Verus Capital Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed July 9, 2026), Verus Capital Partners, LLC reported 358 stock positions worth $1.0 billion. Its top holding was Apple (AAPL) at 15.2% of the portfolio, followed by Amazon.com (AMZN, 7.4%) and Microsoft (MSFT, 7.1%). Compared with Q2 2024, it opened 32 new positions, sold out of 18, added to 159 and reduced 155. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0001796874
- Portfolio Value
- $1.0B (Q3 2024)
- SEC Filing
- 0001796874-26-000004 ↗ filed Jul 9, 2026
Holdings Value
Holdings 358 stocks · $1.0B
| AAPL Apple Inc. | 15.16% | 664,857 | $154.9M | Add +0.0% |
| AMZN Amazon.com Inc. | 7.36% | 403,281 | $75.1M | Reduce -0.3% |
| MSFT Microsoft Corp. | 7.08% | 168,045 | $72.3M | Reduce -1.9% |
| AMD Advanced Micro Devices | 5.69% | 354,209 | $58.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 5.37% | 451,449 | $54.8M | Add +22.2% |
| IVV iShares Core S&P 500 ETF | 3.22% | 56,991 | $32.9M | Add +3.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.53% | 311,118 | $25.8M | Add +0.1% |
| XOM Exxon Mobil Corp. | 2.03% | 176,520 | $20.7M | Reduce -9.2% |
| IJR iShares Core S&P Small-Cap E | 1.83% | 159,653 | $18.7M | Add +2.4% |
| GTO Invesco Total Return Bond Et | 1.81% | 383,728 | $18.5M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 1.80% | 111,116 | $18.4M | Reduce -11.2% |
| IQLT iShares MSCI International Q | 1.45% | 355,676 | $14.8M | Add +2.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.21% | 233,602 | $12.4M | Add +0.6% |
| ABBV Abbvie Inc. | 1.20% | 61,972 | $12.2M | Reduce -1.0% |
| DGRO iShares Core Dividend Growth | 1.11% | 181,543 | $11.4M | Add +2.8% |
| GOF Guggenheim Strategic Opport | 1.11% | 720,544 | $11.4M | Add +36.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 22,824 | $11.1M | Reduce -5.9% |
| FMB First Trust Managed Municipa | 1.03% | 201,707 | $10.5M | Add +6.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.01% | 219,790 | $10.4M | Add +41.5% |
| USMV iShares MSCI USA Min Vol Fac | 1.01% | 113,184 | $10.3M | Reduce -1.6% |
| GBIL Goldman Sachs Access Treasur | 0.88% | 96,461 | $9.0M | Add +200.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.87% | 183,777 | $8.9M | Add +13.2% |
| NOC Northrop Grumman Corp. | 0.82% | 15,842 | $8.4M | Reduce -2.8% |
| SCHD Schwab US DVD Equity ETF | 0.81% | 97,964 | $8.3M | Reduce -9.3% |
| VZ Verizon Communications Inc. | 0.64% | 144,834 | $6.5M | Add +6.8% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 34,409 | $6.2M | Add +17.0% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 58,444 | $5.6M | Add +21.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 9,135 | $5.2M | Add +3.4% |
| JPIB JPMorgan Intl BND ETF | 0.51% | 106,208 | $5.2M | Add +1.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.46% | 95,639 | $4.7M | Add +24.2% |
| META Meta Platforms Inc. Class A | 0.46% | 8,174 | $4.7M | Add +1.6% |
| TPC Tutor Perini Corp. | 0.43% | 161,810 | $4.4M | Reduce -6.4% |
| GOOG Alphabet Inc. Class C | 0.42% | 25,556 | $4.3M | Reduce -1.8% |
| EFV iShares MSCI Eafe Value ETF | 0.41% | 72,102 | $4.1M | Add +124.1% |
| TSLA Tesla Inc. | 0.40% | 15,611 | $4.1M | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.40% | 37,781 | $4.1M | Add +14.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 15,063 | $4.0M | Reduce -0.1% |
| TLT iShares 20+ Year Treasury BD | 0.38% | 39,726 | $3.9M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 7,750 | $3.6M | Reduce -0.4% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 0.35% | 3,560,846 | $3.6M | Add +2.2% |
| NOBL Proshares S&P 500 Dividend A | 0.33% | 31,457 | $3.4M | Add +3.9% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 54,454 | $3.3M | Add +1.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.32% | 56,324 | $3.3M | Add +54.0% |
| OEF iShares S&P 100 ETF | 0.31% | 11,548 | $3.2M | Add +0.8% |
| XLV SS Health Care Select Sector | 0.31% | 20,327 | $3.1M | Add +1.4% |
