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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 4 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ILCV ISHARES TR 12,400.0 $1.2M 0.22% $93.14 +8.7%
62 IWM ISHARES TR 4,523.0 $1.1M 0.21% +172.0 +4.0% $248.00 +20.3%
63 JNJ JOHNSON & JOHNSON Healthcare 4,487.0 $1.1M 0.21% +1K +42.0% $244.45 -6.1%
64 OEF ISHARES TR 3,383.0 $1.1M 0.20% $318.05 +15.9%
65 SCHD SCHWAB STRATEGIC TR 34,311.0 $1.1M 0.20% +270.0 +0.8% $30.68 +4.2%
66 GE GE AEROSPACE Industrials 3,706.0 $1.1M 0.20% +330.0 +9.8% $283.78 +26.1%
67 VBIL VANGUARD INSTL INDEX FD 13,887.0 $1.1M 0.20% NEW $75.65 -0.0%
68 PG PROCTER & GAMBLE CO Consumer Defensive 7,147.0 $1.0M 0.20% +1K +20.5% $144.43 +3.7%
69 IVW ISHARES TR 9,086.0 $1.0M 0.20% $113.10 +22.1%
70 SCHV SCHWAB STRATEGIC TR 32,836.0 $1.0M 0.19% -268.0 -0.8% $30.50 +14.4%
71 BIL SPDR SERIES TRUST 10,705.0 $981K 0.19% -4K -25.6% $91.64 -0.1%
72 XOM EXXON MOBIL CORP Energy 5,389.0 $914K 0.17% +883.0 +19.6% $169.67 -19.0%
73 VOOV VANGUARD ADMIRAL FDS INC 4,472.0 $911K 0.17% $203.77 +8.4%
74 RTX RTX CORPORATION Industrials 4,672.0 $901K 0.17% +538.0 +13.0% $192.91 -5.3%
75 BND VANGUARD BD INDEX FDS 12,117.0 $892K 0.17% +5K +61.2% $73.64 -0.6%
76 ORCL ORACLE CORP Technology 5,833.0 $858K 0.16% +3K +142.1% $147.12 +23.7%
77 QQQ INVESCO QQQ TR Financial Services 1,477.0 $852K 0.16% +233.0 +18.7% $577.12 +28.9%
78 DUSB DIMENSIONAL ETF TRUST 16,714.0 $848K 0.16% NEW $50.71 +0.3%
79 CVX CHEVRON CORPORATION Energy 4,031.0 $834K 0.16% +277.0 +7.4% $206.89 -16.1%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 825.0 $822K 0.16% +136.0 +19.7% $996.23 -4.9%
Page 4 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%