVANGUARD MUN BD FDS
$1.5M
IWDISHARES TR
$1.4M
HDHOME DEPOT INC
$1.3M
VONVVANGUARD SCOTTSDALE FDS
$1.3M
BILSPDR SERIES TRUST
$1.3M
IDEVISHARES TR
$1.3M
ILCVISHARES TR
$1.2M
OEFISHARES TR
$1.2M
IVWISHARES TR
$1.1M
IWMISHARES TR
$1.1M
GEGE AEROSPACE
$1.0M
SCHVSCHWAB STRATEGIC TR
$980K
VONGVANGUARD SCOTTSDALE FDS
$965K
SCHDSCHWAB STRATEGIC TR
$933K
VOOVVANGUARD ADMIRAL FDS INC
$911K
PGPROCTER AND GAMBLE CO
$849K
IWBISHARES TR
$848K
VVISA INC
$790K
IEMGISHARES INC
$786K
NDQINVESCO QQQ TR
$764K
RTXRTX CORPORATION
$758K
ABBVABBVIE INC
$744K
WMTWALMART INC
$742K
WFCWELLS FARGO CO NEW
$689K
VTVANGUARD INTL EQUITY INDEX F
$662K
JBLJABIL INC
$662K
JNJJOHNSON & JOHNSON
$653K
VPLSVANGUARD MALVERN FDS
$633K
TJXTJX COS INC NEW
$632K
MAMASTERCARD INCORPORATED
$618K
VYMVANGUARD WHITEHALL FDS
$609K
CATCATERPILLAR INC
$604K
METAMETA PLATFORMS INC
$596K
COSTCOSTCO WHSL CORP NEW
$594K
CVXCHEVRON CORP NEW
$572K
AQLTISHARES TR
$560K
BNDVANGUARD BD INDEX FDS
$556K
MCDMCDONALDS CORP
$547K
XOMEXXON MOBIL CORP
$542K
GEVGE VERNOVA INC
$536K
TFCTRUIST FINL CORP
$532K
DFAWDIMENSIONAL ETF TRUST
$526K
VOVANGUARD INDEX FDS
$503K
VRSKVERISK ANALYTICS INC
$502K
NPOENPRO INC
$484K
ADPAUTOMATIC DATA PROCESSING IN
$480K
ICSHISHARES TR
$477K
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