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Verus Financial Partners, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,176,801,274
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $295,105,072
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $125,606,365
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $86,932,423
- AMERICAN CENTY ETF TR · AVANTIS CORE FI · 025072562 · shares: $60,723,004
- AMERICAN CENTY ETF TR · AVANTIS SHFXDINC · 025072687 · shares: $60,670,391
- VANGUARD WORLD FD · MRNGSTR CAP ETF · 921910873 · shares: $56,776,175
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $52,754,614
- VANGUARD BD INDEX FDS · INTERMED TERM · 921937819 · shares: $52,487,516
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $49,984,592
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $47,703,712
Reported holdings
132 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 788,545 shares | $295,105,072 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 1,790,540 shares | $125,606,365 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 1,023,216 shares | $86,932,423 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 1,541,584 shares | $60,723,004 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 | — | 1,330,056 shares | $60,670,391 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 201,113 shares | $56,776,175 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 635,828 shares | $52,754,614 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 720,389 shares | $52,487,516 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 908,811 shares | $49,984,592 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 853,987 shares | $47,703,712 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 47,482 shares | $36,364,121 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 127,554 shares | $29,468,729 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 70,427 shares | $24,779,870 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 303,180 shares | $14,922,531 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 149,080 shares | $14,161,130 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 155,578 shares | $14,070,490 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 200,940 shares | $9,516,498 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | — | 132,187 shares | $9,460,615 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 111,956 shares | $8,779,602 |
| APPLE INC | COM | 037833100 | — | 22,641 shares | $7,539,788 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 43,875 shares | $6,672,079 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | — | 116,003 shares | $5,339,609 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 26,698 shares | $5,094,605 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 50,583 shares | $4,782,147 |
| VANGUARD MUN BD FDS | INTERMEDIATE TRM | 922907738 | — | 48,213 shares | $4,596,905 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 56,685 shares | $4,078,513 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 5,707 shares | $3,999,500 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 4,929 shares | $3,759,054 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 54,551 shares | $3,673,433 |
| MICROSOFT CORP | COM | 594918104 | — | 6,881 shares | $3,529,143 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 78,105 shares | $3,133,572 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 16,546 shares | $2,611,749 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | — | 7,400 shares | $2,482,859 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 30,161 shares | $2,355,574 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 9,204 shares | $2,281,832 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 69,093 shares | $2,247,589 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 4,772 shares | $2,036,403 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 29,241 shares | $1,769,679 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 9,282 shares | $1,510,690 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 28,441 shares | $1,409,259 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 28,529 shares | $1,325,807 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 23,310 shares | $1,320,745 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 5,702 shares | $1,254,041 |
| WW GRAINGER INC | COM | 384802104 | — | 978 shares | $1,218,626 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,485 shares | $1,199,162 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 4,494 shares | $1,189,841 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | — | 48,690 shares | $1,176,350 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 20,159 shares | $1,160,337 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 | — | 14,251 shares | $1,134,797 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 8,988 shares | $1,125,837 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 14,209 shares | $1,100,053 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 14,317 shares | $1,084,102 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 4,719 shares | $1,077,820 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,153 shares | $1,072,086 |
| BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | — | 379,918 shares | $1,063,770 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 2,955 shares | $977,693 |
| AMAZON COM INC | COM | 023135106 | — | 3,825 shares | $952,999 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 3,213 shares | $913,961 |
| QUALCOMM INC | COM | 747525103 | — | 4,759 shares | $875,846 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 8,471 shares | $856,418 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,115 shares | $808,535 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 10,447 shares | $758,870 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 16,047 shares | $748,593 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 1,770 shares | $688,108 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 2,173 shares | $671,521 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 15,118 shares | $654,460 |
| MERCK & CO INC | COM | 58933Y105 | — | 4,482 shares | $651,336 |
| NASDAQ INC | COM | 631103108 | — | 6,929 shares | $637,537 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,968 shares | $614,522 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 3,488 shares | $600,448 |
| BANK OF AMER CORP | COM | 060505104 | — | 11,031 shares | $600,419 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 16,149 shares | $597,821 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 | — | 16,374 shares | $564,887 |
| LOWES COS INC | COM | 548661107 | — | 2,983 shares | $549,798 |
| CATERPILLAR INC | COM | 149123101 | — | 666 shares | $540,384 |
| ABBVIE INC | COM | 00287Y109 | — | 2,048 shares | $535,738 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 500 shares | $532,555 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,372 shares | $522,512 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 2,394 shares | $517,317 |
| CSX CORP | COM | 126408103 | — | 10,988 shares | $511,052 |
| BROADCOM INC | COM | 11135F101 | — | 1,412 shares | $495,880 |
| SOUTHERN CO | COM | 842587107 | — | 5,881 shares | $487,503 |
| TJX COS INC NEW | COM | 872540109 | — | 3,647 shares | $482,513 |
| AMERICAN CENTY ETF TR | AVAN EMER EX ETF | 02507A101 | — | 5,651 shares | $464,316 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,324 shares | $451,146 |
| MCKESSON CORP | COM | 58155Q103 | — | 509 shares | $434,589 |
| GE VERNOVA INC | COM | 36828A101 | — | 451 shares | $428,671 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 2,178 shares | $420,533 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 5,015 shares | $416,418 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 1,217 shares | $411,139 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 553 shares | $409,093 |
| WISDOMTREE TR | US VALUE FD | 97717W547 | — | 3,918 shares | $401,360 |
| WALMART INC | COM | 931142103 | — | 3,846 shares | $399,711 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,893 shares | $386,570 |
| MARATHON PETE CORP | COM | 56585A102 | — | 976 shares | $385,783 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 003260106 | — | 25,000 shares | $385,250 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,378 shares | $385,175 |
| ELI LILLY & CO | COM | 532457108 | — | 330 shares | $381,496 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 5,678 shares | $377,246 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 6,315 shares | $365,149 |