Verus Financial Partners, Inc.

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
121
Total value ($000)
$1,039,757
Net value change ($000)
+58,267 (5.9%)
New positions
12
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 16,778 7.2%
BND 5,996 5.2%
MGC 3,074 6.5%
AVIG 3,017 5.4%
AVSF 2,810 4.0%
VXUS 2,425 3.2%
VEU 2,343 5.3%
IAU 2,203 NEW
AVLV 2,118 7.3%
BIV 1,902 4.4%
Top Reduces (Value $000, Stocks/ETFs)
IBM -267 -14.2%
CMCSA -242 -100.0%
KMX -212 -48.7%
ADP -200 -100.0%
QQQ -111 -19.8%
GWW -108 -8.8%
DFNM -103 -2.3%
MCK -94 -16.3%
BDN -78 -6.9%
PG -43 -10.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type