Verus Financial Partners

RICHMOND, VAfiles as Verus Financial Partners, Inc.

$1.2bn in 127 US stocks at the end of 30 June 2026. The top 10 are 76.6% of the money. It changed about 2.1% of the portfolio this quarter.

Value

$1.2bn

Stocks

127

Top 10 share

76.6%

Turnover

2.1%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
CarMaxKMX
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
Cardinal HealthCAH
<0.1% of the fund
United Airlines HoldingsUAL
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBND
11.5% of the fund
+3%
Vanguard BD Index FDSBIV
4.6% of the fund
+5%
Dimensional ETF TrustDFUV
3.9% of the fund
+11%
Vanguard MUN BD FDSVCRM
0.8% of the fund
+22%
Dimensional ETF TrustDFNM
0.4% of the fund
+13%
Philip Morris InternationalPM
0.4% of the fund
+3%
Vanguard MUN BD FDSVTEI
0.3% of the fund
+29%
MicrosoftMSFT
0.2% of the fund
+10%
Dominion EnergyD
0.2% of the fund
+6%
Brandywine Realty TrustBDN
<0.1% of the fund
+5%
Mondelez InternationalMDLZ
<0.1% of the fund
+12%
YUM BrandsYUM
<0.1% of the fund
+45%

Cut

Sold some of their stake.

American Centy ETF TRAVLV
1.5% of the fund
-23%
Ishares TRDVY
0.6% of the fund
-3%
Schwab Strategic TRSCHD
0.2% of the fund
-8%
Dimensional ETF TrustDFCF
0.1% of the fund
-19%
Vanguard Scottsdale FDSVGSH
0.1% of the fund
-11%
ExxonMobil HoldingsXOM
0.1% of the fund
-7%
Johnson & JohnsonJNJ
<0.1% of the fund
-10%
QualcommQCOM
<0.1% of the fund
-3%
Elevance HealthELV
<0.1% of the fund
-7%
General ElectricGE
<0.1% of the fund
-6%
CaterpillarCAT
<0.1% of the fund
-35%
GE VernovaGEV
<0.1% of the fund
-7%
Capital One FinancialCOF
<0.1% of the fund
-2%
Duke EnergyDUK
<0.1% of the fund
-9%
Invesco QQQ TRQQQ
<0.1% of the fund
-2%
MckessonMCK
<0.1% of the fund
-4%
Coca-ColaKO
<0.1% of the fund
-2%
ChevronCVX
<0.1% of the fund
-4%
Procter & GamblePG
<0.1% of the fund
-14%
VisaV
<0.1% of the fund
-39%

Sold out

Sold their entire stake.

