Veratis Advisors, Inc. - Portfolio overview

Veratis Advisors, Inc. has 75 reported holdings in this dataset, with the latest filing dated 2026-02-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 8.73%
2. LECO - LINCOLN ELEC HLDGS INC, 7.51%
3. DFAT - DIMENSIONAL ETF TRUST, 7.25%

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

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