VERUS WEALTH MANAGEMENT, LLC

CIK

2042938

Location

DE PERE, WI

Portfolio Value

Micro $6,542,758

Diversification

Diversified

Filing Date

Global Rank

#7,909 / 8,232 ▲ 174

Top Industry

Semiconductors 25.0%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.3%

SPY

+23.4%

Annualised alpha

-1.5%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.6%

+1.4 pts

Top 5

68.8%

+2.1 pts

Top 10

95.8%

+2.3 pts

HHI

1,201

Diversified+65

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	57.2%	$3,739,427	4
Communication Services	15.1%	$985,121	2
Consumer Cyclical	13.9%	$911,890	2
Financial Services	9.0%	$589,920	2
Healthcare	4.8%	$316,400	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+51	2,838	$591,070
AAPL	Apple Inc.	+23	4,701	$1,193,066
MSFT	Microsoft Corp	+12	2,457	$909,506
TSLA	Tesla, Inc.	+4	863	$320,820
LLY	ELI LILLY & Co	+1	344	$316,400
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−11	6,988	$1,218,707
GOOGL	Alphabet Inc.	−5	2,047	$588,635
JPM	Jpmorgan Chase & Co	−1	1,072	$315,339
META	Meta Platforms, Inc.	−1	693	$396,486
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
V	Visa Inc.	588	$206,217
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $6,542,758 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	6,988	-11	$1,218,707	−6.6%	18.63%
AAPL	Apple Inc. Technology	Added	4,701	+23	$1,193,066	−6.2%	18.23%
MSFT	Microsoft Corp Technology	Added	2,457	+12	$909,506	−23.1%	13.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,838	+51	$591,070	−8.1%	9.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,047	-5	$588,635	−8.4%	9.00%
AVGO	Broadcom Inc. Technology	Held	1,351	0	$418,148	−10.6%	6.39%
META	Meta Platforms, Inc. Communication Services	Reduced	693	-1	$396,486	−13.5%	6.06%
TSLA	Tesla, Inc. Consumer Cyclical	Added	863	+4	$320,820	−17.0%	4.90%
LLY	ELI LILLY & Co Healthcare	Added	344	+1	$316,400	−14.2%	4.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,072	-1	$315,339	−8.8%	4.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	573	0	$274,581	−4.7%	4.20%