Holdings

Vanguard Index FDSVTI
Share
24.8%
Value
$290m
Shares
784,245
Held
Vanguard BD Index FDSBND
Share
11.5%
Value
$134m
Shares
1,829,288
+3%
Vanguard Star FDSVXUS
Share
7.5%
Value
$88m
Shares
1,025,567
Held
American Centy ETF TRAVIG
Share
5.5%
Value
$64m
Shares
1,555,647
Held
American Centy ETF TRAVSF
Share
5.4%
Value
$63m
Shares
1,358,338
Held
Vanguard World FDMGC
Share
4.7%
Value
$55m
Shares
201,543
Held
Vanguard BD Index FDSBIV
Share
4.6%
Value
$54m
Shares
706,952
+5%
Vanguard Intl Equity Index FVEU
Share
4.6%
Value
$54m
Shares
642,970
Held
Dimensional ETF TrustDFIV
Share
4.0%
Value
$47m
Shares
860,998
Held
Dimensional ETF TrustDFUV
Share
3.9%
Value
$46m
Shares
833,515
+11%
Ishares TRIVV
Share
3.0%
Value
$36m
Shares
47,569
Held
Vanguard Index FDSVBR
Share
2.8%
Value
$32m
Shares
132,360
Held
Vanguard Index FDSVV
Share
2.1%
Value
$24m
Shares
70,316
Held
American Centy ETF TRAVLV
Share
1.5%
Value
$18m
Shares
197,709
-23%
Vanguard Malvern FDSVTIP
Share
1.2%
Value
$14m
Shares
286,832
Held
Ishares TRIXUS
Share
1.2%
Value
$14m
Shares
147,737
Held
Vanguard MUN BD FDSVTEB
Share
0.8%
Value
$9m
Shares
184,834
Held
Vanguard MUN BD FDSVCRM
Share
0.8%
Value
$9m
Shares
118,924
+22%
Vanguard Index FDSVO
Share
0.8%
Value
$9m
Shares
112,168
Held
Ishares TRDVY
Share
0.6%
Value
$7m
Shares
44,284
-3%
Dimensional ETF TrustDFNM
Share
0.4%
Value
$5m
Shares
108,310
+13%
Philip Morris InternationalPM
Share
0.4%
Value
$5m
Shares
26,723
+3%
Ishares TRIJH
Share
0.4%
Value
$4m
Shares
56,758
Held
Altria GroupMO
Share
0.3%
Value
$4m
Shares
54,706
Held
Vanguard MUN BD FDSVTEI
Share
0.3%
Value
$4m
Shares
37,425
+29%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$4m
Shares
4,926
Held
AppleAAPL
Share
0.3%
Value
$4m
Shares
12,485
Held
Vanguard Index FDSVOO
Share
0.3%
Value
$3m
Shares
4,970
Held
Vanguard Scottsdale FDSVTHR
Share
0.2%
Value
$3m
Shares
7,775
Held
Vanguard Intl Equity Index FVT
Share
0.2%
Value
$3m
Shares
16,143
Held
Ishares Gold TRIAU
Share
0.2%
Value
$2m
Shares
30,161
Held
Ishares TRIWD
Share
0.2%
Value
$2m
Shares
9,203
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$2m
Shares
67,820
-8%
MicrosoftMSFT
Share
0.2%
Value
$2m
Shares
5,498
+10%
Dominion EnergyD
Share
0.2%
Value
$2m
Shares
28,336
+6%
HCA HealthcareHCA
Share
0.2%
Value
$2m
Shares
4,770
Held
International Business MachinesIBM
Share
0.1%
Value
$2m
Shares
5,690
Held
Dimensional ETF TrustDFCF
Share
0.1%
Value
$1m
Shares
34,339
-19%
Vanguard Scottsdale FDSVGSH
Share
0.1%
Value
$1m
Shares
23,659
-11%
Vanguard BD Index FDSVUSB
Share
0.1%
Value
$1m
Shares
27,038
Held
W.W. GraingerGWW
Share
0.1%
Value
$1m
Shares
974
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$1m
Shares
9,595
-7%
AlphabetGOOGL
Share
0.1%
Value
$1m
Shares
3,381
Held
Dimensional ETF TrustDFAS
Share
<0.1%
Value
$1m
Shares
14,173
