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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $527M AUM 176 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 89 Added 41 Reduced 4 Exited
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNDX SCHWAB STRATEGIC TR 203,090.0 $5.7M 1.07% -17K -7.5% $27.85 +11.5%
22 VTI VANGUARD INDEX FDS 16,871.0 $5.4M 1.03% +2K +11.8% $320.80 +15.3%
23 VEA VANGUARD TAX-MANAGED FDS 83,843.0 $5.4M 1.02% +928.0 +1.1% $64.08 +12.8%
24 KO COCA COLA CO Consumer Defensive 70,284.0 $5.3M 1.01% +6K +9.9% $76.05 +4.4%
25 DFIV DIMENSIONAL ETF TRUST 90,376.0 $4.8M 0.91% -2K -1.8% $52.78 +4.8%
26 PXF INVESCO EXCH TRADED FD TR II 64,640.0 $4.5M 0.86% $69.90 +11.3%
27 IWF ISHARES TR 10,548.0 $4.5M 0.85% -510.0 -4.6% $426.40 -71.1%
28 SPHQ INVESCO EXCHANGE TRADED FD T 50,342.0 $3.8M 0.72% $75.19 +18.8%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,420.0 $3.5M 0.67% +677.0 +14.3% $650.33 +14.8%
30 VOOG VANGUARD ADMIRAL FDS INC 8,623.0 $3.5M 0.67% -539.0 -5.9% $407.68 -79.6%
31 NVDA NVIDIA CORPORATION Technology 19,564.0 $3.4M 0.65% +2K +12.2% $174.40 +20.8%
32 FNDA SCHWAB STRATEGIC TR 103,188.0 $3.3M 0.64% -15K -12.3% $32.43 +14.0%
33 LLY ELI LILLY & CO Healthcare 3,616.0 $3.3M 0.63% -221.0 -5.8% $919.78 +19.4%
34 MSFT MICROSOFT CORP Technology 8,892.0 $3.3M 0.62% +736.0 +9.0% $370.15 +2.5%
35 DFEV DIMENSIONAL ETF TRUST 88,975.0 $3.2M 0.60% $35.78 +24.3%
36 TSLA TESLA INC Consumer Cyclical 7,290.0 $2.7M 0.52% +80.0 +1.1% $371.75 +7.7%
37 RY ROYAL BK CDA Financial Services 16,328.0 $2.6M 0.50% +233.0 +1.4% $161.78 +24.6%
38 XLK SELECT SECTOR SPDR TR 18,971.0 $2.5M 0.48% -1K -6.8% $132.90 +44.1%
39 VIOO VANGUARD ADMIRAL FDS INC 21,370.0 $2.5M 0.47% -817.0 -3.7% $114.83 +15.6%
40 VWO VANGUARD INTL EQUITY INDEX F 45,203.0 $2.4M 0.46% +2K +4.1% $54.05 +12.4%
Page 2 of 9  ·  176 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
Financial Services 25.7%
Technology 22.8%
Consumer Defensive 11.2%
Consumer Cyclical 10.6%
Healthcare 10.3%
Industrials 8.1%
Communication Services 6.3%
Energy 2.9%
Utilities 1.4%
Basic Materials 0.5%