DOSSIER · 13F-HR · Q3 2026
VERUS WEALTH MANAGEMENT, LLC
$159M in tracked AUM across 62 positions as of Q3 2026.
VW
CIK 0002042938 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of VERUS WEALTH MANAGEMENT, LLC 13F Filing
Portfolio Overview
Verus Wealth Management, LLC has reported a significant expansion in its managed assets, with the total portfolio value surging by 173.6%, rising from $39.22 million in Q3 2025 to $107.32 million as of December 31, 2025. This substantial increase suggests a period of strong capital inflows or aggressive asset accumulation rather than merely market appreciation. The portfolio consists of **53 h...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.