Verus Wealth Management, LLC Portfolio Holdings

Verus Wealth Management, LLC

  • $107 Billion
  • Q3 2025

Verus Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $12.3B, Vanguard Index Fds S&P 500 ETF with a value of $12.1B, Vanguard Intermediate Term Cor with a value of $7.91B, Vanguard Bd Index Fd Inc Total with a value of $6.65B, and Vanguard Ftse Developed Market with a value of $6.5B.

Examining the 13F form we can see an increase of $7.69B in the current position value, from $99.4B to 107B.

Verus Wealth Management, LLC is based out at De Pere, WI

Below you can find more details about Verus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $94.5 Billion
Technology: $5.02 Billion
Communication Services: $2.11 Billion
Financial Services: $1.66 Billion
Utilities: $1.17 Billion
Consumer Cyclical: $1.07 Billion
Consumer Defensive: $465 Million
Healthcare: $253 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Billion 11.48% of portfolio
115,534
Q3 2025 Reduced 2.57%
$0
$12.1 Billion 11.32% of portfolio
19,806
Q3 2025 Added 1.69%
$0
$7.91 Billion 7.38% of portfolio
94,000
Q3 2025 Added 4.29%
$0
$6.65 Billion 6.21% of portfolio
89,444
Q3 2025 Added 6.95%
$0
$6.5 Billion 6.06% of portfolio
108,437
Q3 2025 Reduced 2.27%
$0
$4.67 Billion 4.36% of portfolio
93,325
Q3 2025 Added 97.51%
$0
$4.18 Billion 3.9% of portfolio
174,733
Q3 2025 Added 4.47%
$0
$4.12 Billion 3.84% of portfolio
46,084
Q3 2025 Reduced 5.29%
$0
$3.64 Billion 3.4% of portfolio
30,636
Q3 2025 Added 0.97%
$0
$3.59 Billion 3.35% of portfolio
47,795
Q3 2025 Reduced 5.14%
$0
$2.81 Billion 2.63% of portfolio
29,567
Q3 2025 Added 2.23%
$0
$2.56 Billion 2.39% of portfolio
31,980
Q3 2025 Added 4.4%
$0
$2.38 Billion 2.23% of portfolio
36,168
Q3 2025 Reduced 15.08%
$0
$1.85 Billion 1.73% of portfolio
54,713
Q3 2025 Added 30.46%
$4.3T
$1.65 Billion 1.54% of portfolio
6,493
Q3 2025 Added 0.02%
$0
$1.62 Billion 1.51% of portfolio
24,151
Q3 2025 Added 3.15%
$0
$1.6 Billion 1.49% of portfolio
5,280
Q3 2025 Reduced 9.4%
$0
$1.6 Billion 1.49% of portfolio
23,339
Q3 2025 Reduced 1.47%
$0
$1.57 Billion 1.46% of portfolio
26,943
Q3 2025 Reduced 2.0%
$3.78T
$1.52 Billion 1.42% of portfolio
2,939
Q3 2025 Added 0.89%
$0
$1.49 Billion 1.39% of portfolio
16,726
Q3 2025 Reduced 4.5%
$0
$1.46 Billion 1.37% of portfolio
3,122
Q4 2024 New
$0
$1.34 Billion 1.25% of portfolio
30,065
Q3 2025 Reduced 0.47%
$465B
$1.31 Billion 1.22% of portfolio
7,008
Q3 2025 Added 0.3%
$0
$1.25 Billion 1.16% of portfolio
53,538
Q3 2025 Reduced 11.64%
$0
$1.21 Billion 1.13% of portfolio
15,119
Q3 2025 Reduced 0.98%
$0
$889 Million 0.83% of portfolio
7,368
Q4 2024 New
$0
$772 Million 0.72% of portfolio
7,705
Q3 2025 Reduced 6.64%
$0
$751 Million 0.7% of portfolio
3,766
Q3 2025 Reduced 0.84%
$1.83B
$706 Million 0.66% of portfolio
5,250
Q4 2024 New
$2.39T
$679 Million 0.63% of portfolio
3,092
Q3 2025 Added 0.13%
$0
$579 Million 0.54% of portfolio
9,100
Q3 2025 Reduced 5.87%
$1.37T
$583 Million 0.54% of portfolio
794
Q3 2025 Reduced 0.13%
$1.65T
$565 Million 0.53% of portfolio
2,326
Q3 2025 Reduced 0.89%
$111B
$544 Million 0.51% of portfolio
1,654
Q3 2025 Added 0.24%
$139B
$535 Million 0.5% of portfolio
1,621
Q2 2025 Added 4.58%
$0
$534 Million 0.5% of portfolio
8,325
Q2 2025 Added 88.35%
$10.4B
$404 Million 0.38% of portfolio
10,137
Q3 2025 Added 0.86%
$881B
$402 Million 0.37% of portfolio
1,273
Q3 2025 Reduced 0.16%
$0
$389 Million 0.36% of portfolio
6,820
Q3 2025 Reduced 1.87%
$1.29T
$388 Million 0.36% of portfolio
873
Q3 2025 Added 1.28%
$0
$379 Million 0.35% of portfolio
5,300
Q3 2025 New
$172B
$351 Million 0.33% of portfolio
7,991
Q3 2025 Added 0.99%
$1.74T
$315 Million 0.29% of portfolio
1,294
Q2 2025 Reduced 2.85%
$49.1B
$295 Million 0.28% of portfolio
246
Q3 2025 Reduced 0.4%
$662B
$288 Million 0.27% of portfolio
573
Q3 2025 Reduced 2.05%
$0
$290 Million 0.27% of portfolio
1,424
Q4 2024 New
-
$280 Million 0.26% of portfolio
-
Q4 2024 New
$0
$269 Million 0.25% of portfolio
2,702
Q3 2025 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $107 Billion
  • Prior Value $99.4 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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