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Asset Manager ← All Institutions

Veratis Advisors, Inc.

Q2 2026 · Filed 2026-08-13

Market Value

$141M

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

55.3%

Turnover

100.0%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	36	$50M	35.1%
Large Cap	35	$63M	44.3%
Mid Cap	8	$21M	14.6%
Small Cap	5	$8M	6.0%

Portfolio Analytics

Avg Market Cap

$607.7B

Median Market Cap

$142.7B

Avg P/E

34.7

Median P/E

25.4

Avg Dividend Yield

0.02%

Avg Beta

0.93

# Stocks

# ETFs / Funds

Top Holdings (84 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VUG	9.10%	149,325	$13M	$86.14	—	+149,325	—	NEW
2	DFIV	6.35%	166,058	$9M	$54.02	—	+166,058	—	NEW
3	IWD	6.27%	36,570	$9M	$242.43	—	+36,570	—	NEW
4	LECO	6.16%	32,800	$9M	$265.51	—	+32,800	—	NEW
5	VTV	6.00%	40,894	$8M	$207.16	—	+40,894	—	NEW
6	VTEB	5.88%	164,316	$8M	$50.58	—	+164,316	—	NEW
7	MUB	4.19%	54,980	$6M	$107.62	—	+54,980	—	NEW
8	IJT	4.00%	31,660	$6M	$178.60	—	+31,660	—	NEW
9	IJS	3.93%	40,638	$6M	$136.68	—	+40,638	—	NEW
10	WMT	3.45%	40,978	$5M	$118.82	—	+40,978	—	NEW
11	AAPL	2.08%	10,144	$3M	$289.36	—	+10,144	—	NEW
12	DFGR	1.88%	91,771	$3M	$28.97	—	+91,771	—	NEW
13	TFC	1.85%	52,525	$3M	$49.82	—	+52,525	—	NEW
14	VIOG	1.85%	17,027	$3M	$153.42	—	+17,027	—	NEW
15	VTI	1.75%	6,700	$2M	$370.04	—	+6,700	—	NEW
16	VIOV	1.70%	20,461	$2M	$117.33	—	+20,461	—	NEW
17	VOE	1.57%	11,227	$2M	$197.60	—	+11,227	—	NEW
18	DFEM	1.51%	52,420	$2M	$40.64	—	+52,420	—	NEW
19	IVOG	1.43%	13,846	$2M	$146.30	—	+13,846	—	NEW
20	SCHP	1.32%	70,531	$2M	$26.50	—	+70,531	—	NEW
21	BLV	1.29%	26,508	$2M	$68.93	—	+26,508	—	NEW
22	IAGG	1.29%	36,022	$2M	$50.60	—	+36,022	—	NEW
23	DISV	1.11%	39,249	$2M	$40.13	—	+39,249	—	NEW
24	BNDX	1.09%	31,899	$2M	$48.43	—	+31,899	—	NEW
25	BRK-B	1.07%	3,033	$2M	$500.39	—	+3,033	—	NEW
26	SUB	0.99%	13,190	$1M	$106.47	—	+13,190	—	NEW
27	AMZN	0.80%	4,771	$1M	$238.35	—	+4,771	—	NEW
28	ILTB	0.79%	22,756	$1M	$49.25	—	+22,756	—	NEW
29	SHM	0.76%	22,498	$1M	$47.97	—	+22,498	—	NEW
30	IJK	0.76%	9,117	$1M	$117.50	—	+9,117	—	NEW
31	VXUS	0.74%	12,247	$1M	$85.49	—	+12,247	—	NEW
32	VOO	0.73%	1,510	$1M	$686.76	—	+1,510	—	NEW
33	TSLA	0.72%	2,435	$1M	$420.62	—	+2,435	—	NEW
34	LOW	0.63%	4,042	$891K	$220.49	—	+4,042	—	NEW
35	NVDA	0.61%	4,332	$867K	$200.08	—	+4,332	—	NEW
36	CSCO	0.60%	7,191	$845K	$117.46	—	+7,191	—	NEW
37	MSFT	0.58%	2,215	$826K	$373.00	—	+2,215	—	NEW
38	V	0.57%	2,510	$810K	$322.51	—	+2,510	—	NEW
