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Julie Waitman

Verus Financial Partners, Inc.

Assets Managed
$1.115B
Holdings
121
Last Quarter
2026 - Q1
Filed Date
1mo 30d ago
Growth Rate
2.58%(2Q avg: 3.56%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Verus Financial Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.115B in assets, with a quarterly growth rate of 2.58% and a 2-quarter average growth rate of 3.56%. The portfolio is managed by Julie Waitman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.32%
24.02%
$267.78M
773,864 shares@ $346.04 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.16%
11.8%
$131.527M
1.783M shares@ $73.77 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.61%
7.49%
$83.507M
1.011M shares@ $82.64 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 3.89%
5.73%
$63.85M
1.532M shares@ $41.7 avg price
AVSF
Avantis Short-term Fixed Inc
Recent Activity
Increased 1%
5.69%
$63.439M
1.356M shares@ $46.79 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 12.07%
4.66%
$51.957M
671,968 shares@ $77.33 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.54%
4.65%
$51.83M
643,775 shares@ $80.52 avg price
MGC
Vanguard Mega Cap Etf
Recent Activity
Increased 0.08%
4.65%
$51.743M
201,789 shares@ $256.43 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.58%
4.21%
$46.841M
846,737 shares@ $55.32 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 25.74%
3.41%
$37.928M
751,341 shares@ $50.48 avg price

1-10 of 121