Verus Capital Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2026), Verus Capital Partners, LLC reported 344 stock positions worth $964.6 million. Its top holding was Apple (AAPL) at 14.5% of the portfolio, followed by Amazon.com (AMZN, 8.1%) and Microsoft (MSFT, 7.9%). Compared with Q1 2024, it opened 25 new positions, sold out of 30, added to 162 and reduced 147. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001796874
- Portfolio Value
- $964.6M (Q2 2024)
- SEC Filing
- 0001796874-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 344 stocks · $964.6M
| AAPL Apple Inc. | 14.52% | 664,801 | $140.0M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 8.11% | 404,302 | $78.2M | Reduce -1.1% |
| MSFT Microsoft Corp. | 7.94% | 171,260 | $76.5M | Add +1.1% |
| AMD Advanced Micro Devices | 5.98% | 355,340 | $57.6M | Add +1.8% |
| NVDA Nvidia Corp. | 4.73% | 369,443 | $45.6M | Add +6.7% |
| IVV iShares Core S&P 500 ETF | 3.12% | 55,133 | $30.1M | Reduce -8.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.52% | 310,783 | $24.3M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 2.36% | 125,148 | $22.8M | Add +11.1% |
| XOM Exxon Mobil Corp. | 2.32% | 194,351 | $22.4M | Reduce -6.5% |
| GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED | 1.77% | 363,946 | $17.1M | Reduce -7.6% |
| IJR iShares Core S&P Small-Cap E | 1.74% | 155,870 | $16.7M | Add +2.3% |
| IQLT iShares MSCI International Q | 1.40% | 346,058 | $13.5M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 24,251 | $11.6M | Reduce -1.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.17% | 232,129 | $11.3M | Add +2.5% |
| ABBV Abbvie Inc. | 1.11% | 62,601 | $10.7M | Reduce -3.1% |
| DGRO iShares Core Dividend Growth | 1.06% | 176,687 | $10.2M | Add +1.4% |
| FMB First Trust Managed Municipa | 1.01% | 189,839 | $9.7M | Reduce -13.2% |
| USMV iShares MSCI USA Min Vol Fac | 1.00% | 115,055 | $9.7M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 0.87% | 108,003 | $8.4M | Add +3.0% |
| GOF Guggenheim Strategic Opport | 0.82% | 528,757 | $7.9M | Add +20.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.78% | 162,398 | $7.6M | Reduce -5.3% |
| NOC Northrop Grumman Corp. | 0.74% | 16,303 | $7.1M | Reduce -0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.73% | 155,368 | $7.0M | Add +7.0% |
| VOO Vanguard S&P 500 ETF | 0.61% | 11,674 | $5.8M | Reduce -5.0% |
| VZ Verizon Communications Inc. | 0.58% | 135,617 | $5.6M | Add +12.0% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 29,417 | $5.0M | Add +9.6% |
| JPIB JPMorgan Intl BND ETF | 0.51% | 104,407 | $4.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 8,833 | $4.8M | Add +20.6% |
| GOOG Alphabet Inc. Class C | 0.49% | 26,016 | $4.8M | Add +6.4% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 48,163 | $4.5M | Add +92.0% |
| BP BP PLC-Spons ADR | 0.42% | 112,572 | $4.1M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.42% | 8,041 | $4.1M | Reduce -4.1% |
| TLT iShares 20+ Year Treasury BD | 0.39% | 40,959 | $3.8M | Reduce -3.5% |
| TPC Tutor Perini Corp. | 0.39% | 172,950 | $3.8M | Reduce -19.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 15,082 | $3.7M | Add +0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.37% | 77,010 | $3.6M | Add +36.1% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 0.36% | 3,483,378 | $3.5M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.35% | 33,087 | $3.4M | Add +36.0% |
| GBIL Goldman Sachs Access Treasur | 0.35% | 32,088 | $3.3M | Add +75.3% |
| FCX Freeport-McMoran Inc. | 0.33% | 65,290 | $3.2M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 7,782 | $3.2M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.32% | 15,781 | $3.1M | Add +26.4% |
| OBDC Blue Owl Capital Corp. | 0.32% | 202,394 | $3.1M | Add +11.6% |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 53,521 | $3.0M | Add +1.8% |
| OEF iShares S&P 100 ETF | 0.31% | 11,452 | $3.0M | Add +0.4% |
| BA The Boeing Co. | 0.31% | 16,268 | $3.0M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.30% | 13,608 | $2.9M | Add +1.3% |
