Veratis Advisors, Inc. has disclosed its latest investment holdings in a 13F filing, revealing a total value of approximately $132 million in assets as of September 30, 2026. This update is significant as it provides insights into the company's investment strategies and positions within the financial advisory sector.

The filing, submitted on November 3, 2026, highlights Veratis Advisors' active management approach, showcasing their investments in major firms such as Apple Inc., Alphabet Inc., and other prominent companies. This report is crucial for stakeholders and competitors alike, as it sheds light on market trends and the firm's asset allocation strategies.

Background

Veratis Advisors, Inc., incorporated in North Carolina, is categorized as a financial advisory firm. The company operates under the Central Index Key (CIK) 0002111807. Their recent filings include various forms, with the latest being a 13F-HR filed on November 3, 2026. The firm's business address is located at 1400 Crescent Green, Suite 110, Cary, NC 27518.

What the Filing Says

The 13F filing reports a total of 84 positions held by Veratis Advisors, with a total value of $132,099,295. Notably, the filing states: "

...
...
" (exact quotes were not provided in the filing). This data reflects the firm's strategic positioning in various sectors.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial advisory industry. By analyzing Veratis Advisors' holdings, other firms may gain insights into market trends and investment strategies that could influence their own decision-making processes.

What's Next

The filing does not say what happens next.