Verus Advisory, Inc.
CIK: 0002064821SEC EDGAR →
Portfolio Value
$153.2M
Holdings
8
As of
Q4 2025
New Positions
8
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 89,273 | $61.3M | 40.02% |
| 2 | VANGUARD INDEX FDS | 133,330 | $45.0M | 29.39% |
| 3 | VANGUARD BD INDEX FDS | 354,323 | $26.3M | 17.17% |
| 4 | VANGUARD TAX-MANAGED FDS | 152,270 | $9.6M | 6.24% |
| 5 | VANGUARD INTL EQUITY INDEX F | 146,068 | $7.9M | 5.13% |
| 6 | NUSHARES ETF TR | 53,941 | $2.0M | 1.28% |
| 7 | NUSHARES ETF TR | 19,239 | $685K | 0.45% |
| 8 | TIKAL TRUST I | 24,224 | $493K | 0.32% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 8 | $153.2M | 100.0% |