Titelia

Holdings of VERUS WEALTH MANAGEMENT, LLC

45 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.7 % of the equity sleeve

Sector breakdown

  • Funds 18.7 %
  • Technology 3.5 %
  • Communication 1.3 %
  • Consumer discretionary 0.9 %
  • Financials 0.6 %
  • Health care 0.3 %
  • Unattributed 74.8 %

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
1US45106M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares National Muni Bond ETF 125,77813.4M $
2Vanguard S&P 500 ETF 21,40912.8M $
3Vanguard Intermediate-Term Corporate Bond ETF 105,5838.7M $
4Vanguard Total Bond Market ETF 97,0557.1M $
5Vanguard Tax-Exempt Bond Index ETF 93,5554.7M $
6VANGUARD SCOTTSDALE FUNDS 44,6104.2M $
7Avantis International Equity ETF 47,3764M $
8State Street SPDR Portfolio High Yield Bond ETF 169,5344M $
9iShares Core S&P Small-Cap ETF 30,8833.8M $
10Vanguard FTSE Developed Markets ETF 58,0483.7M $
11Avantis Emerging Markets Equity ETF 45,0393.6M $
12VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 36,8422.9M $
13iShares J.P. Morgan USD Emerging Markets Bond ETF 30,9162.9M $
14iShares Core MSCI Emerging Markets ETF 35,1332.5M $
15State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 65,4662.2M $
16Vanguard Russell 1000 5,7701.7M $
17Dimensional International Value ETF 31,2091.6M $
18Dimensional U S Targeted Value ETF 26,1131.6M $
19Vanguard Emerging Markets Government Bond ETF 24,5421.6M $
20Avantis International Small Cap Value ETF 15,4021.5M $
21Dimensional U S Small Cap ETF 21,1451.5M $
22DFA Dimensional US Marketwide Value ETF 29,7651.4M $
23iShares Russell 1000 Growth ETF 3,1221.3M $
24Schwab International Equity ETF 53,4181.3M $
25NVIDIA Corp 6,9881.2M $
26Apple Inc 4,7011.2M $
27Microsoft Corp 2,457909.5K $
28iShares Trust 7,368833.4K $
29iShares Core U.S. Aggregate Bond ETF 8,057799.8K $
30Vanguard S&P 500 Value ETF 3,558725.1K $
31iShares Core MSCI International Developed Markets ETF 7,960665.2K $
32Amazon.com Inc 2,838591.1K $
33Alphabet Inc 2,047588.6K $
34Franklin Templeton ETF Trust 21,903543K $
35Broadcom Inc 1,351418.1K $
36Meta Platforms Inc 693396.5K $
37iShares California Muni Bond ETF 6,550372.4K $
38Alphabet Inc 1,298372.3K $
39Tesla Inc 863320.8K $
40Eli Lilly & Co 344316.4K $
41JPMorgan Chase & Co 1,072315.3K $
42iShares Trust 1,424304.3K $
43American Century ETF Trust 2,650292.7K $
44Flexshares Trust 5,015276.6K $
45Berkshire Hathaway Inc 573274.6K $