Latest Verus Financial Partners, Inc. Stock Portfolio
Verus Financial Partners, Inc. Performance:
2026 Q1: 1.19%YTD: 1.19%2025: 15.78%
Performance for 2026 Q1 is 1.19%, and YTD is 1.19%, and 2025 is 15.78%.
About Verus Financial Partners, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-21, 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 Mar, 2026.
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 11.8% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off MAXIMUS INC (MMS), CARMAX INC (KMX) and EMERSON ELEC CO (EMR) stocks. They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Verus Financial Partners, Inc. opened new stock positions in VANGUARD MUN BD FDS (VTEB), CORNING INC (GLW) and CIENA CORP (CIEN). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), NVIDIA CORPORATION (NVDA) and META PLATFORMS INC (META).
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 11.8% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off MAXIMUS INC (MMS), CARMAX INC (KMX) and EMERSON ELEC CO (EMR) stocks. They significantly reduced their stock positions in AMERICAN CENTY ETF TR (AEMB), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR). Verus Financial Partners, Inc. opened new stock positions in VANGUARD MUN BD FDS (VTEB), CORNING INC (GLW) and CIENA CORP (CIEN). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), NVIDIA CORPORATION (NVDA) and META PLATFORMS INC (META).
Verus Financial Partners, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Verus Financial Partners, Inc. made a return of 1.19% in the last quarter. In trailing 12 months, it's portfolio return was 20.12%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard mun bd fds | 2,919,850 |
| corning inc | 292,842 |
| ciena corp | 262,440 |
| howmet aerospace inc | 226,802 |
| marathon pete corp | 219,000 |
| micron technology inc | 217,641 |
| csx corp | 210,866 |
| yum brands inc | 200,357 |
New stocks bought by Verus Financial Partners, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| visa inc | 64.41 |
| nvidia corporation | 54.73 |
| meta platforms inc | 43.14 |
| amazon com inc | 42.45 |
| broadcom inc | 28.29 |
| wells fargo & co | 26.62 |
| dimensional etf trust | 25.74 |
| alphabet inc | 23.83 |
Additions to existing portfolio by Verus Financial Partners, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| american centy etf tr | -37.32 |
| schwab strategic tr | -17.71 |
| ishares tr | -15.47 |
| vanguard scottsdale fds | -12.59 |
| qualcomm inc | -11.01 |
| ww grainger inc | -10.17 |
| vanguard instl index fd | -9.42 |
| lowes cos inc | -5.23 |
Verus Financial Partners, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| carmax inc | -211,977 |
| maximus inc | -221,788 |
| emerson elec co | -202,467 |
Verus Financial Partners, Inc. got rid off the above stocks
Sector Distribution
Verus Financial Partners, Inc. has about 96% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 96 |
Market Cap. Distribution
Verus Financial Partners, Inc. has about 3.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96 |
| MEGA-CAP | 2.4 |
| LARGE-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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96.1 |
| S&P 500 | 3.8 |
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 121 stocks in it's portfolio. About 76.3% of the portfolio is in top 10 stocks. BIV 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: 21 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.30 | 12,665 | 3,335,930 | added | 0.88 | ||
| ABBV | abbvie inc | 0.04 | 2,008 | 419,697 | reduced | -1.52 | ||
| AEMB | american centy etf tr | 5.73 | 1,531,530 | 63,849,500 | added | 3.88 | ||
| AEMB | american centy etf tr | 5.69 | 1,355,910 | 63,439,400 | added | 0.99 | ||
| AEMB | american centy etf tr | 1.95 | 257,373 | 21,776,400 | reduced | -37.32 | ||
| AEMB | american centy etf tr | 0.10 | 14,045 | 1,104,250 | added | 0.13 | ||
| AEMB | american centy etf tr | 0.03 | 4,447 | 321,587 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 0.02 | 2,336 | 210,553 | added | 0.13 | ||
| AEP | american elec pwr co inc | 0.03 | 2,148 | 289,049 | added | 0.05 | ||
| AGZD | wisdomtree tr | 0.03 | 3,918 | 381,770 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.02 | 5,199 | 259,962 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.08 | 3,460 | 863,962 | added | 42.45 | ||
| ANTX | elevance health inc formerly | 0.06 | 2,125 | 671,098 | unchanged | 0.00 | ||
| ASET | flexshares tr | 0.03 | 6,574 | 365,245 | added | 0.37 | ||
| AVGO | broadcom inc | 0.05 | 1,424 | 567,421 | added | 28.29 | ||
| BAC | bank america corp | 0.05 | 10,995 | 588,344 | unchanged | 0.00 | ||
| BDN | brandywine rlty tr | 0.07 | 260,694 | 737,764 | added | 2.9 | ||
| BIV | vanguard bd index fds | 11.80 | 1,782,940 | 131,527,000 | added | 4.15 | ||
| BIV | vanguard bd index fds | 4.66 | 671,968 | 51,956,600 | added | 12.07 | ||
| BNDW | vanguard scottsdale fds | 0.22 | 7,833 | 2,427,870 | reduced | -0.01 | ||