VERUS WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationde pere, WI
- Num holdings
56
- Value ($000)
$107,132
- Date Filed10/22/2025
- Form type13F-HR
- CIK0002042938
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $12.30 M | 12 % | 115,534 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.13 M | 11 % | 19,806 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.91 M | 7 % | 94,000 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.65 M | 6 % | 89,444 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.50 M | 6 % | 108,437 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $4.67 M | 4 % | 93,325 | ||
KRE SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 | $4.18 M | 4 % | 174,733 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $4.12 M | 4 % | 46,084 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.64 M | 3 % | 30,636 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.59 M | 3 % | 47,795 |
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