Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VERUS WEALTH MANAGEMENT, LLC (CIK 2042938) reported $107.7M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MUB ($13.4M, 12.39%), VOO ($12.8M, 11.88%), VCIT ($8.7M, 8.11%), BND ($7.1M, 6.64%), VTEB ($4.7M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MUB | ISHARES TR | $13.4M | 12.39% | 125,778 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $12.8M | 11.88% | 21,409 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $8.7M | 8.11% | 105,583 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $7.1M | 6.64% | 97,055 | Added |
| 5 | VTEB | VANGUARD MUN BD FDS | $4.7M | 4.33% | 93,555 | Trimmed |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $4.2M | 3.88% | 44,610 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $4.0M | 3.73% | 47,376 | Added |
| 8 | SPHY | SPDR SERIES TRUST | $4.0M | 3.67% | 169,534 | Trimmed |
| 9 | IJR | ISHARES TR | $3.8M | 3.56% | 30,883 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 3.45% | 58,048 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $3.6M | 3.37% | 45,039 | Trimmed |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $2.9M | 2.71% | 36,842 | Added |
| 13 | EMB | ISHARES TR | $2.9M | 2.70% | 30,916 | Added |
| 14 | IEMG | ISHARES INC | $2.5M | 2.27% | 35,133 | Trimmed |
| 15 | SPIB | SPDR SERIES TRUST | $2.2M | 2.04% | 65,466 | Trimmed |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | $1.7M | 1.58% | 5,770 | Added |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $1.6M | 1.53% | 31,209 | Trimmed |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $1.6M | 1.51% | 26,113 | Trimmed |
| 19 | VWOB | VANGUARD WHITEHALL FDS | $1.6M | 1.50% | 24,542 | Added |
| 20 | AVDV | AMERICAN CENTY ETF TR | $1.5M | 1.43% | 15,402 | Trimmed |
| 21 | DFAS | DIMENSIONAL ETF TRUST | $1.5M | 1.40% | 21,145 | Added |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $1.4M | 1.34% | 29,765 | Trimmed |
| 23 | IWF | ISHARES TR | $1.3M | 1.24% | 3,122 | Hold |
| 24 | SCHF | SCHWAB STRATEGIC TR | $1.3M | 1.23% | 53,418 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $1.2M | 1.13% | 6,988 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31