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$1m
Shares
4,453
-10%
Ishares TRIWF
Share
<0.1%
Value
$1m
Shares
8,988
Held
American Centy ETF TRAVIV
Share
<0.1%
Value
$1m
Shares
14,204
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$1m
Shares
2,120
Held
Vanguard Instl Index FDVBIL
Share
<0.1%
Value
$991,655
Shares
13,103
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$979,323
Shares
2,992
Held
Vanguard Index FDSVB
Share
<0.1%
Value
$957,116
Shares
3,158
Held
QualcommQCOM
Share
<0.1%
Value
$875,350
Shares
4,737
-3%
Brandywine Realty TrustBDN
Share
<0.1%
Value
$863,562
Shares
272,417
+5%
NvidiaNVDA
Share
<0.1%
Value
$859,070
Shares
4,293
Held
Amazon.comAMZN
Share
<0.1%
Value
$831,330
Shares
3,488
Held
Elevance HealthELV
Share
<0.1%
Value
$764,432
Shares
1,977
-7%
General ElectricGE
Share
<0.1%
Value
$732,795
Shares
1,961
-6%
CaterpillarCAT
Share
<0.1%
Value
$699,097
Shares
656
-35%
Norfolk SouthernNSC
Share
<0.1%
Value
$692,163
Shares
2,200
Held
Lowe's CompaniesLOW
Share
<0.1%
Value
$655,554
Shares
2,973
Held
Bank of AmericaBAC
Share
<0.1%
Value
$626,952
Shares
11,003
Held
Meta PlatformsMETA
Share
<0.1%
Value
$605,464
Shares
1,075
Held
Dimensional ETF TrustDISV
Share
<0.1%
Value
$602,915
Shares
15,024
Held
Dimensional ETF TrustDFAX
Share
<0.1%
Value
$599,628
Shares
16,277
Held
Southern CompanySO
Share
<0.1%
Value
$560,317
Shares
5,854
Held
NasdaqNDAQ
Share
<0.1%
Value
$554,262
Shares
7,032
Held
Ishares TRILF
Share
<0.1%
Value
$552,607
Shares
16,374
Held
Micron TechnologyMU
Share
<0.1%
Value
$549,442
Shares
476
Held
TJX CompaniesTJX
Share
<0.1%
Value
$549,314
Shares
3,626
Held
BroadcomAVGO
Share
<0.1%
Value
$542,827
Shares
1,437
Held
Fidelity Wise Origin BitcoinFBTC
Share
<0.1%
Value
$533,319
Shares
10,447
Held
GE VernovaGEV
Share
<0.1%
Value
$523,988
Shares
446
-7%
Vanguard Index FDSVTV
Share
<0.1%
Value
$521,533
Shares
2,393
Held
Vanguard World FDVDE
Share
<0.1%
Value
$520,462
Shares
3,467
Held
AbbVieABBV
Share
<0.1%
Value
$506,542
Shares
2,013
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$505,417
Shares
1,372
Held
MerckMRK
Share
<0.1%
Value
$498,166
Shares
3,877
Held
American Centy ETF TRAVXC
Share
<0.1%
Value
$483,998
Shares
5,651
Held
CorningGLW
Share
<0.1%
Value
$450,917
Shares
1,765
Held
Vanguard Index FDSVBK
Share
<0.1%
Value
$445,057
Shares
1,217
Held
AlphabetGOOG
Share
<0.1%
Value
$437,427
Shares
1,238
Held
Capital One FinancialCOF
Share
<0.1%
Value
$431,629
Shares
2,151
-2%
Dimensional ETF TrustDFUS
Share
<0.1%
Value
$410,591
Shares
5,011
Held
Duke EnergyDUK
Share
<0.1%
Value
$407,660
Shares
3,221
-9%
Home DepotHD
Share
<0.1%
Value
$407,292
Shares
1,155
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$407,229
Shares
553
-2%
Wisdomtree TRWTV
Share
<0.1%
Value
$398,539
Shares
3,918
Held
Dimensional ETF TrustDFAT
Share
<0.1%
Value
