Loading…
CIK 0001481714 • 6 13F filings • May 5, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("verus-financial-partners-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $450K | 0.0%Prev: 0.1% | 2,039 SH | Decreased-602 SH |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | $617K | 0.1%Prev: 0.0% | 2,500 SH | Increased |
| ALPHABET INC | CAP STK CL A | $906K | 0.1%Prev: 0.1% | 2,719 SH | Increased+78 SH |
| ALPHABET INC | CAP STK CL C | $412K | 0.0%Prev: 0.0% | 1,236 SH | Increased-162 SH |
| ALTRIA GROUP INC | COM | $3.5M | 0.3%Prev: 0.3% | 54,842 SH | Decreased+812 SH |
| AMAZON COM INC | COM | $579K | 0.1%Prev: 0.1% | 2,429 SH | Increased-66 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $62.0M | 5.7%Prev: 5.7% | 1,474,290 SH | Increased+73,335 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMERGING | $392K | 0.0%Prev: 0.0% | 5,651 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS INFLATIN | $309K | 0.0%Prev: 0.0% | 4,447 SH | Increased |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | $63.3M | 5.8%Prev: 7.0% | 1,342,598 SH | Decreased-206,884 SH |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | $1.1M | 0.1%Prev: 0.1% | 14,027 SH | Increased+202 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $203K | 0.0% | 2,333 SH | New |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $32.8M | 3.0%Prev: 3.0% | 410,597 SH | Increased-18,923 SH |
| AMERICAN ELEC PWR CO INC | COM | $253K | 0.0%Prev: 0.0% | 2,147 SH | Decreased-199 SH |
| APPLE INC | COM | $3.2M | 0.3%Prev: 0.3% | 12,554 SH | Decreased-1,496 SH |
| BANK AMERICA CORP | COM | $572K | 0.1%Prev: 0.1% | 10,995 SH | Decreased-2,596 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.0M | 0.1%Prev: 0.1% | 2,157 SH | Increased+285 SH |
| BRANDYWINE RLTY TR | SH BEN INT NEW | $737K | 0.1%Prev: 0.1% | 253,349 SH | Decreased |
| BROADCOM INC | COM | $361K | 0.0%Prev: 0.0% | 1,110 SH | Decreased-27 SH |
| CAPITAL ONE FINL CORP | COM | $483K | 0.0%Prev: 0.1% | 2,193 SH | Decreased-294 SH |
| CARMAX INC | COM | $212K | 0.0%Prev: 0.0% | 4,696 SH | Decreased-265 SH |
| CATERPILLAR INC | COM | $677K | 0.1%Prev: 0.0% | 1,064 SH | Increased+150 SH |
| CHEVRON CORP NEW | COM | $273K | 0.0%Prev: 0.0% | 1,630 SH | Increased-11 SH |
| COCA COLA CO | COM | $290K | 0.0%Prev: 0.0% | 3,993 SH | Decreased-1,000 SH |
| COSTCO WHSL CORP NEW | COM | $308K | 0.0%Prev: 0.0% | 315 SH | Decreased-18 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $1.8M | 0.2%Prev: 0.2% | 42,591 SH | Increased+309 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $44.7M | 4.1%Prev: 3.7% | 851,719 SH | Increased+6,823 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $603K | 0.1%Prev: 0.1% | 14,799 SH | Increased+96 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $4.5M | 0.4%Prev: 0.4% | 93,506 SH | Increased+2,645 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $354K | 0.0%Prev: 0.0% | 7,370 SH | Increased+24 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $391K | 0.0%Prev: 0.0% | 5,177 SH | Decreased-259 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $29.1M | 2.7%Prev: 0.1% | 597,541 SH | Increased+571,132 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.0M | 0.1%Prev: 0.1% | 14,098 SH | Increased+39 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $360K | 0.0%Prev: 0.0% | 5,678 SH | Increased-3 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $570K | 0.1%Prev: 0.0% | 16,380 SH | Increased+16 SH |
| DOMINION ENERGY INC | COM | $1.6M | 0.1%Prev: 0.2% | 26,839 SH | Decreased-3,126 SH |
