VERUS WEALTH MANAGEMENT, LLC
CIK 2042938 · Holdings on Dec 31, 2024 · First reported Jan 23, 2025
Top ten holdings
Q4 2024- MUB12.89%
- VOO10.69%
- VCIT6.77%
- VEA6.68%
- BND5.74%
- VONV4.36%
- IJR4.18%
- SPHY4.03%
- AVEM3.84%
- VTEB3.64%
Share classes counted separately62.82%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $11.49M | 12.89% | 107.87K shares | Prior unavailable — | — | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.53M | 10.69% | 17.68K shares | Prior unavailable — | — | ↗▾ |
| 03 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $6.03M | 6.77% | 75.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.96M | 6.68% | 124.54K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $5.12M | 5.74% | 71.13K shares | Prior unavailable — | — | ↗▾ |
| 06 | VONVVANGUARD RUSSELL 1000 VALUEVNG RUS1000VAL View history and evidence | $3.89M | 4.36% | 47.85K shares | Prior unavailable — | — | ↗▾ |
| 07 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $3.73M | 4.18% | 32.33K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPHYSS SPDR P HIGH YIELD ETFPORTFLI HIGH YLD View history and evidence | $3.60M | 4.03% | 153.19K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $3.43M | 3.84% | 58.30K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $3.24M | 3.64% | 64.70K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2042938 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-23
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002042938-25-000002",
"cover_total": 89165578,
"filing_date": "2025-01-23",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 18,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0002042938-25-000001",
"filing_date": "2025-01-23",
"confidential": false,
"cover_table_value_total_raw": 89165578
}
],
"cover_table_value": 89165578
}Research all 53 reported holdings.
This page includes 30 of 53 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.