Verum Partners LLC Diversified Active

CIK: 0001958984 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $470,530 (100.0% shares, 0.0% debt)

Holdings (172)

VOO VANGUARD INDEX FDS 8.5%
Value ($000) $40,119 Shares 65,513 Est. Cost $494.31 Unrealized
FPAG INVESTMENT MANAGERS SER TR I 7.1%
Value ($000) $33,591 Shares 937,225 Est. Cost $30.13 Unrealized
GOVT ISHARES TR 7.1%
Value ($000) $33,213 Shares 1,436,554 Est. Cost $22.70 Unrealized
IJR ISHARES TR 5.3%
Value ($000) $24,755 Shares 208,323 Est. Cost $102.24 Unrealized
VCRB VANGUARD MALVERN FDS 4.6%
Value ($000) $21,700 Shares 276,754 Est. Cost $76.87 Unrealized
VSDM VANGUARD MUN BD FDS 3.7%
Value ($000) $17,207 Shares 224,336 Est. Cost $75.71 Unrealized
IVV ISHARES TR 3.5%
Value ($000) $16,569 Shares 24,756 Est. Cost $418.25 Unrealized
FNDF SCHWAB STRATEGIC TR 3.4%
Value ($000) $16,081 Shares 374,328 Est. Cost $32.09 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.4%
Value ($000) $15,795 Shares 311,354 Est. Cost $50.34 Unrealized
QLTY 2023 ETF SERIES TRUST II 3.1%
Value ($000) $14,704 Shares 406,309 Est. Cost $30.63 Unrealized
VCRM VANGUARD MUN BD FDS 2.9%
Value ($000) $13,736 Shares 182,538 Est. Cost $73.73 Unrealized
SYLD CAMBRIA ETF TR 2.8%
Value ($000) $13,007 Shares 189,446 Est. Cost $69.10 Unrealized
VB VANGUARD INDEX FDS 1.9%
Value ($000) $9,096 Shares 35,771 Est. Cost $220.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $6,984 Shares 32,366 Est. Cost $154.97 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $6,615 Shares 145,650 Est. Cost $42.13 Unrealized
ACWI ISHARES TR 1.4%
Value ($000) $6,570 Shares 47,524 Est. Cost $128.60 Unrealized
FNDX SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,401 Shares 243,399 Est. Cost $36.56 Unrealized
FYLD CAMBRIA ETF TR 1.3%
Value ($000) $6,147 Shares 197,067 Est. Cost $27.71 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $6,134 Shares 24,091 Est. Cost $166.96 Unrealized +35.1%
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $5,245 Shares 87,537 Est. Cost $45.34 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $5,182 Shares 11,063 Est. Cost $265.99 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $5,119 Shares 15,598 Est. Cost $298.45 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.0%
Value ($000) $4,540 Shares 50,682 Est. Cost $87.08 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $4,412 Shares 8,518 Est. Cost $295.68 Unrealized +72.0%
DFIV DIMENSIONAL ETF TRUST 0.9%
Value ($000) $4,258 Shares 92,331 Est. Cost $36.13 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $4,219 Shares 63,615 Est. Cost $55.61 Unrealized +22.1%
VOOG VANGUARD ADMIRAL FDS INC 0.9%
Value ($000) $4,135 Shares 9,495 Est. Cost $246.84 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $4,117 Shares 18,752 Est. Cost $145.07 Unrealized +56.0%
FNDA SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,026 Shares 129,197 Est. Cost $41.04 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $4,010 Shares 65,550 Est. Cost $42.43 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,673 Shares 50,115 Est. Cost $50.04 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $3,352 Shares 7,538 Est. Cost $256.19 Unrealized +35.4%
LLY ELI LILLY & CO 0.7%
Value ($000) $3,191 Shares 4,182 Est. Cost $721.96 Unrealized +2.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $3,165 Shares 16,962 Est. Cost $109.04 Unrealized +59.8%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $3,161 Shares 4,744 Est. Cost $439.35 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $2,852 Shares 89,440 Est. Cost $22.87 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,829 Shares 10,038 Est. Cost $167.47 Unrealized
RY ROYAL BK CDA 0.6%
Value ($000) $2,637 Shares 17,902 Est. Cost $123.44 Unrealized +11.7%
VIOO VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $2,483 Shares 22,477 Est. Cost $125.71 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,424 Shares 44,743 Est. Cost $41.28 Unrealized
