Verus Financial Partners, Inc.

CIK 0001481714 • 6 13F filings • May 5, 2025 – Jul 21, 2026

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Filer information

Filed by: Verus Financial Partners, Inc., Sr Vice President and CCO
Address: 9030 STONY POINT PARKWAY SUITE 160, RICHMOND, VA, 23235
Phone: 804-648-5008
AUM: $1.09B

AUM over time

$1.17B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.11B121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$420K	0.0%Prev: 0.1%	2,008 SH	Decreased-623 SH
ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$476K	0.0%	2,500 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.1%Prev: 0.0%	3,367 SH	Increased+885 SH
ALPHABET INC	CAP STK CL C	$406K	0.0%Prev: 0.0%	1,219 SH	Increased-134 SH
ALTRIA GROUP INC	COM	$3.6M	0.3%Prev: 0.4%	54,749 SH	Increased+852 SH
AMAZON COM INC	COM	$864K	0.1%Prev: 0.0%	3,460 SH	Increased+1,566 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$63.8M	5.7%Prev: 6.1%	1,531,531 SH	Increased+219,486 SH
AMERICAN CENTY ETF TR	AVANTIS EMERGING	$423K	0.0%Prev: 0.0%	5,651 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS INFLATIN	$322K	0.0%Prev: 0.0%	4,447 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$63.4M	5.7%Prev: 7.7%	1,355,906 SH	Decreased-104,410 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.1M	0.1%Prev: 0.1%	14,045 SH	Increased+466 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$211K	0.0%	2,336 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$21.8M	2.0%	257,373 SH	New
AMERICAN ELEC PWR CO INC	COM	$289K	0.0%Prev: 0.0%	2,148 SH	Increased-101 SH
APPLE INC	COM	$3.3M	0.3%Prev: 0.3%	12,665 SH	Increased-2,301 SH
BANK AMERICA CORP	COM	$588K	0.1%Prev: 0.0%	10,995 SH	Increased+400 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.1%Prev: 0.1%	2,120 SH	Increased+287 SH
BRANDYWINE RLTY TR	SH BEN INT NEW	$738K	0.1%Prev: 0.1%	260,694 SH	Decreased+48,439 SH
BROADCOM INC	COM	$567K	0.1%	1,424 SH	New
CAPITAL ONE FINL CORP	COM	$441K	0.0%Prev: 0.0%	2,195 SH	Increased+97 SH
CATERPILLAR INC	COM	$781K	0.1%Prev: 0.0%	1,010 SH	Increased+96 SH
CHEVRON CORPORATION	COM	$363K	0.0%	1,927 SH	New
CIENA CORP	COM NEW	$262K	0.0%	530 SH	New
COCA COLA CO	COM	$300K	0.0%Prev: 0.0%	3,993 SH	Increased
CORNING INC	COM	$293K	0.0%	1,763 SH	New
COSTCO WHOLESALE CORPORATION	COM	$311K	0.0%	315 SH	New
CSX CORP	COM	$211K	0.0%	4,936 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.8M	0.2%Prev: 0.2%	42,168 SH	Increased-702 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$46.8M	4.2%Prev: 3.6%	846,737 SH	Increased+14,596 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$616K	0.1%Prev: 0.0%	14,805 SH	Increased+427 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.6M	0.4%Prev: 0.5%	95,785 SH	Increased+10,997 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$355K	0.0%Prev: 0.0%	7,375 SH	Increased+59 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$383K	0.0%Prev: 0.0%	5,006 SH	Increased-408 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$37.9M	3.4%Prev: 0.1%	751,341 SH	Increased+725,126 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	0.1%Prev: 0.1%	14,131 SH	Increased+149 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$369K	0.0%Prev: 0.0%	5,678 SH	Increased-573 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$597K	0.1%Prev: 0.0%	16,384 SH	Increased-310 SH
