# EDGAR Filing Document

**Accession Number:** 0001958984
**File Stem:** 0001951757-23-000067
**Filing Date:** 2023-1
**Character Count:** 10120
**Document Hash:** f1a286260554ffa421ad5bc3e11c973a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000067.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001951757-23-000067

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**EFFECTIVENESS DATE**: 20230125

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Verum Partners LLC
- **CENTRAL INDEX KEY:** 0001958984
- **IRS NUMBER:** 834337981
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22759
- **FILM NUMBER:** 23552218

**BUSINESS ADDRESS:**
- **STREET 1:** 2333 RANDOLPH ROAD
- **STREET 2:** SUITE 250
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28207
- **BUSINESS PHONE:** (980) 771-3999

**MAIL ADDRESS:**
- **STREET 1:** 2333 RANDOLPH ROAD
- **STREET 2:** SUITE 250
- **CITY:** CHARLOTTE
- **STATE:** NC
- **ZIP:** 28207

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Verum Partners LLC<br>**Address:** 2333 RANDOLPH ROAD<br>SUITE 250<br>CHARLOTTE, NC 28207

**Form 13F File Number:** 028-22759

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** HOLLY SKIPPER<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** (980) 771-3999

**Signature, Place, and Date of Signing:**

HOLLY SKIPPER  CHARLOTTE, NC  01-25-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 69

