Latest Verus Financial Partners, Inc. Stock Portfolio

Verus Financial Partners, Inc. Performance:

2025 Q4: 4%YTD: 15.78%2024: 2.37%

Performance for 2025 Q4 is 4%, and YTD is 15.78%, and 2024 is 2.37%.

About Verus Financial Partners, Inc. and 13F Hedge Fund Stock Holdings

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Verus Financial Partners, Inc. reported an equity portfolio of $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of Verus Financial Partners, Inc. are VB, BIV, VXUS. The fund has invested 24% of it's portfolio in VANGUARD INDEX FDS and 11.7% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, VANGUARD INDEX FDS (VB) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), MCDONALDS CORP (MCD) and INVESCO QQQ TR (QQQ). Verus Financial Partners, Inc. opened new stock positions in VANGUARD MALVERN FDS (VTIP), ELI LILLY & CO (LLY) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INSTL INDEX FD and PEPSICO INC (PEP).

Verus Financial Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Verus Financial Partners, Inc. made a return of 4% in the last quarter. In trailing 12 months, it's portfolio return was 15.78%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard malvern fds	13,743,300
eli lilly & co	295,053
american centy etf tr	203,105
emerson elec co	202,467

New stocks bought by Verus Financial Partners, Inc.

Additions

Ticker	% Inc.
dimensional etf trust	2,162
vanguard instl index fd	376
pepsico inc	49.82
elevance health inc formerly	27.4
merck & co inc	19.19
vanguard world fd	17.29
caterpillar inc	16.41
vanguard mun bd fds	15.6

Additions to existing portfolio by Verus Financial Partners, Inc.

Reductions

Ticker	% Reduced
schwab strategic tr	-91.34
mcdonalds corp	-24.39
invesco qqq tr	-24.34
abbvie inc	-22.79
maximus inc	-22.21
coca cola co	-20.03
bank america corp	-19.1
vanguard index fds	-16.96

Verus Financial Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-202,160
cisco sys inc	-252,869
yum brands inc	-289,864
abbott labs	-236,978
rtx corporation	-226,899
oracle corp	-331,527
vanguard index fds	-526,362
boeing co	-227,912

Verus Financial Partners, Inc. got rid off the above stocks

Sector Distribution

Verus Financial Partners, Inc. has about 96.1% of it's holdings in Others sector.

Sector	%
Others	96.1

Market Cap. Distribution

Verus Financial Partners, Inc. has about 3.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.1
LARGE-CAP	2.3
MEGA-CAP	1.5

Stocks belong to which Index?

About 3.8% of the stocks held by Verus Financial Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.1
S&P 500	3.8

Top 5 Winners (%)		%
PPLT	abrdn platinum etf trust	72.7 %
GOOG	alphabet inc	36.4 %
GOOG	alphabet inc	34.8 %
IAU	ishares gold tr	30.7 %
CAT	caterpillar inc	30.2 %

Top 5 Winners ($)		$
VB	vanguard index fds	10.6 M
VXUS	vanguard star fds	6.6 M
DFAC	dimensional etf trust	5.4 M
VEU	vanguard intl equity index f	4.2 M
AEMB	american centy etf tr	3.2 M

Top 5 Losers (%)		%
BDN	brandywine rlty tr	-30.2 %
	ishares bitcoin trust etf	-23.6 %
	fidelity wise origin bitcoin	-23.6 %
VZ	verizon communications inc	-9.8 %
MSFT	microsoft corp	-9.1 %

Top 5 Losers ($)		$
BDN	brandywine rlty tr	-0.3 M
	fidelity wise origin bitcoin	-0.2 M
MSFT	microsoft corp	-0.2 M
MO	altria group inc	-0.2 M
	ishares bitcoin trust etf	-0.1 M

Verus Financial Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Verus Financial Partners, Inc.

Verus Financial Partners, Inc. has 115 stocks in it's portfolio. About 75.5% of the portfolio is in top 10 stocks. BDN proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Verus Financial Partners, Inc. last quarter.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.30	12,554	3,206,310	reduced	-10.65

ABBV	abbvie inc	0.04	2,039	450,247	reduced	-22.79

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	5.82	1,342,600	63,283,400	reduced	-13.35

AEMB	american centy etf tr	5.70	1,474,290	61,993,900	added	5.23

AEMB	american centy etf tr	3.02	410,597	32,773,800	reduced	-4.41

AEMB	american centy etf tr	0.10	14,027	1,056,080	added	1.46

AEMB	american centy etf tr	0.03	4,447	309,468	unchanged	0.00

AEMB	american centy etf tr	0.02	2,333	203,105	new

AEP	american elec pwr co inc	0.02	2,147	253,385	reduced	-8.48

AGZD	wisdomtree tr	0.04	3,918	376,128	unchanged	0.00

AMPS	ishares tr	0.03	5,199	267,448	unchanged	0.00

AMZN	amazon com inc	0.05	2,429	579,122	reduced	-2.65

ASET	flexshares tr	0.03	6,550	335,544	added	0.69

AVGO	broadcom inc	0.03	1,110	360,584	reduced	-2.37

BA	boeing co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.05	10,995	571,961	reduced	-19.1

BDN	brandywine rlty tr	0.07	253,349	737,246	unchanged	0.00

BIV	vanguard bd index fds	11.71	1,711,890	127,262,000	added	4.28

BIV	vanguard bd index fds	4.30	599,613	46,703,900	added	4.7