DOMINION ENERGY INC	COM	$1.7M	0.2%Prev: 0.1%	26,839 SH	Increased+10,854 SH
DUKE ENERGY CORP NEW	COM NEW	$453K	0.0%Prev: 0.0%	3,521 SH	Increased-2 SH
ELEVANCE HEALTH INC FORMERLY	COM	$671K	0.1%	2,125 SH	New
ELI LILLY & CO	COM	$283K	0.0%	313 SH	New
EXXON MOBIL CORP	COM	$1.6M	0.1%Prev: 0.1%	10,303 SH	Increased+242 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$686K	0.1%Prev: 0.1%	10,447 SH	Decreased
FLEXSHARES TR	MORNSTAR UPSTR	$365K	0.0%Prev: 0.0%	6,574 SH	Increased+177 SH
GE AEROSPACE	COM NEW	$625K	0.1%Prev: 0.0%	2,095 SH	Increased+296 SH
GE VERNOVA INC	COM	$470K	0.0%	480 SH	New
HARTFORD INSURANCE GROUP INC	COM	$246K	0.0%Prev: 0.0%	1,782 SH	Increased+24 SH
HCA HEALTHCARE INC	COM	$2.3M	0.2%Prev: 0.2%	4,770 SH	Increased-530 SH
HOME DEPOT INC	COM	$387K	0.0%Prev: 0.0%	1,149 SH	Decreased+27 SH
HONEYWELL INTL INC	COM	$257K	0.0%Prev: 0.0%	1,121 SH	Increased+103 SH
HOWMET AEROSPACE INC	COM	$227K	0.0%	916 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.1%Prev: 0.2%	5,690 SH	Decreased-925 SH
INVESCO QQQ TR	UNIT SER 1	$363K	0.0%Prev: 0.0%	566 SH	Increased-200 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$367K	0.0%Prev: 0.0%	8,597 SH	Decreased-25 SH
ISHARES GOLD TR	ISHARES NEW	$2.7M	0.2%	30,161 SH	New
ISHARES TR	CORE MSCI TOTAL	$13.6M	1.2%Prev: 1.2%	146,762 SH	Increased-11,622 SH
ISHARES TR	CORE S&P MCP ETF	$4.1M	0.4%Prev: 0.4%	57,058 SH	Increased-6,270 SH
ISHARES TR	CORE S&P500 ETF	$33.7M	3.0%Prev: 3.0%	47,862 SH	Increased-975 SH
ISHARES TR	LATN AMER 40 ETF	$615K	0.1%Prev: 0.0%	16,204 SH	Increased+4,430 SH
ISHARES TR	MSCI INDIA ETF	$260K	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	Increased-105 SH
ISHARES TR	RUS 1000 VAL ETF	$2.1M	0.2%Prev: 0.2%	9,202 SH	Increased-1,531 SH
ISHARES TR	SELECT DIVID ETF	$7.0M	0.6%Prev: 0.8%	45,808 SH	Decreased-12,377 SH
JOHNSON & JOHNSON	COM	$1.2M	0.1%Prev: 0.1%	4,921 SH	Increased+645 SH
JPMORGAN CHASE & CO	COM	$940K	0.1%	3,031 SH	New
LOWES COS INC	COM	$724K	0.1%Prev: 0.1%	2,987 SH	Decreased-488 SH
MARATHON PETE CORP	COM	$219K	0.0%	968 SH	New
MCDONALDS CORP	COM	$375K	0.0%Prev: 0.0%	1,222 SH	Increased+267 SH
MCKESSON CORP	COM	$454K	0.0%Prev: 0.1%	524 SH	Decreased-266 SH
MERCK & CO INC	COM	$447K	0.0%Prev: 0.0%	3,870 SH	Increased+502 SH
META PLATFORMS INC	CL A	$727K	0.1%Prev: 0.0%	1,075 SH	Increased+413 SH
MICRON TECHNOLOGY INC	COM	$218K	0.0%	476 SH	New
MICROSOFT CORP	COM	$2.1M	0.2%Prev: 0.1%	4,979 SH	Increased+1,735 SH
MONDELEZ INTL INC	CL A	$321K	0.0%Prev: 0.0%	5,625 SH	Decreased+558 SH
NASDAQ INC	COM	$625K	0.1%Prev: 0.1%	7,032 SH	Increased-359 SH
NORFOLK SOUTHN CORP	COM	$677K	0.1%Prev: 0.0%	2,238 SH	Increased+247 SH
NVIDIA CORPORATION	COM	$838K	0.1%Prev: 0.0%	4,224 SH	Increased+2,249 SH
PEPSICO INC	COM	$403K	0.0%Prev: 0.0%	2,547 SH	Increased+310 SH
PFIZER INC	COM	$245K	0.0%Prev: 0.0%	8,992 SH	Increased-300 SH
PHILIP MORRIS INTL INC	COM	$4.1M	0.4%Prev: 0.5%	26,053 SH	Increased+905 SH
PROCTER & GAMBLE CO	COM	$300K	0.0%	2,097 SH	New
QUALCOMM INC	COM	$659K	0.1%Prev: 0.1%	4,898 SH	Decreased-606 SH
RBB FD INC	US TRSRY 6 MNTH	$205K	0.0%Prev: 0.0%	4,100 SH	Increased
ROCKET COS INC	COM CL A	$161K	0.0%	10,214 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	0.2%Prev: 2.9%	73,754 SH	Decreased-915,644 SH
SOUTHERN CO	COM	$565K	0.1%Prev: 0.1%	5,950 SH	Increased
