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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 Q2 2025 · Filed July 21, 2025 · Accession 0001481714-25-000006

Total Value
$981.5M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769760,857$234.0M23.84%
2VANGUARD BD INDEX FDS9219378351,588,404$116.1M11.83%
3VANGUARD STAR FDS9219097681,076,225$74.7M7.61%
4AMERICAN CENTY ETF TR0250726871,502,977$70.3M7.17%
5AMERICAN CENTY ETF TR0250725621,354,347$55.9M5.70%
6VANGUARD WORLD FD921910873208,041$47.2M4.81%
7VANGUARD INTL EQUITY INDEX F922042775653,201$44.1M4.49%
8VANGUARD BD INDEX FDS921937819558,110$42.8M4.36%
9DIMENSIONAL ETF TRUST25434V807854,083$37.2M3.79%
10ISHARES TR46428720048,758$30.6M3.11%
11VANGUARD INDEX FDS922908611148,415$29.9M3.04%
12AMERICAN CENTY ETF TR025072349416,887$28.9M2.95%
13SCHWAB STRATEGIC TR8085247971,016,613$27.7M2.83%
14VANGUARD INDEX FDS92290863771,721$20.6M2.10%
15ISHARES TR46432F834156,155$12.1M1.24%
16VANGUARD MUN BD FDS922907746182,517$8.9M0.91%
17VANGUARD INDEX FDS92290862929,947$8.5M0.86%
18ISHARES TR46428716858,321$7.9M0.81%
19VANGUARD MUN BD FDS92290771268,215$5.0M0.51%
20DIMENSIONAL ETF TRUST25434V84994,002$4.5M0.45%
21PHILIP MORRIS INTL INC71817210924,367$4.3M0.44%
22ISHARES TR46428750762,554$4.0M0.41%
23SPDR S&P 500 ETF TRSPY5,116$3.2M0.33%
24ALTRIA GROUP INCMO53,468$3.1M0.31%
25APPLE INCAAPL14,528$3.1M0.31%
26VANGUARD INDEX FDS9229083634,897$2.8M0.29%
27VANGUARD SCOTTSDALE FDS92206C5998,358$2.3M0.23%
28ISHARES TR46428759810,734$2.1M0.21%
29HCA HEALTHCARE INCHCA5,300$2.0M0.20%
30VANGUARD INTL EQUITY INDEX F92204274214,736$1.9M0.19%
31INTERNATIONAL BUSINESS MACHSINTR6,483$1.9M0.19%
32DIMENSIONAL ETF TRUST25434V87243,109$1.8M0.19%
33VANGUARD SCOTTSDALE FDS92206C10230,682$1.8M0.18%
34MICROSOFT CORPMSFT3,349$1.7M0.17%
35VANGUARD BD INDEX FDS92203C30327,912$1.4M0.14%
36GRAINGER W W INC3848021041,177$1.2M0.13%
37BRANDYWINE RLTY TR105368203273,349$1.1M0.12%
38DIMENSIONAL ETF TRUST25434V72426,314$1.1M0.12%
39DOMINION ENERGY INCD19,323$1.1M0.11%
40EXXON MOBIL CORPXOM9,550$1.1M0.11%
41FIDELITY WISE ORIGIN BITCOINFBTC10,447$1.0M0.10%
42ISHARES TR4642876142,362$1.0M0.10%
43VANGUARD INDEX FDS9229087514,098$998,1460.10%
44DIMENSIONAL ETF TRUST25434V50014,020$921,3830.09%
45BERKSHIRE HATHAWAY INC DELBRK-A1,868$894,6040.09%
46QUALCOMM INCQCOM5,504$877,0620.09%
47AMERICAN CENTY ETF TR02507236413,825$871,3910.09%
48JPMORGAN CHASE & CO.VYLD3,054$864,7550.09%
49LOWES COS INC5486611073,476$784,0290.08%
50JOHNSON & JOHNSONJNJ4,168$651,3390.07%
51NASDAQ INCNDAQ7,150$642,2850.07%
