Verus Financial Partners, Inc.

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$1,176,801
Net value change ($000)
+7,909 (0.7%)
New positions
12
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,903 1.7%
AGG 4,782 NEW
DFUV 4,133 9.0%
AAPL 3,927 108.7%
DFCF 1,685 116.3%
MGC 1,628 3.0%
EXXONMOBIL HOLDINGS CORP 1,511 NEW
MSFT 1,478 72.1%
VGIT 1,321 NEW
DFIV 1,193 2.6%
Top Reduces (Value $000, Stocks/ETFs)
BND -8,682 -6.5%
AVLV -3,963 -22.0%
AVIG -3,696 -5.7%
VBR -2,693 -8.4%
AVSF -2,585 -4.1%
BIV -1,735 -3.2%
XOM -1,312 -100.0%
VEU -1,094 -2.0%
VXUS -744 -0.8%
IBM -346 -21.6%
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