VERUS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- De Pere, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 121,330
- 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 |
|---|---|---|---|---|---|
| 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 | 9.459 K | 7.8% | 2.267 K | 0 | 2.267 K |
| ETFs | 111.9 K | 92.2% | 11.35 K | 0 | 11.35 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
121,330
Holdings
57
QoQ value change ($000)
13,612
(12.6%)
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.