Verum Partners LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 526,505
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 176 | 526,505 | 13F-HR | Verum Partners LLC |
| Q4 2025 | 1/14/2026 | 169 | 496,025 | 13F-HR | Verum Partners LLC |
| Q3 2025 | 11/12/2025 | 172 | 470,530 | 13F-HR | Verum Partners LLC |
| Q2 2025 | 7/15/2025 | 169 | 434,109 | 13F-HR | Verum Partners LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
121
(0.0% of total reported value)
· QoQ Δ:
+62
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 83.14 K | 15.8% | 0 | 144.3 K | -144.3 K |
| ETFs | 441.8 K | 83.9% | 175 K | 0 | 175 K |
| Debt | 1.414 K | 0.3% | 0 | 308 | -308 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
526,505
Holdings
176
QoQ value change ($000)
30,480
(6.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.