account_balance

Investment manager · 13F filer · SEC CIK 2042938

Verus Wealth Management, LLC

Reported value$159Mas of Sep 30, 2026
Positions62 17 new, 12 sold out
Top 10 weight52.1%VOO alone is 11%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 11.3% Added +13%
MUB iShares Tr 8.2% Added +5%
VCIT Vanguard Scottsdale FDS 5.2% Held
CRWD CrowdStrike Holdings, Inc. 4.9% New
BND Vanguard Bd Index FDS 4.0% Trimmed −10%
AVDE American Centy ETF Tr 3.9% Added +25%
NVDA NVIDIA Corp 3.8% Added +281%AAPL Apple Inc. 3.8% Added +285%
VONV Vanguard Scottsdale FDS 3.6% Added +17%
IJR iShares Tr 3.2% Added +15%
AVEM American Centy ETF Tr 3.2% Added +14%
VEA Vanguard Tax-Managed FDS 3.0% Added +16%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VCSH −42%
  • VCEB −29%
  • BND −10%
  • FLMI −7%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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