# EDGAR Filing Document

**Accession Number:** 0002111807
**File Stem:** 0001172661-26-001302
**Filing Date:** 2026-2
**Character Count:** 10889
**Document Hash:** 86552a32f06a7a1f9f4a92fc288551d1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001302.hdr.sgml**: 20260218

**ACCESSION NUMBER**: 0001172661-26-001302

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260218

**DATE AS OF CHANGE**: 20260218

**EFFECTIVENESS DATE**: 20260218

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Veratis Advisors, Inc.
- **CENTRAL INDEX KEY:** 0002111807

**ORGANIZATION NAME:**
- **EIN:** 562274965
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26646
- **FILM NUMBER:** 26647467

**BUSINESS ADDRESS:**
- **STREET 1:** 1400 CRESCENT GREEN
- **STREET 2:** STE 110
- **CITY:** CARY
- **STATE:** NC
- **ZIP:** 27518
- **BUSINESS PHONE:** 9194608875

**MAIL ADDRESS:**
- **STREET 1:** 1400 CRESCENT GREEN
- **STREET 2:** STE 110
- **CITY:** CARY
- **STATE:** NC
- **ZIP:** 27518

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**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:** Veratis Advisors Inc.<br>**Address:** 1400 CRESCENT GREEN<br>STE 110<br>CARY, NC 27518

**Form 13F File Number:** 028-26646

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:** Jason Carter<br>**Title:** Wealth Advisor Partner<br>**Phone:** 919-651-3609

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

/s/ Jason Carter  Cary, NC  02-18-2026<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:** 75

