Verus Financial Partners, Inc.

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
127
Total value ($000)
$1,168,892
Net value change ($000)
+53,936 (4.8%)
New positions
9
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 22,422 8.4%
DFUV 7,924 20.9%
VXUS 4,169 5.0%
MGC 3,405 6.6%
BND 2,761 2.1%
BIV 2,266 4.4%
VEU 2,019 3.9%
IVV 1,894 5.6%
VCRM 1,700 23.0%
VV 1,479 6.5%
Top Reduces (Value $000, Stocks/ETFs)
AVLV -3,743 -17.2%
HCA -444 -19.3%
IAU -442 -16.3%
MCD -375 -100.0%
DFCF -344 -19.2%
DFIV -330 -0.7%
HON -257 -100.0%
XOM -254 -16.2%
VGSH -184 -11.8%
AVSF -184 -0.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type