13F Filings History of VERUS WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$107,315,800
Signature - Title
Mark Albers - Owner, CCO
Location
De Pere, WI
Summary
This page shows a list of all the recent 13F filings made by VERUS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VERUS WEALTH MANAGEMENT, LLC reported 50 stock holdings with total value $107,315,800 as of Q4 2025. Top holdings included VOO, MUB, VCIT, BND, and VTEB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $107,315,800 +$7,312,443 -$8,985,926 -$1,673,483 VOO, MUB, VCIT, BND, VTEB 13F-HR 16 Jan 2026, 07:21
Q3 2025 56 $107,131,579 +$4,748,687 -$2,289,735 +$2,458,952 MUB, VOO, VCIT, BND, VEA 13F-HR 22 Oct 2025, 08:27
Q2 2025 55 $99,437,655 +$6,553,671 -$4,096,909 +$2,456,762 MUB, VOO, VCIT, VEA, BND 13F-HR 22 Jul 2025, 16:36
Q1 2025 53 $91,268,009 +$4,293,132 -$1,210,909 +$3,082,223 MUB, VOO, VCIT, VEA, BND 13F-HR 22 Apr 2025, 18:48
Q4 2024 53 $89,165,578 $0 $0 $0 MUB, VOO, VCIT, VEA, BND Restatement 22 Jan 2025, 17:57