Verus Financial Partners, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Verus Financial Partners, Inc. reported 115 stock positions worth $1.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.0% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.7%) and Vanguard Total Intl Stock (VXUS, 7.5%). Compared with Q3 2025, it opened 4 new positions, sold out of 10, added to 40 and reduced 54. The biggest buy was Dimensional US Marketwide Va (DFUV, shares +2163%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001481714
- Portfolio Value
- $1.1B (Q4 2025)
- SEC Filing
- 0001481714-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 115 stocks · $1.1B
| VTI VG Morningstar TS MKT ETF-US | 24.04% | 763,829 | $261.3M | Reduce -0.0% |
| BND Vanguard Total Bond Market | 11.71% | 1,711,886 | $127.3M | Add +4.3% |
| VXUS Vanguard Total Intl Stock | 7.47% | 1,016,907 | $81.2M | Reduce -3.1% |
| AVSF Avantis Short-Term Fixed Inc. | 5.82% | 1,342,598 | $63.3M | Reduce -13.3% |
| AVIG Avantis Core Fixed Income | 5.70% | 1,474,290 | $62.0M | Add +5.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 4.71% | 201,637 | $51.2M | Reduce -2.1% |
| VEU Vanguard Ftse All-World Ex-U | 4.63% | 647,314 | $50.3M | Reduce -0.5% |
| BIV Vanguard Intermediate-Term B | 4.30% | 599,613 | $46.7M | Add +4.7% |
| DFIV Dimensional International Va | 4.11% | 851,719 | $44.7M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 3.06% | 47,853 | $33.3M | Reduce -1.0% |
| AVLV Avantis US Large Cap Value | 3.02% | 410,597 | $32.8M | Reduce -4.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.85% | 137,820 | $30.9M | Reduce -4.7% |
| DFUV Dimensional US Marketwide Va | 2.68% | 597,541 | $29.1M | Add +2162.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.07% | 70,302 | $22.4M | Reduce -1.6% |
| VTIP Vanguard Short-Term Tips | 1.26% | 277,475 | $13.7M | New |
| IXUS iShares Core Intl Stock ETF | 1.23% | 148,922 | $13.3M | Reduce -3.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.85% | 182,641 | $9.2M | Add +1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 28,720 | $8.6M | Reduce -2.1% |
| DVY iShares Select Dividend ETF | 0.74% | 54,194 | $8.1M | Reduce -4.9% |
| VCRM Vanguard Core Tax-Ex Bond | 0.63% | 89,701 | $6.8M | Add +15.6% |
| PM Philip Morris International | 0.42% | 26,077 | $4.6M | Reduce -1.6% |
| DFNM Dimensional National Muni BD | 0.42% | 93,506 | $4.5M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 57,942 | $4.0M | Reduce -5.5% |
| MO Altria Group Inc. | 0.32% | 54,842 | $3.5M | Add +1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 4,930 | $3.4M | Reduce -0.8% |
| AAPL Apple Inc. | 0.29% | 12,554 | $3.2M | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 0.29% | 4,964 | $3.2M | No change |
| IAU iShares Gold Trust | 0.26% | 30,161 | $2.9M | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 89,623 | $2.6M | Reduce -91.3% |
| VTHR Vanguard Russell 3000 | 0.22% | 7,834 | $2.4M | Reduce -5.5% |
| VT Vanguard Tot World STK ETF | 0.22% | 16,277 | $2.4M | Reduce -7.9% |
| HCA HCA Healthcare Inc. | 0.21% | 4,770 | $2.3M | No change |
| MSFT Microsoft Corp. | 0.19% | 4,473 | $2.1M | Add +3.5% |
| IWD iShares Russell 1000 Value E | 0.19% | 9,201 | $2.0M | Reduce -14.3% |
| DFCF Dimensional Core Fixed Inc. | 0.17% | 42,591 | $1.8M | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 30,534 | $1.8M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 5,690 | $1.7M | Reduce -0.5% |
| D Dominion Energy Inc. | 0.15% | 26,839 | $1.6M | Reduce -10.4% |
| XOM Exxon Mobil Corp. | 0.13% | 10,300 | $1.4M | Add +5.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.12% | 26,955 | $1.3M | Reduce -0.6% |
| GWW WW Grainger Inc. | 0.10% | 1,082 | $1.1M | Reduce -8.1% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.10% | 14,509 | $1.1M | Add +376.8% |
| IWF iShares Russell 1000 Growth | 0.10% | 2,257 | $1.1M | Reduce -4.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.10% | 14,027 | $1.1M | Add +1.5% |
| DFAS Dimensional US Small Cap ETF | 0.10% | 14,098 | $1.0M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 2,157 | $1.0M | Add +15.2% |
| JNJ Johnson & Johnson | 0.10% | 4,694 | $1.0M | Reduce -10.9% |
| GOOGL Alphabet Inc. Class A | 0.08% | 2,719 | $906K | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 3,301 | $905K | Reduce -17.0% |
| JPM JPMorgan Chase & Co. | 0.08% | 2,919 | $879K | Add +3.7% |
