DOSSIER · 13F-HR · Q2 2026

Veratis Advisors, Inc.

$141M in tracked AUM across 84 positions as of Q2 2026.

VA
CIK 0002111807 · last filed Jun 30, 2026
Total AUM
$141M
as of Q2 2026
Holdings
84
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Veratis Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$13M149K9.1%
02
DFIV
DIMENSIONAL ETF TRUST
$9M166K6.3%
03
IWD
ISHARES TR
$9M37K6.3%
04
LECO
LINCOLN ELEC HLDGS INC
$9M33K6.2%
05
VTV
VANGUARD INDEX FDS
$8M41K6.0%
06
VTEB
VANGUARD MUN BD FDS
$8M164K5.9%
07
MUB
ISHARES TR
$6M55K4.2%
08
IJT
ISHARES TR
$6M32K4.0%
09
IJS
ISHARES TR
$6M41K3.9%
10
WMT
WALMART INC
$5M41K3.4%

Filing history

2026Q2Jun 30
$141M 11.8%
84 positionsView →
2025Q4Dec 31
$126M
75 positionsView →