VERUS WEALTH MANAGEMENT, LLC
Filing Date
Global Rank
#8,263
/ 8,588
▲ 51
Top Industry
Semiconductors
25.0%
3Y Alpha vs SPY
-1.0%
Period ended 3 months ago
Filed Apr 24, 2026 · 54d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+23.5%
SPY
+24.9%
Annualised alpha
-1.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 57.2% | $3,739,427 |
| Communication Services | 15.1% | $985,121 |
| Consumer Cyclical | 13.9% | $911,890 |
| Financial Services | 9.0% | $589,920 |
| Healthcare | 4.8% | $316,400 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
New Positions
Positions the filer opened this quarterNo 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. | ||||
4 positions ·
$3,739,427 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,988 | $1,218,707 | 32.59% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,701 | $1,193,066 | 31.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,457 | $909,506 | 24.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,351 | $418,148 | 11.18% |