Verus Advisory, Inc.
CIK 2064821 · Holdings on Mar 31, 2026 · First reported Jun 5, 2026
Top ten holdings
Q1 2026- SPY12.50%
- VWO12.50%
- VEA12.50%
- VTI12.50%
- JSTC12.50%
- BND12.50%
- NUDM12.50%
- NUEM12.50%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight decreased · -27.52 pp40.02% → 12.50%Shares -89.27K (-100.00%)
- VTIWeight decreased · -16.89 pp29.39% → 12.50%Shares -133.33K (-100.00%)
- JSTCWeight increased · +12.18 pp0.32% → 12.50%Shares -24.22K (-100.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $1.00 | 12.50% | 0 shares | 40.02% → 12.50%-27.52 pp -89.27K (-100.00%) | Reduced | ▾ |
| 02 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.00 | 12.50% | 0 shares | 5.13% → 12.50%+7.37 pp -146.07K (-100.00%) | Reduced | ▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $1.00 | 12.50% | 0 shares | 6.24% → 12.50%+6.26 pp -152.27K (-100.00%) | Reduced | ▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.00 | 12.50% | 0 shares | 29.39% → 12.50%-16.89 pp -133.33K (-100.00%) | Reduced | ▾ |
| 05 | JSTCADASINA SOCIAL JUSTICE GLBADASINA SOCIAL View history and evidence | $1.00 | 12.50% | 0 shares | 0.32% → 12.50%+12.18 pp -24.22K (-100.00%) | Reduced | ▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BOND MARKET View history and evidence | $1.00 | 12.50% | 0 shares | 17.17% → 12.50%-4.67 pp -354.32K (-100.00%) | Reduced | ▾ |
| 07 | NUDMNUVEEN ESG INTL DEVEL MRK EQNUBEEN ESG INTL View history and evidence | $1.00 | 12.50% | 0 shares | 1.28% → 12.50%+11.22 pp -53.94K (-100.00%) | Reduced | ▾ |
| 08 | NUEMNUVEEN ESG EMERGING MARKETSNUVEEN ESG EMRGN View history and evidence | $1.00 | 12.50% | 0 shares | 0.45% → 12.50%+12.05 pp -19.24K (-100.00%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2064821 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-06-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 0
}Take these holdings further.
This page includes 8 of 8 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 8 of 8 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2064821","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"2064821","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
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.