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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 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OEF ISHARES TR 3,377.0 $1.2M 0.23% NEW $342.92 +9.8%
62 IVW ISHARES TR 9,080.0 $1.1M 0.23% NEW $123.25 +13.3%
63 IWM ISHARES TR 4,351.0 $1.1M 0.22% NEW $246.19 +18.6%
64 GE GE AEROSPACE Industrials 3,376.0 $1.0M 0.21% NEW $307.99 +4.2%
65 SCHV SCHWAB STRATEGIC TR 33,104.0 $980K 0.20% NEW $29.61 +13.3%
66 VONG VANGUARD SCOTTSDALE FDS 7,927.0 $965K 0.20% NEW $121.75 +7.5%
67 SCHD SCHWAB STRATEGIC TR 34,041.0 $934K 0.19% NEW $27.43 +19.0%
68 VOOV VANGUARD ADMIRAL FDS INC 4,450.0 $912K 0.18% NEW $204.87 +7.6%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 5,930.0 $850K 0.17% NEW $143.31 +1.8%
70 IWB ISHARES TR 2,273.0 $849K 0.17% NEW $373.37 +10.3%
71 V VISA INC Financial Services 2,255.0 $791K 0.16% NEW $350.69 -6.6%
72 IEMG ISHARES INC 11,706.0 $787K 0.16% NEW $67.22 +24.3%
73 QQQ INVESCO QQQ TR Financial Services 1,244.0 $764K 0.15% NEW $614.18 +19.8%
74 RTX RTX CORPORATION Industrials 4,134.0 $758K 0.15% NEW $183.42 -2.4%
75 ABBV ABBVIE INC Healthcare 3,259.0 $745K 0.15% NEW $228.52 -4.3%
76 WMT WALMART INC Consumer Defensive 6,662.0 $742K 0.15% NEW $111.40 +6.4%
77 WFC WELLS FARGO CO NEW Financial Services 7,396.0 $689K 0.14% NEW $93.20 -18.3%
78 JBL JABIL INC Technology 2,907.0 $663K 0.13% NEW $228.02 +59.5%
79 VT VANGUARD INTL EQUITY INDEX F 4,699.0 $663K 0.13% NEW $141.05 +11.9%
80 JNJ JOHNSON & JOHNSON Healthcare 3,160.0 $654K 0.13% NEW $206.93 +11.5%
Page 4 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%