Verum Partners LLC - Portfolio overview

Verum Partners LLC has 182 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCRM - VANGUARD MUN BD FDS, 8.58%
2. VOO - VANGUARD INDEX FDS, 7.98%
3. GOVT - ISHARES TR, 6.75%

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

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