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 Q3 2025 · Filed October 30, 2025 · Accession 0001481714-25-000012

Total Value
$1.04B
Positions
121
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (121)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769764,057$250.7M24.12%
2VANGUARD BD INDEX FDS9219378351,641,680$122.1M11.74%
3VANGUARD STAR FDS9219097681,049,453$77.1M7.41%
4AMERICAN CENTY ETF TR0250726871,549,482$73.2M7.04%
5AMERICAN CENTY ETF TR0250725621,400,955$59.0M5.67%
6VANGUARD WORLD FD921910873205,883$50.3M4.83%
7VANGUARD INTL EQUITY INDEX F922042775650,332$46.4M4.46%
8VANGUARD BD INDEX FDS921937819572,671$44.7M4.30%
9DIMENSIONAL ETF TRUST25434V807844,896$39.0M3.75%
10ISHARES TR46428720048,343$32.4M3.11%
11AMERICAN CENTY ETF TR025072349429,520$31.0M2.99%
12VANGUARD INDEX FDS922908611144,562$30.2M2.90%
13SCHWAB STRATEGIC TR8085247971,034,362$28.2M2.72%
14VANGUARD INDEX FDS92290863771,456$22.0M2.12%
15ISHARES TR46432F834153,828$12.7M1.22%
16VANGUARD MUN BD FDS922907746180,878$9.1M0.87%
17VANGUARD INDEX FDS92290862929,343$8.6M0.83%
18ISHARES TR46428716856,970$8.1M0.78%
19VANGUARD MUN BD FDS92290771277,596$5.8M0.56%
20DIMENSIONAL ETF TRUST25434V84990,861$4.4M0.42%
21PHILIP MORRIS INTL INC71817210926,509$4.3M0.41%
22ISHARES TR46428750761,348$4.0M0.39%
23APPLE INCAAPL14,050$3.6M0.34%
24ALTRIA GROUP INCMO54,030$3.6M0.34%
25SPDR S&P 500 ETF TRSPY4,971$3.3M0.32%
26VANGUARD INDEX FDS9229083634,964$3.0M0.29%
27VANGUARD SCOTTSDALE FDS92206C5998,292$2.4M0.23%
28VANGUARD INTL EQUITY INDEX F92204274217,676$2.4M0.23%
29MICROSOFT CORPMSFT4,323$2.2M0.22%
30ISHARES GOLD TRIAU30,272$2.2M0.21%
31ISHARES TR46428759810,735$2.2M0.21%
32HCA HEALTHCARE INCHCA4,770$2.0M0.20%
33DOMINION ENERGY INCD29,965$1.8M0.18%
34DIMENSIONAL ETF TRUST25434V87242,282$1.8M0.17%
35VANGUARD SCOTTSDALE FDS92206C10230,610$1.8M0.17%
36INTERNATIONAL BUSINESS MACHSINTR5,720$1.6M0.16%
37VANGUARD BD INDEX FDS92203C30327,104$1.4M0.13%
38DIMENSIONAL ETF TRUST25434V72426,409$1.2M0.11%
39GRAINGER W W INC3848021041,177$1.1M0.11%
40ISHARES TR4642876142,362$1.1M0.11%
41EXXON MOBIL CORPXOM9,776$1.1M0.11%
42BRANDYWINE RLTY TR105368203253,349$1.1M0.10%
43FIDELITY WISE ORIGIN BITCOINFBTC10,447$1.0M0.10%
44VANGUARD INDEX FDS9229087513,975$1.0M0.10%
45JOHNSON & JOHNSONJNJ5,269$976,9350.09%
46DIMENSIONAL ETF TRUST25434V50014,059$962,4620.09%
47BERKSHIRE HATHAWAY INC DELBRK-A1,872$941,1290.09%
48AMERICAN CENTY ETF TR02507236413,825$932,3600.09%
49QUALCOMM INCQCOM5,504$915,6450.09%
50JPMORGAN CHASE & CO.VYLD2,816$888,2310.09%
51LOWES COS INC5486611073,467$871,3360.08%
52BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.07%
53BANK AMERICA CORP06050510413,591$701,1610.07%
54ALPHABET INCGOOG2,641$641,9360.06%
55NASDAQ INCNDAQ7,150$632,4180.06%
56GE AEROSPACE3696043012,095$630,1560.06%
