VERUS FINANCIAL PARTNERS, INC.

Filed: 2/2/2026ACC: 0001481714-26-000001

📋 What this filing means

VERUS FINANCIAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$1.09B

Total AUM (reported)

11.79M

Total Shares

Allocation by class

TOTAL STK MKT$261.25M24.0%

TOTAL BND MRKT$127.26M11.7%

VG TL INTL STK F$81.21M7.5%

AVANTIS SHFXDINC$63.28M5.8%

AVANTIS CORE FI$61.99M5.7%

MEGA CAP INDEX$51.16M4.7%

ALLWRLD EX US$50.34M4.6%

Portfolio Concentration

Top 3$469.72M43.2%

4–10$351.44M32.3%

11–25$195.09M17.9%

Rest$70.70M6.5%

Top 3 weight

43.2%

Top 10 weight

75.5%

Voting Authority Distribution

Total shares with voting rights: 11.79M

Sole

Full voting authority

11.76M

% of voting shares99.8%

Shared

Joint voting authority

23.44K

% of voting shares0.2%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole115

Shared0

Other0

Dominant voting typeSole · 99.8% of voting shares

Institutional Holdings115

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares763.83K

TypeSH

Market value$261.25M

24.04%

Sole

760.80K

Shared

3.03K

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.71M

TypeSH

Market value$127.26M

11.71%

Sole

1.71M

Shared

3.19K

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.02M

TypeSH

Market value$81.21M

7.47%

Sole

1.01M

Shared

4.68K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares1.34M

TypeSH

Market value$63.28M

5.82%

Sole

1.34M

Shared

5.01K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares1.47M

TypeSH

Market value$61.99M

5.70%

Sole

1.47M

Shared

596.00

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares201.64K

TypeSH

Market value$51.16M

4.71%

Sole

201.63K

Shared

12.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares647.31K

TypeSH

Market value$50.34M

4.63%

Sole

647.31K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares599.61K

TypeSH

Market value$46.70M

4.30%

Sole

598.79K

Shared

819.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares851.72K

TypeSH

Market value$44.66M

4.11%

Sole

850.08K

Shared

1.64K

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares47.85K

TypeSH

Market value$33.30M

3.06%

Sole

47.85K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares410.60K

TypeSH

Market value$32.77M

3.02%

Sole

409.60K

Shared

997.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares137.82K

TypeSH

Market value$30.93M

2.85%

Sole

137.53K

Shared

290.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares597.54K

TypeSH

Market value$29.11M

2.68%

Sole

596.02K

Shared

1.52K

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares70.30K

TypeSH

Market value$22.45M

2.07%

Sole

70.30K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares277.48K

TypeSH

Market value$13.74M

1.26%

Sole

277.48K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares148.92K

TypeSH

Market value$13.34M

1.23%

Sole

148.92K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares182.64K

TypeSH

Market value$9.23M

0.85%

Sole

182.64K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares28.72K

TypeSH

Market value$8.61M

0.79%

Sole

28.50K

Shared

216.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares54.19K

TypeSH

Market value$8.07M

0.74%

Sole

54.12K

Shared

71.00

None

0.00

VANGUARD MUN BD FDS

SOLE

CORE TAX EXEMPT

Shares89.70K

TypeSH

Market value$6.82M

0.63%

Sole

89.70K

Shared

0.00

None

0.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares26.08K

TypeSH

Market value$4.58M

0.42%

Sole

26.08K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares93.51K

TypeSH

Market value$4.53M

0.42%

Sole

92.81K

Shared

701.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares57.94K

TypeSH

Market value$4.03M

0.37%

Sole

57.93K

Shared

13.00

None

0.00

ALTRIA GROUP INC

SOLE

COM

Shares54.84K

TypeSH

Market value$3.45M

0.32%

Sole

54.84K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares4.93K

TypeSH

Market value$3.42M

0.31%

Sole

4.93K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	763.83K	SH	$261.25M 24.04%	760.80K	3.03K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.71M	SH	$127.26M 11.71%	1.71M	3.19K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.02M	SH	$81.21M 7.47%	1.01M	4.68K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	1.34M	SH	$63.28M 5.82%	1.34M	5.01K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	1.47M	SH	$61.99M 5.70%	1.47M	596.00
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	201.64K	SH	$51.16M 4.71%	201.63K	12.00
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	647.31K	SH	$50.34M 4.63%	647.31K	0.00
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	599.61K	SH	$46.70M 4.30%	598.79K	819.00
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	851.72K	SH	$44.66M 4.11%	850.08K	1.64K
ISHARES TRSOLE	CORE S&P500 ETF	47.85K	SH	$33.30M 3.06%	47.85K	0.00
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	410.60K	SH	$32.77M 3.02%	409.60K	997.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	137.82K	SH	$30.93M 2.85%	137.53K	290.00
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	597.54K	SH	$29.11M 2.68%	596.02K	1.52K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	70.30K	SH	$22.45M 2.07%	70.30K	0.00
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	277.48K	SH	$13.74M 1.26%	277.48K	0.00
ISHARES TRSOLE	CORE MSCI TOTAL	148.92K	SH	$13.34M 1.23%	148.92K	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	182.64K	SH	$9.23M 0.85%	182.64K	0.00
VANGUARD INDEX FDSSOLE	MID CAP ETF	28.72K	SH	$8.61M 0.79%	28.50K	216.00
ISHARES TRSOLE	SELECT DIVID ETF	54.19K	SH	$8.07M 0.74%	54.12K	71.00
VANGUARD MUN BD FDSSOLE	CORE TAX EXEMPT	89.70K	SH	$6.82M 0.63%	89.70K	0.00
PHILIP MORRIS INTL INCSOLE	COM	26.08K	SH	$4.58M 0.42%	26.08K	0.00
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	93.51K	SH	$4.53M 0.42%	92.81K	701.00
ISHARES TRSOLE	CORE S&P MCP ETF	57.94K	SH	$4.03M 0.37%	57.93K	13.00
ALTRIA GROUP INCSOLE	COM	54.84K	SH	$3.45M 0.32%	54.84K	0.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	4.93K	SH	$3.42M 0.31%	4.93K	0.00

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