Verus Financial Partners, Inc.

CIK: 1481714SEC EDGAR →

Portfolio Value

$662.7B

Holdings

127

As of

Q2 2026

New Positions

9

Closed Positions

3

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

1,829,288$134.3B
20.26%
2

VANGUARD STAR FDS

1,025,567$87.7B
13.23%
3

AMERICAN CENTY ETF TR

1,555,647$64.4B
9.72%
4

AMERICAN CENTY ETF TR

1,358,338$63.3B
9.55%
5

VANGUARD BD INDEX FDS

706,952$54.2B
8.18%
6

VANGUARD INTL EQUITY INDEX F

642,970$53.8B
8.13%
7

DIMENSIONAL ETF TRUST

860,998$46.5B
7.02%
8

DIMENSIONAL ETF TRUST

833,515$45.9B
6.92%
9

AMERICAN CENTY ETF TR

197,709$18.0B
2.72%
10

VANGUARD MALVERN FDS

286,832$14.4B
2.17%

Quarterly Changes

Top Buys

VO↑ Increased
$9.0B
DFUV↑ Increased
$7.9B
VXUS↑ Increased
$4.2B
BND↑ Increased
$2.8B
BIV↑ Increased
$2.3B

Top Sells

AVLV↓ Decreased
$3.7B
VEU↓ Decreased
$2.0B
MO↓ Decreased
$380.7M
DFCF↓ Decreased
$344.0M
IJH↓ Decreased
$297.5M

New Positions (9)

$248.4M · 5K shares
$396K · 3K shares
$248K · 389 shares
$217K · 500 shares
$216K · 452 shares
$210K · 505 shares
$207K · 606 shares
$206K · 866 shares
$204K · 2K shares

Closed Positions (3)

$161.0M · 10K shares
$375K · 1K shares
$257K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services62$651.1B98.2%
Consumer Defensive7$4.6B0.7%
Utilities4$2.5B0.4%
Unknown7$2.3B0.3%
Real Estate2$1.1B0.2%
Technology15$365.3M0.1%
Consumer Cyclical6$251.1M0.0%
Industrials8$239.0M0.0%
Healthcare10$223.0M0.0%
Communication Services3$2.3M0.0%
Energy3$1.9M0.0%