Verus Financial Partners, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Verus Financial Partners, Inc. reported 121 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, 11.8%) and Vanguard Total Intl Stock (VXUS, 7.5%). Compared with Q4 2025, it opened 9 new positions, sold out of 3, added to 49 and reduced 33. The biggest buy was Dimensional US Marketwide Va (DFUV, shares +26%) and the biggest sale Avantis US Large Cap Value (AVLV, shares −37%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001481714
Portfolio Value
$1.1B (Q1 2026)
SEC Filing
0001481714-26-000003 ↗ filed Apr 21, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $853.8M Q1 2024 Q2 2024: $860.2M Q2 2024 Q3 2024: $912.9M Q3 2024 Q4 2024: $890.8M Q4 2024 Q1 2025: $876.7M Q1 2025 Q2 2025: $981.5M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B $1.1B Q1 2026 Q2 2026: $1.2B Q2 2026

Holdings 121 stocks · $1.1B
VTI VG Morningstar TS MKT ETF-US 24.02% 773,864 $267.8M Add +1.3%
BND Vanguard Total Bond Market 11.80% 1,782,940 $131.5M Add +4.2%
VXUS Vanguard Total Intl Stock 7.49% 1,010,609 $83.5M Reduce -0.6%
AVIG Avantis Core Fixed Income 5.73% 1,531,531 $63.8M Add +3.9%
AVSF Avantis Short-Term Fixed Inc. 5.69% 1,355,906 $63.4M Add +1.0%
BIV Vanguard Intermediate-Term B 4.66% 671,968 $52.0M Add +12.1%
VEU Vanguard Ftse All-World Ex-U 4.65% 643,775 $51.8M Reduce -0.6%
MGC Vngrd Mrngstr MG Cap ETF-Usd 4.64% 201,789 $51.7M Add +0.1%
DFIV Dimensional International Va 4.20% 846,737 $46.8M Reduce -0.6%
DFUV Dimensional US Marketwide Va 3.40% 751,341 $37.9M Add +25.7%
IVV iShares Core S&P 500 ETF 3.03% 47,862 $33.7M Add +0.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.76% 134,671 $30.7M Reduce -2.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.04% 70,384 $22.7M Add +0.1%
AVLV Avantis US Large Cap Value 1.95% 257,373 $21.8M Reduce -37.3%
VTIP Vanguard Short-Term Tips 1.28% 284,482 $14.3M Add +2.5%
IXUS iShares Core Intl Stock ETF 1.22% 146,762 $13.6M Reduce -1.4%
VTEB Vanguard Tax-Exempt Bond ETF 0.83% 183,963 $9.3M Add +0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.77% 28,208 $8.5M Reduce -1.8%
VCRM Vanguard Core Tax-Ex Bond 0.66% 97,483 $7.4M Add +8.7%
DVY iShares Select Dividend ETF 0.63% 45,808 $7.0M Reduce -15.5%
DFNM Dimensional National Muni BD 0.42% 95,785 $4.6M Add +2.4%
IJH iShares Core S&P Midcap ETF 0.37% 57,058 $4.1M Reduce -1.5%
PM Philip Morris International 0.37% 26,053 $4.1M Reduce -0.1%
MO Altria Group Inc. 0.32% 54,749 $3.6M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 4,934 $3.5M Add +0.1%
AAPL Apple Inc. 0.30% 12,665 $3.3M Add +0.9%
VOO Vanguard S&P 500 ETF 0.29% 4,967 $3.2M Add +0.1%
VTEI Vanguard Int Tax-Exempt Bond 0.26% 29,016 $2.9M New
IAU iShares Gold Trust 0.24% 30,161 $2.7M No change
VTHR Vanguard Russell 3000 0.22% 7,833 $2.4M Reduce -0.0%
VT Vanguard Tot World STK ETF 0.22% 16,272 $2.4M Reduce -0.0%
HCA HCA Healthcare Inc. 0.21% 4,770 $2.3M No change
