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 Q4 2025 · Filed February 2, 2026 · Accession 0001481714-26-000001

Total Value
$1.09B
Positions
115
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (115)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769763,829$261.3M24.04%
2VANGUARD BD INDEX FDS9219378351,711,886$127.3M11.71%
3VANGUARD STAR FDS9219097681,016,907$81.2M7.47%
4AMERICAN CENTY ETF TR0250726871,342,598$63.3M5.82%
5AMERICAN CENTY ETF TR0250725621,474,290$62.0M5.70%
6VANGUARD WORLD FD921910873201,637$51.2M4.71%
7VANGUARD INTL EQUITY INDEX F922042775647,314$50.3M4.63%
8VANGUARD BD INDEX FDS921937819599,613$46.7M4.30%
9DIMENSIONAL ETF TRUST25434V807851,719$44.7M4.11%
10ISHARES TR46428720047,853$33.3M3.06%
11AMERICAN CENTY ETF TR025072349410,597$32.8M3.02%
12VANGUARD INDEX FDS922908611137,820$30.9M2.85%
13DIMENSIONAL ETF TRUST25434V724597,541$29.1M2.68%
14VANGUARD INDEX FDS92290863770,302$22.4M2.07%
15VANGUARD MALVERN FDS922020805277,475$13.7M1.26%
16ISHARES TR46432F834148,922$13.3M1.23%
17VANGUARD MUN BD FDS922907746182,641$9.2M0.85%
18VANGUARD INDEX FDS92290862928,720$8.6M0.79%
19ISHARES TR46428716854,194$8.1M0.74%
20VANGUARD MUN BD FDS92290771289,701$6.8M0.63%
21PHILIP MORRIS INTL INC71817210926,077$4.6M0.42%
22DIMENSIONAL ETF TRUST25434V84993,506$4.5M0.42%
23ISHARES TR46428750757,942$4.0M0.37%
24ALTRIA GROUP INCMO54,842$3.5M0.32%
25SPDR S&P 500 ETF TRSPY4,930$3.4M0.31%
26APPLE INCAAPL12,554$3.2M0.29%
27VANGUARD INDEX FDS9229083634,964$3.2M0.29%
28ISHARES GOLD TRIAU30,161$2.9M0.26%
29SCHWAB STRATEGIC TR80852479789,623$2.6M0.24%
30VANGUARD SCOTTSDALE FDS92206C5997,834$2.4M0.22%
31VANGUARD INTL EQUITY INDEX F92204274216,277$2.4M0.22%
32HCA HEALTHCARE INCHCA4,770$2.3M0.21%
33MICROSOFT CORPMSFT4,473$2.1M0.19%
34ISHARES TR4642875989,201$2.0M0.19%
35DIMENSIONAL ETF TRUST25434V87242,591$1.8M0.17%
36VANGUARD SCOTTSDALE FDS92206C10230,534$1.8M0.17%
37INTERNATIONAL BUSINESS MACHSINTR5,690$1.7M0.16%
38DOMINION ENERGY INCD26,839$1.6M0.15%
39EXXON MOBIL CORPXOM10,300$1.4M0.13%
40VANGUARD BD INDEX FDS92203C30326,955$1.3M0.12%
41WW GRAINGER INC3848021041,082$1.1M0.10%
42VANGUARD INSTL INDEX FD92204084514,509$1.1M0.10%
43ISHARES TR4642876142,257$1.1M0.10%
44AMERICAN CENTY ETF TR02507236414,027$1.1M0.10%
45DIMENSIONAL ETF TRUST25434V50014,098$1.0M0.10%
46BERKSHIRE HATHAWAY INC DELBRK-A2,157$1.0M0.10%
47JOHNSON & JOHNSONJNJ4,694$1.0M0.10%
48ALPHABET INCGOOG2,719$906,0660.08%
49VANGUARD INDEX FDS9229087513,301$904,5000.08%
50JPMORGAN CHASE & CO.VYLD2,919$878,7000.08%
51LOWES COS INC5486611073,152$875,8600.08%
52QUALCOMM INCQCOM5,504$850,4780.08%
53ELEVANCE HEALTH INC FORMERLYELV2,125$800,9430.07%
