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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $669M AUM 202 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 88 Added 48 Reduced 6 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 23,767.0 $17.8M 2.66% -224.0 -0.9% $748.90 +2.7%
2 PRFZ INVESCO EXCHANGE TRADED FD T 137,069.0 $7.6M 1.14% -6K -4.2% $55.77 +0.2%
3 ACWI ISHARES TR 45,092.0 $7.1M 1.06% -2K -3.7% $156.97 +2.4%
4 VIG VANGUARD SPECIALIZED FUNDS 28,948.0 $6.8M 1.02% -2K -6.0% $236.62 +3.1%
5 VEA VANGUARD TAX-MANAGED FDS 82,156.0 $5.9M 0.88% -2K -2.0% $71.25 +3.0%
6 FNDX SCHWAB STRATEGIC TR 186,856.0 $5.8M 0.87% -16K -8.0% $31.10 +4.6%
7 VTI VANGUARD INDEX FDS 15,436.0 $5.7M 0.85% -1K -8.5% $370.03 +2.2%
8 SPHQ INVESCO EXCHANGE TRADED FD T 48,283.0 $4.4M 0.65% -2K -4.1% $90.10 -4.6%
9 FNDA SCHWAB STRATEGIC TR 99,237.0 $3.8M 0.56% -4K -3.8% $38.06 -0.9%
10 VIOO VANGUARD ADMIRAL FDS INC 20,002.0 $2.8M 0.41% -1K -6.4% $137.54 -0.7%
11 VWO VANGUARD INTL EQUITY INDEX F 43,674.0 $2.6M 0.39% -2K -3.4% $59.69 +1.3%
12 VTV VANGUARD INDEX FDS 10,569.0 $2.3M 0.34% -352.0 -3.2% $217.92 +3.9%
13 IXUS ISHARES TR 21,227.0 $2.0M 0.30% -160.0 -0.8% $95.44 +2.6%
14 J P MORGAN EXCHANGE TRADED F 38,444.0 $1.9M 0.29% -292K -88.4% $50.57
15 DGRW WISDOMTREE TR 20,266.0 $1.9M 0.29% -2K -9.2% $95.62 +3.8%
16 IWD ISHARES TR 6,355.0 $1.5M 0.23% -90.0 -1.4% $242.42 +6.1%
17 VONV VANGUARD SCOTTSDALE FDS 13,814.0 $1.5M 0.22% -258.0 -1.8% $106.31 +6.1%
18 IDEV ISHARES TR 15,533.0 $1.4M 0.21% -339.0 -2.1% $89.01 +4.8%
19 WMT WALMART INC Consumer Defensive 11,824.0 $1.3M 0.20% -725.0 -5.8% $113.26 -8.4%
20 GE GE AEROSPACE Industrials 3,528.0 $1.3M 0.20% -178.0 -4.8% $373.71 -6.8%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Financial Services 25.0%
Healthcare 10.8%
Consumer Cyclical 10.0%
Consumer Defensive 9.3%
Industrials 9.1%
Communication Services 3.7%
Energy 2.3%
Utilities 1.3%
Basic Materials 0.4%