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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 3 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHX SCHWAB STRATEGIC TR 85,038.0 $2.2M 0.41% $25.64 +15.0%
42 VTV VANGUARD INDEX FDS 10,921.0 $2.1M 0.41% $196.20 +10.3%
43 AVGO BROADCOM INC Technology 6,634.0 $2.1M 0.39% +179.0 +2.8% $309.50 +32.9%
44 IWV ISHARES TR 5,539.0 $2.1M 0.39% $370.68 +14.6%
45 DGRW WISDOMTREE TR 22,315.0 $2.0M 0.37% +2K +9.3% $87.84 +9.2%
46 JPM JPMORGAN CHASE & CO Financial Services 6,659.0 $2.0M 0.37% +711.0 +11.9% $294.15 +10.6%
47 GOOG ALPHABET INC Communication Services 6,712.0 $1.9M 0.37% +956.0 +16.6% $286.85 +28.1%
48 AMZN AMAZON COM INC Consumer Cyclical 9,199.0 $1.9M 0.36% -5K -35.9% $208.27 +17.3%
49 IXUS ISHARES TR 21,387.0 $1.9M 0.35% -478.0 -2.2% $86.64 +11.9%
50 GOOGL ALPHABET INC Communication Services 5,959.0 $1.7M 0.33% +393.0 +7.1% $287.56 +28.0%
51 PRF INVESCO EXCHANGE TRADED FD T 35,338.0 $1.7M 0.32% -1K -3.5% $47.53 +13.3%
52 VANGUARD MUN BD FDS 21,501.0 $1.6M 0.31% +2K +11.8% $76.29
53 LOW LOWES COS INC Consumer Cyclical 6,807.0 $1.6M 0.30% -193.0 -2.8% $236.28 -6.0%
54 BERKSHIRE HATHAWAY INC DEL 3,344.0 $1.6M 0.30% -31.0 -0.9% $479.22
55 WMT WALMART INC Consumer Defensive 12,549.0 $1.6M 0.30% +6K +88.4% $124.28 -5.7%
56 BSV VANGUARD BD INDEX FDS 18,029.0 $1.4M 0.27% -4K -17.5% $78.41 -0.8%
57 IWD ISHARES TR 6,445.0 $1.4M 0.26% $213.68 +13.3%
58 IDEV ISHARES TR 15,872.0 $1.3M 0.25% $83.57 +7.2%
59 HD HOME DEPOT INC Consumer Cyclical 4,031.0 $1.3M 0.25% +178.0 +4.6% $328.89 +1.6%
60 VONV VANGUARD SCOTTSDALE FDS 14,072.0 $1.3M 0.25% -247.0 -1.7% $93.74 +13.2%
Page 3 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%