VERUS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- De Pere, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 158,815
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 62 | 158,815 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/30/2026 | 57 | 121,330 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/24/2026 | 49 | 107,718 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/16/2026 | 50 | 107,316 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 56 | 107,132 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/22/2025 | 55 | 99,438 | 13F-HR | VERUS WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.45 K | 24.8% | 29.99 K | 0 | 29.99 K |
| ETFs | 119.4 K | 75.2% | 7.488 K | 0 | 7.488 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
158,815
Holdings
62
QoQ value change ($000)
37,485
(30.9%)
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.