Verus Financial Partners, Inc.

Est. AUM

$1.11B

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$267.8M	773864	24.02%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$131.5M	1782940	11.80%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$83.5M	1010609	7.49%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$63.9M	1531531	5.73%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$63.4M	1355906	5.69%	SOLE
6	VANGUARD BD INDEX FDS	INTERMED TERM	$52.0M	671968	4.66%	SOLE
7	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$51.8M	643775	4.65%	SOLE
8	VANGUARD WORLD FD	MEGA CAP INDEX	$51.7M	201789	4.64%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$46.8M	846737	4.20%	SOLE
10	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$37.9M	751341	3.40%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$33.7M	47862	3.03%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$30.7M	134671	2.76%	SOLE
13	VANGUARD INDEX FDS	LARGE CAP ETF	$22.7M	70384	2.04%	SOLE
14	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$21.8M	257373	1.95%	SOLE
15	VANGUARD MALVERN FDS	STRM INFPROIDX	$14.3M	284482	1.28%	SOLE
16	ISHARES TR	CORE MSCI TOTAL	$13.6M	146762	1.22%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.3M	183963	0.83%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$8.5M	28208	0.77%	SOLE
19	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$7.4M	97483	0.66%	SOLE
20	ISHARES TR	SELECT DIVID ETF	$7.0M	45808	0.63%	SOLE
21	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.6M	95785	0.42%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$4.1M	57058	0.37%	SOLE
23	PHILIP MORRIS INTL INC	COM	$4.1M	26053	0.37%	SOLE
24	ALTRIA GROUP INC	COM	$3.6M	54749	0.32%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	4934	0.31%	SOLE
26	APPLE INC	COM	$3.3M	12665	0.30%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	4967	0.29%	SOLE
28	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$2.9M	29016	0.26%	SOLE
29	ISHARES GOLD TR	ISHARES NEW	$2.7M	30161	0.24%	SOLE
30	VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$2.4M	7833	0.22%	SOLE
31	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.4M	16272	0.22%	SOLE
32	HCA HEALTHCARE INC	COM	$2.3M	4770	0.21%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	73754	0.20%	SOLE
34	MICROSOFT CORP	COM	$2.1M	4979	0.19%	SOLE
35	ISHARES TR	RUS 1000 VAL ETF	$2.1M	9202	0.19%	SOLE
36	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.8M	42168	0.16%	SOLE
37	DOMINION ENERGY INC	COM	$1.7M	26839	0.15%	SOLE
38	EXXON MOBIL CORP	COM	$1.6M	10303	0.14%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	26690	0.14%	SOLE
40	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5690	0.13%	SOLE
41	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.4M	27248	0.12%	SOLE
42	JOHNSON & JOHNSON	COM	$1.2M	4921	0.10%	SOLE
43	ALPHABET INC	CAP STK CL A	$1.1M	3367	0.10%	SOLE
44	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.1M	14045	0.10%	SOLE
45	WW GRAINGER INC	COM	$1.1M	972	0.10%	SOLE
46	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	14131	0.10%	SOLE
47	ISHARES TR	RUS 1000 GRW ETF	$1.1M	2257	0.09%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2120	0.09%	SOLE
49	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$993K	13142	0.09%	SOLE
50	JPMORGAN CHASE & CO	COM	$940K	3031	0.08%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.