VERUS WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
De Pere, WI
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$158,815
Net value change ($000)
+37,485 (30.9%)
New positions
17
Sold out positions
12
Turnover %
15.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 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)
CRWD 7,810 NEW
NVDA 4,684 334.8%
AAPL 4,646 342.6%
AMAT 3,465 1690.2%
AMZN 2,783 411.7%
FAST 2,600 NEW
VOO 2,423 15.6%
MELI 1,858 NEW
AGG 1,665 199.9%
ORCL 1,365 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCSH -1,233 -43.3%
BND -1,049 -14.1%
MSFT -917 -100.0%
GOOGL -732 -100.0%
VTEB -661 -12.7%
VCIT -622 -6.9%
AVGO -510 -100.0%
GOOGL -467 -100.0%
LLY -413 -100.0%
MU -391 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type