Titelia

Holdings of Verus Financial Partners, Inc.

116 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.9 % of the equity sleeve

Sector breakdown

  • Funds 5.8 %
  • Technology 0.9 %
  • Consumer staples 0.9 %
  • Health care 0.5 %
  • Financials 0.4 %
  • Industrials 0.4 %
  • Consumer discretionary 0.3 %
  • Utilities 0.3 %
  • Communication 0.2 %
  • Energy 0.2 %
  • Unattributed 90.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1161.1B $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Total Stock Market ETF 773,864267.8M $
2Vanguard Total Bond Market ETF 1,782,940131.5M $
3Vanguard Total International S 1,010,60983.5M $
4Avantis Core Fixed Income ETF 1,531,53163.8M $
5Avantis Short-Term Fixed Income ETF 1,355,90663.4M $
6Vanguard Bond Index Funds 671,96852M $
7Vanguard FTSE All-World ex-US ETF 643,77551.8M $
8VANGUARD WORLD FUND 201,78951.7M $
9Dimensional International Value ETF 846,73746.8M $
10DFA Dimensional US Marketwide Value ETF 751,34137.9M $
11iShares Core S&P 500 ETF 47,86233.7M $
12Vanguard Index Funds 134,67130.7M $
13Vanguard Large-Cap ETF 70,38422.7M $
14Avantis US Large Cap Value ETF 257,37321.8M $
15Vanguard Malvern Funds 284,48214.3M $
16iShares Core MSCI Total International Stock ETF 146,76213.6M $
17Vanguard Tax-Exempt Bond Index ETF 183,9639.3M $
18Vanguard Mid-Cap ETF 28,2088.5M $
19iShares Select Dividend ETF 45,8087M $
20DFA Dimensional National Municipal Bond ETF 95,7854.6M $
21iShares Core S&P Mid-Cap ETF 57,0584.1M $
22Philip Morris International Inc. 26,0534.1M $
23Altria Group, Inc. 54,7493.6M $
24State Street SPDR S&P 500 ETF Trust 4,9343.5M $
25Apple Inc 12,6653.3M $
26Vanguard S&P 500 ETF 4,9673.2M $
27Vanguard Intermediate-Term Tax-Exempt Bond ETF 29,0162.9M $
28Ishares Gold Trust 30,1612.7M $
29Vanguard Russell 3000 7,8332.4M $
30Vanguard Total World Stock ETF 16,2722.4M $
31HCA Healthcare Inc 4,7702.3M $
32Schwab US Dividend Equity ETF 73,7542.3M $
33Microsoft Corp 4,9792.1M $
34iShares Trust 9,2022.1M $
35Dimensional ETF Trust 42,1681.8M $
36Dominion Energy Inc 26,8391.7M $
37Exxon Mobil Corp 10,3031.6M $
38Vanguard Scottsdale Funds 26,6901.6M $
39International Business Machines Corp. 5,6901.4M $
40Vanguard Ultra Short Bond ETF 27,2481.4M $
41Johnson & Johnson 4,9211.2M $
42Alphabet Inc 3,3671.1M $
43Avantis International Large Cap Value ETF 14,0451.1M $
44WW Grainger Inc 9721.1M $
45Dimensional U S Small Cap ETF 14,1311.1M $
46iShares Russell 1000 Growth ETF 2,2571.1M $
47Berkshire Hathaway Inc 2,1201M $
48Vanguard 0-3 Month Treasury Bi 13,142992.9K $
49JPMorgan Chase & Co 3,031939.6K $
50Vanguard Small-Cap ETF 3,214898.4K $
51Amazon.com Inc 3,460864K $
52NVIDIA Corp 4,224837.9K $
53Caterpillar Inc 1,010780.8K $
54Brandywine Realty Trust 260,694737.8K $
55Meta Platforms Inc 1,075727.5K $
56Lowe's Cos Inc 2,987724.1K $
57Fidelity Wise Origin Bitcoin Fund 10,447685.6K $
58Norfolk Southern Corp 2,238677.3K $
59Elevance Health Inc 2,125671.1K $
60QUALCOMM Inc 4,898658.6K $
61Nasdaq Inc 7,032624.9K $
62General Electric Co 2,095624.9K $
63Dimensional International Smal 14,805615.9K $
64ISHARES TRUST 16,204614.8K $
65SPDR Gold Shares 1,372603.8K $
66Bank of America Corp 10,995588.3K $
67TJX Cos Inc/The 3,626571K $
68Broadcom Inc 1,424567.4K $
69Southern Co/The 5,950564.7K $
70VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3,443554.1K $
71Vanguard Value ETF 2,392484.6K $
72abrdn Platinum ETF Trust 2,500475.7K $
73GE Vernova Inc 480469.6K $
74McKesson Corp 524454.5K $
75Duke Energy Corp 3,521453K $
76Merck & Co Inc 3,870446.8K $
77Capital One Financial Corp 2,195440.5K $
78AbbVie Inc 2,008419.7K $
79Alphabet Inc 1,219405.6K $
80PepsiCo Inc 2,547403.5K $
81Walmart Inc 3,216401.4K $
82Vanguard Index Funds 1,217401.1K $
83Home Depot Inc/The 1,149387.5K $
84Dimensional ETF Trust 5,006382.7K $
85Wisdomtree Trust 3,918381.8K $
86Visa Inc 1,192375.6K $
87McDonald's Corp. 1,222375.1K $
88Dimensional U S Targeted Value ETF 5,678369.5K $
89iShares Bitcoin Trust ETF 8,597367.4K $
90Flexshares Trust 6,574365.2K $
91Chevron Corp 1,927362.6K $
92Invesco QQQ Trust Series 1 566362.5K $
93Verizon Communications Inc 7,749362.5K $
94Mondelez International Inc 5,625321K $
95Costco Wholesale Corp 315311K $
96Coca-Cola Co/The 3,993300.2K $
97Procter & Gamble Co/The 2,097300.2K $
98Corning Inc 1,763292.8K $
99American Electric Power Co Inc 2,148289K $
100Eli Lilly & Co 313282.6K $