§ 13F · FUND PROFILE
VERUS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99.4T (13F)Positions · 69Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 21K | $13.2T | 12.3% | +6% |
| 2 | MUB | ISHARES TR | 117K | $12.6T | 11.7% | +1% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 99K | $8.3T | 7.7% | +5% |
| 4 | BND | VANGUARD BD INDEX FDS | 93K | $6.9T | 6.4% | +4% |
| 5 | VTEB | VANGUARD MUN BD FDS | 107K | $5.4T | 5.0% | +14% |
| 6 | SPHY | SPDR SERIES TRUST | 177K | $4.2T | 3.9% | +2% |
| 7 | VONV | VANGUARD SCOTTSDALE FDS | 43K | $4.0T | 3.7% | −6% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 47K | $3.9T | 3.6% | NEW |
| 9 | IJR | ISHARES TR | 31K | $3.8T | 3.5% | +2% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 58K | $3.6T | 3.3% | −47% |
§ 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 $99437.7 trillion in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed