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Julie Waitman

Verus Financial Partners, Inc.

Assets Managed
$1.169B
Holdings
127
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
4.84%(2Q avg: 3.71%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Verus Financial Partners, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Verus Financial Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.169B in assets, with a quarterly growth rate of 4.84% and a 2-quarter average growth rate of 3.71%. The portfolio is managed by Julie Waitman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.35%
24.83%
$290.202M
784,245 shares@ $370.05 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.6%
11.49%
$134.288M
1.829M shares@ $73.42 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.49%
7.51%
$87.676M
1.026M shares@ $85.5 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 1.58%
5.52%
$64.419M
1.556M shares@ $41.42 avg price
AVSF
Avantis Short-term Fixed Inc
Recent Activity
Increased 0.18%
5.42%
$63.255M
1.358M shares@ $46.57 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Decreased -0.12%
4.72%
$55.148M
201,543 shares@ $273.64 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 5.21%
4.64%
$54.223M
706,952 shares@ $76.71 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.12%
4.61%
$53.849M
642,970 shares@ $83.76 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 1.69%
3.98%
$46.511M
860,998 shares@ $54.03 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 10.94%
3.93%
$45.852M
833,515 shares@ $55.01 avg price

1-10 of 127