SCHD Schwab US DVD Equity ETF 0.20% 73,754 $2.3M Reduce -17.7%
MSFT Microsoft Corp. 0.19% 4,979 $2.1M Add +11.3%
IWD iShares Russell 1000 Value E 0.19% 9,202 $2.1M Add +0.0%
DFCF Dimensional Core Fixed Inc. 0.16% 42,168 $1.8M Reduce -1.0%
D Dominion Energy Inc. 0.15% 26,839 $1.7M No change
XOM Exxon Mobil Corp. 0.14% 10,303 $1.6M Add +0.0%
VGSH Vanguard Short-Term Treasury 0.14% 26,690 $1.6M Reduce -12.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 5,690 $1.4M No change
VUSB Vanguard Ultra Short Bond Et 0.12% 27,248 $1.4M Add +1.1%
JNJ Johnson & Johnson 0.10% 4,921 $1.2M Add +4.8%
GOOGL Alphabet Inc. Class A 0.10% 3,367 $1.1M Add +23.8%
AVIV Avantis Intl LRG Cap Val ETF 0.10% 14,045 $1.1M Add +0.1%
GWW WW Grainger Inc. 0.10% 972 $1.1M Reduce -10.2%
DFAS Dimensional US Small Cap ETF 0.10% 14,131 $1.1M Add +0.2%
IWF iShares Russell 1000 Growth 0.10% 2,257 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 2,120 $1.0M Reduce -1.7%
VBIL Vanguard 0-3M T-Bill ETF 0.09% 13,142 $993K Reduce -9.4%
JPM JPMorgan Chase & Co. 0.08% 3,031 $940K Add +3.8%
VB Vanguard Most SM-Cap ETF-Usd 0.08% 3,214 $898K Reduce -2.6%
AMZN Amazon.com Inc. 0.08% 3,460 $864K Add +42.5%
NVDA Nvidia Corp. 0.08% 4,224 $838K Add +54.7%
CAT Caterpillar Inc. 0.07% 1,010 $781K Reduce -5.1%
BDN Brandywine Realty Trust 0.07% 260,694 $738K Add +2.9%
META Meta Platforms Inc. Class A 0.07% 1,075 $727K Add +43.1%
LOW Lowe's Cos Inc. 0.06% 2,987 $724K Reduce -5.2%
FBTC Fidelity Wise Origin Bitcoin 0.06% 10,447 $686K No change
NSC Norfolk Southern Corp. 0.06% 2,238 $677K Reduce -1.4%
ELV Elevance Health Inc. 0.06% 2,125 $671K No change
QCOM Qualcomm Inc. 0.06% 4,898 $659K Reduce -11.0%
NDAQ Nasdaq Inc. 0.06% 7,032 $625K No change
GE General Electric filed as GE AEROSPACE 0.06% 2,095 $625K No change
DISV Dimensional International SM 0.06% 14,805 $616K Add +0.0%
ILF iShares Latin America 40 ETF 0.06% 16,204 $615K No change
GLD SPDR Gold Shares 0.05% 1,372 $604K Reduce -3.1%
DFAX Dimensional World Ex US Core 0.05% 16,384 $597K Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 10,995 $588K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 3,626 $571K No change
AVGO Broadcom Inc. 0.05% 1,424 $567K Add +28.3%
SO The Southern Co. 0.05% 5,950 $565K No change
VDE Vanguard Energy ETF 0.05% 3,443 $554K Add +0.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,392 $485K Add +0.0%
PPLT Abrdn Physical Platinum SHRS 0.04% 2,500 $476K No change
GEV GE Vernova Inc. 0.04% 480 $470K No change
MCK McKesson Corp. 0.04% 524 $454K No change
DUK Duke Energy Corp. 0.04% 3,521 $453K Add +0.1%
MRK Merck & Co. Inc. 0.04% 3,870 $447K Add +0.0%
COF Capital One Financial Corp. 0.04% 2,195 $441K Add +0.1%
AVXC Avantis Emg MKT Ex China ETF 0.04% 5,651 $423K No change
ABBV Abbvie Inc. 0.04% 2,008 $420K Reduce -1.5%
GOOG Alphabet Inc. Class C 0.04% 1,219 $406K Reduce -1.4%
PEP Pepsico Inc. 0.04% 2,547 $403K No change
WMT Walmart Inc. 0.04% 3,216 $401K Add +0.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 1,217 $401K No change
HD Home Depot Inc. 0.03% 1,149 $387K Add +0.5%
DFUS Dimensional US Eq MKT ETF 0.03% 5,006 $383K Reduce -3.3%
WTV Wisdomtree U.S. Value Fund 0.03% 3,918 $382K No change
V Visa Inc. Class A 0.03% 1,192 $376K Add +64.4%
MCD McDonald's Corp. 0.03% 1,222 $375K Reduce -1.4%
DFAT Dimensional US Target Value 0.03% 5,678 $369K No change
IBIT iShares Bitcoin Trust ETF 0.03% 8,597 $367K Reduce -3.4%
GUNR NT Mstar GLBL NR ETF 0.03% 6,574 $365K Add +0.4%
CVX Chevron Corp. 0.03% 1,927 $363K Add +18.2%
QQQ Invesco QQQ Trust Series 1 0.03% 566 $363K Reduce -0.5%
VZ Verizon Communications Inc. 0.03% 7,749 $363K Reduce -4.8%
DFSD Dimensional Short Duration 0.03% 7,375 $355K Add +0.1%
AVIE Avantis Inflation Foc Eq ETF 0.03% 4,447 $322K No change
MDLZ Mondelez International Inc. Class A 0.03% 5,625 $321K Add +0.1%
COST Costco Wholesale Corp. 0.03% 315 $311K No change

Show all 121 holdings

Portfolio Sells Q4 2025 → Q1 2026
AVLV Avantis US Large Cap Value Reduce -37.3% 1.95% −1.06
DVY iShares Select Dividend ETF Reduce -15.5% 0.63% −0.11
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.3% 2.76% −0.09
PM Philip Morris International Reduce -0.1% 0.37% −0.06
SCHD Schwab US DVD Equity ETF Reduce -17.7% 0.20% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.8% 0.77% −0.03
VGSH Vanguard Short-Term Treasury Reduce -12.6% 0.14% −0.03
MMS Maximus Inc. Sold out 0.00% −0.02
KMX Carmax Inc. Sold out 0.00% −0.02
QCOM Qualcomm Inc. Reduce -11.0% 0.06% −0.02
EMR Emerson Electric Co. Sold out 0.00% −0.02
LOW Lowe's Cos Inc. Reduce -5.2% 0.06% −0.02
VBIL Vanguard 0-3M T-Bill ETF Reduce -9.4% 0.09% −0.01
IBIT iShares Bitcoin Trust ETF Reduce -3.4% 0.03% −0.01
GLD SPDR Gold Shares Reduce -3.1% 0.05% −0.01
DFCF Dimensional Core Fixed Inc. Reduce -1.0% 0.16% −0.01
GWW WW Grainger Inc. Reduce -10.2% 0.10% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.7% 0.09% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.5% 0.37% −0.01
IXUS iShares Core Intl Stock ETF Reduce -1.4% 1.22% −0.00
ABBV Abbvie Inc. Reduce -1.5% 0.04% −0.00
VTHR Vanguard Russell 3000 Reduce -0.0% 0.22% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.6% 0.08% −0.00
PG The Procter & Gamble Co. Reduce -1.2% 0.03% −0.00
MCD McDonald's Corp. Reduce -1.4% 0.03% −0.00
DFUS Dimensional US Eq MKT ETF Reduce -3.3% 0.03% −0.00
GOOG Alphabet Inc. Class C Reduce -1.4% 0.04% −0.00
VT Vanguard Tot World STK ETF Reduce -0.0% 0.22% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 0.03% −0.00
NSC Norfolk Southern Corp. Reduce -1.4% 0.06% +0.00
MO Altria Group Inc. Reduce -0.2% 0.32% +0.00
VZ Verizon Communications Inc. Reduce -4.8% 0.03% +0.00
CAT Caterpillar Inc. Reduce -5.1% 0.07% +0.01
VEU Vanguard Ftse All-World Ex-U Reduce -0.6% 4.65% +0.02
VXUS Vanguard Total Intl Stock Reduce -0.6% 7.49% +0.02
DFIV Dimensional International Va Reduce -0.6% 4.20% +0.09

Portfolio Buys Q4 2025 → Q1 2026
DFUV Dimensional US Marketwide Va Add +25.7% 3.40% +0.72
BIV Vanguard Intermediate-Term B Add +12.1% 4.66% +0.36
VTEI Vanguard Int Tax-Exempt Bond New 0.26% +0.26
BND Vanguard Total Bond Market Add +4.2% 11.80% +0.09
VCRM Vanguard Core Tax-Ex Bond Add +8.7% 0.66% +0.04
NVDA Nvidia Corp. Add +54.7% 0.08% +0.03
GLW Corning Inc. New 0.03% +0.03
AMZN Amazon.com Inc. Add +42.5% 0.08% +0.02
CIEN Ciena Corp. New 0.02% +0.02
AVIG Avantis Core Fixed Income Add +3.9% 5.73% +0.02
HWM Howmet Aerospace Inc. New 0.02% +0.02
MPC Marathon Petroleum Corp. New 0.02% +0.02
MU Micron Technology Inc. New 0.02% +0.02
CSX CSX Corp. New 0.02% +0.02
META Meta Platforms Inc. Class A Add +43.1% 0.07% +0.02
GOOGL Alphabet Inc. Class A Add +23.8% 0.10% +0.02
YUM Yum! Brands Inc. New 0.02% +0.02
AVGO Broadcom Inc. Add +28.3% 0.05% +0.02
VTIP Vanguard Short-Term Tips Add +2.5% 1.28% +0.02
RKT Rocket Cos Inc. Class A New 0.01% +0.01
XOM Exxon Mobil Corp. Add +0.0% 0.14% +0.01
V Visa Inc. Class A Add +64.4% 0.03% +0.01
JNJ Johnson & Johnson Add +4.8% 0.10% +0.01
CVX Chevron Corp. Add +18.2% 0.03% +0.01
VDE Vanguard Energy ETF Add +0.6% 0.05% +0.01
AAPL Apple Inc. Add +0.9% 0.30% +0.00
JPM JPMorgan Chase & Co. Add +3.8% 0.08% +0.00
WFC Wells Fargo & Co. Add +26.6% 0.02% +0.00
AEP American Electric Power Add +0.1% 0.03% +0.00
DUK Duke Energy Corp. Add +0.1% 0.04% +0.00
AVIV Avantis Intl LRG Cap Val ETF Add +0.1% 0.10% +0.00
GUNR NT Mstar GLBL NR ETF Add +0.4% 0.03% +0.00
MRK Merck & Co. Inc. Add +0.0% 0.04% +0.00
WMT Walmart Inc. Add +0.1% 0.04% +0.00
DFAX Dimensional World Ex US Core Add +0.0% 0.05% +0.00
HIG Hartford Insurance Group Inc. Add +0.4% 0.02% +0.00
AVDE Avantis International Equity Add +0.1% 0.02% +0.00
IWD iShares Russell 1000 Value E Add +0.0% 0.19% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.04% −0.00
DISV Dimensional International SM Add +0.0% 0.06% −0.00
DFAS Dimensional US Small Cap ETF Add +0.2% 0.10% −0.00
DFSD Dimensional Short Duration Add +0.1% 0.03% −0.00
MDLZ Mondelez International Inc. Class A Add +0.1% 0.03% −0.00
DFNM Dimensional National Muni BD Add +2.4% 0.42% −0.00
BDN Brandywine Realty Trust Add +2.9% 0.07% −0.00
LLY Eli Lilly & Co. Add +12.6% 0.03% −0.00
VUSB Vanguard Ultra Short Bond Et Add +1.1% 0.12% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.31% −0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.29% −0.00
COF Capital One Financial Corp. Add +0.1% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 127$1.2BVTI, BND, VXUS, AVIG, AVSF
Q1 2026 121$1.1BVTI, BND, VXUS, AVIG, AVSF
Q4 2025 115$1.1BVTI, BND, VXUS, AVSF, AVIG
Q3 2025 121$1.0BVTI, BND, VXUS, AVSF, AVIG
Q2 2025 111$981.5MVTI, BND, VXUS, AVSF, AVIG
Q1 2025 104$876.7MVTI, BND, AVSF, VXUS, AVIG
Q4 2024 97$890.8MVTI, BND, AVSF, VXUS, VBR
Q3 2024 98$912.9MVTI, BND, VXUS, AVSF, VBR
Q2 2024 95$860.2MVTI, BND, VXUS, AVSF, VBR
Q1 2024 98$853.8MVTI, BND, AVSF, VXUS, VBR