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The Analysis of VERUS WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, VERUS WEALTH MANAGEMENT, LLC holds 49 types of securities in its portfolio with a total value $107.7M. In the most recent quarter, they have increased their positions in MUB (+8.6K shares, valued at $908.9K), VCIT (+6.6K shares, valued at $543.7K), FLMI (+13.2K shares, valued at $327.6K); decreased their positions in VTEB (-13.2K shares, valued at $656.8K), SPHY (-7.8K shares, valued at $183.0K), SPIB (-1.6K shares, valued at $54.2K).

1M P&L

-3.1M-3.06%

3M P&L

-3.4M-3.36%

HY P&L

+1.3M+1.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.0M

94.4%

2Semiconductors1.2M

1.3%

3Consumer Electronics1.2M

1.3%

Top Industries by Stock Count

1N/A36 stocks

81.8%

2Internet Retail1 stocks

2.3%

3Consumer Electronics1 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MUB ISHARES TR125.8K shares7.30%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS21.4K shares2.04%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS105.6K shares6.64%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS97.1K shares4.67%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS93.6K shares-12.34%2026-03-312026-04-24

VONV VANGUARD SCOTTSDALE FDS44.6K shares3.51%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR47.4K shares0.97%2026-03-312026-04-24

SPHY SPDR SERIES TRUST169.5K shares-4.42%2026-03-312026-04-24

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IJR ISHARES TR30.9K shares-1.05%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS58.0K shares0.91%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR45.0K shares-0.51%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS36.8K shares1.51%2026-03-312026-04-24

EMB ISHARES TR30.9K shares3.15%2026-03-312026-04-24

IEMG ISHARES INC35.1K shares-0.09%2026-03-312026-04-24

SPIB SPDR SERIES TRUST65.5K shares-2.41%2026-03-312026-04-24

VONE VANGUARD SCOTTSDALE FDS5.8K shares13.47%2026-03-312026-04-24

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DFIV DIMENSIONAL ETF TRUST31.2K shares-3.10%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST26.1K shares-0.84%2026-03-312026-04-24

VWOB VANGUARD WHITEHALL FDS24.5K shares1.75%2026-03-312026-04-24

AVDV AMERICAN CENTY ETF TR15.4K shares-2.83%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST21.1K shares0.93%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST29.8K shares-1.00%2026-03-312026-04-24

IWF ISHARES TR3.1K shares0.00%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR53.4K shares-0.15%2026-03-312026-04-24

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NVDA NVIDIA CORPORATION7.0K shares-0.16%2026-03-312026-04-24

AAPL APPLE INC4.7K shares0.49%2026-03-312026-04-24

MSFT MICROSOFT CORP2.5K shares0.49%2026-03-312026-04-24

IVW ISHARES TR7.4K shares0.00%2026-03-312026-04-24

AGG ISHARES TR8.1K shares1.33%2026-03-312026-04-24

VOOV VANGUARD ADMIRAL FDS INC3.6K shares0.76%2026-03-312026-04-24

IDEV ISHARES TR8.0K shares-4.99%2026-03-312026-04-24

AMZN AMAZON COM INC2.8K shares1.83%2026-03-312026-04-24

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ALPHABET INC ALPHABET INC2.0K shares-0.24%2026-03-312026-04-24

EFIV SPDR SERIES TRUST8.9K shares0.00%2026-03-312026-04-24

FLMI FRANKLIN TEMPLETON ETF TR21.9K shares152.05%2026-03-312026-04-24

VCEB VANGUARD WORLD FD8.3K shares-1.77%2026-03-312026-04-24

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-03-312026-04-24

META META PLATFORMS INC693 shares-0.14%2026-03-312026-04-24

AVSD AMERICAN CENTY ETF TR5.3K shares0.00%2026-03-312026-04-24

CMF ISHARES TR6.5K shares-2.24%2026-03-312026-04-24

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ALPHABET INC ALPHABET INC1.3K shares0.31%2026-03-312026-04-24

TSLA TESLA INC863 shares0.47%2026-03-312026-04-24

LLY ELI LILLY & CO344 shares0.29%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.1K shares-0.09%2026-03-312026-04-24

IWD ISHARES TR1.4K shares0.00%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR2.6K shares-1.92%2026-03-312026-04-24

GUNR FLEXSHARES TR5.0K shares0.00%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL573 shares0.00%2026-03-312026-04-24

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DFSU DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-04-24

MUB

ISHARES TR

7.30%

Shares125.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

2.04%

Shares21.4K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

6.64%

Shares105.6K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

4.67%

Shares97.1K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

-12.34%

Shares93.6K

Event2026-03-31

Filed2026-04-24

VONV

VANGUARD SCOTTSDALE FDS

3.51%

Shares44.6K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

0.97%

Shares47.4K

Event2026-03-31

Filed2026-04-24

SPHY

SPDR SERIES TRUST

-4.42%

Shares169.5K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.05%

Shares30.9K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

0.91%

Shares58.0K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

-0.51%

Shares45.0K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

1.51%

Shares36.8K

Event2026-03-31

Filed2026-04-24

EMB

ISHARES TR

3.15%

Shares30.9K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-0.09%

Shares35.1K

Event2026-03-31

Filed2026-04-24

SPIB

SPDR SERIES TRUST

-2.41%

Shares65.5K

Event2026-03-31

Filed2026-04-24

VONE

VANGUARD SCOTTSDALE FDS

13.47%

Shares5.8K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-3.10%

Shares31.2K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-0.84%

Shares26.1K

Event2026-03-31

Filed2026-04-24

VWOB

VANGUARD WHITEHALL FDS

1.75%

Shares24.5K

Event2026-03-31

Filed2026-04-24

AVDV

AMERICAN CENTY ETF TR

-2.83%

Shares15.4K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

0.93%

Shares21.1K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

-1.00%

Shares29.8K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

-0.15%

Shares53.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-0.16%

Shares7.0K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.49%

Shares4.7K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.49%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

1.33%

Shares8.1K

Event2026-03-31

Filed2026-04-24

VOOV

VANGUARD ADMIRAL FDS INC

0.76%

Shares3.6K

Event2026-03-31

Filed2026-04-24

IDEV

ISHARES TR

-4.99%

Shares8.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.83%

Shares2.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.24%

Shares2.0K

Event2026-03-31

Filed2026-04-24

EFIV

SPDR SERIES TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-24

FLMI

FRANKLIN TEMPLETON ETF TR

152.05%

Shares21.9K

Event2026-03-31

Filed2026-04-24

VCEB

VANGUARD WORLD FD

-1.77%

Shares8.3K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24