VERUS FINANCIAL PARTNERS, INC.

Filed: 4/21/2026ACC: 0001481714-26-000003

📋 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 $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121

Positions

$1.11B

Total AUM (reported)

12.03M

Total Shares

Allocation by class

TOTAL STK MKT$267.78M24.0%

TOTAL BND MRKT$131.53M11.8%

VG TL INTL STK F$83.51M7.5%

AVANTIS CORE FI$63.85M5.7%

AVANTIS SHFXDINC$63.44M5.7%

INTERMED TERM$51.96M4.7%

ALLWRLD EX US$51.83M4.6%

Portfolio Concentration

Top 3$482.81M43.3%

4–10$367.59M33.0%

11–25$188.83M16.9%

Rest$75.73M6.8%

Top 3 weight

43.3%

Top 10 weight

76.3%

Voting Authority Distribution

Total shares with voting rights: 12.03M

Sole

Full voting authority

12M

% of voting shares99.8%

Shared

Joint voting authority

28.64K

% 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

Shares773.86K

TypeSH

Market value$267.78M

24.02%

Sole

772.20K

Shared

1.66K

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.78M

TypeSH

Market value$131.53M

11.80%

Sole

1.78M

Shared

5.60K

None

0.00

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.01M

TypeSH

Market value$83.51M

7.49%

Sole

1.01M

Shared

2.10K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS CORE FI

Shares1.53M

TypeSH

Market value$63.85M

5.73%

Sole

1.53M

Shared

4.63K

None

0.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS SHFXDINC

Shares1.36M

TypeSH

Market value$63.44M

5.69%

Sole

1.35M

Shared

4.38K

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares671.97K

TypeSH

Market value$51.96M

4.66%

Sole

669.94K

Shared

2.03K

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares643.77K

TypeSH

Market value$51.83M

4.65%

Sole

641.07K

Shared

2.71K

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP INDEX

Shares201.79K

TypeSH

Market value$51.74M

4.64%

Sole

201.79K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares846.74K

TypeSH

Market value$46.84M

4.20%

Sole

845.25K

Shared

1.49K

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares751.34K

TypeSH

Market value$37.93M

3.40%

Sole

747.96K

Shared

3.38K

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares47.86K

TypeSH

Market value$33.73M

3.03%

Sole

47.85K

Shared

13.00

None

0.00

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares134.67K

TypeSH

Market value$30.74M

2.76%

Sole

134.38K

Shared

291.00

None

0.00

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares70.38K

TypeSH

Market value$22.70M

2.04%

Sole

70.38K

Shared

0.00

None

0.00

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares257.37K

TypeSH

Market value$21.78M

1.95%

Sole

257.13K

Shared

244.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares284.48K

TypeSH

Market value$14.27M

1.28%

Sole

284.48K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares146.76K

TypeSH

Market value$13.63M

1.22%

Sole

146.76K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares183.96K

TypeSH

Market value$9.25M

0.83%

Sole

183.96K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares28.21K

TypeSH

Market value$8.54M

0.77%

Sole

28.09K

Shared

118.00

None

0.00

VANGUARD MUN BD FDS

SOLE

CORE TAX EXEMPT

Shares97.48K

TypeSH

Market value$7.39M

0.66%

Sole

97.48K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares45.81K

TypeSH

Market value$7.00M

0.63%

Sole

45.81K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

NATL MUN BD ETF

Shares95.78K

TypeSH

Market value$4.63M

0.42%

Sole

95.78K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares57.06K

TypeSH

Market value$4.08M

0.37%

Sole

57.06K

Shared

0.00

None

0.00

PHILIP MORRIS INTL INC

SOLE

COM

Shares26.05K

TypeSH

Market value$4.07M

0.37%

Sole

26.05K

Shared

0.00

None

0.00

ALTRIA GROUP INC

SOLE

COM

Shares54.75K

TypeSH

Market value$3.56M

0.32%

Sole

54.75K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares4.93K

TypeSH

Market value$3.46M

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	773.86K	SH	$267.78M 24.02%	772.20K	1.66K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.78M	SH	$131.53M 11.80%	1.78M	5.60K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.01M	SH	$83.51M 7.49%	1.01M	2.10K
AMERICAN CENTY ETF TRSOLE	AVANTIS CORE FI	1.53M	SH	$63.85M 5.73%	1.53M	4.63K
AMERICAN CENTY ETF TRSOLE	AVANTIS SHFXDINC	1.36M	SH	$63.44M 5.69%	1.35M	4.38K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	671.97K	SH	$51.96M 4.66%	669.94K	2.03K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	643.77K	SH	$51.83M 4.65%	641.07K	2.71K
VANGUARD WORLD FDSOLE	MEGA CAP INDEX	201.79K	SH	$51.74M 4.64%	201.79K	0.00
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	846.74K	SH	$46.84M 4.20%	845.25K	1.49K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	751.34K	SH	$37.93M 3.40%	747.96K	3.38K
ISHARES TRSOLE	CORE S&P500 ETF	47.86K	SH	$33.73M 3.03%	47.85K	13.00
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	134.67K	SH	$30.74M 2.76%	134.38K	291.00
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	70.38K	SH	$22.70M 2.04%	70.38K	0.00
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	257.37K	SH	$21.78M 1.95%	257.13K	244.00
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	284.48K	SH	$14.27M 1.28%	284.48K	0.00
ISHARES TRSOLE	CORE MSCI TOTAL	146.76K	SH	$13.63M 1.22%	146.76K	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	183.96K	SH	$9.25M 0.83%	183.96K	0.00
VANGUARD INDEX FDSSOLE	MID CAP ETF	28.21K	SH	$8.54M 0.77%	28.09K	118.00
VANGUARD MUN BD FDSSOLE	CORE TAX EXEMPT	97.48K	SH	$7.39M 0.66%	97.48K	0.00
ISHARES TRSOLE	SELECT DIVID ETF	45.81K	SH	$7.00M 0.63%	45.81K	0.00
DIMENSIONAL ETF TRUSTSOLE	NATL MUN BD ETF	95.78K	SH	$4.63M 0.42%	95.78K	0.00
ISHARES TRSOLE	CORE S&P MCP ETF	57.06K	SH	$4.08M 0.37%	57.06K	0.00
PHILIP MORRIS INTL INCSOLE	COM	26.05K	SH	$4.07M 0.37%	26.05K	0.00
ALTRIA GROUP INCSOLE	COM	54.75K	SH	$3.56M 0.32%	54.75K	0.00
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	4.93K	SH	$3.46M 0.31%	4.93K	0.00

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