**Form 13F Information Table Value Total:** $81415758

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | STOCK | 023135106 |  | 611184 | 7276 | SH |  | SOLE |  | 0 | 0 | 7276 |
| APPLE INC | STOCK | 037833100 |  | 1113225 | 8568 | SH |  | SOLE |  | 0 | 0 | 8568 |
| BANK AMERICA CORP | STOCK | 060505104 |  | 274035 | 8274 | SH |  | SOLE |  | 0 | 0 | 8274 |
| BERKSHIRE HATHAWAY INC DEL | STOCK | 084670702 |  | 265654 | 860 | SH |  | SOLE |  | 0 | 0 | 860 |
| COCA COLA CO | STOCK | 191216100 |  | 3797026 | 59692 | SH |  | SOLE |  | 0 | 0 | 59692 |
| GENERAL ELECTRIC CO | STOCK | 369604301 |  | 279255 | 3333 | SH |  | SOLE |  | 0 | 0 | 3333 |
| HOME DEPOT INC | STOCK | 437076102 |  | 1016293 | 3218 | SH |  | SOLE |  | 0 | 0 | 3218 |
| ISHARES TR | ETF | 464287200 |  | 4413976 | 11488 | SH |  | SOLE |  | 0 | 0 | 11488 |
| ISHARES TR | ETF | 464287226 |  | 533186 | 5497 | SH |  | SOLE |  | 0 | 0 | 5497 |
| ISHARES TR | ETF | 464287309 |  | 431189 | 7371 | SH |  | SOLE |  | 0 | 0 | 7371 |
| ISHARES TR | ETF | 464287465 |  | 301909 | 4599 | SH |  | SOLE |  | 0 | 0 | 4599 |
| ISHARES TR | ETF | 464287598 |  | 320778 | 2115 | SH |  | SOLE |  | 0 | 0 | 2115 |
| ISHARES TR | ETF | 464287622 |  | 628132 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| ISHARES TR | ETF | 464287689 |  | 1266483 | 5739 | SH |  | SOLE |  | 0 | 0 | 5739 |
| ISHARES TR | ETF | 464287788 |  | 226410 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| ISHARES TR | ETF | 464287804 |  | 1859753 | 19651 | SH |  | SOLE |  | 0 | 0 | 19651 |
| ISHARES TR | ETF | 464288109 |  | 784052 | 12400 | SH |  | SOLE |  | 0 | 0 | 12400 |
| ISHARES TR | ETF | 464288885 |  | 234640 | 2801 | SH |  | SOLE |  | 0 | 0 | 2801 |
| JOHNSON  JOHNSON | STOCK | 478160104 |  | 531525 | 3009 | SH |  | SOLE |  | 0 | 0 | 3009 |
| LILLY ELI  CO | STOCK | 532457108 |  | 227918 | 623 | SH |  | SOLE |  | 0 | 0 | 623 |
| LOWES COS INC | STOCK | 548661107 |  | 1558057 | 7820 | SH |  | SOLE |  | 0 | 0 | 7820 |
| MICROSOFT CORP | STOCK | 594918104 |  | 735025 | 3065 | SH |  | SOLE |  | 0 | 0 | 3065 |
| PEPSICO INC | STOCK | 713448108 |  | 318074 | 1761 | SH |  | SOLE |  | 0 | 0 | 1761 |
| PFIZER INC | STOCK | 717081103 |  | 281421 | 5492 | SH |  | SOLE |  | 0 | 0 | 5492 |
| PROCTER AND GAMBLE CO | STOCK | 742718109 |  | 747494 | 4932 | SH |  | SOLE |  | 0 | 0 | 4932 |
| SCHWAB STRATEGIC TR | ETF | 808524201 |  | 1204728 | 26683 | SH |  | SOLE |  | 0 | 0 | 26683 |
| SCHWAB STRATEGIC TR | ETF | 808524409 |  | 671827 | 10176 | SH |  | SOLE |  | 0 | 0 | 10176 |
| SCHWAB STRATEGIC TR | ETF | 808524755 |  | 5073179 | 174516 | SH |  | SOLE |  | 0 | 0 | 174516 |
| SCHWAB STRATEGIC TR | ETF | 808524763 |  | 2324819 | 49761 | SH |  | SOLE |  | 0 | 0 | 49761 |
| SCHWAB STRATEGIC TR | ETF | 808524771 |  | 4261069 | 79736 | SH |  | SOLE |  | 0 | 0 | 79736 |
| VANGUARD SPECIALIZED FUNDS | ETF | 921908844 |  | 1403126 | 9240 | SH |  | SOLE |  | 0 | 0 | 9240 |
| VANGUARD ADMIRAL FDS INC | ETF | 921932828 |  | 2106579 | 12155 | SH |  | SOLE |  | 0 | 0 | 12155 |
| VANGUARD ADMIRAL FDS INC | ETF | 921932885 |  | 367924 | 2249 | SH |  | SOLE |  | 0 | 0 | 2249 |
| VANGUARD BD INDEX FDS | ETF | 921937835 |  | 366426 | 5101 | SH |  | SOLE |  | 0 | 0 | 5101 |
| VANGUARD TAX-MANAGED FDS | ETF | 921943858 |  | 3920219 | 93405 | SH |  | SOLE |  | 0 | 0 | 93405 |
