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Tim Lewinski

Verabank, N.a.

Assets Managed
$546.318M
Holdings
173
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-0.62%(2Q avg: 1.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Verabank, N.a.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Verabank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 546.318M in assets, with a quarterly growth rate of -0.62% and a 2-quarter average growth rate of 1.08%. The portfolio is managed by Tim Lewinski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 4.59%
7.28%
$39.733M
880,610 shares@ $45.12 avg price
QDF
Flexshares Quality Dividend
Recent Activity
Increased 0.6%
6.71%
$36.642M
463,289 shares@ $79.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.97%
5.98%
$32.658M
49,996 shares@ $653.22 avg price
ur-7⤦
Blue Bell Creameries Inc.
Recent Activity
5.88%
$32.095M
245 shares@ $131000.0 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.17%
4.97%
$27.127M
62,106 shares@ $436.8 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 4.97%
4.62%
$25.197M
709,168 shares@ $35.53 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 0.12%
4.43%
$24.202M
273,590 shares@ $88.46 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2%
4.06%
$22.137M
274,715 shares@ $80.59 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 2.48%
3.63%
$19.787M
554,098 shares@ $35.72 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 20.05%
3.34%
$18.193M
344,701 shares@ $52.79 avg price

1-10 of 173