Verus Wealth Management, LLC Portfolio Holdings

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.