SCHX SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,391 Shares 90,787 Est. Cost $31.59 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $2,099 Shares 5,539 Est. Cost $220.68 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $2,094 Shares 6,349 Est. Cost $150.30 Unrealized +103.4%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $2,040 Shares 10,938 Est. Cost $137.93 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,881 Shares 5,962 Est. Cost $137.68 Unrealized +114.9%
IXUS ISHARES TR 0.4%
Value ($000) $1,876 Shares 22,712 Est. Cost $57.88 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $1,822 Shares 20,485 Est. Cost $73.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,799 Shares 3,577 Est. Cost $339.08 Unrealized +42.8%
LOW LOWES COS INC 0.4%
Value ($000) $1,791 Shares 7,125 Est. Cost $194.72 Unrealized +25.4%
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $1,790 Shares 22,689 Est. Cost $75.40 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,758 Shares 38,882 Est. Cost $49.19 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,734 Shares 4,280 Est. Cost $290.88 Unrealized +33.8%
GOOG ALPHABET INC 0.3%
Value ($000) $1,396 Shares 5,732 Est. Cost $110.29 Unrealized +90.3%
IWD ISHARES TR 0.3%
Value ($000) $1,367 Shares 6,715 Est. Cost $151.81 Unrealized
IDEV ISHARES TR 0.3%
Value ($000) $1,300 Shares 16,215 Est. Cost $57.56 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,296 Shares 14,501 Est. Cost $66.66 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,278 Shares 5,259 Est. Cost $122.15 Unrealized +71.3%
OEF ISHARES TR 0.3%
Value ($000) $1,255 Shares 3,771 Est. Cost $200.66 Unrealized
ILCV ISHARES TR 0.2%
Value ($000) $1,116 Shares 12,400 Est. Cost $63.23 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $1,107 Shares 9,172 Est. Cost $61.26 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,087 Shares 7,075 Est. Cost $137.02 Unrealized +13.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,072 Shares 39,285 Est. Cost $41.93 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,045 Shares 4,321 Est. Cost $176.74 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $1,024 Shares 3,402 Est. Cost $80.71 Unrealized +237.9%
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,019 Shares 8,455 Est. Cost $68.44 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $971 Shares 33,367 Est. Cost $35.17 Unrealized
CORZZ CORE SCIENTIFIC INC NEW 0.2%
Value ($000) $947 Shares 52,764 Est. Cost $2.40 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $884 Shares 4,432 Est. Cost $148.69 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $833 Shares 2,280 Est. Cost $228.92 Unrealized
BIL SPDR SERIES TRUST 0.2%
Value ($000) $825 Shares 8,991 Est. Cost $91.73 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $818 Shares 12,410 Est. Cost $49.12 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $791 Shares 3,415 Est. Cost $145.86 Unrealized +38.5%
V VISA INC 0.2%
Value ($000) $776 Shares 2,272 Est. Cost $263.51 Unrealized +31.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $747 Shares 1,243 Est. Cost $396.85 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $686 Shares 4,099 Est. Cost $89.37 Unrealized +72.6%
BAC BANK AMERICA CORP 0.1%
Value ($000) $675 Shares 13,076 Est. Cost $30.84 Unrealized +56.7%
WMT WALMART INC 0.1%
Value ($000) $669 Shares 6,488 Est. Cost $60.17 Unrealized +64.9%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $664 Shares 8,928 Est. Cost $72.47 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $663 Shares 2,358 Est. Cost $111.28 Unrealized +128.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $652 Shares 3,516 Est. Cost $154.01 Unrealized +10.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $644 Shares 696 Est. Cost $676.68 Unrealized +41.4%
VPLS VANGUARD MALVERN FDS 0.1%
Value ($000) $637 Shares 8,100 Est. Cost $77.04 Unrealized
JBL JABIL INC 0.1%
Value ($000) $630 Shares 2,901 Est. Cost $87.51 Unrealized +148.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $621 Shares 7,408 Est. Cost $42.17 Unrealized +90.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $620 Shares 1,090 Est. Cost $417.58 Unrealized +37.3%
