Verus Wealth Management, LLC holds a focused book of 57 stocks worth $121.3M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Ishares National Muni Bond E. Their largest long position is Vanguard S&P 500 ETF at 13% of the equity book.
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.
8% 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 Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 57 / 57 | $492.2B |
| ENVESTNET ASSET MANAGEMENT INC | 57 / 57 | $79.6B |
| LPL Financial LLC | 57 / 57 | $71.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 57 / 57 | $15.6B |
| OSAIC HOLDINGS, INC. | 57 / 57 | $13.7B |
| NewEdge Advisors, LLC | 57 / 57 | $8.4B |
| JPMORGAN CHASE & CO | 56 / 57 | $429.2B |
| BANK OF AMERICA CORP /DE/ | 56 / 57 | $360.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Verus Wealth Management, LLC: 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 stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $15.6M | 22.7K | 12.8% | ▲+6.0% Added · +1K sh | |
| 2 | Ishares TR NATIONAL MUN ETF | $13.3M | 123.5K | 11.0% | ▼−1.8% Reduced · −2K sh | |
| 3 | Vanguard Scottsdale FDS INT-TERM CORP | $9.0M | 108.3K | 7.4% | ▲+2.6% Added · +3K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $7.5M | 101.7K | 6.2% | ▲+4.8% Added · +5K sh | |
| 5 | Vanguard Mun BD FDS TAX EXEMPT BD | $5.2M | 103.0K | 4.3% | ▲+10% Added · +9K sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $4.9M | 32.9K | 4.0% | ▲+6.5% Added · +2K sh | |
| 7 | American Centy ETF TR INTL EQT ETF | $4.9M | 54.4K | 4.0% | ▲+15% Added · +7K sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS1000VAL | $4.8M | 44.9K | 3.9% | ▲+0.7% Added · +326 sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $4.5M | 46.8K | 3.7% | ▲+4.0% Added · +2K sh | |
| 10 | SPDR Series Trust ST PORT HIGH ETF | $4.3M | 181.8K | 3.5% | ▲+7.2% Added · +12K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.1M | 57.9K | 3.4% | ▼−0.3% Reduced · −191 sh | |
| 12 | Ishares TR JPMORGAN USD EMG | $3.2M | 33.1K | 2.6% | ▲+7.2% Added · +2K sh | |
| 13 | Ishares Inc CORE MSCI EMKT | $2.9M | 35.0K | 2.4% | ▼−0.3% Reduced · −88 sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.8M | 36.0K | 2.3% | ▼−2.2% Reduced · −815 sh | |
| 15 | SPDR Series Trust ST INTER BD ETF | $2.5M | 75.2K | 2.1% | ▲+15% Added · +10K sh | |
| 16 | Vanguard Scottsdale FDS VNG RUS1000IDX | $1.9M | 5.7K | 1.6% | ▼−0.7% Reduced · −41 sh | |
| 17 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.7M | 25.3K | 1.4% | ▲+3.1% Added · +764 sh | |
| 18 | American Centy ETF TR INTL SMCP VLU | $1.7M | 16.2K | 1.4% | ▲+4.9% Added · +758 sh | |
| 19 | Dimensional ETF Trust INTERNATNAL VAL | $1.7M | 30.8K | 1.4% | ▼−1.3% Reduced · −400 sh | |
| 20 | Dimensional ETF Trust US MKTWIDE VALUE | $1.6M | 29.8K | 1.3% | —Held | |
| 21 | Ishares TR RUS 1000 GRW ETF | $1.6M | 12.5K | 1.3% | ▲+300% Added · +9K sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $1.5M | 18.7K | 1.3% | ▼−12% Reduced · −2K sh | |
| 23 | Schwab Strategic TR INTL EQTY ETF | $1.5M | 53.4K | 1.2% | —Held | |
| 24 | Nvidia Corporation COM | $1.4M | 7.0K | 1.2% | ▲~0% Added · +3 sh | |
| 25 | Apple Inc COM | $1.4M | 4.7K | 1.1% | ▼−0.3% Reduced · −15 sh | |
| 26 | Dimensional ETF Trust US TARGETED VLU | $1.3M | 19.3K | 1.1% | ▼−26% Reduced · −7K sh | |
| 27 | Ishares TR S&P 500 GRWT ETF | $1.0M | 7.4K | 0.8% | —Held | |
| 28 | Microsoft Corp COM | $917K | 2.5K | 0.8% | —Held | |
| 29 | Ishares TR CORE US AGGBD ET | $833K | 8.4K | 0.7% | ▲+4.5% Added · +360 sh | |
| 30 | American Centy ETF TR US SML CP VALU | $832K | 6.7K | 0.7% | ▲+152% Added · +4K sh | |
| 31 | Alphabet Inc CAP STK CL A | $732K | 2.0K | 0.6% | —Held | |
| 32 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $726K | 3.3K | 0.6% | ▼−6.9% Reduced · −245 sh | |
| 33 | Ishares TR CORE MSCI INTL | $709K | 8.0K | 0.6% | —Held | |
| 34 | Amazon Com Inc COM | $676K | 2.8K | 0.6% | —Held | |
| 35 | Vanguard World FD ESG US CORP BD | $565K | 9.0K | 0.5% | ▲+7.9% Added · +660 sh | |
| 36 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $564K | 22.4K | 0.5% | ▲+2.4% Added · +518 sh | |
| 37 | SPDR Series Trust SPDR S&P 500 ESG | $558K | 7.7K | 0.5% | ▼−15% Reduced · −1K sh | |
| 38 | Broadcom Inc COM | $510K | 1.3K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 39 | Alphabet Inc CAP STK CL C | $467K | 1.3K | 0.4% | ▲+1.8% Added · +23 sh | |
| 40 | Eli Lilly & Co COM | $413K | 344 | 0.3% | —Held | |
| 41 | Micron Technology Inc COM | $391K | 339 | 0.3% | ▲New New position | |
| 42 | Meta Platforms Inc CL A | $390K | 693 | 0.3% | —Held | |
| 43 | American Centy ETF TR AVAN RE INTL ETF | $383K | 4.8K | 0.3% | ▼−9.5% Reduced · −505 sh | |
| 44 | Ishares TR CALIF MUN BD ETF | $369K | 6.4K | 0.3% | ▼−2.3% Reduced · −150 sh | |
| 45 | Tesla Inc COM | $363K | 863 | 0.3% | —Held | |
| 46 | JPMorgan Chase & Co COM | $351K | 1.1K | 0.3% | —Held | |
| 47 | Ishares TR RUS 1000 VAL ETF | $345K | 1.4K | 0.3% | —Held | |
| 48 | Advanced Micro Devices Inc COM | $311K | 536 | 0.3% | ▲New New position | |
| 49 | Dimensional ETF Trust US SUSTAINABILTY | $308K | 6.6K | 0.3% | —Held | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $286K | 572 | 0.2% | ▼−0.2% Reduced · −1 sh |
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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/2042938/holdings"
Use Arkolith to show VERUS WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.