VERUS WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationde pere, WI
- Num holdings
55
- Value ($000)
$99,438
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $12.39M | 13 % | 118,578 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.06M | 11 % | 19,477 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $7.47M | 8 % | 90,131 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.33M | 6 % | 110,954 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $6.16M | 6 % | 83,628 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $4.15M | 4 % | 48,656 | ||
KRE SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 | $3.98M | 4 % | 167,259 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $3.45M | 4 % | 50,383 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.32M | 3 % | 30,342 | ||
EMB ISHARES TR | JPMORGAN USD EMG | 464288281 | $2.68M | 3 % | 28,922 |
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