Verus Financial Partners, Inc.

CIK

1481714

Location

RICHMOND, VA

Portfolio Value

Mid $1,168,891,014

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,254 / 8,793 ▼ 130 · as of Jun 2026

Top Industry

Tobacco 17.6%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.9%

+0.4 pts

Top 5

70.6%

−3.7 pts

Top 10

93.1%

−0.8 pts

HHI

1,516

Moderately concentrated−65

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$1,119,113,499	24
Technology	1.0%	$12,084,396	14
Consumer Defensive	0.9%	$10,722,356	8
Healthcare	0.5%	$6,151,307	10
Industrials	0.4%	$4,657,440	8
Financial Services	0.4%	$4,417,237	8
Utilities	0.3%	$3,197,069	4
Consumer Cyclical	0.3%	$2,982,205	6
Communication Services	0.2%	$2,579,656	3
Energy	0.2%	$1,866,800	3
Real Estate	0.1%	$1,119,049	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+101,307	1,900,717	$102,577,405
VB	Vanguard Morningstar Small-Cap ETF	+91,910	1,110,827	$360,921,184
BIV	Vanguard Intermediate-Term Bond ETF	+81,122	2,563,278	$189,857,201
VCRM	Vanguard Core Tax-Exempt Bond ETF	+30,721	341,183	$22,213,498
PPLT	abrdn Platinum ETF Trust	+22,500	25,000	$353,250
VXUS	Vanguard Total International Stock ETF	+14,958	1,025,567	$87,675,722
BDN	Brandywine Realty Trust	+11,723	272,417	$863,561
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+5,760	336,112	$65,178,687
—		+2,432	1,358,338	$63,255,083
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+2,350	286,832	$14,407,571
EDV	Vanguard World Funds Extended Duration ETF	+2,202	207,780	$55,999,781
D	Dominion Energy, Inc	+1,497	28,336	$1,935,065
PM	Philip Morris International Inc.	+670	26,723	$4,834,457
MDLZ	Mondelez International, Inc.	+664	6,289	$363,755
YUM	Yum Brands Inc	+560	1,816	$290,305
MSFT	Microsoft Corp	+519	5,498	$2,050,863
NVDA	Nvidia Corp	+69	4,293	$858,986
BNDC	FlexShares Core Select Bond Fund	+46	6,620	$326,233
GOOGL	Alphabet Inc.	+33	4,619	$1,645,689
AMZN	Amazon Com Inc	+28	3,488	$831,329
PFE	Pfizer Inc	+21	9,013	$217,033
WMT	Walmart Inc.	+17	3,233	$366,169
AVGO	Broadcom Inc.	+13	1,437	$542,826
BAC	Bank Of America Corp /De/	+8	11,003	$626,950
VZ	Verizon Communications Inc	+8	7,757	$328,431
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	−35,359	1,780,024	$84,577,733
FNDA	Schwab Fundamental U.S. Small Company ETF	−5,934	67,820	$2,150,572
BNDW	Vanguard Total World Bond ETF	−3,089	31,434	$3,953,821
VEU	Vanguard FTSE All-World Ex-US ETF	−934	659,113	$56,382,380
XOM	ExxonMobil Holdings Corp	−708	9,595	$1,311,828
JNJ	Johnson & Johnson	−468	4,453	$1,130,928
V	Visa Inc.	−467	725	$248,740
CAT	Caterpillar Inc	−354	656	$698,574
DUK	Duke Energy CORP	−300	3,221	$407,714
PG	PROCTER & GAMBLE Co	−298	1,799	$263,805
AAPL	Apple Inc.	−180	12,485	$3,612,659
QCOM	Qualcomm Inc/De	−161	4,737	$875,350
ELV	Elevance Health, Inc.	−148	1,977	$764,565
GE	General Electric Co	−134	1,961	$732,884
SO	Southern Co	−96	5,854	$560,286
KO	Coca Cola Co	−90	3,903	$317,196
CVX	Chevron Corp	−72	1,855	$307,484
COF	Capital One Financial Corp	−44	2,151	$431,533
MO	Altria Group, Inc.	−43	54,706	$3,936,096
VBIL	Vanguard 0-3 Month Treasury Bill ETF	−39	13,103	$991,635
JPM	Jpmorgan Chase & Co	−39	2,992	$979,371
NSC	Norfolk Southern Corp	−38	2,200	$692,098
GEV	GE Vernova Inc.	−34	446	$523,987
MCK	Mckesson Corp	−20	504	$380,822
LOW	Lowes Companies Inc	−14	2,973	$655,516
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,834	$395,711
WDC	Western Digital Corp	389	$248,462
KMX	Carmax Inc	4,696	$248,371
LRCX	Lam Research Corp	500	$216,665
TSM	Taiwan Semiconductor Manufacturing Co Ltd	452	$215,861
UNH	Unitedhealth Group Inc	505	$209,893
PANW	Palo Alto Networks Inc	606	$206,658
CAH	Cardinal Health Inc	866	$205,726
UAL	United Airlines Holdings, Inc.	1,500	$203,985
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	1,222	$379,785
HON	Honeywell International Inc	1,121	$253,379
RKT	Rocket Companies, Inc.	10,214	$145,549
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $1,168,891,014 total · filing declares 127 positions · $1,168,891,711 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	1,110,827	+91,910	$360,921,184	+18.2%	30.88%