54FIDELITY WISE ORIGIN BITCOINFBTC10,447$796,6880.07%
55BRANDYWINE RLTY TR105368203253,349$737,2460.07%
56NASDAQ INCNDAQ7,032$695,3940.06%
57CATERPILLAR INCCAT1,064$676,9310.06%
58SPDR GOLD TRGLD1,416$658,0150.06%
59NORFOLK SOUTHN CORP6558441082,270$654,4100.06%
60GE AEROSPACE3696043012,095$618,1120.06%
61ABRDN PLATINUM ETF TRUSTPPLT2,500$616,8750.06%
62DIMENSIONAL ETF TRUST25434V78114,799$603,3690.06%
63AMAZON COM INCAMZN2,429$579,1220.05%
64BANK AMERICA CORP06050510410,995$571,9610.05%
65DIMENSIONAL ETF TRUST25434V88016,380$569,8720.05%
66ISHARES TR46428739016,204$569,0920.05%
67TJX COS INC NEW8725401093,626$544,1650.05%
68SOUTHERN COSOMN5,950$524,5810.05%
69NVIDIA CORPORATIONNVDA2,730$509,0900.05%
70META PLATFORMS INCMETA751$504,7890.05%
71CAPITAL ONE FINL CORP14040H1052,193$482,8530.04%
72VANGUARD WORLD FD92204A3063,424$474,9260.04%
73VANGUARD INDEX FDS9229087442,391$474,0290.04%
74ABBVIE INCABBV2,039$450,2470.04%
75HOME DEPOT INCHD1,143$441,9820.04%
76ISHARES BITCOIN TRUST ETFIBIT8,897$441,7360.04%
77MCKESSON CORPMCK524$433,1490.04%
78DUKE ENERGY CORP NEWDUKB3,519$418,0460.04%
79MERCK & CO INCMRK3,869$415,5440.04%
80ALPHABET INCGOOG1,236$412,3170.04%
81VANGUARD INDEX FDS9229085951,217$391,7890.04%
82AMERICAN CENTY ETF TR02507A1015,651$391,5860.04%
83DIMENSIONAL ETF TRUST25434V4015,177$391,0160.04%
84MCDONALDS CORPMCD1,240$387,9740.04%
85WALMART INCWMT3,214$378,0390.03%
86WISDOMTREE TRWT3,918$376,1280.03%
87PEPSICO INCPEP2,547$371,6030.03%
88BROADCOM INCAVGO1,110$360,5840.03%
89DIMENSIONAL ETF TRUST25434V6095,678$359,7580.03%
90INVESCO QQQ TRIVZ569$355,8870.03%
91DIMENSIONAL ETF TRUST25434V8647,370$354,0670.03%
92FLEXSHARES TRFLEX6,550$335,5440.03%
93MONDELEZ INTL INC6092071055,621$328,9860.03%
94VERIZON COMMUNICATIONS INCVZ8,141$322,5520.03%
95GE VERNOVA INCGEV480$319,6750.03%
96PROCTER AND GAMBLE CO7427181092,122$317,1990.03%
97AMERICAN CENTY ETF TR0250722404,447$309,4680.03%
98COSTCO WHSL CORP NEW22160K105315$307,9940.03%
99ELI LILLY & COLLY278$295,0530.03%
100COCA COLA COKO3,993$289,7600.03%
101CHEVRON CORP NEWCVX1,630$273,0250.03%
102ISHARES TR46429B5985,199$267,4480.02%
103VANGUARD WORLD FD92204A702346$263,3700.02%
104AMERICAN ELEC PWR CO INC0255371012,147$253,3850.02%
105HONEYWELL INTL INC4385161061,121$247,8260.02%
106VISA INCV725$238,1090.02%
107UDR INCUDR6,400$236,7940.02%
108WELLS FARGO CO NEW9497461012,667$234,8440.02%
109PFIZER INCPFE8,992$232,7010.02%
110HARTFORD INSURANCE GROUP INCHIG-PG1,775$232,0010.02%
111MAXIMUS INCMMS2,248$221,7880.02%
112CARMAX INCKMX4,696$211,9770.02%
113RBB FD INC74933W4604,100$205,7380.02%
114AMERICAN CENTY ETF TR0250727032,333$203,1050.02%
115EMERSON ELEC COEMR1,358$202,4670.02%