$396,892
Shares
5,678
Held
IntelINTC
Share
<0.1%
Value
$395,711
Shares
2,834
New
MckessonMCK
Share
<0.1%
Value
$380,822
Shares
504
-4%
Eli LillyLLY
Share
<0.1%
Value
$377,439
Shares
315
Held
WalmartWMT
Share
<0.1%
Value
$366,160
Shares
3,233
Held
Mondelez InternationalMDLZ
Share
<0.1%
Value
$363,759
Shares
6,289
+12%
Abrdn Platinum ETF TrustPPLT
Share
<0.1%
Value
$353,250
Shares
25,000
Held
Dimensional ETF TrustDFSD
Share
<0.1%
Value
$352,987
Shares
7,392
Held
PepsiCoPEP
Share
<0.1%
Value
$345,337
Shares
2,550
Held
Vanguard World FDVGT
Share
<0.1%
Value
$331,044
Shares
2,770
Held
American Centy ETF TRAVIE
Share
<0.1%
Value
$330,638
Shares
4,447
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$328,437
Shares
7,757
Held
Flexshares TRGUNR
Share
<0.1%
Value
$326,258
Shares
6,620
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	24.8%	$290m	784,245	Held
Vanguard BD Index FDSBND	11.5%	$134m	1,829,288	+3%
Vanguard Star FDSVXUS	7.5%	$88m	1,025,567	Held
American Centy ETF TRAVIG	5.5%	$64m	1,555,647	Held
American Centy ETF TRAVSF	5.4%	$63m	1,358,338	Held
Vanguard World FDMGC	4.7%	$55m	201,543	Held
Vanguard BD Index FDSBIV	4.6%	$54m	706,952	+5%
Vanguard Intl Equity Index FVEU	4.6%	$54m	642,970	Held
Dimensional ETF TrustDFIV	4.0%	$47m	860,998	Held
Dimensional ETF TrustDFUV	3.9%	$46m	833,515	+11%
Ishares TRIVV	3.0%	$36m	47,569	Held
Vanguard Index FDSVBR	2.8%	$32m	132,360	Held
Vanguard Index FDSVV	2.1%	$24m	70,316	Held
American Centy ETF TRAVLV	1.5%	$18m	197,709	-23%
Vanguard Malvern FDSVTIP	1.2%	$14m	286,832	Held
Ishares TRIXUS	1.2%	$14m	147,737	Held
Vanguard MUN BD FDSVTEB	0.8%	$9m	184,834	Held
Vanguard MUN BD FDSVCRM	0.8%	$9m	118,924	+22%
Vanguard Index FDSVO	0.8%	$9m	112,168	Held
Ishares TRDVY	0.6%	$7m	44,284	-3%
Dimensional ETF TrustDFNM	0.4%	$5m	108,310	+13%
Philip Morris InternationalPM	0.4%	$5m	26,723	+3%
Ishares TRIJH	0.4%	$4m	56,758	Held
Altria GroupMO	0.3%	$4m	54,706	Held
Vanguard MUN BD FDSVTEI	0.3%	$4m	37,425	+29%
State STR Spdr S&P 500 ETF TSPY	0.3%	$4m	4,926	Held
AppleAAPL	0.3%	$4m	12,485	Held
Vanguard Index FDSVOO	0.3%	$3m	4,970	Held
Vanguard Scottsdale FDSVTHR	0.2%	$3m	7,775	Held
Vanguard Intl Equity Index FVT	0.2%	$3m	16,143	Held
Ishares Gold TRIAU	0.2%	$2m	30,161	Held
Ishares TRIWD	0.2%	$2m	9,203	Held
Schwab Strategic TRSCHD	0.2%	$2m	67,820	-8%
MicrosoftMSFT	0.2%	$2m	5,498	+10%
Dominion EnergyD	0.2%	$2m	28,336	+6%
HCA HealthcareHCA	0.2%	$2m	4,770	Held
International Business MachinesIBM	0.1%	$2m	5,690	Held
Dimensional ETF TrustDFCF	0.1%	$1m	34,339	-19%
Vanguard Scottsdale FDSVGSH	0.1%	$1m	23,659	-11%
Vanguard BD Index FDSVUSB	0.1%	$1m	27,038	Held
W.W. GraingerGWW	0.1%	$1m	974	Held
ExxonMobil HoldingsXOM	0.1%	$1m	9,595	-7%
AlphabetGOOGL	0.1%	$1m	3,381	Held
Dimensional ETF TrustDFAS	<0.1%	$1m	14,173	Held
Johnson & JohnsonJNJ	<0.1%	$1m	4,453	-10%