META META PLATFORMS INC 0.1%
Value ($000) $617 Shares 840 Est. Cost $421.21 Unrealized +76.5%
IEFA ISHARES TR 0.1%
Value ($000) $605 Shares 6,926 Est. Cost $63.70 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $597 Shares 4,236 Est. Cost $103.32 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $596 Shares 8,111 Est. Cost $69.09 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $589 Shares 3,794 Est. Cost $145.27 Unrealized +4.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $588 Shares 4,065 Est. Cost $84.64 Unrealized +56.3%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $579 Shares 4,203 Est. Cost $115.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $578 Shares 1,674 Est. Cost $474.49 Unrealized -37.0%
NPO ENPRO INC 0.1%
Value ($000) $576 Shares 2,549 Est. Cost $153.22 Unrealized +40.9%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $562 Shares 2,235 Est. Cost $237.23 Unrealized +15.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $557 Shares 1,897 Est. Cost $219.69 Unrealized +35.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $548 Shares 1,803 Est. Cost $274.05 Unrealized +10.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $519 Shares 844 Est. Cost $329.93 Unrealized +83.5%
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $511 Shares 7,112 Est. Cost $67.08 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $508 Shares 1,728 Est. Cost $235.71 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $505 Shares 9,951 Est. Cost $50.38 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $504 Shares 2,476 Est. Cost $150.06 Unrealized +27.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $500 Shares 1,048 Est. Cost $277.47 Unrealized +53.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $495 Shares 10,818 Est. Cost $35.96 Unrealized +23.3%
BLK BLACKROCK INC 0.1%
Value ($000) $491 Shares 421 Est. Cost $988.86 Unrealized +12.1%
MMM 3M CO 0.1%
Value ($000) $449 Shares 2,891 Est. Cost $83.84 Unrealized +82.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $443 Shares 3,933 Est. Cost $102.94 Unrealized +6.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $441 Shares 3,561 Est. Cost $86.23 Unrealized +38.9%
IGSB ISHARES TR 0.1%
Value ($000) $429 Shares 8,088 Est. Cost $49.92 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $428 Shares 1,734 Est. Cost $274.28 Unrealized -5.0%
ABT ABBOTT LABS 0.1%
Value ($000) $421 Shares 3,146 Est. Cost $115.71 Unrealized +12.9%
EFA ISHARES TR 0.1%
Value ($000) $414 Shares 4,429 Est. Cost $65.69 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $411 Shares 963 Est. Cost $271.65 Unrealized +42.3%
IWY ISHARES TR 0.1%
Value ($000) $409 Shares 1,495 Est. Cost $214.58 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $398 Shares 2,327 Est. Cost $87.44 Unrealized +93.8%
T AT&T INC 0.1%
Value ($000) $395 Shares 13,971 Est. Cost $16.25 Unrealized +72.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $389 Shares 2,336 Est. Cost $129.19 Unrealized +21.7%
ETN EATON CORP PLC 0.1%
Value ($000) $388 Shares 1,037 Est. Cost $185.71 Unrealized +95.6%
NOV NOV INC 0.1%
Value ($000) $386 Shares 29,098 Est. Cost $15.53 Unrealized -16.8%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $382 Shares 4,779 Est. Cost $75.15 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $377 Shares 786 Est. Cost $314.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $371 Shares 8,433 Est. Cost $31.61 Unrealized +34.4%
AMGN AMGEN INC 0.1%
Value ($000) $352 Shares 1,246 Est. Cost $217.10 Unrealized +32.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $349 Shares 2,261 Est. Cost $101.39 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $346 Shares 3,049 Est. Cost $82.59 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $340 Shares 1,626 Est. Cost $147.22 Unrealized
TCHP T ROWE PRICE ETF INC 0.1%
