VERUS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20429382026Q2
| Positions | 57 |
|---|
| Reported value | $121.3m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 57 (+8 vs prior quarter) |
|---|
| Reported value | $121.3m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 22,686 | $15.6m | 12.8% |
| MUB ISHARES TR | 123,546 | $13.3m | 11.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 108,331 | $9.0m | 7.4% |
| BND VANGUARD BD INDEX FDS | 101,675 | $7.5m | 6.2% |
| VTEB VANGUARD MUN BD FDS | 102,980 | $5.2m | 4.3% |
| IJR ISHARES TR | 32,886 | $4.9m | 4.0% |
| AVDE AMERICAN CENTY ETF TR | 54,437 | $4.9m | 4.0% |
| VONV VANGUARD SCOTTSDALE FDS | 44,936 | $4.8m | 3.9% |
| AVEM AMERICAN CENTY ETF TR | 46,832 | $4.5m | 3.7% |
| SPHY SPDR SERIES TRUST | 181,764 | $4.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042938")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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