§ 13F · FUND PROFILE
VERUS WEALTH MANAGEMENT, LLC.
AUM · $121M (13F)Positions · 60Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 23K | $16M | 12.8% | +6% |
| 2 | MUB | ISHARES TR | 124K | $13M | 11.0% | −2% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 108K | $9M | 7.4% | +3% |
| 4 | BND | VANGUARD BD INDEX FDS | 102K | $7M | 6.2% | +5% |
| 5 | VTEB | VANGUARD MUN BD FDS | 103K | $5M | 4.3% | +10% |
| 6 | IJR | ISHARES TR | 33K | $5M | 4.0% | +6% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 54K | $5M | 4.0% | +15% |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | 45K | $5M | 3.9% | +1% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 47K | $5M | 3.7% | +4% |
| 10 | SPHY | SPDR SERIES TRUST | 182K | $4M | 3.5% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VERUS SIGNAL
AC read
VERUS WEALTH MANAGEMENT, LLC is a Other fund managing $121 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →