Verus Financial Partners, Inc. holds a focused book of 127 stocks worth $1.2B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Mega Cap ETF. Their largest long position is Vanguard Total Stock MKT ETF at 25% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1481714/holdings"
Use Arkolith to show Verus Financial Partners, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.0 points over this window.
Growth of $10,000 cloning Verus Financial Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Verus Financial Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $78.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $488.3B |
| Focus Partners Wealth | 79 / 80 | $29.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $19.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.4B |
| MORGAN STANLEY | 78 / 80 | $535.0B |
| ROYAL BANK OF CANADA | 78 / 80 | $145.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $90.7B |
Ranked by how many of Verus Financial Partners, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $290.2M | 784.2K | 24.8% | ▲+1.3% Added · +10K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $134.3M | 1.83M | 11.5% | ▲+2.6% Added · +46K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $87.7M | 1.03M | 7.5% | ▲+1.5% Added · +15K sh | |
| 4 | American Centy ETF TR AVANTIS CORE FI | $64.4M | 1.56M | 5.5% | ▲+1.6% Added · +24K sh | |
| 5 | American Centy ETF TR AVANTIS SHFXDINC | $63.3M | 1.36M | 5.4% | ▲+0.2% Added · +2K sh | |
| 6 | Vanguard World FD MEGA CAP INDEX | $55.1M | 201.5K | 4.7% | ▼−0.1% Reduced · −246 sh | |
| 7 | Vanguard BD Index FDS INTERMED TERM | $54.2M | 707.0K | 4.6% | ▲+5.2% Added · +35K sh | |
| 8 | Vanguard Intl Equity Index F ALLWRLD EX US | $53.8M | 643.0K | 4.6% | ▼−0.1% Reduced · −805 sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $46.5M | 861.0K | 4.0% | ▲+1.7% Added · +14K sh | |
| 10 | Dimensional ETF Trust US MKTWIDE VALUE | $45.9M | 833.5K | 3.9% | ▲+11% Added · +82K sh | |
| 11 | Ishares TR CORE S&P500 ETF | $35.6M | 47.6K | 3.0% | ▼−0.6% Reduced · −293 sh | |
| 12 | Vanguard Index FDS SM CP VAL ETF | $32.2M | 132.4K | 2.8% | ▼−1.7% Reduced · −2K sh | |
| 13 | Vanguard Index FDS LARGE CAP ETF | $24.2M | 70.3K | 2.1% | ▼−0.1% Reduced · −68 sh | |
| 14 | American Centy ETF TR US LARGE CAP VLU | $18.0M | 197.7K | 1.5% | ▼−23% Reduced · −60K sh | |
| 15 | Vanguard Malvern FDS STRM INFPROIDX | $14.4M | 286.8K | 1.2% | ▲+0.8% Added · +2K sh | |
| 16 | Ishares TR CORE MSCI TOTAL | $14.1M | 147.7K | 1.2% | ▲+0.7% Added · +975 sh | |
| 17 | Vanguard Mun BD FDS TAX EXEMPT BD | $9.3M | 184.8K | 0.8% | ▲+0.5% Added · +871 sh | |
| 18 | Vanguard Mun BD FDS CORE TAX EXEMPT | $9.1M | 118.9K | 0.8% | ▲+22% Added · +21K sh | |
| 19 | Vanguard Index FDS MID CAP ETF | $9.0M | 112.2K | 0.8% | ▲+298% Added · +84K sh | |
| 20 | Ishares TR SELECT DIVID ETF | $6.9M | 44.3K | 0.6% | ▼−3.3% Reduced · −2K sh | |
| 21 | Dimensional ETF Trust NATL MUN BD ETF | $5.2M | 108.3K | 0.4% | ▲+13% Added · +13K sh | |
| 22 | Philip Morris Intl Inc COM | $4.8M | 26.7K | 0.4% | ▲+2.6% Added · +670 sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $4.4M | 56.8K | 0.4% | ▼−0.5% Reduced · −300 sh | |
| 24 | Altria Group Inc COM | $3.9M | 54.7K | 0.3% | ▼−0.1% Reduced · −43 sh | |
| 25 | Vanguard Mun BD FDS INTERMEDIATE TRM | $3.8M | 37.4K | 0.3% | ▲+29% Added · +8K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $3.7M | 4.9K | 0.3% | ▼−0.2% Reduced · −8 sh | |
| 27 | Apple Inc COM | $3.6M | 12.5K | 0.3% | ▼−1.4% Reduced · −180 sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $3.4M | 5.0K | 0.3% | ▲+0.1% Added · +3 sh | |
| 29 | Vanguard Scottsdale FDS VNG RUS3000IDX | $2.6M | 7.8K | 0.2% | ▼−0.7% Reduced · −58 sh | |
| 30 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.5M | 16.1K | 0.2% | ▼−0.8% Reduced · −129 sh | |
| 31 | Ishares Gold TR ISHARES NEW | $2.3M | 30.2K | 0.2% | —Held | |
| 32 | Ishares TR RUS 1000 VAL ETF | $2.2M | 9.2K | 0.2% | ▲~0% Added · +1 sh | |
| 33 | Schwab Strategic TR US DIVIDEND EQ | $2.2M | 67.8K | 0.2% | ▼−8.0% Reduced · −6K sh | |
| 34 | Microsoft Corp COM | $2.1M | 5.5K | 0.2% | ▲+10% Added · +519 sh | |
| 35 | Dominion Energy Inc COM | $1.9M | 28.3K | 0.2% | ▲+5.6% Added · +1K sh | |
| 36 | Hca Healthcare Inc COM | $1.9M | 4.8K | 0.2% | —Held | |
| 37 | International Business Machs COM | $1.6M | 5.7K | 0.1% | —Held | |
| 38 | Dimensional ETF Trust CORE FIXE IN ETF | $1.4M | 34.3K | 0.1% | ▼−19% Reduced · −8K sh | |
| 39 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.4M | 23.7K | 0.1% | ▼−11% Reduced · −3K sh | |
| 40 | Vanguard BD Index FDS VANGUARD ULTRA | $1.3M | 27.0K | 0.1% | ▼−0.8% Reduced · −210 sh | |
| 41 | WW Grainger Inc COM | $1.3M | 974 | 0.1% | ▲+0.2% Added · +2 sh | |
| 42 | Exxon Mobil Corp COM | $1.3M | 9.6K | 0.1% | ▼−6.9% Reduced · −708 sh | |
| 43 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.1% | ▲+0.4% Added · +14 sh | |
| 44 | Dimensional ETF Trust US SMALL CAP ETF | $1.2M | 14.2K | 0.1% | ▲+0.3% Added · +42 sh | |
| 45 | Johnson & Johnson COM | $1.1M | 4.5K | 0.1% | ▼−9.5% Reduced · −468 sh | |
| 46 | Ishares TR RUS 1000 GRW ETF | $1.1M | 9.0K | 0.1% | ▲+298% Added · +7K sh | |
| 47 | American Centy ETF TR INTERNATIONAL LR | $1.1M | 14.2K | 0.1% | ▲+1.1% Added · +159 sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.1K | 0.1% | —Held | |
| 49 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $992K | 13.1K | 0.1% | ▼−0.3% Reduced · −39 sh | |
| 50 | JPMorgan Chase & Co COM | $979K | 3.0K | 0.1% | ▼−1.3% Reduced · −39 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 127 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 121 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 115 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 121 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 111 | $981.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 104 | $876.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 97 | $890.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 98 | $912.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.