Verus Financial Partners, Inc. Portfolio Stock Holdings

Verus Financial Partners, Inc. disclosed 127 stock positions valued at approximately $1.2 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 June 30, 2026 and was filed on July 21, 2026.

Report Period
June 30, 2026
No. of Stocks
127
Portfolio Value
$1.2B
Holdings by Sector
Verus Financial Partners, Inc. Portfolio Holdings in Q2 2026

122 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVTIOther24.83%784,245+10,381+1.34%$290,202,076
VANGUARD BD INDEX FDSBNDOther11.49%1,829,288+46,348+2.60%$134,288,051
VANGUARD STAR FDSVXUSOther7.50%1,025,567+14,958+1.48%$87,675,737
AMERICAN CENTY ETF TRAVIGOther5.51%1,555,647+24,116+1.57%$64,419,362
AMERICAN CENTY ETF TRAVSFOther5.41%1,358,338+2,432+0.18%$63,255,239
VANGUARD WORLD FDMGCOther4.72%201,543-246-0.12%$55,148,290
VANGUARD BD INDEX FDSBIVOther4.64%706,952+34,984+5.21%$54,223,227
VANGUARD INTL EQUITY INDEX FVEUOther4.61%642,970-805-0.13%$53,848,748
DIMENSIONAL ETF TRUSTDFIVOther3.98%860,998+14,261+1.68%$46,511,122
DIMENSIONAL ETF TRUSTDFUVOther3.92%833,515+82,174+10.94%$45,851,642
ISHARES TRIVVOther3.05%47,569-293-0.61%$35,624,178
VANGUARD INDEX FDSVBROther2.75%132,360-2,311-1.72%$32,162,160
VANGUARD INDEX FDSVVOther2.07%70,316-68-0.10%$24,182,217
AMERICAN CENTY ETF TRAVLVOther1.54%197,709-59,664-23.18%$18,033,058
VANGUARD MALVERN FDSVTIPOther1.23%286,832+2,350+0.83%$14,407,579
ISHARES TRIXUSOther1.21%147,737+975+0.66%$14,100,013
VANGUARD MUN BD FDSVTEBOther0.80%184,834+871+0.47%$9,348,926
VANGUARD INDEX FDSVOOther0.77%112,168+83,960+297.65%$9,037,344
ISHARES TRDVYOther0.59%44,284-1,524-3.33%$6,921,537
DIMENSIONAL ETF TRUSTDFNMOther0.45%108,310+12,525+13.08%$5,235,154
PHILIP MORRIS INTL INCPMConsumer Defensive0.41%26,723+670+2.57%$4,834,396
ISHARES TRIJHOther0.37%56,758-300-0.53%$4,376,607
ALTRIA GROUP INCMOConsumer Defensive0.34%54,706-43-0.08%$3,936,094
STATE STR SPDR S&P 500 ETF TSPYOther0.31%4,926-8-0.16%$3,678,808
APPLE INCAAPLTechnology0.31%12,485-180-1.42%$3,612,650
VANGUARD INDEX FDSVOOOther0.29%4,970+3+0.06%$3,413,147
VANGUARD SCOTTSDALE FDSVTHROther0.22%7,775-58-0.74%$2,576,923
VANGUARD INTL EQUITY INDEX FVTOther0.22%16,143-129-0.79%$2,533,575
ISHARES GOLD TRIAUOther0.19%30,161--$2,277,457
ISHARES TRIWDOther0.19%9,203+1+0.01%$2,230,965
SCHWAB STRATEGIC TRSCHDOther0.18%67,820-5,934-8.05%$2,150,571
MICROSOFT CORPMSFTTechnology0.18%5,498+519+10.42%$2,050,726
DOMINION ENERGY INCDUtilities0.17%28,336+1,497+5.58%$1,935,065
HCA HEALTHCARE INCHCAHealthcare0.16%4,770--$1,859,775
INTERNATIONAL BUSINESS MACHSIBMTechnology0.14%5,690--$1,600,085
DIMENSIONAL ETF TRUSTDFCFOther0.12%34,339-7,829-18.57%$1,449,449
VANGUARD SCOTTSDALE FDSVGSHOther0.12%23,659-3,031-11.36%$1,376,934
VANGUARD BD INDEX FDSVUSBOther0.12%27,038-210-0.77%$1,345,943
WW GRAINGER INCGWWIndustrials0.11%974+2+0.21%$1,325,513
EXXON MOBIL CORPXOMEnergy0.11%9,595-708-6.87%$1,311,769
ALPHABET INCGOOGLCommunication Services0.10%3,381+14+0.42%$1,208,258
DIMENSIONAL ETF TRUSTDFASOther0.10%14,173+42+0.30%$1,166,978
JOHNSON & JOHNSONJNJHealthcare0.10%4,453-468-9.51%$1,131,024
ISHARES TRIWFOther0.10%8,988+6,731+298.23%$1,116,040
AMERICAN CENTY ETF TRAVIVOther0.09%14,204+159+1.13%$1,099,649
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.09%2,120--$1,060,827
