Verus Financial Partners, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Verus Financial Partners, Inc. reported 121 stock positions worth $1.0 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.1% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.7%) and Vanguard Total Intl Stock (VXUS, 7.4%). Compared with Q2 2025, it opened 12 new positions, sold out of 2, added to 45 and reduced 47. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +0%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001481714
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001481714-25-000012 ↗ filed Oct 30, 2025
Holdings Value
Holdings 121 stocks · $1.0B
| VTI VG Morningstar TS MKT ETF-US | 24.12% | 764,057 | $250.7M | Add +0.4% |
| BND Vanguard Total Bond Market | 11.74% | 1,641,680 | $122.1M | Add +3.4% |
| VXUS Vanguard Total Intl Stock | 7.41% | 1,049,453 | $77.1M | Reduce -2.5% |
| AVSF Avantis Short-Term Fixed Inc. | 7.04% | 1,549,482 | $73.2M | Add +3.1% |
| AVIG Avantis Core Fixed Income | 5.67% | 1,400,955 | $59.0M | Add +3.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.83% | 205,883 | $50.3M | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 4.46% | 650,332 | $46.4M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 4.30% | 572,671 | $44.7M | Add +2.6% |
| DFIV Dimensional International Va | 3.75% | 844,896 | $39.0M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 3.11% | 48,343 | $32.4M | Reduce -0.8% |
| AVLV Avantis US Large Cap Value | 2.98% | 429,520 | $31.0M | Add +3.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.90% | 144,562 | $30.2M | Reduce -2.6% |
| SCHD Schwab US DVD Equity ETF | 2.72% | 1,034,362 | $28.2M | Add +1.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.12% | 71,456 | $22.0M | Reduce -0.4% |
| IXUS iShares Core Intl Stock ETF | 1.22% | 153,828 | $12.7M | Reduce -1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.87% | 180,878 | $9.1M | Reduce -0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 29,343 | $8.6M | Reduce -2.0% |
| DVY iShares Select Dividend ETF | 0.78% | 56,970 | $8.1M | Reduce -2.3% |
| VCRM Vanguard Core Tax-Ex Bond | 0.56% | 77,596 | $5.8M | Add +13.8% |
| DFNM Dimensional National Muni BD | 0.42% | 90,861 | $4.4M | Reduce -3.3% |
| PM Philip Morris International | 0.41% | 26,509 | $4.3M | Add +8.8% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 61,348 | $4.0M | Reduce -1.9% |
| AAPL Apple Inc. | 0.34% | 14,050 | $3.6M | Reduce -3.3% |
| MO Altria Group Inc. | 0.34% | 54,030 | $3.6M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 4,971 | $3.3M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 0.29% | 4,964 | $3.0M | Add +1.4% |
| VTHR Vanguard Russell 3000 | 0.23% | 8,292 | $2.4M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 0.23% | 17,676 | $2.4M | Add +19.9% |
| MSFT Microsoft Corp. | 0.22% | 4,323 | $2.2M | Add +29.1% |
| IAU iShares Gold Trust | 0.21% | 30,272 | $2.2M | New |
| IWD iShares Russell 1000 Value E | 0.21% | 10,735 | $2.2M | Add +0.0% |
| HCA HCA Healthcare Inc. | 0.20% | 4,770 | $2.0M | Reduce -10.0% |
| D Dominion Energy Inc. | 0.18% | 29,965 | $1.8M | Add +55.1% |
| DFCF Dimensional Core Fixed Inc. | 0.17% | 42,282 | $1.8M | Reduce -1.9% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 30,610 | $1.8M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,720 | $1.6M | Reduce -11.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.13% | 27,104 | $1.4M | Reduce -2.9% |
| DFUV Dimensional US Marketwide Va | 0.11% | 26,409 | $1.2M | Add +0.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.11% | 1,177 | $1.1M | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 2,362 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 9,776 | $1.1M | Add +2.4% |
| BDN Brandywine Realty Trust | 0.10% | 253,349 | $1.1M | Reduce -7.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 10,447 | $1.0M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 3,975 | $1.0M | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.09% | 5,269 | $977K | Add +26.4% |
| DFAS Dimensional US Small Cap ETF | 0.09% | 14,059 | $962K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,872 | $941K | Add +0.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.09% | 13,825 | $932K | No change |
| QCOM Qualcomm Inc. | 0.09% | 5,504 | $916K | No change |
| JPM JPMorgan Chase & Co. | 0.09% | 2,816 | $888K | Reduce -7.8% |
| LOW Lowe's Cos Inc. | 0.08% | 3,467 | $871K | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $754K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 13,591 | $701K | Add +28.3% |
| GOOGL Alphabet Inc. Class A | 0.06% | 2,641 | $642K | Reduce -2.5% |
