Verum Partners LLC
CIK 1958984
13F filing for Q2 2026・No. 3,292
- Holdings
- US$668.62M
- Quarter change
- +US$142.11M
- Entries
- 202
- Net bought (estimate)
- +US$82.42M
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 31
- Sold out 6
- Cut 57
- Added 102
- Corporate actions 2
- Unchanged 10
Largest holdings
200 stocks worth US$661.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD MALVERN FDSCORE BD ETF | Added | 1,067,008 | US$82.41M | 12.46% |
| VANGUARD MUN BD FDSCORE TAX EXEMPT | Added | 841,112 | US$64.26M | 9.72% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 70,185 | US$48.2M | 7.29% |
| ISHARES TRUS TREAS BD ETF | Added | 1,703,197 | US$38.8M | 5.87% |
| INVESTMENT MANAGERS SER TR IFPA GBL EQTY ETF | Added | 780,750 | US$31.34M | 4.74% |
| ISHARES TRCORE S&P SCP ETF | Added | 192,172 | US$28.5M | 4.31% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 408,446 | US$21.55M | 3.26% |
| CAMBRIA ETF TRSHSHLD YIELD ETF | Added | 262,774 | US$20.78M | 3.14% |
| GMO ETF TRUSTUS QUALITY ETF | Added | 483,100 | US$20.11M | 3.04% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 23,767 | US$17.8M | 2.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.