test

Holly Skipper

Verum Partners Llc

Assets Managed
$526.505M
Holdings
176
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
6.15%(2Q avg: 5.79%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Verum Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 176 positions.

Assets under management

The assets under management (AUM) of Verum Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 526.505M in assets, with a quarterly growth rate of 6.15% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Holly Skipper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCRM
Vanguard Core Tax-ex Bond
Recent Activity
Increased 25.48%
8.6%
$45.267M
602,359 shares@ $75.15 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.83%
8.01%
$42.122M
70,491 shares@ $597.55 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 3.98%
6.77%
$35.603M
1.554M shares@ $22.92 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 24.5%
5.95%
$31.275M
404,177 shares@ $77.39 avg price
FPAG
Fpa Global Equity Etf New
Recent Activity
Decreased -26.8%
4.82%
$25.326M
698,058 shares@ $36.28 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -13.91%
4.35%
$22.87M
183,973 shares@ $124.32 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 2.39%
3.71%
$19.485M
398,220 shares@ $48.94 avg price
SYLD
Cambria Shareholder Yield Et
Recent Activity
Increased 4.22%
3.34%
$17.534M
232,513 shares@ $75.41 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 6.14%
3.18%
$16.719M
330,356 shares@ $50.61 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 7.51%
3.13%
$16.458M
454,898 shares@ $36.19 avg price

1-10 of 176