Verus Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 20, 2026, for the 2025 Q4 period, Verus Advisory, Inc. held in its portfolio 8 assets valued at $153,241,560 (i.e. $153.24M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($61.32M), VANGUARD INDEX FDS ($45.04M), and VANGUARD BD INDEX FDS ($26.31M).
The chart below shows the top 8 valuable assets, and the table below shows the top 8 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Verus Advisory, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 89273 | 61323996 | TR UNIT |
| VANGUARD INDEX FDS | 133330 | 45044207 | TOTAL STK MKT |
| VANGUARD BD INDEX FDS | 354323 | 26312048 | TOTAL BOND MARKET |
| VANGUARD TAX-MANAGED FDS | 152270 | 9561033 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 146068 | 7858475 | FTSE EMR MKT ETF |
| NUSHARES ETF TR | 53941 | 1962929 | NUBEEN ESG INTL |
| NUSHARES ETF TR | 19239 | 685671 | NUVEEN ESG EMRGN |
| TIKAL TRUST I | 24224 | 493201 | ADASINA SOCIAL |