Verus Financial Partners, Inc.

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
115
Total value ($000)
$1,086,951
Net value change ($000)
+47,194 (4.5%)
New positions
4
Sold out positions
10
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFUV 27,932 2367.1%
VTIP 13,743 NEW
VTI 10,511 4.2%
DFIV 5,689 14.6%
BND 5,170 4.2%
VXUS 4,117 5.3%
VEU 3,928 8.5%
AVIG 3,042 5.2%
BIV 1,984 4.4%
AVLV 1,737 5.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -25,623 -90.7%
AVSF -9,874 -13.5%
BRK-B -754 -100.0%
VUG -526 -100.0%
AAPL -372 -10.4%
ORCL -332 -100.0%
BDN -319 -30.2%
TRV -292 -100.0%
YUM -290 -100.0%
CSCO -253 -100.0%
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