VERUS FINANCIAL PARTNERS, INC.

Filed: 7/21/2025ACC: 0001481714-25-000006

📋 What this filing means

VERUS FINANCIAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $981.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

111

Positions

$981.49M

Total AUM (reported)

11.80M

Total Shares

Allocation by class

TOTAL STK MKT$233.96M23.8%

TOTAL BND MRKT$116.10M11.8%

VG TL INTL STK F$74.67M7.6%

AVANTIS SHFXDINC$70.35M7.2%

AVANTIS CORE FI$55.93M5.7%

MEGA CAP INDEX$47.18M4.8%

ALLWRLD EX US$44.07M4.5%

Portfolio Concentration

Top 3$424.73M43.3%

4–10$328.08M33.4%

11–25$171.80M17.5%

Rest$56.88M5.8%

Top 3 weight

43.3%

Top 10 weight

76.7%

Voting Authority Distribution

Total shares with voting rights: 11.80M

Sole

Full voting authority

11.79M

% of voting shares99.9%

Shared

Joint voting authority

13.40K

% of voting shares0.1%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole111

Shared0

Other0

Dominant voting typeSole · 99.9% of voting shares

Institutional Holdings111

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares760.86K

TypeSH

Market value$233.96M

23.84%

Sole

760.86K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.59M

TypeSH

Market value$116.10M

11.83%

Sole

1.59M

Shared

0.00

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.08M

TypeSH

Market value$74.67M

7.61%

Sole

1.08M

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares1.50M

TypeSH

Market value$70.35M

7.17%

Sole

1.50M

Shared

4.17K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares1.35M

TypeSH

Market value$55.93M

5.70%

Sole

1.35M

Shared

4.52K

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares208.04K

TypeSH

Market value$47.18M

4.81%

Sole

208.04K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares653.20K

TypeSH

Market value$44.07M

4.49%

Sole

653.20K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares558.11K

TypeSH

Market value$42.82M

4.36%

Sole

558.11K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares854.08K

TypeSH

Market value$37.16M

3.79%

Sole

851.71K

Shared

2.37K

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares48.76K

TypeSH

Market value$30.57M

3.11%

Sole

48.74K

Shared

13.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares148.41K

TypeSH

Market value$29.86M

3.04%

Sole

148.41K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares416.89K

TypeSH

Market value$28.92M

2.95%

Sole

415.72K

Shared

1.16K

None

0.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.02M

TypeSH

Market value$27.74M

2.83%

Sole

1.02M

Shared

417.00

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares71.72K

TypeSH

Market value$20.65M

2.10%

Sole

71.72K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares156.16K

TypeSH

Market value$12.14M

1.24%

Sole

156.16K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares182.52K

TypeSH

Market value$8.93M

0.91%

Sole

182.52K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares29.95K

TypeSH

Market value$8.48M

0.86%

Sole

29.95K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares58.32K

TypeSH

Market value$7.93M

0.81%

Sole

58.32K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

CORE TAX EXEMPT

Shares68.22K

TypeSH

Market value$5.00M

0.51%

Sole

68.22K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares94K

TypeSH

Market value$4.46M

0.45%

Sole

94K

Shared

0.00

None

0.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares24.37K

TypeSH

Market value$4.34M

0.44%

Sole

24.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares62.55K

TypeSH

Market value$3.98M

0.41%

Sole

62.55K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares5.12K

TypeSH

Market value$3.19M

0.33%

Sole

5.12K

Shared

0.00

None

0.00

ALTRIA GROUP INC

SOLE

COM

Shares53.47K

TypeSH

Market value$3.09M

0.31%

Sole

53.47K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares14.53K

TypeSH

Market value$3.07M

0.31%

Sole

14.53K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	760.86K	SH	$233.96M 23.84%	760.86K	0.00
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.59M	SH	$116.10M 11.83%	1.59M	0.00
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.08M	SH	$74.67M 7.61%	1.08M	0.00
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	1.50M	SH	$70.35M 7.17%	1.50M	4.17K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	1.35M	SH	$55.93M 5.70%	1.35M	4.52K
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	208.04K	SH	$47.18M 4.81%	208.04K	0.00
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	653.20K	SH	$44.07M 4.49%	653.20K	0.00
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	558.11K	SH	$42.82M 4.36%	558.11K	0.00
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	854.08K	SH	$37.16M 3.79%	851.71K	2.37K
ISHARES TRSOLE	CORE S&P500 ETF	48.76K	SH	$30.57M 3.11%	48.74K	13.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	148.41K	SH	$29.86M 3.04%	148.41K	0.00
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	416.89K	SH	$28.92M 2.95%	415.72K	1.16K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.02M	SH	$27.74M 2.83%	1.02M	417.00
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	71.72K	SH	$20.65M 2.10%	71.72K	0.00
ISHARES TRSOLE	CORE MSCI TOTAL	156.16K	SH	$12.14M 1.24%	156.16K	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	182.52K	SH	$8.93M 0.91%	182.52K	0.00
VANGUARD INDEX FDSSOLE	MID CAP ETF	29.95K	SH	$8.48M 0.86%	29.95K	0.00
ISHARES TRSOLE	SELECT DIVID ETF	58.32K	SH	$7.93M 0.81%	58.32K	0.00
VANGUARD MUN BD FDSSOLE	CORE TAX EXEMPT	68.22K	SH	$5.00M 0.51%	68.22K	0.00
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	94K	SH	$4.46M 0.45%	94K	0.00
PHILIP MORRIS INTL INCSOLE	COM	24.37K	SH	$4.34M 0.44%	24.37K	0.00
ISHARES TRSOLE	CORE S&P MCP ETF	62.55K	SH	$3.98M 0.41%	62.55K	0.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	5.12K	SH	$3.19M 0.33%	5.12K	0.00
ALTRIA GROUP INCSOLE	COM	53.47K	SH	$3.09M 0.31%	53.47K	0.00
APPLE INCSOLE	COM	14.53K	SH	$3.07M 0.31%	14.53K	0.00

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