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
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VCRM Vanguard Core Tax-ex Bond
| 8.6% | $45.267M 602,359 shares@ $75.15 avg price | Increased 25.48% |
VOO Vanguard S&p 500 Etf
| 8.01% | $42.122M 70,491 shares@ $597.55 avg price | Increased 5.83% |
GOVT Ishares Us Treasury Bond Etf
| 6.77% | $35.603M 1.554M shares@ $22.92 avg price | Increased 3.98% |
VCRB Vanguard Core Bond Etf
| 5.95% | $31.275M 404,177 shares@ $77.39 avg price | Increased 24.5% |
FPAG Fpa Global Equity Etf New
| 4.82% | $25.326M 698,058 shares@ $36.28 avg price | Decreased -26.8% |
IJR Ishares Core S&p Small-cap E
| 4.35% | $22.87M 183,973 shares@ $124.32 avg price | Decreased -13.91% |
FNDF Schwab Fndmn Intl Lrg Co Etf
| 3.71% | $19.485M 398,220 shares@ $48.94 avg price | Increased 2.39% |
SYLD Cambria Shareholder Yield Et
| 3.34% | $17.534M 232,513 shares@ $75.41 avg price | Increased 4.22% |
JPST Jpmorgan Ultra-short Income
| 3.18% | $16.719M 330,356 shares@ $50.61 avg price | Increased 6.14% |
QLTY Gmo U.s. Quality Etf
| 3.13% | $16.458M 454,898 shares@ $36.19 avg price | Increased 7.51% |
1-10 of 176