BIV	Vanguard Intermediate-Term Bond ETF	Added	2,563,278	+81,122	$189,857,201	+2.9%	16.24%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,900,717	+101,307	$102,577,405	+13.1%	8.78%
VXUS	Vanguard Total International Stock ETF	Added	1,025,567	+14,958	$87,675,722	+12.5%	7.50%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	1,780,024	-35,359	$84,577,733	−2.0%	7.24%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	336,112	+5,760	$65,178,687	—	5.58%
		Added	1,358,338	+2,432	$63,255,083	−0.3%	5.41%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	659,113	-934	$56,382,380	+11.4%	4.82%
EDV	Vanguard World Funds Extended Duration ETF	Added	207,780	+2,202	$55,999,781	+15.9%	4.79%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	341,183	+30,721	$22,213,498	+14.5%	1.90%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	286,832	+2,350	$14,407,571	+1.4%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	Added	26,723	+670	$4,834,457	+12.2%	0.41%
BNDW	Vanguard Total World Bond ETF	Reduced	31,434	-3,089	$3,953,821	+3.6%	0.34%
MO	Altria Group, Inc. Consumer Defensive	Reduced	54,706	-43	$3,936,096	+8.9%	0.34%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,926	-8	$3,678,589	+14.6%	0.31%
AAPL	Apple Inc. Technology	Reduced	12,485	-180	$3,612,659	+12.4%	0.31%
IAU	Ishares Gold Trust	Held	30,161	0	$2,277,457	−14.3%	0.19%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	67,820	-5,934	$2,150,572	−5.0%	0.18%
MSFT	Microsoft Corp Technology	Added	5,498	+519	$2,050,863	+11.3%	0.18%
D	Dominion Energy, Inc Utilities	Added	28,336	+1,497	$1,935,065	+16.6%	0.17%
HCA	HCA Healthcare, Inc. Healthcare	Held	4,770	0	$1,859,775	−17.6%	0.16%
GOOGL	Alphabet Inc. Communication Services	Added	4,619	+33	$1,645,689	+24.9%	0.14%
IBM	International Business Machines Corp Technology	Held	5,690	0	$1,600,084	+16.0%	0.14%
GWW	W.W. Grainger, Inc. Industrials	Added	974	+2	$1,325,029	+25.0%	0.11%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,595	-708	$1,311,828	−25.0%	0.11%
JNJ	Johnson & Johnson Healthcare	Reduced	4,453	-468	$1,130,928	−6.0%	0.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,120	0	$1,060,826	+4.4%	0.09%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Reduced	13,103	-39	$991,635	−0.3%	0.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,992	-39	$979,371	+9.8%	0.08%
QCOM	Qualcomm Inc/De Technology	Reduced	4,737	-161	$875,350	+38.8%	0.07%
BDN	Brandywine Realty Trust Real Estate	Added	272,417	+11,723	$863,561	+22.2%	0.07%
NVDA	Nvidia Corp Technology	Added	4,293	+69	$858,986	+16.6%	0.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,488	+28	$831,329	+15.4%	0.07%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,977	-148	$764,565	+22.9%	0.07%
GE	General Electric Co Industrials	Reduced	1,961	-134	$732,884	+23.3%	0.06%
CAT	Caterpillar Inc Industrials	Reduced	656	-354	$698,574	−2.4%	0.06%
NSC	Norfolk Southern Corp Industrials	Reduced	2,200	-38	$692,098	+7.8%	0.06%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,973	-14	$655,516	−7.1%	0.06%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,003	+8	$626,950	+17.0%	0.05%
META	Meta Platforms, Inc. Communication Services	Held	1,075	0	$605,536	−1.5%	0.05%
SO	Southern Co Utilities	Reduced	5,854	-96	$560,286	−2.4%	0.05%
NDAQ	Nasdaq, Inc. Financial Services	Held	7,032	0	$554,262	−7.2%	0.05%
MU	Micron Technology Inc Technology	Held	476	0	$549,442	+241.7%	0.05%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	3,626	0	$549,339	−5.1%	0.05%
AVGO	Broadcom Inc. Technology	Added	1,437	+13	$542,826	+23.2%	0.05%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	10,447	0	$533,319	−13.5%	0.05%
GEV	GE Vernova Inc. Industrials	Reduced	446	-34	$523,987	+25.1%	0.04%
ABBV	AbbVie Inc. Healthcare	Added	2,013	+5	$506,551	+16.0%	0.04%
GLD	Spdr Gold Trust	Held	1,372	0	$505,417	−14.4%	0.04%
MRK	Merck & Co., Inc. Healthcare	Added	3,877	+7	$498,194	+7.0%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.