| LOW Lowe's Cos Inc. | 0.08% | 3,152 | $876K | Reduce -9.1% |
| QCOM Qualcomm Inc. | 0.08% | 5,504 | $850K | No change |
| ELV Elevance Health Inc. | 0.07% | 2,125 | $801K | Add +27.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.07% | 10,447 | $797K | No change |
| BDN Brandywine Realty Trust | 0.07% | 253,349 | $737K | No change |
| NDAQ Nasdaq Inc. | 0.06% | 7,032 | $695K | Reduce -1.6% |
| CAT Caterpillar Inc. | 0.06% | 1,064 | $677K | Add +16.4% |
| GLD SPDR Gold Shares | 0.06% | 1,416 | $658K | Add +3.2% |
| NSC Norfolk Southern Corp. | 0.06% | 2,270 | $654K | Add +13.7% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,095 | $618K | No change |
| PPLT Abrdn Physical Platinum SHRS | 0.06% | 2,500 | $617K | No change |
| DISV Dimensional International SM | 0.06% | 14,799 | $603K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.05% | 2,429 | $579K | Reduce -2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 10,995 | $572K | Reduce -19.1% |
| DFAX Dimensional World Ex US Core | 0.05% | 16,380 | $570K | Add +0.1% |
| ILF iShares Latin America 40 ETF | 0.05% | 16,204 | $569K | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 3,626 | $544K | No change |
| SO The Southern Co. | 0.05% | 5,950 | $525K | No change |
| NVDA Nvidia Corp. | 0.05% | 2,730 | $509K | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.05% | 751 | $505K | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.04% | 2,193 | $483K | Reduce -11.8% |
| VDE Vanguard Energy ETF | 0.04% | 3,424 | $475K | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 2,391 | $474K | Add +0.1% |
| ABBV Abbvie Inc. | 0.04% | 2,039 | $450K | Reduce -22.8% |
| HD Home Depot Inc. | 0.04% | 1,143 | $442K | Add +15.1% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 8,897 | $442K | No change |
| MCK McKesson Corp. | 0.04% | 524 | $433K | Reduce -15.9% |
| DUK Duke Energy Corp. | 0.04% | 3,519 | $418K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.04% | 3,869 | $416K | Add +19.2% |
| GOOG Alphabet Inc. Class C | 0.04% | 1,236 | $412K | Reduce -11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 1,217 | $392K | No change |
| AVXC Avantis Emg MKT Ex China ETF | 0.04% | 5,651 | $392K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 5,177 | $391K | Reduce -4.8% |
| MCD McDonald's Corp. | 0.04% | 1,240 | $388K | Reduce -24.4% |
| WMT Walmart Inc. | 0.03% | 3,214 | $378K | Reduce -0.8% |
| WTV Wisdomtree U.S. Value Fund | 0.03% | 3,918 | $376K | No change |
| PEP Pepsico Inc. | 0.03% | 2,547 | $372K | Add +49.8% |
| AVGO Broadcom Inc. | 0.03% | 1,110 | $361K | Reduce -2.4% |
| DFAT Dimensional US Target Value | 0.03% | 5,678 | $360K | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 569 | $356K | Reduce -24.3% |
| DFSD Dimensional Short Duration | 0.03% | 7,370 | $354K | Add +0.3% |
| GUNR NT Mstar GLBL NR ETF | 0.03% | 6,550 | $336K | Add +0.7% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 5,621 | $329K | Add +13.5% |
| VZ Verizon Communications Inc. | 0.03% | 8,141 | $323K | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.03% | 480 | $320K | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.03% | 2,122 | $317K | Reduce -15.4% |
| AVIE Avantis Inflation Foc Eq ETF | 0.03% | 4,447 | $309K | No change |
| COST Costco Wholesale Corp. | 0.03% | 315 | $308K | Reduce -5.4% |
| LLY Eli Lilly & Co. | 0.03% | 278 | $295K | New |
| KO The Coca-Cola Co. | 0.03% | 3,993 | $290K | Reduce -20.0% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -91.3% | 0.24% | −2.48 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -13.3% | 5.82% | −1.21 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -2.1% | 4.71% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 24.04% | −0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.7% | 2.85% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.6% | 2.07% | −0.05 |
| AAPL Apple Inc. | Reduce -10.7% | 0.29% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 3.06% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 0.79% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -4.9% | 0.74% | −0.04 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.03 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.03 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.03 |
| D Dominion Energy Inc. | Reduce -10.4% | 0.15% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -14.3% | 0.19% | −0.02 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| ABBV Abbvie Inc. | Reduce -22.8% | 0.04% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -7.9% | 0.22% | −0.02 |
