Verum Partners LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $496 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $41.8B, Vanguard Mun Bd Fds with a value of $36.3B, Investment Managers Ser Tr I with a value of $35.4B, Ishares U.S. Treasury Bond ETF with a value of $34.4B, and Ishares Core S&P Sm Cap ETF with a value of $25.7B.
Examining the 13F form we can see an increase of $25.5B in the current position value, from $471B to 496B.
Verum Partners LLC is based out at Charlotte, NC
Below you can find more details about Verum Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$496 Billion
ETFs: $306 Billion
Technology: $19.7 Billion
Financial Services: $14.4 Billion
Consumer Cyclical: $10.8 Billion
Healthcare: $8.07 Billion
Consumer Defensive: $7.17 Billion
Industrials: $5.79 Billion
Communication Services: $4.83 Billion
Other: $2.16 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
