Verus Financial Partners, Inc.
RIA/Wealth
Verus Financial Partners, Inc. is a RIA/Wealth based in Richmond, VA led by David Alexander Kozlowski, managing $1.0B across 119 long positions as of Q3 2025 with 95% ETF concentration, 77% concentrated in top 10 holdings, 24% allocation to VTI, and minimal technology exposure.
PresidentDavid Alexander Kozlowski
- Portfolio Value
- $1.0B
- Positions
- 119
- Top Holding
- VTI at 24.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Verus Financial Partners, Inc.'s portfolio (76.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $250.7M | 24.26% | +$1.1M Bought | — 764.1K shares | |
ETF ETF | $122.1M | 11.81% | +$4.0M Bought | — 1.6M shares | |
ETF ETF | $77.1M | 7.46% | -$2.0M Sold | — 1.0M shares | |
ETF ETF | $73.2M | 7.08% | +$2.2M Bought | — 1.5M shares | |
ETF ETF | $59.0M | 5.70% | +$2.0M Bought | — 1.4M shares | |
ETF ETF | $50.3M | 4.86% | -$526.7K Sold | — 205.9K shares | |
ETF ETF | $46.4M | 4.49% | -$204.8K Sold | — 650.3K shares | |
ETF ETF | $44.7M | 4.33% | +$1.1M Bought | — 572.7K shares | |
ETF ETF | $39.0M | 3.77% | -$423.7K Sold | — 844.9K shares | |
ETF ETF | $32.4M | 3.13% | -$277.8K Sold | — 48.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Verus Financial Partners, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-25.62% | |
-23.22% | |
-21.14% |
Analytics
Portfolio insights and performance metrics for Verus Financial Partners, Inc.
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