AiSiWhale

AI & tech investing

Verus Financial Partners, Inc.

CIK 1481714

13F filing for Q2 2026・No. 2,320

Holdings
US$1.17B
Quarter change
+US$53.94M
Entries
127
Net bought (estimate)
+US$14.36M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 9
  • Sold out 3
  • Cut 41
  • Added 52
  • Corporate actions 0
  • Unchanged 25

Largest holdings

127 stocks worth US$1.17B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSTOTAL STK MKTAddedUS$290.2M24.83%
VANGUARD BD INDEX FDSTOTAL BND MRKTAddedUS$134.29M11.49%
VANGUARD STAR FDSVG TL INTL STK FAddedUS$87.68M7.50%
AMERICAN CENTY ETF TRAVANTIS CORE FIAddedUS$64.42M5.51%
AMERICAN CENTY ETF TRAVANTIS SHFXDINCAddedUS$63.26M5.41%
VANGUARD WORLD FDMEGA CAP INDEXCutUS$55.15M4.72%
VANGUARD BD INDEX FDSINTERMED TERMAddedUS$54.22M4.64%
VANGUARD INTL EQUITY INDEX FALLWRLD EX USCutUS$53.85M4.61%
DIMENSIONAL ETF TRUSTINTERNATNAL VALAddedUS$46.51M3.98%
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUEAddedUS$45.85M3.92%

Sign in (free) to see its 50 largest holdings and its trades. Sign in

Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

Like what you read? Support the site.

Buy me a coffee (opens in a new tab)

Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.