Verum Partners LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 198 distinct equity positions held by the firm at the end of the third quarter.
The filing details a portfolio that includes a mix of large-cap technology companies, consumer staples, and financial institutions. Notable positions include Apple Inc., with 28,797 shares; Microsoft Corporation, with 10,871 shares; and Amazon.com Inc., with 11,584 shares. The portfolio also holds significant stakes in NVIDIA Corporation (30,187 shares), Berkshire Hathaway Inc. Class B (3,483 shares), and Johnson & Johnson (5,680 shares).
Verum Partners holds a substantial number of exchange-traded funds (ETFs) within its portfolio. The filing lists 86 different ETFs, including the Vanguard S&P 500 ETF Shares (78,337 shares), the iShares Core S&P 500 ETF (23,033 shares), and the Schwab Strategic Trust Fundamental US Large Cap ETF (171,346 shares).
The filing identifies Holly Skipper as the Chief Compliance Officer for Verum Partners LLC, located in Charlotte, North Carolina. The report was signed on October 21, 2026.