| MCD McDonald's Corp. | 0.31% | 10,271 | $3.1M | Reduce -6.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.30% | 105,466 | $3.0M | Add +55.2% |
| GLD SPDR Gold Shares | 0.30% | 12,433 | $3.0M | Reduce -8.6% |
| JPM JPMorgan Chase & Co. | 0.29% | 14,011 | $3.0M | Add +0.0% |
| MUB iShares National Muni Bond E | 0.29% | 27,104 | $2.9M | Add +16.3% |
| VOO Vanguard S&P 500 ETF | 0.27% | 5,282 | $2.8M | Reduce -54.8% |
| ORCL Oracle Corp. | 0.27% | 16,271 | $2.8M | Reduce -0.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 44,669 | $2.7M | New |
| MO Altria Group Inc. | 0.26% | 52,092 | $2.7M | Reduce -4.8% |
| MBB iShares MBS ETF | 0.26% | 27,541 | $2.6M | Add +27.2% |
| COST Costco Wholesale Corp. | 0.25% | 2,930 | $2.6M | Add +4.7% |
| IVE iShares S&P 500 Value ETF | 0.25% | 12,954 | $2.6M | Add +22.1% |
| FCX Freeport-McMoran Inc. | 0.25% | 50,894 | $2.5M | Reduce -22.1% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 30,509 | $2.5M | Add +2.3% |
| T AT&T Inc. | 0.24% | 112,972 | $2.5M | Reduce -1.6% |
| BP BP PLC-Spons ADR | 0.24% | 78,663 | $2.5M | Reduce -30.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 40,144 | $2.5M | Add +50.5% |
| CVX Chevron Corp. | 0.24% | 16,610 | $2.4M | Reduce -1.9% |
| VNQ Vanguard Real Estate ETF | 0.23% | 24,445 | $2.4M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 44,266 | $2.3M | Reduce -24.3% |
| V Visa Inc. Class A | 0.23% | 8,392 | $2.3M | Add +6.5% |
| BA The Boeing Co. | 0.22% | 14,796 | $2.3M | Reduce -9.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 23,042 | $2.2M | Reduce -3.6% |
| ULST SS Ultra Short TM Bond ETF | 0.22% | 53,924 | $2.2M | Add +8.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 12,774 | $2.1M | Reduce -30.0% |
| IYW iShares Ustechnology ETF | 0.21% | 13,865 | $2.1M | Add +14.5% |
| VONG Vanguard Russell 1000 Growth | 0.20% | 21,620 | $2.1M | Reduce -26.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.20% | 49,217 | $2.1M | Add +2.5% |
| USHY iShares Broad Usd High Yield | 0.19% | 52,494 | $2.0M | Add +9.4% |
| XLK SS Technology Select Sector | 0.19% | 8,592 | $1.9M | Reduce -9.7% |
| IEMG iShares Core MSCI Emerging | 0.19% | 33,029 | $1.9M | Reduce -28.7% |
| AMAT Applied Materials Inc. | 0.18% | 9,294 | $1.9M | Reduce -8.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.18% | 40,127 | $1.9M | Add +9.2% |
| HD Home Depot Inc. | 0.18% | 4,589 | $1.9M | Reduce -3.0% |
| ICOW Pacer Developed Markets Inte | 0.18% | 58,333 | $1.8M | Add +11.1% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 47,946 | $1.8M | Add +20.1% |
| IWF iShares Russell 1000 Growth | 0.17% | 4,600 | $1.7M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 7,264 | $1.7M | Reduce -8.4% |
| CME Cme Group Inc. | 0.17% | 7,753 | $1.7M | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 21,846 | $1.7M | Add +5.6% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 13,164 | $1.7M | Add +0.7% |
| PYPL PayPal Holdings Inc. | 0.16% | 21,332 | $1.7M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 9,539 | $1.7M | Add +1.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 19,453 | $1.6M | Add +15.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 5,501 | $1.6M | Add +6.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 6,356 | $1.5M | Reduce -38.9% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 26,803 | $1.5M | Reduce -4.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 13,497 | $1.5M | Reduce -32.2% |
| STRL Sterling Infrastructure Inc. | 0.15% | 10,490 | $1.5M | Reduce -4.0% |
| JYNT The Joint Corp. | 0.15% | 132,955 | $1.5M | Add +5.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 3,526 | $1.5M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 16,989 | $1.4M | Reduce -9.3% |
| LLY Eli Lilly & Co. | 0.14% | 1,576 | $1.4M | Add +4.8% |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 10,714 | $1.4M | Add +4.5% |
| PEP Pepsico Inc. | 0.13% | 7,805 | $1.3M | Reduce -0.1% |
Options reported separately and not counted above: SPY puts ($3.4M), NVDA calls ($61K), LCID calls ($53K).
