Verus Financial Partners, Inc.

Name: Verus Financial Partners, Inc. 13F holdings, Q4 2025
Creator: Verus Financial Partners, Inc.
Published: 2026-02-02

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
CVX Chevron Corp.	0.03%	1,630	$273K	Reduce -0.7%
INDA iShares MSCI India ETF	0.02%	5,199	$267K	No change
VGT Vanguard Info Tech ETF	0.02%	346	$263K	Add +17.3%
AEP American Electric Power	0.02%	2,147	$253K	Reduce -8.5%
HON Honeywell International Inc.	0.02%	1,121	$248K	Add +0.1%
V Visa Inc. Class A	0.02%	725	$238K	Add +8.4%
UDR Udr Inc.	0.02%	6,400	$237K	No change
WFC Wells Fargo & Co.	0.02%	2,667	$235K	Add +0.1%
PFE Pfizer Inc.	0.02%	8,992	$233K	Reduce -14.7%
HIG Hartford Insurance Group Inc.	0.02%	1,775	$232K	Add +0.6%
MMS Maximus Inc.	0.02%	2,248	$222K	Reduce -22.2%
KMX Carmax Inc.	0.02%	4,696	$212K	Reduce -5.3%
XBIL F/M US Treasury 6 Month Bill	0.02%	4,100	$206K	No change
AVDE Avantis International Equity	0.02%	2,333	$203K	New
EMR Emerson Electric Co.	0.02%	1,358	$202K	New

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