39	AVGO	0.56%	2,093	$791K	$377.75	—	+2,093	—	NEW
40	PSX	0.55%	4,597	$777K	$169.05	—	+4,597	—	NEW
41	ALL	0.54%	3,212	$764K	$237.94	—	+3,212	—	NEW
42	GOOGL	0.50%	1,975	$706K	$357.39	—	+1,975	—	NEW
43	ORCL	0.49%	4,747	$696K	$146.55	—	+4,747	—	NEW
44	IBM	0.44%	2,194	$617K	$281.19	—	+2,194	—	NEW
45	FDX	0.42%	1,917	$600K	$313.13	—	+1,917	—	NEW
46	LLY	0.38%	451	$541K	$1,199.43	—	+451	—	NEW
47	TIP	0.38%	4,928	$539K	$109.44	—	+4,928	—	NEW
48	VB	0.38%	1,760	$534K	$303.13	—	+1,760	—	NEW
49	QQQ	0.36%	688	$506K	$736.11	—	+688	—	NEW
50	ADI	0.33%	1,175	$467K	$397.17	—	+1,175	—	NEW
51	MCD	0.32%	1,658	$448K	$270.31	—	+1,658	—	NEW
52	TMO	0.30%	850	$426K	$501.36	—	+850	—	NEW
53	TD	0.27%	3,200	$389K	$121.43	—	+3,200	—	NEW
54	NFLX	0.27%	5,430	$388K	$71.40	—	+5,430	—	NEW
55	VSS	0.27%	2,473	$382K	$154.28	—	+2,473	—	NEW
56	MRVL	0.27%	1,280	$381K	$297.89	—	+1,280	—	NEW
57	SAP	0.26%	2,418	$373K	$154.11	—	+2,418	—	NEW
58	MRK	0.26%	2,863	$368K	$128.50	—	+2,863	—	NEW
59	SBUX	0.26%	3,598	$368K	$102.20	—	+3,598	—	NEW
60	CSX	0.26%	7,662	$364K	$47.53	—	+7,662	—	NEW
61	PM	0.25%	1,921	$348K	$180.91	—	+1,921	—	NEW
62	BLK	0.24%	347	$334K	$961.56	—	+347	—	NEW
63	SPCX	0.22%	1,850	$316K	$170.86	—	+1,850	—	NEW
64	SYK	0.22%	990	$312K	$314.84	—	+990	—	NEW
65	LPLA	0.22%	1,100	$310K	$281.68	—	+1,100	—	NEW
66	JPM	0.22%	942	$308K	$327.33	—	+942	—	NEW
67	SCHW	0.22%	3,314	$306K	$92.27	—	+3,314	—	NEW
68	IVOV	0.21%	2,562	$292K	$114.07	—	+2,562	—	NEW
69	ED	0.21%	2,622	$290K	$110.63	—	+2,622	—	NEW
70	VBR	0.20%	1,141	$277K	$243.06	—	+1,141	—	NEW
71	DUK	0.19%	2,175	$275K	$126.57	—	+2,175	—	NEW
72	PEP	0.19%	1,998	$270K	$135.37	—	+1,998	—	NEW
73	KO	0.18%	3,204	$260K	$81.27	—	+3,204	—	NEW
74	MA	0.17%	473	$243K	$513.60	—	+473	—	NEW
75	VBK	0.17%	662	$242K	$365.52	—	+662	—	NEW
76	ABBV	0.17%	947	$238K	$251.76	—	+947	—	NEW
77	SCHD	0.17%	7,460	$237K	$31.71	—	+7,460	—	NEW
78	WFC	0.16%	2,828	$229K	$81.12	—	+2,828	—	NEW
79	GOOG	0.15%	584	$206K	$353.33	—	+584	—	NEW
80	META	0.14%	363	$205K	$563.61	—	+363	—	NEW
81	WDAY	0.14%	1,600	$202K	$126.17	—	+1,600	—	NEW
82	IVV	0.14%	269	$201K	$748.89	—	+269	—	NEW
83	MO	0.14%	2,791	$201K	$71.95	—	+2,791	—	NEW
84	FNB	0.14%	10,260	$196K	$19.08	—	+10,260	—	NEW

New Positions

Symbol	Value	% Port
VUG	$13M	9.10%
DFIV	$9M	6.35%
IWD	$9M	6.27%
LECO	$9M	6.16%
VTV	$8M	6.00%
VTEB	$8M	5.88%
MUB	$6M	4.19%
IJT	$6M	4.00%
IJS	$6M	3.93%
WMT	$5M	3.45%
AAPL	$3M	2.08%
DFGR	$3M	1.88%
TFC	$3M	1.85%
VIOG	$3M	1.85%
VTI	$2M	1.75%

View SEC EDGAR Filings for Veratis Advisors, Inc. →