Veratis Advisors, Inc.

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Jason Carter - Wealth Advisor, Partner
Location
Cary, NC
Holdings as of
31 Dec 2025
Value $
$126,354,764
Num holdings
75
Filing time
18 Feb 2026, 14:46:49 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, LECO, DFAT, IWD, and VTEB.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jason Carter Wealth Advisor, Partner Cary, North Carolina 18 Feb 2026