Ishares TRIWF	<0.1%	$1m	8,988	Held
American Centy ETF TRAVIV	<0.1%	$1m	14,204	Held
Berkshire HathawayBRK-B	<0.1%	$1m	2,120	Held
Vanguard Instl Index FDVBIL	<0.1%	$991,655	13,103	Held
JPMorgan ChaseJPM	<0.1%	$979,323	2,992	Held
Vanguard Index FDSVB	<0.1%	$957,116	3,158	Held
QualcommQCOM	<0.1%	$875,350	4,737	-3%
Brandywine Realty TrustBDN	<0.1%	$863,562	272,417	+5%
NvidiaNVDA	<0.1%	$859,070	4,293	Held
Amazon.comAMZN	<0.1%	$831,330	3,488	Held
Elevance HealthELV	<0.1%	$764,432	1,977	-7%
General ElectricGE	<0.1%	$732,795	1,961	-6%
CaterpillarCAT	<0.1%	$699,097	656	-35%
Norfolk SouthernNSC	<0.1%	$692,163	2,200	Held
Lowe's CompaniesLOW	<0.1%	$655,554	2,973	Held
Bank of AmericaBAC	<0.1%	$626,952	11,003	Held
Meta PlatformsMETA	<0.1%	$605,464	1,075	Held
Dimensional ETF TrustDISV	<0.1%	$602,915	15,024	Held
Dimensional ETF TrustDFAX	<0.1%	$599,628	16,277	Held
Southern CompanySO	<0.1%	$560,317	5,854	Held
NasdaqNDAQ	<0.1%	$554,262	7,032	Held
Ishares TRILF	<0.1%	$552,607	16,374	Held
Micron TechnologyMU	<0.1%	$549,442	476	Held
TJX CompaniesTJX	<0.1%	$549,314	3,626	Held
BroadcomAVGO	<0.1%	$542,827	1,437	Held
Fidelity Wise Origin BitcoinFBTC	<0.1%	$533,319	10,447	Held
GE VernovaGEV	<0.1%	$523,988	446	-7%
Vanguard Index FDSVTV	<0.1%	$521,533	2,393	Held
Vanguard World FDVDE	<0.1%	$520,462	3,467	Held
AbbVieABBV	<0.1%	$506,542	2,013	Held
Spdr Gold TRGLD	<0.1%	$505,417	1,372	Held
MerckMRK	<0.1%	$498,166	3,877	Held
American Centy ETF TRAVXC	<0.1%	$483,998	5,651	Held
CorningGLW	<0.1%	$450,917	1,765	Held
Vanguard Index FDSVBK	<0.1%	$445,057	1,217	Held
AlphabetGOOG	<0.1%	$437,427	1,238	Held
Capital One FinancialCOF	<0.1%	$431,629	2,151	-2%
Dimensional ETF TrustDFUS	<0.1%	$410,591	5,011	Held
Duke EnergyDUK	<0.1%	$407,660	3,221	-9%
Home DepotHD	<0.1%	$407,292	1,155	Held
Invesco QQQ TRQQQ	<0.1%	$407,229	553	-2%
Wisdomtree TRWTV	<0.1%	$398,539	3,918	Held
Dimensional ETF TrustDFAT	<0.1%	$396,892	5,678	Held
IntelINTC	<0.1%	$395,711	2,834	New
MckessonMCK	<0.1%	$380,822	504	-4%
Eli LillyLLY	<0.1%	$377,439	315	Held
WalmartWMT	<0.1%	$366,160	3,233	Held
Mondelez InternationalMDLZ	<0.1%	$363,759	6,289	+12%
Abrdn Platinum ETF TrustPPLT	<0.1%	$353,250	25,000	Held
Dimensional ETF TrustDFSD	<0.1%	$352,987	7,392	Held
PepsiCoPEP	<0.1%	$345,337	2,550	Held
Vanguard World FDVGT	<0.1%	$331,044	2,770	Held
American Centy ETF TRAVIE	<0.1%	$330,638	4,447	Held
Verizon CommunicationsVZ	<0.1%	$328,437	7,757	Held
Flexshares TRGUNR	<0.1%	$326,258	6,620	Held

Showing the largest 100 of 127.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.1% since 30 June 2025.

Where the money is

Technology1.0%

Everyday goods0.9%

Health care0.5%

Industrials0.4%

Financial services0.4%

Utilities0.3%

Retail & consumer0.3%

Media & telecom0.2%

Energy0.2%

Real estate0.1%

Other95.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.