VERUS WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationde pere, WI
- Num holdings
50
- Value ($000)
$107,316
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.16M | 12 % | 20,981 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | $12.56M | 12 % | 117,216 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $8.29M | 8 % | 99,012 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.87M | 6 % | 92,728 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $5.37M | 5 % | 106,720 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R606 | $4.2M | 4 % | 177,382 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $3.98M | 4 % | 43,096 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $3.86M | 4 % | 46,921 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.75M | 4 % | 31,212 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.59M | 3 % | 57,527 |
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