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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $496M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 82,915.0 $5.2M 1.04% NEW $62.47 +15.0%
22 VTI VANGUARD INDEX FDS 15,097.0 $5.1M 1.02% NEW $335.28 +11.2%
23 DFIV DIMENSIONAL ETF TRUST 92,047.0 $4.6M 0.93% NEW $49.90 +11.6%
24 KO COCA COLA CO Consumer Defensive 63,930.0 $4.5M 0.90% NEW $69.91 +14.2%
25 PXF INVESCO EXCH TRADED FD TR II 64,874.0 $4.3M 0.86% NEW $65.55 +19.1%
26 LLY ELI LILLY & CO Healthcare 3,837.0 $4.1M 0.83% NEW $1074.62 +3.1%
27 VOOG VANGUARD ADMIRAL FDS INC 9,162.0 $4.1M 0.82% NEW $444.57 -81.0%
28 MSFT MICROSOFT CORP Technology 8,156.0 $3.9M 0.80% NEW $483.64 -9.0%
29 SPHQ INVESCO EXCHANGE TRADED FD T 50,256.0 $3.8M 0.76% NEW $75.05 +14.0%
30 FNDA SCHWAB STRATEGIC TR 117,727.0 $3.7M 0.75% NEW $31.51 +14.9%
31 AMZN AMAZON COM INC Consumer Cyclical 14,353.0 $3.3M 0.67% NEW $230.82 +17.7%
32 NVDA NVIDIA CORPORATION Technology 17,438.0 $3.3M 0.66% NEW $186.50 +16.0%
33 TSLA TESLA INC Consumer Cyclical 7,210.0 $3.2M 0.65% NEW $449.72 -3.9%
34 SPY SPDR S&P 500 ETF TR Financial Services 4,743.0 $3.2M 0.65% NEW $681.95 +11.0%
35 BAC BANK AMERICA CORP Financial Services 57,654.0 $3.2M 0.64% NEW $55.00 -7.1%
36 DFEV DIMENSIONAL ETF TRUST 88,966.0 $3.0M 0.60% NEW $33.74 +28.6%
37 XLK SELECT SECTOR SPDR TR 20,345.0 $2.9M 0.59% NEW $143.97 +32.7%
38 RY ROYAL BK CDA Financial Services 16,095.0 $2.7M 0.55% NEW $170.49 +10.4%
39 VIOO VANGUARD ADMIRAL FDS INC 22,187.0 $2.5M 0.50% NEW $110.96 +16.0%
40 VWO VANGUARD INTL EQUITY INDEX F 43,418.0 $2.3M 0.47% NEW $53.76 +11.8%
Page 2 of 9  ·  169 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Financial Services 22.5%
Consumer Cyclical 14.2%
Healthcare 10.6%
Consumer Defensive 9.4%
Industrials 7.6%
Communication Services 6.3%
Energy 2.2%
Utilities 1.2%
Real Estate 0.1%