| DUKE ENERGY CORP NEW | COM NEW | $418K | 0.0%Prev: 0.0% | 3,519 SH | Decreased+2 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $801K | 0.1%Prev: 0.1% | 2,125 SH | Increased+457 SH |
| ELI LILLY & CO | COM | $295K | 0.0% | 278 SH | New |
| EMERSON ELEC CO | COM | $202K | 0.0% | 1,358 SH | New |
| EXXON MOBIL CORP | COM | $1.4M | 0.1%Prev: 0.1% | 10,300 SH | Increased+524 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $797K | 0.1%Prev: 0.1% | 10,447 SH | Decreased |
| FLEXSHARES TR | MORNSTAR UPSTR | $336K | 0.0%Prev: 0.0% | 6,550 SH | Increased+45 SH |
| GE AEROSPACE | COM NEW | $618K | 0.1%Prev: 0.1% | 2,095 SH | Decreased |
| GE VERNOVA INC | COM | $320K | 0.0%Prev: 0.0% | 480 SH | Increased-33 SH |
| HARTFORD INSURANCE GROUP INC | COM | $232K | 0.0%Prev: 0.0% | 1,775 SH | Decreased+11 SH |
| HCA HEALTHCARE INC | COM | $2.3M | 0.2%Prev: 0.2% | 4,770 SH | Increased |
| HOME DEPOT INC | COM | $442K | 0.0%Prev: 0.0% | 1,143 SH | Increased+150 SH |
| HONEYWELL INTL INC | COM | $248K | 0.0%Prev: 0.0% | 1,121 SH | Increased+1 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $1.7M | 0.2%Prev: 0.2% | 5,690 SH | Increased-30 SH |
| INVESCO QQQ TR | UNIT SER 1 | $356K | 0.0%Prev: 0.0% | 569 SH | Decreased-183 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $442K | 0.0%Prev: 0.1% | 8,897 SH | Decreased |
| ISHARES GOLD TR | ISHARES NEW | $2.9M | 0.3%Prev: 0.2% | 30,161 SH | Increased-111 SH |
| ISHARES TR | CORE MSCI TOTAL | $13.3M | 1.2%Prev: 1.2% | 148,922 SH | Increased-4,906 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.0M | 0.4%Prev: 0.4% | 57,942 SH | Increased-3,406 SH |
| ISHARES TR | CORE S&P500 ETF | $33.3M | 3.1%Prev: 3.1% | 47,853 SH | Increased-490 SH |
| ISHARES TR | LATN AMER 40 ETF | $569K | 0.1%Prev: 0.0% | 16,204 SH | Increased+311 SH |
| ISHARES TR | MSCI INDIA ETF | $267K | 0.0%Prev: 0.0% | 5,199 SH | Decreased |
| ISHARES TR | RUS 1000 GRW ETF | $1.1M | 0.1%Prev: 0.1% | 2,257 SH | Decreased-105 SH |
| ISHARES TR | RUS 1000 VAL ETF | $2.0M | 0.2%Prev: 0.2% | 9,201 SH | Decreased-1,534 SH |
| ISHARES TR | SELECT DIVID ETF | $8.1M | 0.7%Prev: 0.8% | 54,194 SH | Decreased-2,776 SH |
| JOHNSON & JOHNSON | COM | $1.0M | 0.1%Prev: 0.1% | 4,694 SH | Increased-575 SH |
| JPMORGAN CHASE & CO. | COM | $879K | 0.1%Prev: 0.1% | 2,919 SH | Decreased+103 SH |
| LOWES COS INC | COM | $876K | 0.1%Prev: 0.1% | 3,152 SH | Increased-315 SH |
| MAXIMUS INC | COM | $222K | 0.0%Prev: 0.0% | 2,248 SH | Decreased-642 SH |
| MCDONALDS CORP | COM | $388K | 0.0%Prev: 0.0% | 1,240 SH | Decreased-400 SH |
| MCKESSON CORP | COM | $433K | 0.0%Prev: 0.0% | 524 SH | Decreased-99 SH |
| MERCK & CO INC | COM | $416K | 0.0%Prev: 0.0% | 3,869 SH | Increased+623 SH |
| META PLATFORMS INC | CL A | $505K | 0.0%Prev: 0.1% | 751 SH | Decreased-2 SH |
| MICROSOFT CORP | COM | $2.1M | 0.2%Prev: 0.2% | 4,473 SH | Decreased+150 SH |
| MONDELEZ INTL INC | CL A | $329K | 0.0%Prev: 0.0% | 5,621 SH | Increased+669 SH |
| NASDAQ INC | COM | $695K | 0.1%Prev: 0.1% | 7,032 SH | Increased-118 SH |
| NORFOLK SOUTHN CORP | COM | $654K | 0.1%Prev: 0.1% | 2,270 SH | Increased+273 SH |
| NVIDIA CORPORATION | COM | $509K | 0.0%Prev: 0.0% | 2,730 SH | Increased+134 SH |
| PEPSICO INC | COM | $372K | 0.0%Prev: 0.0% | 2,547 SH | Increased+847 SH |
| PFIZER INC | COM | $233K | 0.0%Prev: 0.0% | 8,992 SH | Decreased-1,552 SH |
| PHILIP MORRIS INTL INC | COM | $4.6M | 0.4%Prev: 0.4% | 26,077 SH | Increased-432 SH |
| PROCTER AND GAMBLE CO | COM | $317K | 0.0%Prev: 0.0% | 2,122 SH | Decreased-387 SH |
| QUALCOMM INC | COM | $850K | 0.1%Prev: 0.1% | 5,504 SH | Decreased |
