Verus Financial Partners, Inc. Portfolio Stock Holdings

Verus Financial Partners, Inc. disclosed 121 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD STAR FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
121
Portfolio Value
$1.1B
Holdings by Sector
Verus Financial Partners, Inc. Portfolio Holdings in Q1 2026

116 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVTIOther24.02%773,864+10,035+1.31%$267,780,264
VANGUARD BD INDEX FDSBNDOther11.80%1,782,940+71,054+4.15%$131,527,459
VANGUARD STAR FDSVXUSOther7.49%1,010,609-6,298-0.62%$83,506,658
AMERICAN CENTY ETF TRAVIGOther5.73%1,531,531+57,241+3.88%$63,849,540
AMERICAN CENTY ETF TRAVSFOther5.69%1,355,906+13,308+0.99%$63,439,443
VANGUARD BD INDEX FDSBIVOther4.66%671,968+72,355+12.07%$51,956,579
VANGUARD INTL EQUITY INDEX FVEUOther4.65%643,775-3,539-0.55%$51,830,337
VANGUARD WORLD FDMGCOther4.64%201,789+152+0.08%$51,742,775
DIMENSIONAL ETF TRUSTDFIVOther4.20%846,737-4,982-0.58%$46,841,489
DIMENSIONAL ETF TRUSTDFUVOther3.40%751,341+153,800+25.74%$37,927,675
ISHARES TRIVVOther3.03%47,862+9+0.02%$33,730,440
VANGUARD INDEX FDSVBROther2.76%134,671-3,149-2.28%$30,739,908
VANGUARD INDEX FDSVVOther2.04%70,384+82+0.12%$22,703,066
AMERICAN CENTY ETF TRAVLVOther1.95%257,373-153,224-37.32%$21,776,362
VANGUARD MALVERN FDSVTIPOther1.28%284,482+7,007+2.53%$14,266,754
ISHARES TRIXUSOther1.22%146,762-2,160-1.45%$13,632,695
VANGUARD MUN BD FDSVTEBOther0.83%183,963+1,322+0.72%$9,251,521
VANGUARD INDEX FDSVOOther0.77%28,208-512-1.78%$8,540,204
ISHARES TRDVYOther0.63%45,808-8,386-15.47%$7,003,108
DIMENSIONAL ETF TRUSTDFNMOther0.42%95,785+2,279+2.44%$4,628,320
ISHARES TRIJHOther0.37%57,058-884-1.53%$4,079,088
PHILIP MORRIS INTL INCPMConsumer Defensive0.37%26,053-24-0.09%$4,070,467
ALTRIA GROUP INCMOConsumer Defensive0.32%54,749-93-0.17%$3,555,392
STATE STR SPDR S&P 500 ETF TSPYOther0.31%4,934+4+0.08%$3,461,696
APPLE INCAAPLTechnology0.30%12,665+111+0.88%$3,335,929
VANGUARD INDEX FDSVOOOther0.29%4,967+3+0.06%$3,203,100
ISHARES GOLD TRIAUOther0.24%30,161--$2,719,316
VANGUARD SCOTTSDALE FDSVTHROther0.22%7,833-1-0.01%$2,427,869
VANGUARD INTL EQUITY INDEX FVTOther0.22%16,272-5-0.03%$2,421,178
HCA HEALTHCARE INCHCAHealthcare0.21%4,770--$2,303,767
SCHWAB STRATEGIC TRSCHDOther0.20%73,754-15,869-17.71%$2,272,362
MICROSOFT CORPMSFTTechnology0.19%4,979+506+11.31%$2,092,318
ISHARES TRIWDOther0.19%9,202+1+0.01%$2,069,818
DIMENSIONAL ETF TRUSTDFCFOther0.16%42,168-423-0.99%$1,793,401
DOMINION ENERGY INCDUtilities0.15%26,839--$1,676,893
EXXON MOBIL CORPXOMEnergy0.14%10,303+3+0.03%$1,565,796
VANGUARD SCOTTSDALE FDSVGSHOther0.14%26,690-3,844-12.59%$1,560,949
INTERNATIONAL BUSINESS MACHSIBMTechnology0.13%5,690--$1,428,190
VANGUARD BD INDEX FDSVUSBOther0.12%27,248+293+1.09%$1,355,710
JOHNSON & JOHNSONJNJHealthcare0.10%4,921+227+4.84%$1,154,259
ALPHABET INCGOOGLCommunication Services0.10%3,367+648+23.83%$1,131,322
AMERICAN CENTY ETF TRAVIVOther0.10%14,045+18+0.13%$1,104,252
WW GRAINGER INCGWWIndustrials0.10%972-110-10.17%$1,102,221
DIMENSIONAL ETF TRUSTDFASOther0.10%14,131+33+0.23%$1,066,623
ISHARES TRIWFOther0.09%2,257--$1,059,052
