Verus Advisory, Inc. — 13F Holdings

2026 Q1  ·  8 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Verus Advisory, Inc. maintained a portfolio of 8 distinct positions. Conversely, Verus Advisory, Inc. completely exited their position in SPDR S&P 500 ETF TR.
Position History hover any row below to update
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Verus Advisory, Inc. AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q1
Top Holding
JSTC (12.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
JSTC
TIKAL TRUST I
ETF 12.50% 0.32% #2 6
Prev: #8
5.5
—
-24,224 -100.0%
P
S
— $1
$20.29 +8.3%
$19.49 +12.8%
2025 Q4 13F Filing 2026-03-31 2026-06-05
NUEM
NUSHARES ETF TR
ETF 12.50% 0.45% #4 3
Prev: #7
4.5
—
-19,239 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
NUDM
NUSHARES ETF TR
Bond/Debt 12.50% 1.28% #3 3
Prev: #6
5.0
—
-53,941 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
VWO
VANGUARD INTL E...
ETF 12.50% 5.13% #8 3
Prev: #5
4.0
—
-146,068 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
VEA
VANGUARD TAX-MA...
ETF 12.50% 6.24% #6 2
Prev: #4
4.0
—
-152,270 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
BND
VANGUARD BD IND...
Bond/Debt 12.50% 17.17% #1 2
Prev: #3
6.0
—
-354,323 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
VTI
VANGUARD INDEX ...
ETF 12.50% 29.39% #7 5
Prev: #2
4.0
—
-133,330 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
SPY
SPDR S&P 500 ET...
ETF 12.50% 40.02% #5 4
Prev: #1
4.5
—
-89,273 -100.0%
P
S
— $1 2025 Q4 13F Filing 2026-03-31 2026-06-05
Showing 1-8 of 8 holdings

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