Veratis Advisors, Inc.
Q4 2025 13F Holdings
- Locationcary, NC
- Num holdings
75
- Value ($000)
$126,355
- Date Filed02/18/2026
- Form type13F-HR
- CIK0002111807
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.03M | 9 % | 24,081 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | $9.49M | 8 % | 32,800 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.16M | 7 % | 166,704 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $8.25M | 7 % | 36,978 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $8.18M | 7 % | 160,726 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $5.76M | 5 % | 53,101 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | $5M | 4 % | 40,162 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | $4.65M | 4 % | 30,499 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.11M | 3 % | 19,983 | ||
APPLE INC | COM | 037833100 | $3.23M | 3 % | 12,362 |
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