VERUS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, VERUS WEALTH MANAGEMENT, LLC held in its portfolio 48 assets valued at $107,315,800 (i.e. $107.32M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($13.16M), ISHARES TR ($12.56M), and VANGUARD SCOTTSDALE FDS ($8.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
VERUS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 20981 | 13157944 | S&P 500 ETF SHS |
| ISHARES TR | 117216 | 12555006 | NATIONAL MUN ETF |
| VANGUARD SCOTTSDALE FDS | 99012 | 8292248 | INT-TERM CORP |
| SPDR SERIES TRUST | 253413 | 7058684 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 92728 | 6868348 | TOTAL BND MRKT |
| VANGUARD MUN BD FDS | 106720 | 5366949 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 43096 | 3977786 | VNG RUS1000VAL |
| AMERICAN CENTY ETF TR | 46921 | 3862537 | INTL EQT ETF |
| ISHARES TR | 31212 | 3751072 | CORE S&P SCP ETF |
| VANGUARD TAX-MANAGED FDS | 57527 | 3593712 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 45268 | 3486541 | AVANTIS EMGMKT |
| VANGUARD SCOTTSDALE FDS | 36295 | 2893830 | SHRT TRM CORP BD |
| ISHARES TR | 29973 | 2885800 | JPMORGAN USD EMG |
| ISHARES INC | 35165 | 2363791 | CORE MSCI EMKT |
| VANGUARD WHITEHALL FDS | 24119 | 1626344 | EM MK GOV BD ETF |
| DIMENSIONAL ETF TRUST | 32209 | 1607229 | INTERNATNAL VAL |
| VANGUARD SCOTTSDALE FDS | 5085 | 1571468 | VNG RUS1000IDX |
| DIMENSIONAL ETF TRUST | 26335 | 1567988 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 15851 | 1489518 | INTL SMCP VLU |
| ISHARES TR | 3122 | 1477643 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 20950 | 1459586 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 30065 | 1400728 | US MKTWIDE VALUE |
| NVIDIA CORPORATION | 6999 | 1305314 | COM |
| SCHWAB STRATEGIC TR | 53498 | 1286092 | INTL EQTY ETF |
| APPLE INC | 4678 | 1271761 | COM |
| MICROSOFT CORP | 2445 | 1182451 | COM |
| ISHARES TR | 7368 | 908180 | S&P 500 GRWT ETF |
| ISHARES TR | 7951 | 794146 | CORE US AGGBD ET |
| VANGUARD ADMIRAL FDS INC | 3531 | 723325 | 500 VAL IDX FD |
| ISHARES TR | 8378 | 691017 | CORE MSCI INTL |
| AMAZON COM INC | 2787 | 643295 | COM |
| ALPHABET INC | 2052 | 642276 | CAP STK CL A |
| VANGUARD WORLD FD | 8490 | 540219 | ESG US CORP BD |
| BROADCOM INC | 1351 | 467581 | COM |
| META PLATFORMS INC | 694 | 458102 | CL A |
| ALPHABET INC | 1294 | 406057 | CAP STK CL C |
| AMERICAN CENTY ETF TR | 5300 | 393578 | AVANTIS RESPONSI |
| TESLA INC | 859 | 386309 | COM |
| ISHARES TR | 6700 | 384982 | CALIF MUN BD ETF |
| ELI LILLY & CO | 343 | 368616 | COM |
| JPMORGAN CHASE & CO. | 1073 | 345742 | COM |
| ISHARES TR | 1424 | 299524 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 573 | 288018 | CL B NEW |
| DIMENSIONAL ETF TRUST | 6600 | 286638 | US SUSTAINABILTY |
| AMERICAN CENTY ETF TR | 2702 | 275550 | US SML CP VALU |
| FLEXSHARES TR | 5015 | 229938 | MORNSTAR UPSTR |
| FRANKLIN TEMPLETON ETF TR | 8690 | 216120 | FRANKLIN DYN MUN |
| VISA INC | 588 | 206217 | COM CL A |
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