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

Institutional Manager · CIK 0002042938

VERUS WEALTH MANAGEMENT, LLC

DE PERE, WI · File #028-24589

Latest AUM
$107.3M
Positions
53
Top-10 Concentration
61.3%
Filings
6

Sector Allocation

Technology
4.2%$4.5M
Healthcare
0.3%$368,616
Financials
0.2%$206,217

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836320,981$13.2M12.28%
2ISHARES TR464288414117,216$12.6M11.72%
3VANGUARD SCOTTSDALE FDS92206C87099,012$8.3M7.74%
4VANGUARD BD INDEX FDS92193783592,728$6.9M6.41%
5VANGUARD MUN BD FDS922907746106,720$5.4M5.01%
6SPDR SERIES TRUST78468R606177,382$4.2M3.92%
7VANGUARD SCOTTSDALE FDS92206C71443,096$4.0M3.71%
8AMERICAN CENTY ETF TR02507270346,921$3.9M3.61%
9ISHARES TR46428780431,212$3.8M3.50%
10VANGUARD TAX-MANAGED FDS92194385857,527$3.6M3.35%
11AMERICAN CENTY ETF TR02507260445,268$3.5M3.25%
12VANGUARD SCOTTSDALE FDS92206C40936,295$2.9M2.70%
13ISHARES TR46428828129,973$2.9M2.69%
14ISHARES INC46434G10335,165$2.4M2.21%
15SPDR SERIES TRUST78464A37567,081$2.3M2.12%
16VANGUARD WHITEHALL FDS92194688524,119$1.6M1.52%
17DIMENSIONAL ETF TRUST25434V80732,209$1.6M1.50%
18VANGUARD SCOTTSDALE FDS92206C7305,085$1.6M1.47%
19DIMENSIONAL ETF TRUST25434V60926,335$1.6M1.46%
20AMERICAN CENTY ETF TR02507280215,851$1.5M1.39%