Veratis Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Veratis Advisors, Inc. held in its portfolio 75 assets valued at $126,354,764 (i.e. $126.36M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($11.03M), LINCOLN ELEC HLDGS INC ($9.49M), and DIMENSIONAL ETF TRUST ($9.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Veratis Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 24081 | 11034104 | GROWTH ETF |
| LINCOLN ELEC HLDGS INC | 32800 | 9494616 | COM |
| DIMENSIONAL ETF TRUST | 166704 | 9162068 | US TARGETED VLU |
| ISHARES TR | 36978 | 8251072 | RUS 1000 VAL ETF |
| VANGUARD MUN BD FDS | 160726 | 8179340 | TAX EXEMPT BD |
| ISHARES TR | 53101 | 5756456 | NATIONAL MUN ETF |
| ISHARES TR | 40162 | 4995018 | SP SMCP600VL ETF |
| ISHARES TR | 30499 | 4653681 | S&P SML 600 GWT |
| VANGUARD INDEX FDS | 19983 | 4112927 | VALUE ETF |
| APPLE INC | 12362 | 3231927 | COM |
| TRUIST FINL CORP | 52525 | 2743118 | COM |
| DIMENSIONAL ETF TRUST | 93451 | 2676913 | GLOBAL REAL EST |
| WALMART INC | 20616 | 2658666 | COM |
| VANGUARD ADMIRAL FDS INC | 17325 | 2268979 | SMLCP 600 GRTH |
| VANGUARD ADMIRAL FDS INC | 20753 | 2222878 | SMLCP 600 VAL |
| VANGUARD INDEX FDS | 11387 | 2184913 | MCAP VL IDXVIP |
| VANGUARD BD INDEX FDS | 28382 | 2020828 | LONG TERM BOND |
| VANGUARD INDEX FDS | 5976 | 2011197 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 53576 | 1961701 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 70452 | 1889526 | US TIPS ETF |
| VANGUARD CHARLOTTE FDS | 38355 | 1875401 | TOTAL INT BD ETF |
| VANGUARD ADMIRAL FDS INC | 13181 | 1709827 | MIDCP 400 GRTH |
| DIMENSIONAL ETF TRUST | 40016 | 1696431 | INTL SMALL CAP V |
| ISHARES TR | 32657 | 1651965 | CORE INTL AGGR |
| BERKSHIRE HATHAWAY INC DEL | 2754 | 1388057 | CL B NEW |
| ISHARES TR | 12856 | 1380683 | SHRT NAT MUN ETF |
| LOWES COS INC | 4042 | 1133437 | COM |
| SPDR SERIES TRUST | 22045 | 1067130 | STATE STREET SPD |
| TESLA INC | 2576 | 1045965 | COM |
| ISHARES TR | 19977 | 1015392 | CORE LT USDB ETF |
| AMAZON COM INC | 5048 | 1009779 | COM |
| VANGUARD INDEX FDS | 1508 | 945628 | S&P 500 ETF SHS |
| NVIDIA CORPORATION | 4999 | 921680 | COM |
| VANGUARD STAR FDS | 11080 | 908340 | VG TL INTL STK F |
| ISHARES TR | 8190 | 856302 | S&P MC 400GR ETF |
| MICROSOFT CORP | 2033 | 807697 | COM |
| FEDEX CORP | 2117 | 792546 | COM |
| PHILLIPS 66 | 4634 | 729531 | COM |
| BROADCOM INC | 2121 | 702687 | COM |
| ALLSTATE CORP | 3212 | 676287 | COM |
| ISHARES TR | 5282 | 587760 | TIPS BD ETF |
| CISCO SYS INC | 7290 | 561465 | COM |
| INTERNATIONAL BUSINESS MACHS | 2159 | 559010 | COM |
| ALPHABET INC | 1830 | 551435 | CAP STK CL A |
| MCDONALDS CORP | 1655 | 540523 | COM |
| SAP SE | 2418 | 484809 | SPON ADR |
| INVESCO QQQ TR | 710 | 426319 | UNIT SER 1 |
| ORACLE CORP | 2747 | 423670 | COM |
| VANGUARD INDEX FDS | 1537 | 423604 | SMALL CP ETF |
| VISA INC | 1266 | 405041 | COM CL A |
| ANALOG DEVICES INC | 1175 | 397115 | COM |
| BLACKROCK INC | 353 | 377702 | COM |
| STRYKER CORPORATION | 990 | 366681 | COM |
| ELI LILLY & CO | 351 | 365986 | COM |
| PHILIP MORRIS INTL INC | 1907 | 350583 | COM |
| MERCK & CO INC | 2878 | 349735 | COM |
| STARBUCKS CORP | 3646 | 345575 | COM |
| JPMORGAN CHASE & CO. | 1125 | 343489 | COM |
| VANGUARD INTL EQUITY INDEX F | 2186 | 341248 | FTSE SMCAP ETF |
| NETFLIX INC | 4330 | 331223 | COM |
| PEPSICO INC | 2046 | 330219 | COM |
| CSX CORP | 7662 | 313031 | COM |
| APPLIED MATLS INC | 863 | 311422 | COM |
| TORONTO DOMINION BK ONT | 3200 | 304448 | COM NEW |
| CONSOLIDATED EDISON INC | 2622 | 297246 | COM |
| VANGUARD ADMIRAL FDS INC | 2561 | 278889 | MIDCP 400 VAL |
| DUKE ENERGY CORP NEW | 2159 | 274047 | COM NEW |
| COCA COLA CO | 3446 | 271562 | COM |
| VANGUARD INDEX FDS | 1167 | 269043 | SM CP VAL ETF |
| SCHWAB CHARLES CORP | 2692 | 250681 | COM |
| JOHNSON & JOHNSON | 973 | 236526 | COM |
| UNITEDHEALTH GROUP INC | 803 | 235017 | COM |
| VANGUARD INDEX FDS | 708 | 222492 | SML CP GRW ETF |
| ABBVIE INC | 938 | 217539 | COM |
| F N B CORP | 10237 | 184936 | COM |
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