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Latest Verus Financial Partners, Inc. Stock Portfolio

$1.17Billion | No. of Holdings #127

Verus Financial Partners, Inc. Performance

2026 Q2+1.56%
YTD+2.77%
2025+15.78%

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

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Verus Financial Partners, Inc. reported an equity portfolio of $1.2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Verus Financial Partners, Inc. are VB, BIV, VXUS. The fund has invested 24.8% of it's portfolio in VANGUARD INDEX FDS and 11.5% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off MCDONALDS CORP (MCD), HONEYWELL INTL INC (HON) and ROCKET COS INC (RKT) stocks. They significantly reduced their stock positions in VISA INC (V), CATERPILLAR INC (CAT) and AMERICAN CENTY ETF TR (AEMB). Verus Financial Partners, Inc. opened new stock positions in INTEL CORP (INTC), WESTERN DIGITAL CORP (WDC) and CARMAX INC (KMX). The fund showed a lot of confidence in some stocks as they added substantially to ABRDN PLATINUM ETF TRUST (PPLT), VANGUARD WORLD FD (VAW) and ISHARES TR (IJR).
Verus Financial Partners, Inc. Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$1.17Billion
  as of Jul 21, 2026

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

Our best estimate is that Verus Financial Partners, Inc. made a return of 1.56% in the last quarter. In trailing 12 months, it's portfolio return was 11.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp395,711
western digital corp248,462
carmax inc248,371
lam research corp216,665
taiwan semiconductor manufac215,862
unitedhealth group inc210,087
palo alto networks inc206,658
cardinal health inc205,727
New stocks bought by Verus Financial Partners, Inc.

Additions

Ticker% Inc.
abrdn platinum etf trust900
vanguard world fd700
ishares tr298
vanguard index fds297
yum brands inc44.59
vanguard mun bd fds28.98
vanguard mun bd fds21.99
dimensional etf trust13.08
Additions to existing portfolio by Verus Financial Partners, Inc.

Reductions

Ticker% Reduced
visa inc-39.18
caterpillar inc-35.05
american centy etf tr-23.18
dimensional etf trust-18.57
procter & gamble co-14.21
vanguard scottsdale fds-11.36
johnson & johnson-9.51
duke energy corp new-8.52
Verus Financial Partners, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
rocket cos inc-160,973
mcdonalds corp-375,105
honeywell intl inc-257,102
Verus Financial Partners, Inc. got rid off the above stocks

Sector Distribution

Verus Financial Partners, Inc. has about 95.9% of it's holdings in Others sector.

  • Others
Sector%
Others95.9

Market Cap. Distribution

Verus Financial Partners, Inc. has about 4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED95.9
MEGA-CAP2.4
LARGE-CAP1.6

Stocks belong to which Index?

About 3.9% of the stocks held by Verus Financial Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96
S&P 5003.9
Top 5 Winners (%)%
MU
micron technology inc
152.4 %
GLW
corning inc
53.8 %
QCOM
qualcomm inc
36.8 %
LLY
eli lilly & co
32.6 %
CAT
caterpillar inc
31.2 %
Top 5 Winners ($)$
VB
vanguard index fds
18.7 M
DFAC
dimensional etf trust
3.6 M
EDV
vanguard world fd
3.5 M
VXUS
vanguard star fds
2.9 M
IJR
ishares tr
2.1 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-87.3 %
VAW
vanguard world fd
-76.0 %
IJR
ishares tr
-63.5 %
VB
vanguard index fds
-63.3 %
fidelity wise origin bitcoin
-22.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-15.6 M
PPLT
abrdn platinum etf trust
-2.4 M
IJR
ishares tr
-1.9 M
DFAC
dimensional etf trust
-1.1 M
VAW
vanguard world fd
-1.0 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 127 stocks in it's portfolio. About 76.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Verus Financial Partners, Inc. last quarter.

$1.17BTotal Value
130Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Verus Financial Partners, Inc., last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
5.51%1,555,650
$64.42M
5.51%
increased 1.57 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
5.41%1,358,340
$63.26M
5.41%
increased 0.18 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
1.54%197,709
$18.03M
1.54%
decreased 23.18 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
0.09%14,204
$1.10M
0.09%
increased 1.13 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
0.03%4,447
$330.6K
0.03%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Verus Financial Partners, Inc.'s holding in American Centy Etf Tr over time
0.02%2,366
$211.1K
0.02%
increased 1.28 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Verus Financial Partners, Inc.'s holding in Wisdomtree Tr over time
0.03%3,918
$398.5K
0.03%
unchanged 0 percentunchanged
ASET
Flexshares Tr

Flexshares Tr

ASET
Verus Financial Partners, Inc.'s holding in Flexshares Tr over time
0.03%6,620
$326.3K
0.03%
increased 0.7 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Verus Financial Partners, Inc.'s holding in Vanguard Bd Index Fds over time
11.49%1,829,290
$134.29M
11.49%
increased 2.6 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Verus Financial Partners, Inc.'s holding in Vanguard Bd Index Fds over time
4.64%706,952
$54.22M
4.64%
increased 5.21 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Verus Financial Partners, Inc.'s holding in Vanguard Scottsdale Fds over time
0.22%7,775
$2.58M
0.22%
decreased 0.74 percentreduced