13F Filings History of Verum Partners LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$495,965,392
Signature - Title
Holly Skipper - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Verum Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Verum Partners LLC reported 168 stock holdings with total value $495,965,392 as of Q4 2025. Top holdings included VOO, VCRM, FPAG, GOVT, and IJR.

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Holdings Value

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Quick Takeaways

  • Verum Partners LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q4 2025.
  • Latest reported holdings value: $495,965,392.

What Changed

  • Most recent filing was accepted on 14 Jan 2026, 08:41.
  • Reported value moved from $470,489,151 to $495,965,392.

Why This Matters

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Official SEC Source

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 168 $495,965,392 +$41,375,637 -$25,323,817 +$16,051,820 VOO, VCRM, FPAG, GOVT, IJR 13F-HR 14 Jan 2026, 08:41
Q3 2025 171 $470,489,151 +$16,415,290 -$5,421,015 +$10,994,275 VOO, FPAG, GOVT, IJR, VCRB 13F-HR 12 Nov 2025, 08:46
Q2 2025 169 $434,108,716 +$74,085,742 -$37,988,226 +$36,097,516 VOO, GOVT, FPAG, IJR, VCRB 13F-HR 15 Jul 2025, 17:16
Q1 2025 160 $370,857,795 +$45,071,480 -$14,545,441 +$30,526,039 FPAG, GOVT, IJR, VOO, VCRB 13F-HR 11 Apr 2025, 10:45
Q4 2024 164 $347,448,532 +$38,212,847 -$16,974,159 +$21,238,688 GOVT, FPAG, VOO, JPST, IJR 13F-HR 17 Jan 2025, 08:49
Q3 2024 162 $341,497,955 +$26,524,902 -$11,144,375 +$15,380,527 GOVT, JPST, VOO, FPAG, IVV 13F-HR 16 Oct 2024, 08:18
Q2 2024 153 $309,715,159 +$55,347,708 -$30,349,365 +$24,998,343 GOVT, JPST, FPAG, VOO, IVV 13F-HR 15 Jul 2024, 09:56
Q1 2024 156 $281,636,126 +$34,328,316 -$19,811,114 +$14,517,202 GOVT, JPST, IVV, FPAG, FNDF 13F-HR 18 Apr 2024, 13:02
Q4 2023 142 $252,863,171 +$28,593,808 -$18,043,181 +$10,550,627 GOVT, JPST, IVV, IJR, VIG 13F-HR 18 Jan 2024, 09:34
Q3 2023 132 $223,754,485 +$124,294,724 -$6,216,717 +$118,078,007 JPST, IVV, IJR, VIG, GOVT 13F-HR 10 Oct 2023, 14:20
Q2 2023 105 $110,070,849 +$17,871,051 -$5,078,903 +$12,792,148 JPST, VGSH, FNDF, FNDX, VEA 13F-HR 24 Jul 2023, 10:24
Q1 2023 64 $93,622,938 +$14,223,489 -$3,941,497 +$10,281,992 JPST, VGSH, FNDF, IVV, FNDX 13F-HR 13 Apr 2023, 11:15
Q4 2022 69 $81,415,758 $0 $0 $0 VGSH, FNDF, IVV, FNDX, VEA 13F-HR 25 Jan 2023, 14:59