| NDAQ Nasdaq Inc. | 0.06% | 7,150 | $632K | No change |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,095 | $630K | Add +14.7% |
| ABBV Abbvie Inc. | 0.06% | 2,641 | $611K | Add +0.2% |
| NSC Norfolk Southern Corp. | 0.06% | 1,997 | $600K | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 8,897 | $578K | Reduce -2.5% |
| SO The Southern Co. | 0.05% | 5,950 | $564K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 753 | $553K | Reduce -1.7% |
| AMZN Amazon.com Inc. | 0.05% | 2,495 | $548K | Add +3.7% |
| ELV Elevance Health Inc. | 0.05% | 1,668 | $539K | Add +0.1% |
| COF Capital One Financial Corp. | 0.05% | 2,487 | $529K | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,097 | $526K | Reduce -0.5% |
| DISV Dimensional International SM | 0.05% | 14,703 | $525K | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 3,626 | $524K | Add +0.0% |
| DFAX Dimensional World Ex US Core | 0.05% | 16,364 | $514K | Reduce -2.1% |
| MCD McDonald's Corp. | 0.05% | 1,640 | $498K | Add +57.7% |
| GLD SPDR Gold Shares | 0.05% | 1,372 | $488K | New |
| NVDA Nvidia Corp. | 0.05% | 2,596 | $484K | Add +0.4% |
| MCK McKesson Corp. | 0.05% | 623 | $481K | Reduce -21.1% |
| ILF iShares Latin America 40 ETF | 0.04% | 15,893 | $459K | Add +32.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 752 | $451K | Reduce -25.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,389 | $445K | Reduce -0.0% |
| CAT Caterpillar Inc. | 0.04% | 914 | $436K | No change |
| DUK Duke Energy Corp. | 0.04% | 3,517 | $435K | Reduce -0.9% |
| VDE Vanguard Energy ETF | 0.04% | 3,396 | $427K | Add +0.8% |
| HD Home Depot Inc. | 0.04% | 993 | $403K | Reduce -14.1% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 5,436 | $394K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.04% | 2,509 | $386K | Reduce -7.8% |
| AVGO Broadcom Inc. | 0.04% | 1,137 | $375K | No change |
| VZ Verizon Communications Inc. | 0.04% | 8,299 | $365K | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 1,217 | $362K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.03% | 2,500 | $357K | New |
| WTV Wisdomtree U.S. Value Fund | 0.03% | 3,918 | $357K | No change |
| DFSD Dimensional Short Duration | 0.03% | 7,346 | $354K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.03% | 1,398 | $340K | Add +3.3% |
| AVXC Avantis Emg MKT Ex China ETF | 0.03% | 5,651 | $339K | No change |
| WMT Walmart Inc. | 0.03% | 3,241 | $334K | Reduce -0.7% |
| ORCL Oracle Corp. | 0.03% | 1,179 | $332K | New |
| KO The Coca-Cola Co. | 0.03% | 4,993 | $331K | Add +25.0% |
| DFAT Dimensional US Target Value | 0.03% | 5,681 | $331K | Reduce -9.2% |
| GEV GE Vernova Inc. | 0.03% | 513 | $315K | Add +15.0% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 4,952 | $309K | Add +1.2% |
| COST Costco Wholesale Corp. | 0.03% | 333 | $308K | Add +5.4% |
| TRV The Travelers Cos Inc. | 0.03% | 1,046 | $292K | New |
| YUM Yum! Brands Inc. | 0.03% | 1,907 | $290K | No change |
| GUNR NT Mstar GLBL NR ETF | 0.03% | 6,505 | $285K | Add +0.8% |
| AVIE Avantis Inflation Foc Eq ETF | 0.03% | 4,447 | $280K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VXUS Vanguard Total Intl Stock | Reduce -2.5% | 7.41% | −0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.6% | 2.90% | −0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.9% | 0.87% | −0.04 |
| DFIV Dimensional International Va | Reduce -1.1% | 3.75% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -11.8% | 0.16% | −0.04 |
| DFNM Dimensional National Muni BD | Reduce -3.3% | 0.42% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.0% | 0.83% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -2.3% | 0.78% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.4% | 4.46% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| KMX Carmax Inc. | Reduce -23.2% | 0.02% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.39% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.5% | 1.22% | −0.02 |
| BDN Brandywine Realty Trust | Reduce -7.3% | 0.10% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -25.6% | 0.04% | −0.01 |
| MCK McKesson Corp. | Reduce -21.1% | 0.05% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Reduce -1.9% | 0.17% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -2.9% | 0.13% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.2% | 0.17% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -10.0% | 0.20% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 0.32% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.8% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -14.1% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.02% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.0% | 0.10% | −0.00 |
