Verum Partners LLC Portfolio Holdings

Verum Partners LLC

  • $496 Billion
  • Q4 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.3M
$100 Million 0.02% of portfolio
32,508
Q3 2024 Added 19.63%
$166M
$33 Million 0.01% of portfolio
13,293
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $496 Billion
  • Prior Value $471 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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