VERUS FINANCIAL PARTNERS, INC.

Filed: 10/30/2025ACC: 0001481714-25-000012

📋 What this filing means

VERUS FINANCIAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $1.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121

Positions

$1.04B

Total AUM (reported)

11.99M

Total Shares

Allocation by class

TOTAL STK MKT$250.74M24.1%

TOTAL BND MRKT$122.09M11.7%

VG TL INTL STK F$77.09M7.4%

AVANTIS SHFXDINC$73.16M7.0%

AVANTIS CORE FI$58.95M5.7%

MEGA CAP INDEX$50.25M4.8%

ALLWRLD EX US$46.41M4.5%

Portfolio Concentration

Top 3$449.93M43.3%

4–10$344.82M33.2%

11–25$178.88M17.2%

Rest$66.13M6.4%

Top 3 weight

43.3%

Top 10 weight

76.4%

Voting Authority Distribution

Total shares with voting rights: 11.99M

Sole

Full voting authority

11.97M

% of voting shares99.8%

Shared

Joint voting authority

20K

% of voting shares0.2%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole121

Shared0

Other0

Dominant voting typeSole · 99.8% of voting shares

Institutional Holdings121

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares764.06K

TypeSH

Market value$250.74M

24.12%

Sole

763.65K

Shared

406.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.64M

TypeSH

Market value$122.09M

11.74%

Sole

1.64M

Shared

2.62K

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.05M

TypeSH

Market value$77.09M

7.41%

Sole

1.05M

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares1.55M

TypeSH

Market value$73.16M

7.04%

Sole

1.55M

Shared

2.31K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares1.40M

TypeSH

Market value$58.95M

5.67%

Sole

1.40M

Shared

2.36K

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares205.88K

TypeSH

Market value$50.25M

4.83%

Sole

205.87K

Shared

12.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares650.33K

TypeSH

Market value$46.41M

4.46%

Sole

645.42K

Shared

4.91K

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares572.67K

TypeSH

Market value$44.72M

4.30%

Sole

571.93K

Shared

741.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares844.90K

TypeSH

Market value$38.97M

3.75%

Sole

844.05K

Shared

844.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares48.34K

TypeSH

Market value$32.36M

3.11%

Sole

48.32K

Shared

25.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares429.52K

TypeSH

Market value$31.04M

2.99%

Sole

429.33K

Shared

192.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares144.56K

TypeSH

Market value$30.17M

2.90%

Sole

144.25K

Shared

308.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares1.03M

TypeSH

Market value$28.24M

2.72%

Sole

1.03M

Shared

2.61K

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares71.46K

TypeSH

Market value$22.00M

2.12%

Sole

71.46K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares153.83K

TypeSH

Market value$12.70M

1.22%

Sole

153.83K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares180.88K

TypeSH

Market value$9.06M

0.87%

Sole

180.88K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares29.34K

TypeSH

Market value$8.62M

0.83%

Sole

29.13K

Shared

216.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares56.97K

TypeSH

Market value$8.10M

0.78%

Sole

56.90K

Shared

70.00

None

0.00

VANGUARD MUN BD FDS

SOLE

CORE TAX EXEMPT

Shares77.60K

TypeSH

Market value$5.84M

0.56%

Sole

77.60K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares90.86K

TypeSH

Market value$4.36M

0.42%

Sole

90.86K

Shared

0.00

None

0.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares26.51K

TypeSH

Market value$4.30M

0.41%

Sole

26.51K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares61.35K

TypeSH

Market value$4.00M

0.39%

Sole

61.35K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares14.05K

TypeSH

Market value$3.58M

0.34%

Sole

13.79K

Shared

259.00

None

0.00

ALTRIA GROUP INC

SOLE

COM

Shares54.03K

TypeSH

Market value$3.57M

0.34%

Sole

54.03K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares4.97K

TypeSH

Market value$3.31M

0.32%

Sole

4.97K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	764.06K	SH	$250.74M 24.12%	763.65K	406.00
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.64M	SH	$122.09M 11.74%	1.64M	2.62K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.05M	SH	$77.09M 7.41%	1.05M	0.00
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	1.55M	SH	$73.16M 7.04%	1.55M	2.31K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	1.40M	SH	$58.95M 5.67%	1.40M	2.36K
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	205.88K	SH	$50.25M 4.83%	205.87K	12.00
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	650.33K	SH	$46.41M 4.46%	645.42K	4.91K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	572.67K	SH	$44.72M 4.30%	571.93K	741.00
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	844.90K	SH	$38.97M 3.75%	844.05K	844.00
ISHARES TRSOLE	CORE S&P500 ETF	48.34K	SH	$32.36M 3.11%	48.32K	25.00
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	429.52K	SH	$31.04M 2.99%	429.33K	192.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	144.56K	SH	$30.17M 2.90%	144.25K	308.00
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	1.03M	SH	$28.24M 2.72%	1.03M	2.61K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	71.46K	SH	$22.00M 2.12%	71.46K	0.00
ISHARES TRSOLE	CORE MSCI TOTAL	153.83K	SH	$12.70M 1.22%	153.83K	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	180.88K	SH	$9.06M 0.87%	180.88K	0.00
VANGUARD INDEX FDSSOLE	MID CAP ETF	29.34K	SH	$8.62M 0.83%	29.13K	216.00
ISHARES TRSOLE	SELECT DIVID ETF	56.97K	SH	$8.10M 0.78%	56.90K	70.00
VANGUARD MUN BD FDSSOLE	CORE TAX EXEMPT	77.60K	SH	$5.84M 0.56%	77.60K	0.00
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	90.86K	SH	$4.36M 0.42%	90.86K	0.00
PHILIP MORRIS INTL INCSOLE	COM	26.51K	SH	$4.30M 0.41%	26.51K	0.00
ISHARES TRSOLE	CORE S&P MCP ETF	61.35K	SH	$4.00M 0.39%	61.35K	0.00
APPLE INCSOLE	COM	14.05K	SH	$3.58M 0.34%	13.79K	259.00
ALTRIA GROUP INCSOLE	COM	54.03K	SH	$3.57M 0.34%	54.03K	0.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	4.97K	SH	$3.31M 0.32%	4.97K	0.00

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