| V Visa Inc. Class A | Reduce -7.0% | 0.02% | −0.00 |
| DFAT Dimensional US Target Value | Reduce -9.2% | 0.03% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.05% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Reduce -2.5% | 0.06% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -6.4% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 3.11% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -7.8% | 0.09% | −0.00 |
| CVX Chevron Corp. | Reduce -2.2% | 0.02% | −0.00 |
| PEP Pepsico Inc. | Reduce -5.6% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Reduce -0.7% | 0.02% | −0.00 |
| DFAX Dimensional World Ex US Core | Reduce -2.1% | 0.05% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.04% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.0% | 0.04% | −0.00 |
| DUK Duke Energy Corp. | Reduce -0.9% | 0.04% | −0.00 |
| VTHR Vanguard Russell 3000 | Reduce -0.8% | 0.23% | −0.00 |
| WMT Walmart Inc. | Reduce -0.7% | 0.03% | −0.00 |
| MMS Maximus Inc. | Reduce -14.7% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 0.05% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.08% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 2.12% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 0.06% | +0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.0% | 4.83% | +0.03 |
| AAPL Apple Inc. | Reduce -3.3% | 0.34% | +0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 24.12% | +0.28 |
| IAU iShares Gold Trust | New | 0.21% | +0.21 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.07% | +0.07 |
| D Dominion Energy Inc. | Add +55.1% | 0.18% | +0.06 |
| VCRM Vanguard Core Tax-Ex Bond | Add +13.8% | 0.56% | +0.05 |
| GLD SPDR Gold Shares | New | 0.05% | +0.05 |
| MSFT Microsoft Corp. | Add +29.1% | 0.22% | +0.04 |
| VT Vanguard Tot World STK ETF | Add +19.9% | 0.23% | +0.04 |
| AVLV Avantis US Large Cap Value | Add +3.0% | 2.98% | +0.04 |
| PPLT Abrdn Physical Platinum SHRS | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| MO Altria Group Inc. | Add +1.1% | 0.34% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +26.4% | 0.09% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.02% | +0.02 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.02% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| RTX RTX Corp. | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | New | 0.02% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +28.3% | 0.07% | +0.02 |
| MCD McDonald's Corp. | Add +57.7% | 0.05% | +0.02 |
| GE General Electric | Add +14.7% | 0.06% | +0.01 |
| ILF iShares Latin America 40 ETF | Add +32.7% | 0.04% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.03% | +0.01 |
| ABBV Abbvie Inc. | Add +0.2% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 0.29% | +0.01 |
| GEV GE Vernova Inc. | Add +15.0% | 0.03% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.06% | +0.00 |
| TJX TJX Companies Inc. | Add +0.0% | 0.05% | +0.00 |
| NVDA Nvidia Corp. | Add +0.4% | 0.05% | +0.00 |
| KO The Coca-Cola Co. | Add +25.0% | 0.03% | +0.00 |
| AEP American Electric Power | Add +9.4% | 0.03% | +0.00 |
| PFE Pfizer Inc. | Add +13.5% | 0.03% | +0.00 |
| DISV Dimensional International SM | Add +0.5% | 0.05% | +0.00 |
| GUNR NT Mstar GLBL NR ETF | Add +0.8% | 0.03% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.04% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.09% | −0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.02% | −0.00 |
| COF Capital One Financial Corp. | Add +5.9% | 0.05% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.09% | −0.00 |
| VDE Vanguard Energy ETF | Add +0.8% | 0.04% | −0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.4% | 0.11% | −0.00 |
| DFSD Dimensional Short Duration | Add +0.2% | 0.03% | −0.00 |
| AMZN Amazon.com Inc. | Add +3.7% | 0.05% | −0.00 |
| COST Costco Wholesale Corp. | Add +5.4% | 0.03% | −0.00 |
| UDR Udr Inc. | Add +0.4% | 0.02% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +1.2% | 0.03% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 0.21% | −0.00 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.11% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 127 | $1.2B | VTI, BND, VXUS, AVIG, AVSF |
| Q1 2026 | 121 | $1.1B | VTI, BND, VXUS, AVIG, AVSF |
| Q4 2025 | 115 | $1.1B | VTI, BND, VXUS, AVSF, AVIG |
| Q3 2025 | 121 | $1.0B | VTI, BND, VXUS, AVSF, AVIG |
| Q2 2025 | 111 | $981.5M | VTI, BND, VXUS, AVSF, AVIG |
| Q1 2025 | 104 | $876.7M | VTI, BND, AVSF, VXUS, AVIG |
| Q4 2024 | 97 | $890.8M | VTI, BND, AVSF, VXUS, VBR |
| Q3 2024 | 98 | $912.9M | VTI, BND, VXUS, AVSF, VBR |
| Q2 2024 | 95 | $860.2M | VTI, BND, VXUS, AVSF, VBR |
| Q1 2024 | 98 | $853.8M | VTI, BND, AVSF, VXUS, VBR |