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VERUS WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    de pere, WI
  • Num holdings

    49

  • Value ($000)

    $107,718

  • Date Filed
    04/24/2026
  • Form type
    13F-HR
  • CIK
    0002042938
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$13.35M
12 %

125,778

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$12.79M
12 %

21,409

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$8.74M
8 %

105,583

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$7.15M
7 %

97,055

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VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$4.67M
4 %

93,555

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$4.18M
4 %

44,610

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$4.02M
4 %

47,376

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R606
$3.95M
4 %

169,534

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$3.84M
4 %

30,883

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$3.72M
4 %

58,048

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