Verus Advisory, Inc. Q4 2025 Filing
Filed February 20, 2026
Portfolio Value
$153.2M
Holdings
8
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 89,273 | $61.3M | 40.02% | |
| 2 | VTIVANGUARD INDEX FDS | 133,330 | $45.0M | 29.39% | |
| 3 | BNDVANGUARD BD INDEX FDS | 354,323 | $26.3M | 17.17% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 152,270 | $9.6M | 6.24% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 146,068 | $7.9M | 5.13% | |
| 6 | NUDMNUSHARES ETF TR | 53,941 | $2.0M | 1.28% | |
| 7 | NUEMNUSHARES ETF TR | 19,239 | $685K | 0.45% | |
| 8 | JSTCTIKAL TRUST I | 24,224 | $493K | 0.32% |