**Form 13F Information Table Value Total:** $126354764

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 217539 | 938 | SH |  | OTR |  | 0 | 0 | 938 |
| ALLSTATE CORP | COM | 020002101 |  | 676287 | 3212 | SH |  | OTR |  | 0 | 0 | 3212 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 551435 | 1830 | SH |  | OTR |  | 0 | 0 | 1830 |
| AMAZON COM INC | COM | 023135106 |  | 1009779 | 5048 | SH |  | OTR |  | 0 | 0 | 5048 |
| ANALOG DEVICES INC | COM | 032654105 |  | 397115 | 1175 | SH |  | OTR |  | 0 | 0 | 1175 |
| APPLE INC | COM | 037833100 |  | 3231927 | 12362 | SH |  | OTR |  | 0 | 0 | 12362 |
| APPLIED MATLS INC | COM | 038222105 |  | 311422 | 863 | SH |  | OTR |  | 0 | 0 | 863 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1388057 | 2754 | SH |  | OTR |  | 0 | 0 | 2754 |
| BLACKROCK INC | COM | 09290D101 |  | 377702 | 353 | SH |  | OTR |  | 0 | 0 | 353 |
| BROADCOM INC | COM | 11135F101 |  | 702687 | 2121 | SH |  | OTR |  | 0 | 0 | 2121 |
| CISCO SYS INC | COM | 17275R102 |  | 561465 | 7290 | SH |  | OTR |  | 0 | 0 | 7290 |
| COCA COLA CO | COM | 191216100 |  | 271562 | 3446 | SH |  | OTR |  | 0 | 0 | 3446 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 297246 | 2622 | SH |  | OTR |  | 0 | 0 | 2622 |
| CSX CORP | COM | 126408103 |  | 313031 | 7662 | SH |  | OTR |  | 0 | 0 | 7662 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 2676913 | 93451 | SH |  | SOLE |  | 0 | 0 | 93451 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 9162068 | 166704 | SH |  | SOLE |  | 0 | 0 | 166704 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1961701 | 53576 | SH |  | SOLE |  | 0 | 0 | 53576 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 1696431 | 40016 | SH |  | SOLE |  | 0 | 0 | 40016 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 274047 | 2159 | SH |  | OTR |  | 0 | 0 | 2159 |
| ELI LILLY  CO | COM | 532457108 |  | 365986 | 351 | SH |  | OTR |  | 0 | 0 | 351 |
| F N B CORP | COM | 302520101 |  | 184936 | 10237 | SH |  | OTR |  | 0 | 0 | 10237 |
| FEDEX CORP | COM | 31428X106 |  | 792546 | 2117 | SH |  | OTR |  | 0 | 0 | 2117 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 559010 | 2159 | SH |  | OTR |  | 0 | 0 | 2159 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 426319 | 710 | SH |  | OTR |  | 0 | 0 | 710 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 8251072 | 36978 | SH |  | SOLE |  | 0 | 0 | 36978 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 5756456 | 53101 | SH |  | SOLE |  | 0 | 0 | 53101 |
| ISHARES TR | CORE LT USDB ETF | 464289479 |  | 1015392 | 19977 | SH |  | SOLE |  | 0 | 0 | 19977 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 587760 | 5282 | SH |  | SOLE |  | 0 | 0 | 5282 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 4995018 | 40162 | SH |  | SOLE |  | 0 | 0 | 40162 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 856302 | 8190 | SH |  | SOLE |  | 0 | 0 | 8190 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1651965 | 32657 | SH |  | SOLE |  | 0 | 0 | 32657 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 4653681 | 30499 | SH |  | SOLE |  | 0 | 0 | 30499 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1380683 | 12856 | SH |  | SOLE |  | 0 | 0 | 12856 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 236526 | 973 | SH |  | OTR |  | 0 | 0 | 973 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 343489 | 1125 | SH |  | OTR |  | 0 | 0 | 1125 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 9494616 | 32800 | SH |  | OTR |  | 0 | 0 | 32800 |
| LOWES COS INC | COM | 548661107 |  | 1133437 | 4042 | SH |  | OTR |  | 0 | 0 | 4042 |
| MCDONALDS CORP | COM | 580135101 |  | 540523 | 1655 | SH |  | OTR |  | 0 | 0 | 1655 |
| MERCK  CO INC | COM | 58933Y105 |  | 349735 | 2878 | SH |  | OTR |  | 0 | 0 | 2878 |
| MICROSOFT CORP | COM | 594918104 |  | 807697 | 2033 | SH |  | OTR |  | 0 | 0 | 2033 |
| NETFLIX INC | COM | 64110L106 |  | 331223 | 4330 | SH |  | OTR |  | 0 | 0 | 4330 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 921680 | 4999 | SH |  | OTR |  | 0 | 0 | 4999 |
| ORACLE CORP | COM | 68389X105 |  | 423670 | 2747 | SH |  | OTR |  | 0 | 0 | 2747 |
| PEPSICO INC | COM | 713448108 |  | 330219 | 2046 | SH |  | OTR |  | 0 | 0 | 2046 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 350583 | 1907 | SH |  | OTR |  | 0 | 0 | 1907 |
| PHILLIPS 66 | COM | 718546104 |  | 729531 | 4634 | SH |  | OTR |  | 0 | 0 | 4634 |
| SAP SE | SPON ADR | 803054204 |  | 484809 | 2418 | SH |  | OTR |  | 0 | 0 | 2418 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 250681 | 2692 | SH |  | OTR |  | 0 | 0 | 2692 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1889526 | 70452 | SH |  | OTR |  | 0 | 0 | 70452 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R739 |  | 1067130 | 22045 | SH |  | OTR |  | 0 | 0 | 22045 |
| STARBUCKS CORP | COM | 855244109 |  | 345575 | 3646 | SH |  | OTR |  | 0 | 0 | 3646 |
| STRYKER CORPORATION | COM | 863667101 |  | 366681 | 990 | SH |  | OTR |  | 0 | 0 | 990 |
| TESLA INC | COM | 88160R101 |  | 1045965 | 2576 | SH |  | OTR |  | 0 | 0 | 2576 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 304448 | 3200 | SH |  | OTR |  | 0 | 0 | 3200 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 2743118 | 52525 | SH |  | OTR |  | 0 | 0 | 52525 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 235017 | 803 | SH |  | OTR |  | 0 | 0 | 803 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 |  | 2222878 | 20753 | SH |  | SOLE |  | 0 | 0 | 20753 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 921932844 |  | 278889 | 2561 | SH |  | SOLE |  | 0 | 0 | 2561 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 |  | 2268979 | 17325 | SH |  | SOLE |  | 0 | 0 | 17325 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 921932869 |  | 1709827 | 13181 | SH |  | SOLE |  | 0 | 0 | 13181 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 2020828 | 28382 | SH |  | SOLE |  | 0 | 0 | 28382 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1875401 | 38355 | SH |  | SOLE |  | 0 | 0 | 38355 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 2184913 | 11387 | SH |  | SOLE |  | 0 | 0 | 11387 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 222492 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 269043 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 423604 | 1537 | SH |  | SOLE |  | 0 | 0 | 1537 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 4112927 | 19983 | SH |  | SOLE |  | 0 | 0 | 19983 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 11034104 | 24081 | SH |  | SOLE |  | 0 | 0 | 24081 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 945628 | 1508 | SH |  | SOLE |  | 0 | 0 | 1508 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2011197 | 5976 | SH |  | SOLE |  | 0 | 0 | 5976 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 341248 | 2186 | SH |  | SOLE |  | 0 | 0 | 2186 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 8179340 | 160726 | SH |  | SOLE |  | 0 | 0 | 160726 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 908340 | 11080 | SH |  | SOLE |  | 0 | 0 | 11080 |
| VISA INC | COM CL A | 92826C839 |  | 405041 | 1266 | SH |  | OTR |  | 0 | 0 | 1266 |
| WALMART INC | COM | 931142103 |  | 2658666 | 20616 | SH |  | OTR |  | 0 | 0 | 20616 |

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