VERUS WEALTH MANAGEMENT, LLC
•CIK: 2042938•Filing: Q4 2025
**VERUS WEALTH MANAGEMENT, LLC** manages $107M across a diversified portfolio of 50 positions. The strategy exhibits a notable allocation to broad market equity exposure, highlighted by the top holding in VOO at $13.2M. Significant weightings are also observed in fixed income and intermediate-term credit, with VCIT commanding $8.3M and BND holding $6.9M. This structure suggests a core focus on established, liquid, and diversified asset classes.
Total AUM
$107.3M
QoQ Performance
+0.2%
Positions
28
Top 10 Concentration
61.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
MUB
VCIT
BND
VTEB
VOO12.3%
MUB11.7%
VCIT7.7%
BND6.4%
VTEB5.0%
SPHY3.9%
VONV3.7%
AVDE3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.3%
ETF12.3%
Technology5.3%
Consumer1.0%
Financial0.8%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW2 new positions
↑13 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024