Verum Partners LLC Portfolio Holdings

Verum Partners LLC

  • $434 Billion
  • Q2 2025

Verum Partners LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $434 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 $35.9B, Ishares U.S. Treasury Bond ETF with a value of $31.7B, Investment Managers Ser Tr I with a value of $30.9B, Ishares Core S&P Sm Cap ETF with a value of $22.1B, and Vanguard Malvern Fds with a value of $19B.

Examining the 13F form we can see an increase of $63.3B in the current position value, from $371B to 434B.

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 $434 Billion
ETFs: $275 Billion
Technology: $16.4 Billion
Financial Services: $11.7 Billion
Consumer Cyclical: $10.7 Billion
Consumer Defensive: $7.28 Billion
Healthcare: $6.97 Billion
Industrials: $5.51 Billion
Communication Services: $3.68 Billion
Other: $2.06 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59M
$91.3 Million 0.02% of portfolio
32,508
Q3 2024 Added 19.63%
$120M
$21.8 Million 0.01% of portfolio
13,293
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $434 Billion
  • Prior Value $371 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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