| XLV SS Health Care Select Sector | 0.30% | 20,046 | $2.9M | Reduce -1.6% |
| NOBL Proshares S&P 500 Dividend A | 0.30% | 30,273 | $2.9M | Add +4.9% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 58,483 | $2.9M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 0.29% | 14,008 | $2.8M | Add +3.2% |
| MCD McDonald's Corp. | 0.29% | 10,939 | $2.8M | Reduce -17.6% |
| VONG Vanguard Russell 1000 Growth | 0.29% | 29,595 | $2.8M | Add +5.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 18,248 | $2.7M | Add +4.0% |
| ARKW ARK Next Generation Technolo | 0.28% | 34,229 | $2.7M | Add +1.1% |
| CVX Chevron Corp. | 0.27% | 16,941 | $2.6M | Add +2.3% |
| MO Altria Group Inc. | 0.26% | 54,699 | $2.5M | Add +9.3% |
| MUB iShares National Muni Bond E | 0.26% | 23,315 | $2.5M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.26% | 46,295 | $2.5M | Add +18.4% |
| COST Costco Wholesale Corp. | 0.26% | 2,798 | $2.5M | Add +4.1% |
| AMAT Applied Materials Inc. | 0.25% | 10,197 | $2.4M | Reduce -1.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 10,399 | $2.4M | Reduce -5.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 23,915 | $2.3M | Reduce -3.5% |
| ORCL Oracle Corp. | 0.24% | 16,337 | $2.3M | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 29,822 | $2.3M | Add +2.4% |
| T AT&T Inc. | 0.23% | 114,777 | $2.2M | Reduce -1.3% |
| V Visa Inc. Class A | 0.22% | 7,882 | $2.2M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.22% | 9,519 | $2.2M | Add +14.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 19,896 | $2.1M | Reduce -12.5% |
| VNQ Vanguard Real Estate ETF | 0.22% | 24,785 | $2.1M | Add +19.6% |
| ULST SS Ultra Short TM Bond ETF | 0.21% | 49,594 | $2.0M | Add +39.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.21% | 48,000 | $2.0M | Add +1.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 36,578 | $2.0M | Add +96.5% |
| MBB iShares MBS ETF | 0.21% | 21,646 | $2.0M | Add +13.0% |
| IVE iShares S&P 500 Value ETF | 0.20% | 10,613 | $1.9M | Add +4.2% |
| COWG Pacer US LRG Cap Cows GR LD | 0.19% | 67,973 | $1.8M | Add +110.6% |
| IYW iShares Ustechnology ETF | 0.19% | 12,105 | $1.8M | Reduce -2.3% |
| JYNT The Joint Corp. | 0.18% | 125,515 | $1.8M | Reduce -3.3% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 27,953 | $1.8M | Add +35.4% |
| USHY iShares Broad Usd High Yield | 0.18% | 47,980 | $1.7M | Add +8.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 7,928 | $1.7M | Reduce -17.2% |
| IEF iShares 7-10 Year Treasury B | 0.18% | 18,301 | $1.7M | Reduce -2.6% |
| EFV iShares MSCI Eafe Value ETF | 0.18% | 32,177 | $1.7M | Reduce -38.5% |
| TIP iShares Tips Bond ETF | 0.18% | 15,926 | $1.7M | Reduce -8.1% |
| IWF iShares Russell 1000 Growth | 0.17% | 4,657 | $1.7M | Reduce -0.1% |
| HD Home Depot Inc. | 0.17% | 4,732 | $1.6M | Reduce -4.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.17% | 36,764 | $1.6M | Add +62.5% |
| ICOW Pacer Developed Markets Inte | 0.17% | 52,494 | $1.6M | Add +61.2% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 17,874 | $1.6M | Reduce -9.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.16% | 26,677 | $1.6M | Add +15.4% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 13,079 | $1.6M | Add +2.3% |
| CME Cme Group Inc. | 0.16% | 7,821 | $1.5M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 9,448 | $1.5M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 20,696 | $1.5M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 18,737 | $1.5M | Reduce -11.3% |
| IWO iShares Russell 2000 Growth | 0.15% | 5,535 | $1.5M | Reduce -5.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.14% | 3,577 | $1.4M | Reduce -1.4% |
| IWN iShares Russell 2000 Value E | 0.14% | 9,180 | $1.4M | Reduce -8.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 5,149 | $1.4M | Add +6.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 16,803 | $1.4M | No change |
Options reported separately and not counted above: ISRG calls ($1.9M), QQQ puts ($719K), LCID calls ($39K), AVGO calls ($32K).