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.09%2,120-37-1.72%$1,007,254
JPMORGAN CHASE & COJPMFinancial Services0.08%3,031+112+3.84%$939,576
VANGUARD INDEX FDSVBOther0.08%3,214-87-2.64%$898,402
AMAZON COM INCAMZNConsumer Cyclical0.08%3,460+1,031+42.45%$863,962
NVIDIA CORPORATIONNVDATechnology0.08%4,224+1,494+54.73%$837,870
CATERPILLAR INCCATIndustrials0.07%1,010-54-5.08%$780,766
BRANDYWINE RLTY TRBDNReal Estate0.07%260,694+7,345+2.90%$737,764
META PLATFORMS INCMETACommunication Services0.07%1,075+324+43.14%$727,482
LOWES COS INCLOWConsumer Cyclical0.06%2,987-165-5.23%$724,096
FIDELITY WISE ORIGIN BITCOINFBTCOther0.06%10,447--$685,637
NORFOLK SOUTHN CORPNSCIndustrials0.06%2,238-32-1.41%$677,349
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.06%2,125--$671,098
QUALCOMM INCQCOMTechnology0.06%4,898-606-11.01%$658,634
NASDAQ INCNDAQFinancial Services0.06%7,032--$624,934
GE AEROSPACEGEIndustrials0.06%2,095--$624,878
DIMENSIONAL ETF TRUSTDISVOther0.06%14,805+6+0.04%$615,901
ISHARES TRILFOther0.06%16,204--$614,788
SPDR GOLD TRGLDOther0.05%1,372-44-3.11%$603,790
DIMENSIONAL ETF TRUSTDFAXOther0.05%16,384+4+0.02%$596,882
BANK AMERICA CORPBACFinancial Services0.05%10,995--$588,344
TJX COS INC NEWTJXConsumer Cyclical0.05%3,626--$570,997
BROADCOM INCAVGOTechnology0.05%1,424+314+28.29%$567,421
SOUTHERN COSOUtilities0.05%5,950--$564,686
VANGUARD WORLD FDVDEOther0.05%3,443+19+0.55%$554,137
VANGUARD INDEX FDSVTVOther0.04%2,392+1+0.04%$484,590
ABRDN PLATINUM ETF TRUSTPPLTOther0.04%2,500--$475,725
GE VERNOVA INCGEVUtilities0.04%480--$469,594
MCKESSON CORPMCKHealthcare0.04%524--$454,486
DUKE ENERGY CORP NEWDUKUtilities0.04%3,521+2+0.06%$452,967
MERCK & CO INCMRKHealthcare0.04%3,870+1+0.03%$446,804
CAPITAL ONE FINL CORPCOFFinancial Services0.04%2,195+2+0.09%$440,502
ABBVIE INCABBVHealthcare0.04%2,008-31-1.52%$419,697
ALPHABET INCGOOGCommunication Services0.04%1,219-17-1.38%$405,649
PEPSICO INCPEPConsumer Defensive0.04%2,547--$403,472
WALMART INCWMTConsumer Defensive0.04%3,216+2+0.06%$401,438
VANGUARD INDEX FDSVBKOther0.04%1,217--$401,099
HOME DEPOT INCHDConsumer Cyclical0.03%1,149+6+0.52%$387,456
DIMENSIONAL ETF TRUSTDFUSOther0.03%5,006-171-3.30%$382,679
WISDOMTREE TRWTVOther0.03%3,918--$381,770
VISA INCVFinancial Services0.03%1,192+467+64.41%$375,554
MCDONALDS CORPMCDConsumer Cyclical0.03%1,222-18-1.45%$375,105
DIMENSIONAL ETF TRUSTDFATOther0.03%5,678--$369,467
ISHARES BITCOIN TRUST ETFIBITOther0.03%8,597-300-3.37%$367,350
FLEXSHARES TRGUNROther0.03%6,574+24+0.37%$365,245
CHEVRON CORPORATIONCVXEnergy0.03%1,927+297+18.22%$362,565
INVESCO QQQ TRQQQOther0.03%566-3-0.53%$362,506
VERIZON COMMUNICATIONS INCVZCommunication Services0.03%7,749-392-4.82%$362,504
DIMENSIONAL ETF TRUSTDFSDOther0.03%7,375+5+0.07%$354,594
MONDELEZ INTL INCMDLZConsumer Defensive0.03%5,625+4+0.07%$321,022
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.03%315--$311,025
COCA COLA COKOConsumer Defensive0.03%3,993--$300,201
PROCTER & GAMBLE COPGConsumer Defensive0.03%2,097-25-1.18%$300,161
CORNING INCGLWTechnology0.03%1,763+1,763+100.00%$292,842
AMERICAN ELEC PWR CO INCAEPUtilities0.03%2,148+1+0.05%$289,049
ELI LILLY & COLLYHealthcare0.03%313+35+12.59%$282,640