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.9% | 7.08% | −0.86 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 7.36% | −0.75 |
| GOOGL Alphabet Inc. Class A | Reduce -11.2% | 1.80% | −0.56 |
| VOO Vanguard S&P 500 ETF | Reduce -54.8% | 0.27% | −0.33 |
| XOM Exxon Mobil Corp. | Reduce -9.2% | 2.03% | −0.29 |
| AMD Advanced Micro Devices | Reduce -0.3% | 5.69% | −0.29 |
| ARKW ARK Next Generation Technolo | Sold out | 0.00% | −0.28 |
| OBDC Blue Owl Capital Corp. | Reduce -78.4% | 0.06% | −0.26 |
| BP BP PLC-Spons ADR | Reduce -30.1% | 0.24% | −0.18 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.9% | 1.09% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -38.9% | 0.15% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -48.0% | 0.09% | −0.09 |
| BA The Boeing Co. | Reduce -9.1% | 0.22% | −0.09 |
| VONG Vanguard Russell 1000 Growth | Reduce -26.9% | 0.20% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -22.1% | 0.25% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 0.42% | −0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -30.0% | 0.21% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -32.2% | 0.15% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -28.7% | 0.19% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.3% | 0.23% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -38.7% | 0.11% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -8.9% | 0.18% | −0.07 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.07 |
| IWN iShares Russell 2000 Value E | Reduce -46.3% | 0.08% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.3% | 0.81% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -40.2% | 0.09% | −0.06 |
| EMB iShares JP Morgan Usd Emergi | Reduce -35.1% | 0.11% | −0.06 |
| HYXF iShares ESG Adv High Yield | Reduce -44.5% | 0.07% | −0.06 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.05 |
| ALRS Alerus Financial Corp. | Sold out | 0.00% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -43.6% | 0.05% | −0.04 |
| BROS Dutch Bros Inc. Class A | Reduce -30.6% | 0.04% | −0.04 |
| CVX Chevron Corp. | Reduce -1.9% | 0.24% | −0.04 |
| XLK SS Technology Select Sector | Reduce -9.7% | 0.19% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.1% | 0.15% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -14.1% | 0.07% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.03 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.6% | 0.22% | −0.03 |
| PSX Phillips 66 | Reduce -48.8% | 0.02% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.02 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| GE General Electric | Sold out | 0.00% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -36.6% | 0.04% | −0.02 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.02 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +0.0% | 15.16% | +0.65 |
| NVDA Nvidia Corp. | Add +22.2% | 5.37% | +0.63 |
| GBIL Goldman Sachs Access Treasur | Add +200.6% | 0.88% | +0.53 |
| GOF Guggenheim Strategic Opport | Add +36.3% | 1.11% | +0.29 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +41.5% | 1.01% | +0.29 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.27% | +0.27 |
| EFV iShares MSCI Eafe Value ETF | Add +124.1% | 0.41% | +0.23 |
| COWZ Pacer US Cash Cows 100 ETF | Add +54.0% | 0.32% | +0.11 |
| COWG Pacer US LRG Cap Cows GR LD | Add +55.2% | 0.30% | +0.11 |
| PCT Purecycle Technologies Inc. | Add +465.8% | 0.12% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 3.22% | +0.10 |
| IJR iShares Core S&P Small-Cap E | Add +2.4% | 1.83% | +0.09 |
| JMUB JPMorgan Municipal ETF | Add +255.1% | 0.13% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +24.2% | 0.46% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +21.4% | 0.55% | +0.09 |
| JCPB JPMorgan Core Plus Bond ETF | Add +13.2% | 0.87% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | Add +17.0% | 0.60% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +50.5% | 0.24% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +20.1% | 0.18% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +99.5% | 0.13% | +0.06 |
| DGRO iShares Core Dividend Growth | Add +2.8% | 1.11% | +0.06 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.64% | +0.06 |
| MBB iShares MBS ETF | Add +27.2% | 0.26% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +22.1% | 0.25% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +14.2% | 0.40% | +0.05 |
| GTO Invesco Total Return Bond Et | Add +5.4% | 1.81% | +0.04 |
| PCY Invesco Emerging Markets Sov | New | 0.04% | +0.04 |
| XLY SS Consumer Disc Select Sect | New | 0.04% | +0.04 |
| IQLT iShares MSCI International Q | Add +2.8% | 1.45% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.6% | 0.46% | +0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.6% | 1.21% | +0.04 |
| AVGO Broadcom Inc. | Add +51.4% | 0.09% | +0.03 |
| MUB iShares National Muni Bond E | Add +16.3% | 0.29% | +0.03 |
| RKLB Rocket Lab USA Inc. | Add +42.7% | 0.05% | +0.03 |
| EQT Eqt Corp. | New | 0.03% | +0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +3.9% | 0.33% | +0.03 |
| VST Vistra Corp. | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.03% | +0.03 |
| DFAC Dimensional US Core Equity 2 | New | 0.03% | +0.03 |
| MMU Western Asset Managed Munici | New | 0.03% | +0.03 |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | New | 0.02% | +0.02 |
| MDLZ Mondelez International Inc. Class A | New | 0.02% | +0.02 |
| UMC United Microelectron-SP ADR | New | 0.02% | +0.02 |
| HII Huntington Ingalls Industrie | New | 0.02% | +0.02 |
| NEE Nextera Energy Inc. | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | Add +78.3% | 0.05% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | New | 0.02% | +0.02 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | New | 0.02% | +0.02 |
| PH Parker Hannifin Corp. | Add +11.3% | 0.09% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
Options Activity Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 6,000 | $3.4M |
| ISRG Intuitive Surgical Inc. | call | Sold out | 4,200 | $1.9Mbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 1,500 | $719Kbefore exit |
| NVDA Nvidia Corp. | call | New | 500 | $61K |
| AVGO Broadcom Inc. | call | Sold out | 2,000 | $32Kbefore 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 |