1y return+14.6%S&P 500 +20.9%
3y return+38.2%S&P 500 +68.5%
5y return+29.3%S&P 500 +74.5%
10y return+137.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $237 against $357 in the S&P 500.2
Verus Financial Partners, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $290.2M | 24.8% | +1.3% |
| BNDVanguard Bd Index Fds | $134.3M | 11.5% | +2.6% |
| VXUSVanguard Star Fds | $87.7M | 7.5% | +1.5% |
| AVIGAmerican Centy Etf Tr | $64.4M | 5.5% | +1.6% |
| AVSFAmerican Centy Etf Tr | $63.3M | 5.4% | |
| MGCVanguard World Fd | $55.1M | 4.7% | |
| BIVVanguard Bd Index Fds | $54.2M | 4.6% | +5.2% |
| VEUVanguard Intl Equity Index F | $53.8M | 4.6% | |
| DFIVDimensional Etf Trust | $46.5M | 4.0% | +1.7% |
| DFUVDimensional Etf Trust | $45.9M | 3.9% | +10.9% |
| IVVIshares Tr | $35.6M | 3.0% | |
| VBRVanguard Index Fds | $32.2M | 2.8% | −1.7% |
| VVVanguard Index Fds | $24.2M | 2.1% | |
| AVLVAmerican Centy Etf Tr | $18.0M | 1.5% | −23.2% |
| VTIPVanguard Malvern Fds | $14.4M | 1.2% | |
| IXUSIshares Tr | $14.1M | 1.2% | |
| VTEBVanguard Mun Bd Fds | $9.3M | 0.8% | |
| VCRMVanguard Mun Bd Fds | $9.1M | 0.8% | +22.0% |
| VOVanguard Index Fds | $9.0M | 0.8% | |
| DVYIshares Tr | $6.9M | 0.6% | −3.3% |
| DFNMDimensional Etf Trust | $5.2M | 0.4% | +13.1% |
| PMPhilip Morris Intl Inc | $4.8M | 0.4% | +2.6% |
| IJHIshares Tr | $4.4M | 0.4% | |
| MOAltria Group Inc | $3.9M | 0.3% | |
| VTEIVanguard Mun Bd Fds | $3.8M | 0.3% | +29.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $3.6M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $3.4M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $3.7M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $35.6M |
| VVVanguard Index Fds | June 30, 2020 | +140.5% | $24.2M |
| HCAHca Healthcare Inc | December 31, 2020 | +137.1% | $1.9M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $290.2M |
| VBRVanguard Index Fds | June 30, 2020 | +127.3% | $32.2M |
| PMPhilip Morris Intl Inc | December 31, 2020 | +118.5% | $4.8M |
| DFIVDimensional Etf Trust | September 30, 2022 | +109.7% | $46.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +4.9% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −12.4% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +5.1% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Verus Financial Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1481714&type=13F-HR&dateb=&owner=include&count=40CIK 1481714
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1481714/000148171426000005/Filed July 21, 2026 · accession 0001481714-26-000005