Portfolio Sells Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Reduce -8.9% | 3.12% | −0.40 |
| XOM Exxon Mobil Corp. | Reduce -6.5% | 2.32% | −0.35 |
| GTO Invesco Total Return Bond Et | Reduce -7.6% | 1.77% | −0.27 |
| FMB First Trust Managed Municipa | Reduce -13.2% | 1.01% | −0.24 |
| ABBV Abbvie Inc. | Reduce -3.1% | 1.11% | −0.19 |
| EFV iShares MSCI Eafe Value ETF | Reduce -38.5% | 0.18% | −0.14 |
| NOC Northrop Grumman Corp. | Reduce -0.2% | 0.74% | −0.13 |
| MCD McDonald's Corp. | Reduce -17.6% | 0.29% | −0.13 |
| ESGU iShares ESG Aware MSCI USA | Reduce -47.4% | 0.13% | −0.12 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -5.3% | 0.78% | −0.10 |
| DIS The Walt Disney Co. | Reduce -3.5% | 0.24% | −0.09 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.1% | 1.00% | −0.09 |
| BP BP PLC-Spons ADR | Reduce -5.1% | 0.42% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.6% | 2.52% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -17.2% | 0.18% | −0.06 |
| CEM Clearbridge MLP & Midstream | Sold out | 0.00% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -26.4% | 0.12% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.5% | 0.39% | −0.05 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -12.5% | 0.22% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -41.1% | 0.07% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 0.61% | −0.05 |
| SRE Sempra | Sold out | 0.00% | −0.05 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 8.11% | −0.05 |
| XYZ Block Inc. | Sold out | 0.00% | −0.05 |
| BA The Boeing Co. | Reduce -0.8% | 0.31% | −0.04 |
| HD Home Depot Inc. | Reduce -4.2% | 0.17% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.5% | 0.30% | −0.04 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.3% | 0.25% | −0.04 |
| CRM Salesforce Inc. | Reduce -53.0% | 0.02% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.33% | −0.04 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -11.3% | 0.16% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -9.7% | 0.16% | −0.03 |
| IWN iShares Russell 2000 Value E | Reduce -8.8% | 0.14% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -0.8% | 0.13% | −0.03 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.03 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -4.1% | 0.42% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 0.30% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -8.1% | 0.18% | −0.03 |
| CME Cme Group Inc. | Reduce -1.4% | 0.16% | −0.03 |
| INTC Intel Corp. | Reduce -16.2% | 0.04% | −0.03 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.03 |
| HYXF iShares ESG Adv High Yield | Reduce -11.8% | 0.12% | −0.03 |
| CHE Chemed Corp. | Reduce -16.5% | 0.05% | −0.03 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +6.7% | 4.73% | +1.27 |
| JPIB JPMorgan Intl BND ETF | New | 0.51% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +11.1% | 2.36% | +0.48 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | New | 0.36% | +0.36 |
| IVW iShares S&P 500 Growth ETF | Add +92.0% | 0.46% | +0.23 |
| GBIL Goldman Sachs Access Treasur | Add +75.3% | 0.35% | +0.14 |
| GOF Guggenheim Strategic Opport | Add +20.1% | 0.82% | +0.12 |
| COWG Pacer US LRG Cap Cows GR LD | Add +110.6% | 0.19% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +36.1% | 0.37% | +0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Add +96.5% | 0.21% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +6.4% | 0.49% | +0.08 |
