VeraBank, N.A.
•CIK: 1767297•Filing: Q4 2025
**VeraBank, N.A.** manages $550M across a diversified portfolio of 180 positions. The fund exhibits significant concentration in technology and consumer staples, highlighted by top holdings including DFAU ($39.4M) and QDF ($37.2M). Further allocations are weighted toward broad market exposure via IVV ($33.6M) and VUG ($28.8M). This structure suggests a tactical blend of thematic growth plays and core market indexing.
Total AUM
$549.8M
QoQ Performance
+2.8%
Positions
151
Top 10 Concentration
50.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
QDF
IVV
BLUE
VUG
DFAU7.2%
QDF6.8%
IVV6.1%
BLUE5.9%
VUG5.2%
VIGI4.5%
DFIC4.2%
AVEM3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.1%
Technology12.8%
ETF6.8%
Financial3.9%
Healthcare3.8%
Consumer3.7%
Industrial1.6%
Energy1.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑42 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023