JPMORGAN CHASE & COJPMFinancial Services0.08%2,992-39-1.29%$979,323
VANGUARD INDEX FDSVBOther0.08%3,158-56-1.74%$957,116
QUALCOMM INCQCOMTechnology0.07%4,737-161-3.29%$875,350
BRANDYWINE RLTY TRBDNReal Estate0.07%272,417+11,723+4.50%$863,562
NVIDIA CORPORATIONNVDATechnology0.07%4,293+69+1.63%$859,070
AMAZON COM INCAMZNConsumer Cyclical0.07%3,488+28+0.81%$831,330
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.07%1,977-148-6.96%$764,432
GE AEROSPACEGEIndustrials0.06%1,961-134-6.40%$732,795
CATERPILLAR INCCATIndustrials0.06%656-354-35.05%$699,097
NORFOLK SOUTHN CORPNSCIndustrials0.06%2,200-38-1.70%$692,163
LOWES COS INCLOWConsumer Cyclical0.06%2,973-14-0.47%$655,554
BANK OF AMER CORPBACFinancial Services0.05%11,003+8+0.07%$626,952
META PLATFORMS INCMETACommunication Services0.05%1,075--$605,464
DIMENSIONAL ETF TRUSTDISVOther0.05%15,024+219+1.48%$602,915
DIMENSIONAL ETF TRUSTDFAXOther0.05%16,277-107-0.65%$599,628
SOUTHERN COSOUtilities0.05%5,854-96-1.61%$560,317
NASDAQ INCNDAQFinancial Services0.05%7,032--$554,262
ISHARES TRILFOther0.05%16,374+170+1.05%$552,607
MICRON TECHNOLOGY INCMUTechnology0.05%476--$549,442
TJX COS INC NEWTJXConsumer Cyclical0.05%3,626--$549,314
BROADCOM INCAVGOTechnology0.05%1,437+13+0.91%$542,827
FIDELITY WISE ORIGIN BITCOINFBTCOther0.05%10,447--$533,319
GE VERNOVA INCGEVUtilities0.04%446-34-7.08%$523,988
VANGUARD INDEX FDSVTVOther0.04%2,393+1+0.04%$521,533
VANGUARD WORLD FDVDEOther0.04%3,467+24+0.70%$520,462
ABBVIE INCABBVHealthcare0.04%2,013+5+0.25%$506,542
SPDR GOLD TRGLDOther0.04%1,372--$505,417
MERCK & CO INCMRKHealthcare0.04%3,877+7+0.18%$498,166
CORNING INCGLWTechnology0.04%1,765+2+0.11%$450,917
VANGUARD INDEX FDSVBKOther0.04%1,217--$445,057
ALPHABET INCGOOGCommunication Services0.04%1,238+19+1.56%$437,427
CAPITAL ONE FINL CORPCOFFinancial Services0.04%2,151-44-2.00%$431,629
DIMENSIONAL ETF TRUSTDFUSOther0.04%5,011+5+0.10%$410,591
DUKE ENERGY CORP NEWDUKUtilities0.03%3,221-300-8.52%$407,660
HOME DEPOT INCHDConsumer Cyclical0.03%1,155+6+0.52%$407,292
INVESCO QQQ TRQQQOther0.03%553-13-2.30%$407,229
WISDOMTREE TRWTVOther0.03%3,918--$398,539
DIMENSIONAL ETF TRUSTDFATOther0.03%5,678--$396,892
INTEL CORPINTCTechnology0.03%2,834+2,834+100.00%$395,711
MCKESSON CORPMCKHealthcare0.03%504-20-3.82%$380,822
ELI LILLY & COLLYHealthcare0.03%315+2+0.64%$377,439
WALMART INCWMTConsumer Defensive0.03%3,233+17+0.53%$366,160
MONDELEZ INTL INCMDLZConsumer Defensive0.03%6,289+664+11.80%$363,759
ABRDN PLATINUM ETF TRUSTPPLTOther0.03%25,000+22,500+900.00%$353,250
DIMENSIONAL ETF TRUSTDFSDOther0.03%7,392+17+0.23%$352,987
PEPSICO INCPEPConsumer Defensive0.03%2,550+3+0.12%$345,337
VANGUARD WORLD FDVGTOther0.03%2,770+2,424+700.58%$331,044
VERIZON COMMUNICATIONS INCVZCommunication Services0.03%7,757+8+0.10%$328,437
FLEXSHARES TRGUNROther0.03%6,620+46+0.70%$326,258
COCA COLA COKOConsumer Defensive0.03%3,903-90-2.25%$317,205
CHEVRON CORPORATIONCVXEnergy0.03%1,855-72-3.74%$307,485
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.03%316+1+0.32%$295,686
AMERICAN ELEC PWR CO INCAEPUtilities0.03%2,149+1+0.05%$294,044
YUM BRANDS INCYUMConsumer Cyclical0.02%1,816+560+44.59%$290,306
Verus Financial Partners, Inc. Portfolio Stock Holdings | InsiderSet