Verus Financial Partners, Inc.

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$1,114,956
Net value change ($000)
+28,005 (2.6%)
New positions
9
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 8,816 30.3%
VTI 6,528 2.5%
BIV 5,253 11.2%
BND 4,265 3.4%
VTEI 2,920 NEW
VXUS 2,297 2.8%
DFIV 2,185 4.9%
AVIG 1,856 3.0%
VEU 1,488 3.0%
MGC 580 1.1%
Top Reduces (Value $000, Stocks/ETFs)
AVLV -10,998 -33.6%
DVY -1,069 -13.2%
PM -513 -11.2%
SCHD -343 -13.1%
IBM -258 -15.3%
VGSH -234 -13.0%
MMS -222 -100.0%
KMX -212 -100.0%
EMR -202 -100.0%
QCOM -191 -22.5%
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