Verus Financial Partners, Inc. holds a focused book of 127 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 6.2 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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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
+9 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Verus Financial Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Stuart Investment Advisors, Inc. | 12 / 80 | $238.0M |
| Swiss Re Ltd | 27 / 80 | $1.0B |
| New World Advisors LLC | 28 / 80 | $525.2M |
| Shade Tree Advisors LLC | 14 / 80 | $144.2M |
| Hoey Investments, Inc | 39 / 80 | $639.9M |
| Intelligent Financial Strategies | 20 / 80 | $166.7M |
| GuidedMoney, LLC | 13 / 80 | $172.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Verus Financial Partners, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 127 | $1.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 121 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 115 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 121 | $1.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 111 | $981.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 104 | $876.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 97 | $890.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 32d | 98 | $912.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.