Verus Wealth Management, LLC Portfolio Holdings

Verus Wealth Management, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 53 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 $13.2B, Ishares National Muni Bond ETF with a value of $12.6B, Vanguard Intermediate Term Cor with a value of $8.29B, Vanguard Bd Index Fd Inc Total with a value of $6.87B, and Vanguard Mun Bd Fds Tax Exempt with a value of $5.37B.

Examining the 13F form we can see an increase of $184M in the current position value, from $107B 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.