| RBB FD INC | US TRSRY 6 MNTH | $206K | 0.0%Prev: 0.0% | 4,100 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.6M | 0.2%Prev: 2.7% | 89,623 SH | Decreased-944,739 SH |
| SOUTHERN CO | COM | $525K | 0.0%Prev: 0.1% | 5,950 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $658K | 0.1%Prev: 0.0% | 1,416 SH | Increased+44 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.4M | 0.3%Prev: 0.3% | 4,930 SH | Increased-41 SH |
| TJX COS INC NEW | COM | $544K | 0.1%Prev: 0.1% | 3,626 SH | Increased |
| UDR INC | COM | $237K | 0.0%Prev: 0.0% | 6,400 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $46.7M | 4.3%Prev: 4.3% | 599,613 SH | Increased+26,942 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $127.3M | 11.7%Prev: 11.7% | 1,711,886 SH | Increased+70,206 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $1.3M | 0.1%Prev: 0.1% | 26,955 SH | Decreased-149 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $22.4M | 2.1%Prev: 2.1% | 70,302 SH | Increased-1,154 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $8.6M | 0.8%Prev: 0.8% | 28,720 SH | Decreased-623 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.2M | 0.3%Prev: 0.3% | 4,964 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $30.9M | 2.8%Prev: 2.9% | 137,820 SH | Increased-6,742 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $905K | 0.1%Prev: 0.1% | 3,301 SH | Decreased-674 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $392K | 0.0%Prev: 0.0% | 1,217 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $261.3M | 24.0%Prev: 24.1% | 763,829 SH | Increased-228 SH |
| VANGUARD INDEX FDS | VALUE ETF | $474K | 0.0%Prev: 0.0% | 2,391 SH | Increased+2 SH |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $1.1M | 0.1%Prev: 0.0% | 14,509 SH | Increased+11,466 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $50.3M | 4.6%Prev: 4.5% | 647,314 SH | Increased-3,018 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.4M | 0.2%Prev: 0.2% | 16,277 SH | Decreased-1,399 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $13.7M | 1.3% | 277,475 SH | New |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $6.8M | 0.6%Prev: 0.6% | 89,701 SH | Increased+12,105 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $9.2M | 0.8%Prev: 0.9% | 182,641 SH | Increased+1,763 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.8M | 0.2%Prev: 0.2% | 30,534 SH | Decreased-76 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $2.4M | 0.2%Prev: 0.2% | 7,834 SH | Decreased-458 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $81.2M | 7.5%Prev: 7.4% | 1,016,907 SH | Increased-32,546 SH |
| VANGUARD WORLD FD | ENERGY ETF | $475K | 0.0%Prev: 0.0% | 3,424 SH | Increased+28 SH |
| VANGUARD WORLD FD | INF TECH ETF | $263K | 0.0%Prev: 0.0% | 346 SH | Increased+51 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $51.2M | 4.7%Prev: 4.8% | 201,637 SH | Increased-4,246 SH |
| VERIZON COMMUNICATIONS INC | COM | $323K | 0.0%Prev: 0.0% | 8,141 SH | Decreased-158 SH |
| VISA INC | COM CL A | $238K | 0.0%Prev: 0.0% | 725 SH | Increased+56 SH |
| WALMART INC | COM | $378K | 0.0%Prev: 0.0% | 3,214 SH | Increased-27 SH |
| WELLS FARGO CO NEW | COM | $235K | 0.0%Prev: 0.0% | 2,667 SH | Increased+3 SH |
| WISDOMTREE TR | WISDOMTREE US VA | $376K | 0.0%Prev: 0.0% | 3,918 SH | Increased |
| WW GRAINGER INC | COM | $1.1M | 0.1% | 1,082 SH | New |
| 13F-HR |
| 0001481714-26-000005 |
| $1.17B |
| View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001481714-25-000006 | $981.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001481714-26-000003 | $1.11B | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001481714-25-000005 | $876.7M | View |