Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Verus Financial Partners, Inc.

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001481714-25-000005

Total Value
$876.7M
Positions
104
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (104)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769746,116$196.7M22.44%
2VANGUARD BD INDEX FDS9219378351,538,057$111.7M12.74%
3AMERICAN CENTY ETF TR0250726871,460,316$67.9M7.74%
4VANGUARD STAR FDS9219097681,090,016$66.5M7.59%
5AMERICAN CENTY ETF TR0250725621,312,045$53.5M6.11%
6VANGUARD INDEX FDS922908611292,782$50.7M5.79%
7VANGUARD BD INDEX FDS921937819542,936$41.2M4.69%
8VANGUARD WORLD FD921910873209,707$40.7M4.65%
9VANGUARD INTL EQUITY INDEX F922042775660,018$39.3M4.48%
10DIMENSIONAL ETF TRUST25434V807832,141$31.8M3.63%
11ISHARES TR46428720048,837$26.4M3.01%
12SCHWAB STRATEGIC TR808524797989,398$25.2M2.87%
13VANGUARD INDEX FDS92290863772,134$17.8M2.03%
14VANGUARD MUN BD FDS922907746262,629$12.8M1.46%
15ISHARES TR46432F834158,384$10.9M1.24%
16VANGUARD INDEX FDS92290862930,177$7.4M0.85%
17ISHARES TR46428716858,185$7.3M0.84%
18PHILIP MORRIS INTL INC71817210925,148$4.0M0.46%
19DIMENSIONAL ETF TRUST25434V84984,788$4.0M0.45%
20ISHARES TR46428750763,328$3.5M0.40%
21ALTRIA GROUP INCMO53,897$3.1M0.35%
22APPLE INCAAPL14,966$3.0M0.35%
23SPDR S&P 500 ETF TRSPY4,942$2.7M0.30%
24VANGUARD INDEX FDS9229083634,894$2.4M0.28%
25VANGUARD SCOTTSDALE FDS92206C5998,250$2.0M0.22%
26ISHARES TR46428759810,733$1.9M0.22%
27VANGUARD SCOTTSDALE FDS92206C10230,857$1.8M0.21%
28DIMENSIONAL ETF TRUST25434V87242,870$1.8M0.20%
29HCA HEALTHCARE INCHCA5,300$1.8M0.20%
30VANGUARD INTL EQUITY INDEX F92204274214,604$1.6M0.19%
31INTERNATIONAL BUSINESS MACHSINTR6,615$1.6M0.18%
32VANGUARD BD INDEX FDS92203C30327,921$1.4M0.16%
33MICROSOFT CORPMSFT3,244$1.3M0.14%
34GRAINGER W W INC3848021041,174$1.2M0.13%
35EXXON MOBIL CORPXOM10,061$1.0M0.12%
36DIMENSIONAL ETF TRUST25434V72426,215$1.0M0.11%
37BERKSHIRE HATHAWAY INC DELBRK-A1,833$968,1360.11%
38VANGUARD INDEX FDS9229087514,155$863,2340.10%
39DOMINION ENERGY INCD15,985$857,8990.10%
40ISHARES TR4642876142,362$831,9200.09%
41BRANDYWINE RLTY TR105368203212,255$791,7110.09%
42DIMENSIONAL ETF TRUST25434V50013,982$778,5300.09%
43FIDELITY WISE ORIGIN BITCOINFBTC10,447$766,6010.09%
44LOWES COS INC5486611073,475$766,3500.09%
45QUALCOMM INCQCOM5,504$762,8540.09%
46AMERICAN CENTY ETF TR02507236413,579$757,5920.09%
47ELEVANCE HEALTH INCELV1,666$729,4770.08%
48JOHNSON & JOHNSONJNJ4,276$656,8300.07%
49MCKESSON CORPMCK790$547,3590.06%
50SOUTHERN COSOMN5,950$541,5980.06%
51NASDAQ INCNDAQ7,391$540,7990.06%
52JPMORGAN CHASE & CO.VYLD2,200$512,8220.06%
53ABBVIE INCABBV2,631$465,0750.05%
54CARMAX INCKMX6,733$456,0260.05%
55TJX COS INC NEW8725401093,473$446,3290.05%
56NORFOLK SOUTHN CORP6558441081,991$433,3980.05%
57DIMENSIONAL ETF TRUST25434V88016,694$429,6950.05%
58DUKE ENERGY CORP NEWDUKB3,523$424,4810.05%
59VANGUARD INDEX FDS9229087361,148$415,7460.05%
60DIMENSIONAL ETF TRUST25434V78114,378$414,0750.05%
61ISHARES BITCOIN TRUST ETFIBIT8,622$411,6140.05%
62PROCTER AND GAMBLE CO7427181092,415$406,9320.05%
63BANK AMERICA CORP06050510410,595$402,5050.05%
64HOME DEPOT INCHD1,122$397,2330.05%
65VANGUARD INDEX FDS9229087442,429$396,4650.05%
66ALPHABET INCGOOG2,482$388,0040.04%
67VANGUARD WORLD FD92204A3063,344$367,2680.04%
68INVESCO QQQ TRIVZ766$350,9370.04%
69DIMENSIONAL ETF TRUST25434V8647,316$346,6850.04%
70META PLATFORMS INCMETA662$345,0100.04%
71CAPITAL ONE FINL CORP14040H1052,098$343,0500.04%
72AMAZON COM INCAMZN1,894$340,1430.04%
73MONDELEZ INTL INC6092071055,067$339,6690.04%
74GE AEROSPACE3696043011,799$334,1030.04%
75PEPSICO INCPEP2,237$319,5190.04%
76DIMENSIONAL ETF TRUST25434V4015,414$314,1400.04%
77WISDOMTREE TRWT3,918$301,6860.03%
78MCDONALDS CORPMCD955$298,5510.03%
79COSTCO WHSL CORP NEW22160K105303$296,1790.03%
80DIMENSIONAL ETF TRUST25434V6096,251$294,4160.03%
81VANGUARD INDEX FDS9229085951,217$290,2300.03%
82COCA COLA COKO3,993$286,9650.03%
83AMERICAN CENTY ETF TR02507A1015,651$270,3160.03%
84ISHARES TR46428739011,774$269,5080.03%
85CATERPILLAR INCCAT914$268,3390.03%
86AMERICAN CENTY ETF TR0250722404,447$267,4170.03%
87ISHARES TR46429B5985,199$265,8370.03%
88MERCK & CO INCMRK3,368$263,9970.03%
89WALMART INCWMT2,782$261,3990.03%
90UDR INCUDR6,345$260,5960.03%
91AMERICAN ELEC PWR CO INC0255371012,249$239,9290.03%
92ABBOTT LABSABLZF1,863$235,1840.03%
93FLEXSHARES TRFLEX6,397$235,1430.03%
94CHEVRON CORP NEWCVX1,678$225,7580.03%
95NVIDIA CORPORATIONNVDA1,975$221,5990.03%
96VERIZON COMMUNICATIONS INCVZ4,921$218,8710.02%
97MAXIMUS INCMMS3,173$216,0500.02%
98ALPHABET INCGOOG1,353$214,6940.02%
99VISA INCV631$211,8480.02%
100PFIZER INCPFE9,292$208,5020.02%
101HARTFORD INSURANCE GROUP INCHIG-PG1,758$205,9740.02%
102RBB FD INC74933W4604,100$205,3900.02%
103COMCAST CORP NEWCCZ5,888$202,5330.02%
104HONEYWELL INTL INC4385161061,018$202,3240.02%