Verum Partners LLC
Annual return '25
+24.0%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$526.5M
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCRM
VANGUARD MUN BD FDS
Held since at least Q1 2024
8.6%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
8.0%
03
$GOVT
ISHARES TR
Held since at least Q1 2024
6.8%
04
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.9%
05
$FPAG
INVESTMENT MANAGERS SER TR I
Held since at least Q1 2024
4.8%
06
$IJR
ISHARES TR
Held since at least Q1 2024
4.3%
07
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.7%
08
$SYLD
CAMBRIA ETF TR
Held since at least Q1 2024
3.3%
09
$JPST
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.2%
10
$QLTY
GMO ETF TRUST
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.