SPDR GOLD TR	GOLD SHS	$604K	0.1%	1,372 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.5M	0.3%	4,934 SH	New
TJX COS INC NEW	COM	$571K	0.1%Prev: 0.1%	3,626 SH	Increased+153 SH
UDR INC	COM	$219K	0.0%Prev: 0.0%	6,400 SH	Decreased+55 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$52.0M	4.7%Prev: 4.7%	671,968 SH	Increased+129,032 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$131.5M	11.8%Prev: 12.7%	1,782,940 SH	Increased+244,883 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.4M	0.1%Prev: 0.2%	27,248 SH	Decreased-673 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$22.7M	2.0%Prev: 2.0%	70,384 SH	Increased-1,750 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.5M	0.8%Prev: 0.8%	28,208 SH	Increased-1,969 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	0.3%Prev: 0.3%	4,967 SH	Increased+73 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$30.7M	2.8%Prev: 5.8%	134,671 SH	Decreased-158,111 SH
VANGUARD INDEX FDS	SMALL CP ETF	$898K	0.1%Prev: 0.1%	3,214 SH	Increased-941 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$401K	0.0%Prev: 0.0%	1,217 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$267.8M	24.0%Prev: 22.4%	773,864 SH	Increased+27,748 SH
VANGUARD INDEX FDS	VALUE ETF	$485K	0.0%Prev: 0.0%	2,392 SH	Increased-37 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$993K	0.1%	13,142 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$51.8M	4.6%Prev: 4.5%	643,775 SH	Increased-16,243 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.4M	0.2%Prev: 0.2%	16,272 SH	Increased+1,668 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$14.3M	1.3%	284,482 SH	New
VANGUARD MUN BD FDS	CORE TAX EXEMPT	$7.4M	0.7%	97,483 SH	New
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$2.9M	0.3%	29,016 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.3M	0.8%Prev: 1.5%	183,963 SH	Decreased-78,666 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.1%Prev: 0.2%	26,690 SH	Decreased-4,167 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$2.4M	0.2%Prev: 0.2%	7,833 SH	Increased-417 SH
VANGUARD STAR FDS	VG TL INTL STK F	$83.5M	7.5%Prev: 7.6%	1,010,609 SH	Increased-79,407 SH
VANGUARD WORLD FD	ENERGY ETF	$554K	0.0%Prev: 0.0%	3,443 SH	Increased+99 SH
VANGUARD WORLD FD	INF TECH ETF	$274K	0.0%	346 SH	New
VANGUARD WORLD FD	MEGA CAP INDEX	$51.7M	4.6%Prev: 4.6%	201,789 SH	Increased-7,918 SH
VERIZON COMMUNICATIONS INC	COM	$363K	0.0%Prev: 0.0%	7,749 SH	Increased+2,828 SH
VISA INC	COM CL A	$376K	0.0%Prev: 0.0%	1,192 SH	Increased+561 SH
WALMART INC	COM	$401K	0.0%Prev: 0.0%	3,216 SH	Increased+434 SH
WELLS FARGO & CO	COM	$274K	0.0%	3,377 SH	New
WISDOMTREE TR	WISDOMTREE US VA	$382K	0.0%Prev: 0.0%	3,918 SH	Increased
WW GRAINGER INC	COM	$1.1M	0.1%	972 SH	New
YUM BRANDS INC	COM	$200K	0.0%	1,256 SH	New

Sold (vs prior filing)

ABBOTT LABS — $235K
CARMAX INC — $456K
CHEVRON CORP NEW — $226K
COMCAST CORP NEW — $203K
COSTCO WHSL CORP NEW — $296K
ELEVANCE HEALTH INC — $729K
GRAINGER W W INC — $1.2M
JPMORGAN CHASE & CO. — $513K
MAXIMUS INC — $216K
PROCTER AND GAMBLE CO — $407K
SPDR S&P 500 ETF TR — $2.7M
VANGUARD INDEX FDS — $416K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001481714-26-000001	$1.09B	View
Oct 30, 2025	Q3 2025	13F-HR	0001481714-25-000012	$1.04B	View
Jul 21, 2026	Q2 2026