Q3 2026 13F · SEC CIK 1481714

Verus Financial Partners, Inc.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 132
Top holdings a year, 3 yrs: +12.4%
Assets under management: $1.2B

Verus Financial Partners, Inc. is a wealth manager that reported 132 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Index Fds (VTI, 25.1%), Vanguard Bd Index Fds (BND, 10.7%), Vanguard Star Fds (VXUS, 7.4%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Verus Financial Partners, Inc. holdings largest 50 of 132 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Verus Financial Partners, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	25.1%	24.8%	788,545	+0.5%	$295.1M
BNDVanguard Bd Index Fds	10.7%	11.5%	1,790,540	-2.1%	$125.6M
VXUSVanguard Star Fds	7.4%	7.5%	1,023,216	-0.2%	$86.9M
AVIGAmerican Centy ETF Tr	5.2%	5.5%	1,541,584	-0.9%	$60.7M
AVSFAmerican Centy ETF Tr	5.2%	5.4%	1,330,056	-2.1%	$60.7M
MGCVanguard World Fd	4.8%	4.7%	201,113	-0.2%	$56.8M
VEUVanguard Intl Equity Index F	4.5%	4.6%	635,828	-1.1%	$52.8M
BIVVanguard Bd Index Fds	4.5%	4.6%	720,389	+1.9%	$52.5M
DFUVDimensional ETF Trust	4.2%	3.9%	908,811	+9.0%	$50.0M
DFIVDimensional ETF Trust	4.1%	4.0%	853,987	-0.8%	$47.7M
IVVIshares Tr	3.1%	3.0%	47,482	-0.2%	$36.4M
VBRVanguard Index Fds	2.5%	2.8%	127,554	-3.6%	$29.5M
VVVanguard Index Fds	2.1%	2.1%	70,427	+0.2%	$24.8M
VTIPVanguard Malvern Fds	1.3%	1.2%	303,180	+5.7%	$14.9M
IXUSIshares Tr	1.2%	1.2%	149,080	+0.9%	$14.2M
AVLVAmerican Centy ETF Tr	1.2%	1.5%	155,578	-21.3%	$14.1M
VTEBVanguard Mun Bd Fds	0.8%	0.8%	200,940	+8.7%	$9.5M
VCRMVanguard Mun Bd Fds	0.8%	0.8%	132,187	+11.2%	$9.5M
VOVanguard Index Fds	0.7%	0.8%	111,956	-0.2%	$8.8M
AAPLApple Inc	0.6%	0.3%	22,641	+81.3%	$7.5M
DVYIshares Tr	0.6%	0.6%	43,875	-0.9%	$6.7M
DFNMDimensional ETF Trust	0.5%	0.4%	116,003	+7.1%	$5.3M
PMPhilip Morris Intl Inc	0.4%	0.4%	26,698	-0.1%	$5.1M
AGGIshares Tr	0.4%	—	50,583	—	$4.8M
VTEIVanguard Mun Bd Fds	0.4%	0.3%	48,213	+28.8%	$4.6M
IJHIshares Tr	0.3%	0.4%	56,685	-0.1%	$4.1M
VOOVanguard Index Fds	0.3%	0.3%	5,707	+14.8%	$4.0M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	4,929	+0.1%	$3.8M
MOAltria Group Inc	0.3%	0.3%	54,551	-0.3%	$3.7M
MSFTMicrosoft Corp	0.3%	0.2%	6,881	+25.2%	$3.5M
DFCFDimensional ETF Trust	0.3%	0.1%	78,105	+127.5%	$3.1M
VTVanguard Intl Equity Index F	0.2%	0.2%	16,546	+2.5%	$2.6M
VTHRVanguard Russell 3000 ETF	0.2%	0.2%	7,400	-4.8%	$2.5M
IAUIshares Gold Tr	0.2%	0.2%	30,161	+0.0%	$2.4M
IWDIshares Tr	0.2%	0.2%	9,204	+0.0%	$2.3M
SCHDSchwab Strategic Tr	0.2%	0.2%	69,093	+1.9%	$2.2M
HCAHca Healthcare Inc	0.2%	0.2%	4,772	+0.0%	$2.0M
DDominion Energy Inc	0.1%	0.2%	29,241	+3.2%	$1.8M
XOMExxonmobil Holdings Corp	0.1%	—	9,282	—	$1.5M
VUSBVanguard Bd Index Fds	0.1%	0.1%	28,441	+5.2%	$1.4M
DFSDDimensional Short-Duration Fixed Income	0.1%	—	28,529	—	$1.3M
VGITVanguard Scottsdale Fds	0.1%	—	23,310	—	$1.3M
IBMInternational Business Machs	0.1%	0.1%	5,702	+0.2%	$1.3M
GWWWw Grainger Inc	0.1%	0.1%	978	+0.4%	$1.2M
GOOGLAlphabet Inc	0.1%	0.1%	3,485	+3.1%	$1.2M
JNJJohnson & Johnson	0.1%	0.1%	4,494	+0.9%	$1.2M
SCMBSchwab Strategic Tr	0.1%	—	48,690	—	$1.2M
VGSHVanguard Scottsdale Fds	0.1%	0.1%	20,159	-14.8%	$1.2M
AVIVAmerican Centy ETF Tr	0.1%	0.1%	14,251	+0.3%	$1.1M
IWFIshares Tr	0.1%	0.1%	8,988	+0.0%	$1.1M

What Verus Financial Partners, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.3% /yr; S&P 500 +20.1%
3 years: +12.4% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	132
Q2 2026	$1.2B	127
Q1 2026	$1.1B	121
Q4 2025	$1.1B	115
Q3 2025	$1.0B	121
Q2 2025	$981.5M	111
Q1 2025	$876.7M	104
Q4 2024	$890.8M	97
Q3 2024	$912.9M	98
Q2 2024	$860.2M	95
Q1 2024	$853.8M	98
Q4 2023	$808.5M	98

Questions about Verus Financial Partners, Inc.'s portfolio

What stocks does Verus Financial Partners, Inc. own?

Verus Financial Partners, Inc.'s latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 132 positions worth $1.2B. The largest are Vanguard Index Fds (VTI) at 25.1%, Vanguard Bd Index Fds (BND) at 10.7%, Vanguard Star Fds (VXUS) at 7.4%, American Centy ETF Tr (AVIG) at 5.2% and American Centy ETF Tr (AVSF) at 5.2%.

What did Verus Financial Partners, Inc. buy last quarter?

In Q3 2026, Verus Financial Partners, Inc. added Dimensional ETF Trust (DFCF) (+127.5% shares), Apple Inc (AAPL) (+81.3% shares) and Vanguard Mun Bd Fds (VTEI) (+28.8% shares), compared with its Q2 2026 filing.

What did Verus Financial Partners, Inc. sell last quarter?

In Q3 2026, Verus Financial Partners, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dimensional ETF Trust (DFAS), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Vanguard Instl Index Fd (VBIL), cut from its top 50 Jpmorgan Chase & Co (JPM), American Centy ETF Tr (AVLV) (-21.3% shares) and Vanguard Scottsdale Fds (VGSH) (-14.8% shares), compared with its Q2 2026 filing.

How has Verus Financial Partners, Inc.'s portfolio performed?

A portfolio copying Verus Financial Partners, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.3% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is Verus Financial Partners, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Verus Financial Partners, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Verus Financial Partners, Inc. manage?

Verus Financial Partners, Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.