Verus Financial Partners, Inc.

Portfolio Overview

Verus Financial Partners, Inc. manages a concentrated yet highly diversified portfolio valued at approximately $90.33 million as of the report date September 30, 2025. The firm executed a growth strategy during the quarter, increasing total assets under management by 6.7% (up from $84.65 million). The portfolio consists of 46 holdings, characterized by a "core-and-satellite" architecture. The core is heavily weighted toward broad market and factor-based ETFs, ...