VERUS WEALTH MANAGEMENT, LLC - Portfolio overview

VERUS WEALTH MANAGEMENT, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. MUB - ISHARES TR, 12.40%
  2. VOO - VANGUARD INDEX FDS, 11.89%
  3. VCIT - VANGUARD SCOTTSDALE FDS, 8.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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