| BAC Bank of America Corp. | Reduce -19.1% | 0.05% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.5% | 0.37% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -17.0% | 0.08% | −0.01 |
| VTHR Vanguard Russell 3000 | Reduce -5.5% | 0.22% | −0.01 |
| MCD McDonald's Corp. | Reduce -24.4% | 0.04% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.3% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -4.5% | 0.10% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.3% | 0.17% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -15.4% | 0.03% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.05% | −0.01 |
| COF Capital One Financial Corp. | Reduce -11.8% | 0.04% | −0.01 |
| MCK McKesson Corp. | Reduce -15.9% | 0.04% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -0.6% | 0.12% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.03% | −0.01 |
| KO The Coca-Cola Co. | Reduce -20.0% | 0.03% | −0.01 |
| MMS Maximus Inc. | Reduce -22.2% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -14.7% | 0.02% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.31% | −0.00 |
| GWW WW Grainger Inc. | Reduce -8.1% | 0.10% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -9.1% | 0.08% | −0.00 |
| AVGO Broadcom Inc. | Reduce -2.4% | 0.03% | −0.00 |
| AEP American Electric Power | Reduce -8.5% | 0.02% | −0.00 |
| KMX Carmax Inc. | Reduce -5.3% | 0.02% | −0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -4.8% | 0.04% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -5.4% | 0.03% | −0.00 |
| GEV GE Vernova Inc. | Reduce -6.4% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| DFUV Dimensional US Marketwide Va | Add +2162.6% | 2.68% | +2.56 |
| VTIP Vanguard Short-Term Tips | New | 1.26% | +1.26 |
| DFIV Dimensional International Va | Add +0.8% | 4.11% | +0.36 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +376.8% | 0.10% | +0.08 |
| VCRM Vanguard Core Tax-Ex Bond | Add +15.6% | 0.63% | +0.07 |
| AVIG Avantis Core Fixed Income | Add +5.2% | 5.70% | +0.03 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| ELV Elevance Health Inc. | Add +27.4% | 0.07% | +0.02 |
| XOM Exxon Mobil Corp. | Add +5.4% | 0.13% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.08% | +0.02 |
| CAT Caterpillar Inc. | Add +16.4% | 0.06% | +0.02 |
| AVDE Avantis International Equity | New | 0.02% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +3.2% | 0.06% | +0.01 |
| MRK Merck & Co. Inc. | Add +19.2% | 0.04% | +0.01 |
| PEP Pepsico Inc. | Add +49.8% | 0.03% | +0.01 |
| ILF iShares Latin America 40 ETF | Add +2.0% | 0.05% | +0.01 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +1.5% | 0.10% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +15.2% | 0.10% | +0.01 |
| DISV Dimensional International SM | Add +0.7% | 0.06% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.10% | +0.00 |
| GUNR NT Mstar GLBL NR ETF | Add +0.7% | 0.03% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +17.3% | 0.02% | +0.00 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 0.05% | +0.00 |
| VDE Vanguard Energy ETF | Add +0.8% | 0.04% | +0.00 |
| NSC Norfolk Southern Corp. | Add +13.7% | 0.06% | +0.00 |
| HD Home Depot Inc. | Add +15.1% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.04% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +13.5% | 0.03% | +0.00 |
| NVDA Nvidia Corp. | Add +5.2% | 0.05% | +0.00 |
| HON Honeywell International Inc. | Add +0.1% | 0.02% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.02% | +0.00 |
| V Visa Inc. Class A | Add +8.4% | 0.02% | −0.00 |
| HIG Hartford Insurance Group Inc. | Add +0.6% | 0.02% | −0.00 |
| DFSD Dimensional Short Duration | Add +0.3% | 0.03% | −0.00 |
| DFNM Dimensional National Muni BD | Add +2.9% | 0.42% | −0.00 |
| DUK Duke Energy Corp. | Add +0.1% | 0.04% | −0.00 |
| BIV Vanguard Intermediate-Term B | Add +4.7% | 4.30% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.08% | −0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 0.17% | −0.01 |
| MSFT Microsoft Corp. | Add +3.5% | 0.19% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.0% | 0.85% | −0.02 |
| MO Altria Group Inc. | Add +1.5% | 0.32% | −0.03 |
| BND Vanguard Total Bond Market | Add +4.3% | 11.71% | −0.03 |
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 |