| TSLA Tesla Inc. | Add +26.4% | 0.32% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.6% | 0.50% | +0.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +36.0% | 0.35% | +0.07 |
| ICOW Pacer Developed Markets Inte | Add +61.2% | 0.17% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | Add +35.4% | 0.18% | +0.05 |
| MSFT Microsoft Corp. | Add +1.1% | 7.94% | +0.05 |
| ULST SS Ultra Short TM Bond ETF | Add +39.6% | 0.21% | +0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +62.5% | 0.17% | +0.04 |
| ECOW Pacer Emerging Markets Cash | Add +120.7% | 0.08% | +0.04 |
| XRX Xerox Holdings Corp. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.26% | +0.04 |
| JMUB JPMorgan Municipal ETF | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +18.4% | 0.26% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +9.6% | 0.52% | +0.03 |
| XLK SS Technology Select Sector | Add +14.5% | 0.22% | +0.03 |
| LLY Eli Lilly & Co. | Add +17.5% | 0.14% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.03% | +0.03 |
| PSN Parsons Corp. | New | 0.03% | +0.03 |
| AGG iShares Core U.S. Aggregate | New | 0.03% | +0.03 |
| ARCC Ares Capital Corp. | New | 0.03% | +0.03 |
| GOVT iShares US Treasury Bond ETF | Add +49.4% | 0.09% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.02% | +0.02 |
| URI United Rentals Inc. | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.02% | +0.02 |
| BOOT Boot Barn Holdings Inc. | New | 0.02% | +0.02 |
| BEN Franklin Templeton Inc. | New | 0.02% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | New | 0.02% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| DFEN Direx DLY Aeros & DF BL3X-Ui | New | 0.02% | +0.02 |
| SCCO Southern Copper Corp. | New | 0.02% | +0.02 |
| GDXJ Vaneck Junior Gold Miners | New | 0.02% | +0.02 |
| XLRE SS Real Estate Select Sector | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +46.6% | 0.05% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +5.2% | 0.29% | +0.02 |
| TPL Texas Pacific Land Corp. | Add +10.4% | 0.07% | +0.02 |
| VZ Verizon Communications Inc. | Add +12.0% | 0.58% | +0.02 |
| RIVN Rivian Automotive Inc. Class A | New | 0.02% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +19.6% | 0.22% | +0.02 |
Options Activity Q1 2024 → Q2 2024
| ISRG Intuitive Surgical Inc. | call | Add +110.0% | 4,200 | $1.9M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 1,500 | $785Kbefore exit |
| AVGO Broadcom Inc. | call | New | 200 | $32K |
| TPC Tutor Perini Corp. | put | Sold out | 1,500 | $22Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 501 | $1.8B | AAPL, AMD, NVDA, MU, AMZN |
| Q1 2026 | 461 | $1.5B | AAPL, NVDA, AMZN, AMD, GOOGL |
| Q4 2025Amended | 444 | $1.5B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q3 2025Amended | 416 | $1.3B | AAPL, NVDA, AMZN, MSFT, AMD |
| Q2 2025Amended | 370 | $1.1B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q1 2025Amended | 373 | $1.0B | AAPL, AMZN, MSFT, NVDA, AMD |
| Q4 2024Amended | 362 | $1.0B | AAPL, AMZN, NVDA, MSFT, AMD |
| Q3 2024Amended | 358 | $1.0B | AAPL, AMZN, MSFT, AMD, NVDA |
| Q2 2024Amended | 344 | $964.6M | AAPL, AMZN, MSFT, AMD, NVDA |
| Q1 2024 | 349 | $903.8M | AAPL, AMZN, MSFT, AMD, IVV |