| VANGUARD INTL EQUITY INDEX F | ETF | 922042742 |  | 423685 | 4916 | SH |  | SOLE |  | 0 | 0 | 4916 |
| VANGUARD INTL EQUITY INDEX F | ETF | 922042858 |  | 869216 | 22299 | SH |  | SOLE |  | 0 | 0 | 22299 |
| VANGUARD MUN BD FDS | ETF | 922907746 |  | 333709 | 6743 | SH |  | SOLE |  | 0 | 0 | 6743 |
| VANGUARD INDEX FDS | ETF | 922908363 |  | 3440294 | 9792 | SH |  | SOLE |  | 0 | 0 | 9792 |
| VANGUARD INDEX FDS | ETF | 922908512 |  | 246813 | 1825 | SH |  | SOLE |  | 0 | 0 | 1825 |
| VANGUARD INDEX FDS | ETF | 922908751 |  | 559177 | 3047 | SH |  | SOLE |  | 0 | 0 | 3047 |
| VANGUARD INDEX FDS | ETF | 922908769 |  | 212561 | 1112 | SH |  | SOLE |  | 0 | 0 | 1112 |
| WELLS FARGO CO NEW | STOCK | 949746101 |  | 226256 | 5480 | SH |  | SOLE |  | 0 | 0 | 5480 |
| ALPHABET INC | STOCK | 02079K107 |  | 257317 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| ALPHABET INC | STOCK | 02079K305 |  | 226839 | 2571 | SH |  | SOLE |  | 0 | 0 | 2571 |
| DIMENSIONAL ETF TRUST | ETF | 25434V740 |  | 2035860 | 90042 | SH |  | SOLE |  | 0 | 0 | 90042 |
| DIMENSIONAL ETF TRUST | ETF | 25434V807 |  | 2016352 | 66327 | SH |  | SOLE |  | 0 | 0 | 66327 |
| EXXON MOBIL CORP | STOCK | 30231G102 |  | 547551 | 4964 | SH |  | SOLE |  | 0 | 0 | 4964 |
| INVESCO EXCHANGE TRADED FD T | ETF | 46137V431 |  | 245453 | 2972 | SH |  | SOLE |  | 0 | 0 | 2972 |
| INVESCO EXCHANGE TRADED FD T | ETF | 46137V597 |  | 755664 | 4770 | SH |  | SOLE |  | 0 | 0 | 4770 |
| INVESCO EXCHANGE TRADED FD T | ETF | 46137V613 |  | 1068376 | 6886 | SH |  | SOLE |  | 0 | 0 | 6886 |
| INVESCO EXCH TRADED FD TR II | ETF | 46138E743 |  | 2973497 | 71582 | SH |  | SOLE |  | 0 | 0 | 71582 |
| ISHARES TR | ETF | 46432F834 |  | 2027207 | 35024 | SH |  | SOLE |  | 0 | 0 | 35024 |
| ISHARES TR | ETF | 46432F842 |  | 566142 | 9185 | SH |  | SOLE |  | 0 | 0 | 9185 |
| ISHARES INC | ETF | 46434G103 |  | 844488 | 18083 | SH |  | SOLE |  | 0 | 0 | 18083 |
| ISHARES TR | ETF | 46435G326 |  | 993363 | 17745 | SH |  | SOLE |  | 0 | 0 | 17745 |
| J P MORGAN EXCHANGE TRADED F | ETF | 46641Q837 |  | 3545845 | 70733 | SH |  | SOLE |  | 0 | 0 | 70733 |
| LITMAN GREGORY FDS TR | ETF | 53700T827 |  | 607904 | 20883 | SH |  | SOLE |  | 0 | 0 | 20883 |
| MERCK  CO INC | STOCK | 58933Y105 |  | 231109 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| NOV INC | STOCK | 62955J103 |  | 240089 | 11493 | SH |  | SOLE |  | 0 | 0 | 11493 |
| NORTHERN LTS FD TR III | ETF | 66538R631 |  | 1873826 | 89931 | SH |  | SOLE |  | 0 | 0 | 89931 |
| SPDR S 500 ETF TR | ETF | 78462F103 |  | 254724 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| SSGA ACTIVE ETF TR | ETF | 78467V400 |  | 285115 | 7591 | SH |  | SOLE |  | 0 | 0 | 7591 |
| SELECT SECTOR SPDR TR | ETF | 81369Y506 |  | 410759 | 4696 | SH |  | SOLE |  | 0 | 0 | 4696 |
| TRUIST FINL CORP | STOCK | 89832Q109 |  | 500209 | 11625 | SH |  | SOLE |  | 0 | 0 | 11625 |
| UNITEDHEALTH GROUP INC | STOCK | 91324P102 |  | 596983 | 1126 | SH |  | SOLE |  | 0 | 0 | 1126 |
| VANGUARD SCOTTSDALE FDS | ETF | 92206C102 |  | 5606672 | 96968 | SH |  | SOLE |  | 0 | 0 | 96968 |
| WISDOMTREE TR | ETF | 97717X669 |  | 1683949 | 27898 | SH |  | SOLE |  | 0 | 0 | 27898 |
| ACCENTURE PLC IRELAND | STOCK | G1151C101 |  | 252164 | 945 | SH |  | SOLE |  | 0 | 0 | 945 |

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