Verus Financial Partners, Inc.
CIK: 1481714SEC EDGAR →
Portfolio Value
$635.2B
Holdings
121
As of
Q1 2026
New Positions
121
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 1,782,940 | $131.5B | 20.71% |
| 2 | VANGUARD STAR FDS | 1,010,609 | $83.5B | 13.15% |
| 3 | AMERICAN CENTY ETF TR | 1,531,531 | $63.8B | 10.05% |
| 4 | AMERICAN CENTY ETF TR | 1,355,906 | $63.4B | 9.99% |
| 5 | VANGUARD BD INDEX FDS | 671,968 | $52.0B | 8.18% |
| 6 | VANGUARD INTL EQUITY INDEX F | 643,775 | $51.8B | 8.16% |
| 7 | DIMENSIONAL ETF TRUST | 846,737 | $46.8B | 7.37% |
| 8 | DIMENSIONAL ETF TRUST | 751,341 | $37.9B | 5.97% |
| 9 | AMERICAN CENTY ETF TR | 257,373 | $21.8B | 3.43% |
| 10 | VANGUARD MALVERN FDS | 284,482 | $14.3B | 2.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $617.3B | 97.2% |
| Unknown | 8 | $10.1B | 1.6% |
| Consumer Defensive | 7 | $4.2B | 0.7% |
| Utilities | 5 | $2.2B | 0.4% |
| Real Estate | 2 | $957.0M | 0.2% |
| Healthcare | 8 | $250.5M | 0.0% |
| Industrials | 7 | $214.5M | 0.0% |
| Technology | 10 | $10.2M | 0.0% |
| Consumer Cyclical | 6 | $3.1M | 0.0% |
| Communication Services | 3 | $2.3M | 0.0% |
| Energy | 3 | $2.1M | 0.0% |