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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 3 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHX SCHWAB STRATEGIC TR 84,923.0 $2.3M 0.46% NEW $26.91 +10.4%
42 AVGO BROADCOM INC Technology 6,455.0 $2.2M 0.45% NEW $346.09 +23.3%
43 IWV ISHARES TR 5,539.0 $2.1M 0.43% NEW $386.85 +10.6%
44 VTV VANGUARD INDEX FDS 10,874.0 $2.1M 0.42% NEW $190.98 +10.8%
45 JPM JPMORGAN CHASE & CO. Financial Services 5,948.0 $1.9M 0.39% NEW $322.19 -7.9%
46 IXUS ISHARES TR 21,865.0 $1.9M 0.37% NEW $84.64 +14.2%
47 DGRW WISDOMTREE TR 20,424.0 $1.8M 0.37% NEW $89.43 +8.3%
48 GOOG ALPHABET INC Communication Services 5,756.0 $1.8M 0.36% NEW $313.82 +23.0%
49 GOOGL ALPHABET INC Communication Services 5,566.0 $1.7M 0.35% NEW $312.99 +24.6%
50 BSV VANGUARD BD INDEX FDS 21,847.0 $1.7M 0.35% NEW $78.81 -0.9%
51 PRF INVESCO EXCHANGE TRADED FD T 36,616.0 $1.7M 0.35% NEW $46.92 +14.4%
52 BERKSHIRE HATHAWAY INC DEL 3,375.0 $1.7M 0.34% NEW $502.67
53 LOW LOWES COS INC Consumer Cyclical 7,000.0 $1.7M 0.34% NEW $241.15 -9.6%
54 VANGUARD MUN BD FDS 19,235.0 $1.5M 0.30% NEW $76.45
55 IWD ISHARES TR 6,469.0 $1.4M 0.27% NEW $210.35 +13.2%
56 HD HOME DEPOT INC Consumer Cyclical 3,853.0 $1.3M 0.27% NEW $344.08 -6.6%
57 VONV VANGUARD SCOTTSDALE FDS 14,319.0 $1.3M 0.27% NEW $92.30 +13.1%
58 BIL SPDR SERIES TRUST 14,391.0 $1.3M 0.27% NEW $91.38 +0.3%
59 IDEV ISHARES TR 15,872.0 $1.3M 0.26% NEW $82.48 +9.5%
60 ILCV ISHARES TR 12,400.0 $1.2M 0.24% NEW $94.36 +8.0%
Page 3 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%