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13F holdings · Q3 2026

Verus Financial Partners

Richmond, VA · files as Verus Financial Partners, Inc.
Holdings as of Sep 30, 2026Filed Oct 29, 2026Next filing due Feb 15, 2027CIK 1481714

Verus Financial Partners reported 132 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (25.1%), BND (10.7%) and VXUS (7.4%). Compared with Q2 2026, the fund opened new positions in AGG, XOM and VGIT, added to VTI, BIV and DFUV, trimmed BND, VXUS and AVIG and sold out of XOM, CIEN and WDC.

Reported value$1.2B+0.7% vs last quarter
Stocks held13212 new · 7 sold out
Top 5 weight53.5%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VTI
Vanguard Total Stock Market ETF
$295M25.1%789K+4,300 (+1%)8 of 8
2
BND
Vanguard BD Index Fds
$126M10.7%1.8M−39K (−2%)8 of 8
3
VXUS
Vanguard Star Fds
$86.9M7.4%1M−2,351 (−0%)8 of 8
4
AVIG
American Centy ETF TR
$60.7M5.2%1.5M−14K (−1%)8 of 8
5
AVSF
American Centy ETF TR
$60.7M5.2%1.3M−28K (−2%)8 of 8
6
MGC
Vanguard World FD
$56.8M4.8%201K−430 (−0%)8 of 8
7
VEU
Vanguard Intl Equity Index F
$52.8M4.5%636K−7,142 (−1%)8 of 8
8
BIV
Vanguard Intermediate
$52.5M4.5%720K+13K (+2%)8 of 8
9
DFUV
Dimensional US Marketwide Value ETF
$50M4.3%909K+75K (+9%)8 of 8
10
DFIV
Dimensional ETF Trust
$47.7M4.0%854K−7,011 (−1%)8 of 8
🔒 122 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$1.3M9,595
CIEN
Ciena Corp
$260K530
WDC
Western Digital Corp
$248K389
LRCX
Lam Research Corp
$217K500
UNH
Unitedhealth Group Inc
$210K505

🔒 Free account: see all 7.

Reported value

last 8 quarters
$891MQ4 '24
$877MQ1 '25
$981MQ2 '25
$1BQ3 '25
$1.1BQ4 '25
$1.1BQ1 '26
$1.2BQ2 '26
$1.2BQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 29, 202613F-HRQ3 2026SEC filing ↗

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Verus Financial Partners 13F FAQ

What does Verus Financial Partners own?

Verus Financial Partners reported 132 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are VTI (25.1%), BND (10.7%) and VXUS (7.4%). The table above lists every position in the filing (the top 10 without an account).

What did Verus Financial Partners buy and sell in Q3 2026?

Compared with Q2 2026: 12 new positions, 71 added to, 26 trimmed and 7 sold out. New positions include AGG, XOM and VGIT. It sold all of XOM, CIEN and WDC.

When will Verus Financial Partners file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Verus Financial Partners's portfolio worth?

The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.