Value ($000) $336 Shares 6,869 Est. Cost $27.16 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $332 Shares 2,492 Est. Cost $90.07 Unrealized +41.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $329 Shares 1,561 Est. Cost $178.04 Unrealized +16.3%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $319 Shares 1,825 Est. Cost $135.24 Unrealized
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $308 Shares 11,288 Est. Cost $27.82 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $301 Shares 4,400 Est. Cost $47.58 Unrealized +41.6%
IWN ISHARES TR 0.1%
Value ($000) $297 Shares 1,679 Est. Cost $135.57 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $295 Shares 1,374 Est. Cost $191.33 Unrealized +4.6%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $291 Shares 2,318 Est. Cost $89.27 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $289 Shares 2,618 Est. Cost $124.17 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $286 Shares 3,452 Est. Cost $80.98 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $284 Shares 2,244 Est. Cost $102.73 Unrealized +33.5%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $283 Shares 4,995 Est. Cost $40.46 Unrealized +40.5%
MRK MERCK & CO INC 0.1%
Value ($000) $278 Shares 3,312 Est. Cost $99.89 Unrealized -18.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $278 Shares 1,649 Est. Cost $154.52 Unrealized +15.0%
INTC INTEL CORP 0.1%
Value ($000) $273 Shares 8,134 Est. Cost $24.23 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $271 Shares 734 Est. Cost $333.81 Unrealized +15.2%
IYW ISHARES TR 0.1%
Value ($000) $269 Shares 1,371 Est. Cost $173.23 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $266 Shares 1,642 Est. Cost $140.81 Unrealized +17.3%
CSX CSX CORP 0.1%
Value ($000) $256 Shares 7,201 Est. Cost $31.34 Unrealized +8.3%
CB CHUBB LIMITED 0.1%
Value ($000) $255 Shares 902 Est. Cost $243.16 Unrealized +13.2%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $248 Shares 805 Est. Cost $203.66 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $246 Shares 3,135 Est. Cost $69.08 Unrealized +14.5%
CI THE CIGNA GROUP 0.1%
Value ($000) $244 Shares 848 Est. Cost $280.75 Unrealized +4.4%
QUAL ISHARES TR 0.1%
Value ($000) $243 Shares 1,250 Est. Cost $170.94 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $242 Shares 1,419 Est. Cost $147.81 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $240 Shares 1,711 Est. Cost $140.43 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $240 Shares 5,021 Est. Cost $32.26 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $234 Shares 3,984 Est. Cost $57.83 Unrealized
VNO VORNADO RLTY TR 0.0%
Value ($000) $226 Shares 5,582 Est. Cost $39.40 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $224 Shares 3,436 Est. Cost $62.01 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $214 Shares 1,045 Est. Cost $180.78 Unrealized 0.0%
IUSV ISHARES TR 0.0%
Value ($000) $213 Shares 2,134 Est. Cost $74.63 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $212 Shares 3,262 Est. Cost $65.00 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $211 Shares 892 Est. Cost $223.15 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $208 Shares 4,202 Est. Cost $49.51 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $208 Shares 1,498 Est. Cost $132.40 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $207 Shares 624 Est. Cost $279.37 Unrealized +13.3%
CORZW CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $141 Shares 12,117 Est. Cost $1.33 Unrealized
CATO CATO CORP NEW 0.0%
Value ($000) $137 Shares 32,508 Est. Cost $6.48 Unrealized -45.7%
COMP COMPASS INC 0.0%
Value ($000) $123 Shares 15,327 Est. Cost $3.79 Unrealized +114.0%
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value ($000) $51 Shares 11,554 Est. Cost $3.70 Unrealized
ROYAL BK CDA 0.0%
Value ($000) $41 Shares 17,400 Est. Cost Unrealized
NMG NOUVEAU MONDE GRAPHITE INC 0.0%
Value ($000) $38 Shares 13,293 Est. Cost $1.84 Unrealized +8.4%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $34 Shares 10,855 Est. Cost $2.58 Unrealized +16.7%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $25 Shares 15,153 Est. Cost $1.81 Unrealized +3.3%