SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Verus Financial Partners, Inc.

CIK 0001481714 · 9030 STONY POINT PARKWAY SUITE 160, RICHMOND, VA, 23235 · 804-592-3465

Reported Value
$1.0B
Q3 2025
Positions
121
Filings on Record
31
2019–present window
Filed
Oct 30, 2025
original filing

Summary

Verus Financial Partners, Inc. reported $1.0B in U.S.-listed holdings across 121 positions for Q3 2025.

The portfolio is heavily concentrated: Vanguard Index Fds alone accounts for 24.1% of reported value.

Compared with Q2 2025, the fund opened 12 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $279MQ4 ’18Q1 ’19: $283MQ2 ’19: $298MQ3 ’19: $305MQ4 ’19: $331MQ4 ’19Q1 ’20: $328MQ2 ’20: $464MQ3 ’20: $274MQ4 ’20: $584MQ4 ’20Q1 ’21: $631MQ2 ’21: $655MQ3 ’21: $668MQ4 ’21: $756MQ4 ’21Q1 ’22: $705MQ2 ’22: $698MQ3 ’22: $661MQ4 ’22: $726.6BQ4 ’22Q1 ’23: $727MQ2 ’23: $793MQ3 ’23: $768MQ4 ’23: $808MQ4 ’23Q1 ’24: $854MQ2 ’24: $860MQ3 ’24: $913MQ4 ’24: $891MQ4 ’24Q1 ’25: $877MQ2 ’25: $981MQ3 ’25: $1.0BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type
ETP: 95.6%Common Stock: 4.3%REIT: 0.1%
  • ETP · 95.6% · $994M
  • Common Stock · 4.3% · $44M
  • REIT · 0.1% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B121Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B115Feb 2, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B121Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$981M111Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$877M104May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$891M97Jan 24, 202513F-HRchanges · EDGAR ↗
Q3 2024$913M98Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$860M95Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$854M98May 7, 202413F-HRchanges · EDGAR ↗
Q4 2023$808M98Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$768M103Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$793M103Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$727M100May 8, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$726.6B100Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$661M101Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$698M96Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$705M99Apr 15, 202213F-HRchanges · EDGAR ↗
Q4 2021$756M95Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$668M96Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$655M94Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$631M87Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$584M81Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$274M175Nov 3, 202013F-HRchanges · EDGAR ↗
Q2 2020$464M76Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$328M66Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$331M74Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$305M66Oct 15, 201913F-HRchanges · EDGAR ↗
Q2 2019$298M58Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$283M54Apr 19, 201913F-HRchanges · EDGAR ↗
Q4 2018$279M51Jan 8, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.