Verus Advisory, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $8 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 89,273 | $60,877,044 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 133,330 | $44,701,549 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 354,323 | $26,244,704 | |
| VEA | Vanguard FTSE Developed Markets ETF | 152,270 | $9,512,306 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 146,068 | $7,852,615 | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | 53,941 | $1,953,203 | |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | 19,239 | $684,523 | |
| — | 24,224 | $491,504 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Closed | 0 | $1 | 12.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Closed | 0 | $1 | 12.50% | |
|
|
Closed | 0 | $1 | 12.50% | ||
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Closed | 0 | $1 | 12.50% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Closed | 0 | $1 | 12.50% | |
| NUDM |
Nuveen ESG International Developed Markets Equity ETF
|
Closed | 0 | $1 | 12.50% | |
| NUEM |
Nuveen ESG Emerging Markets Equity ETF
|
Closed | 0 | $1 | 12.50% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Closed | 0 | $1 | 12.50% |
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.