52ISHARES BITCOIN TRUST ETFIBIT9,122$579,9770.06%
53ELEVANCE HEALTH INCELV1,667$577,4290.06%
54MCKESSON CORPMCK790$574,5120.06%
55INVESCO QQQ TRIVZ1,011$562,2120.06%
56META PLATFORMS INCMETA766$561,0320.06%
57SOUTHERN COSOMN5,950$547,1920.06%
58AMAZON COM INCAMZN2,407$535,6540.05%
59NORFOLK SOUTHN CORP6558441081,994$518,5650.05%
60CAPITAL ONE FINL CORP14040H1052,349$512,2480.05%
61ABBVIE INCABBV2,636$502,4730.05%
62BANK AMERICA CORP06050510410,595$496,2710.05%
63DIMENSIONAL ETF TRUST25434V88016,724$495,2070.05%
64DIMENSIONAL ETF TRUST25434V78114,632$488,8500.05%
65VANGUARD INDEX FDS9229087361,102$487,5170.05%
66ALPHABET INCGOOG2,710$478,7250.05%
67GE AEROSPACE3696043011,826$457,1590.05%
68TJX COS INC NEW8725401093,625$454,7740.05%
69CARMAX INCKMX6,461$434,6310.04%
70HOME DEPOT INCHD1,156$428,9210.04%
71PROCTER AND GAMBLE CO7427181092,722$428,7830.04%
72VANGUARD INDEX FDS9229087442,390$425,9620.04%
73NVIDIA CORPORATIONNVDA2,586$421,2150.04%
74VANGUARD WORLD FD92204A3063,370$415,9410.04%
75DUKE ENERGY CORP NEWDUKB3,548$415,7330.04%
76DIMENSIONAL ETF TRUST25434V4015,431$368,1190.04%
77CATERPILLAR INCCAT914$367,7900.04%
78VERIZON COMMUNICATIONS INCVZ8,327$354,8130.04%
79DIMENSIONAL ETF TRUST25434V8647,329$351,6360.04%
80DIMENSIONAL ETF TRUST25434V6096,253$351,6330.04%
81VANGUARD INDEX FDS9229085951,217$343,9730.04%
82WISDOMTREE TRWT3,918$342,5510.03%
83MONDELEZ INTL INC6092071054,895$327,2590.03%
84AMERICAN CENTY ETF TR02507A1015,651$321,6770.03%
85BROADCOM INCAVGO1,137$315,9720.03%
86WALMART INCWMT3,264$315,9610.03%
87ISHARES TR46428739011,978$310,7120.03%
88COSTCO WHSL CORP NEW22160K105316$310,5360.03%
89MCDONALDS CORPMCD1,040$304,6020.03%
90MERCK & CO INCMRK3,469$290,3580.03%
91ISHARES TR46429B5985,199$289,3890.03%
92YUM BRANDS INCYUM1,907$287,6710.03%
93COCA COLA COKO3,993$277,4610.03%
94AMERICAN CENTY ETF TR0250722404,447$273,5920.03%
95HONEYWELL INTL INC4385161061,126$268,7860.03%
96FLEXSHARES TRFLEX6,453$263,9940.03%
97UDR INCUDR6,372$259,4660.03%
98VISA INCV719$257,1790.03%
99CHEVRON CORP NEWCVX1,678$256,7680.03%
100MAXIMUS INCMMS3,387$243,5930.02%
101COMCAST CORP NEWCCZ6,797$242,0950.02%
102PEPSICO INCPEP1,800$242,0510.02%
103ALPHABET INCGOOG1,353$240,3740.02%
104GE VERNOVA INCGEV446$238,9530.02%
105PFIZER INCPFE9,292$237,4910.02%
106ABBOTT LABSABLZF1,781$237,3030.02%
107AMERICAN ELEC PWR CO INC0255371012,144$224,5540.02%
108WELLS FARGO CO NEW9497461012,661$217,6360.02%
109HARTFORD INSURANCE GROUP INCHIG-PG1,764$214,9440.02%
110RBB FD INC74933W4604,100$205,0620.02%
111AUTOMATIC DATA PROCESSING INADP649$200,1580.02%