57ABBVIE INCABBV2,641$611,4450.06%
58NORFOLK SOUTHN CORP6558441081,997$599,9810.06%
59ISHARES BITCOIN TRUST ETFIBIT8,897$578,3050.06%
60SOUTHERN COSOMN5,950$563,9120.05%
61META PLATFORMS INCMETA753$552,7620.05%
62AMAZON COM INCAMZN2,495$547,8270.05%
63ELEVANCE HEALTH INC FORMERLYELV1,668$538,9800.05%
64CAPITAL ONE FINL CORP14040H1052,487$528,6670.05%
65VANGUARD INDEX FDS9229087361,097$526,3620.05%
66DIMENSIONAL ETF TRUST25434V78114,703$524,7420.05%
67TJX COS INC NEW8725401093,626$524,0780.05%
68DIMENSIONAL ETF TRUST25434V88016,364$513,5000.05%
69MCDONALDS CORPMCD1,640$498,2670.05%
70SPDR GOLD TRGLD1,372$487,7050.05%
71NVIDIA CORPORATIONNVDA2,596$484,3700.05%
72MCKESSON CORPMCK623$481,2920.05%
73ISHARES TR46428739015,893$459,1520.04%
74INVESCO QQQ TRIVZ752$451,4460.04%
75VANGUARD INDEX FDS9229087442,389$445,4970.04%
76CATERPILLAR INCCAT914$436,3490.04%
77DUKE ENERGY CORP NEWDUKB3,517$435,2590.04%
78VANGUARD WORLD FD92204A3063,396$427,4510.04%
79HOME DEPOT INCHD993$402,5020.04%
80DIMENSIONAL ETF TRUST25434V4015,436$393,8130.04%
81PROCTER AND GAMBLE CO7427181092,509$385,5600.04%
82BROADCOM INCAVGO1,137$375,1080.04%
83VERIZON COMMUNICATIONS INCVZ8,299$364,7260.04%
84VANGUARD INDEX FDS9229085951,217$362,2040.03%
85ABRDN PLATINUM ETF TRUSTPPLT2,500$357,2000.03%
86WISDOMTREE TRWT3,918$356,5770.03%
87DIMENSIONAL ETF TRUST25434V8647,346$353,9820.03%
88ALPHABET INCGOOG1,398$340,4830.03%
89AMERICAN CENTY ETF TR02507A1015,651$338,6660.03%
90WALMART INCWMT3,241$333,9890.03%
91ORACLE CORPORCL-PD1,179$331,5270.03%
92COCA COLA COKO4,993$331,1610.03%
93DIMENSIONAL ETF TRUST25434V6095,681$330,6760.03%
94GE VERNOVA INCGEV513$315,4440.03%
95MONDELEZ INTL INC6092071054,952$309,3370.03%
96COSTCO WHSL CORP NEW22160K105333$308,4410.03%
97TRAVELERS COMPANIES INCTRV1,046$292,1430.03%
98YUM BRANDS INCYUM1,907$289,8640.03%
99FLEXSHARES TRFLEX6,505$284,7750.03%
100AMERICAN CENTY ETF TR0250722404,447$280,3790.03%
101MERCK & CO INCMRK3,246$272,4040.03%
102ISHARES TR46429B5985,199$270,6720.03%
103PFIZER INCPFE10,544$268,6490.03%
104MAXIMUS INCMMS2,890$264,0590.03%
105AMERICAN ELEC PWR CO INC0255371012,346$263,8890.03%
106CHEVRON CORP NEWCVX1,641$254,8310.02%
107CISCO SYS INCCSCO3,696$252,8690.02%
108PEPSICO INCPEP1,700$238,7340.02%
109UDR INCUDR6,400$238,4580.02%
110ABBOTT LABSABLZF1,769$236,9780.02%
111HONEYWELL INTL INC4385161061,120$235,8090.02%
112HARTFORD INSURANCE GROUP INCHIG-PG1,764$235,2620.02%
113VANGUARD INSTL INDEX FD9220408453,043$230,1130.02%
114VISA INCV669$228,3350.02%
115BOEING COBA-PA1,056$227,9120.02%
116RTX CORPORATIONRTX1,356$226,8990.02%
117WELLS FARGO CO NEW9497461012,664$223,3060.02%
118CARMAX INCKMX4,961$222,6000.02%
119VANGUARD WORLD FD92204A702295$220,1880.02%
120RBB FD INC74933W4604,100$205,8000.02%
121AT&T INCT-PC7,159$202,1600.02%