Verus Advisory, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 20, 2026), Verus Advisory, Inc. reported 8 stock positions worth $153.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 40.0% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 29.4%) and Vanguard Total Bond Market (BND, 17.2%).
- Most Recent 13F
- Q1 2026
- Location
- SEATTLE, WA
- CIK
- 0002064821
- Portfolio Value
- $153.2M (Q4 2025)
- SEC Filing
- 0002064821-26-000001 ↗ filed Feb 20, 2026
Holdings Value
Holdings 8 stocks · $153.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 40.02% | 89,273 | $61.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 29.39% | 133,330 | $45.0M | — |
| BND Vanguard Total Bond Market | 17.17% | 354,323 | $26.3M | — |
| VEA Vanguard Ftse Developed ETF | 6.24% | 152,270 | $9.6M | — |
| VWO Vanguard Ftse Emerging Marke | 5.13% | 146,068 | $7.9M | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 1.28% | 53,941 | $2.0M | — |
| NUEM Nuveen ESG Emerging Markets | 0.45% | 19,239 | $686K | — |
| JSTC Adasina Social Justice GLB | 0.32% | 24,224 | $493K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.