Advus Financial Partners, LLC

CIK 0002150676 • 40 13F filings • Aug 25, 2026 – Oct 20, 2026

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Filer information

Filed by: Advus Financial Partners, LLC, Compliance Analyst
Address: 631 W MORSE BLVD, SUITE 115, WINTER PARK, FL, 32789
Phone: 8593083246
AUM: $278.3M

AUM over time

$354.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $145.2M59 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$858K	0.6%Prev: 0.6%	6,276 SH	Decreased-403 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$409K	0.3%	1 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$233K	0.2%Prev: 0.2%	852 SH	Decreased-146 SH
BLACKSTONE INC	COM	$224K	0.2%Prev: 0.1%	2,452 SH	Increased+620 SH
CHEVRON CORP NEW	COM	$209K	0.1%	1,442 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$305K	0.2%Prev: 0.2%	12,530 SH	Decreased-3,567 SH
ISHARES INC	CORE MSCI EMKT	$262K	0.2%Prev: 1.9%	5,349 SH	Decreased-66,796 SH
ISHARES INC	ESG AWR MSCI EM	$961K	0.7%	29,734 SH	New
ISHARES INC	MSCI EMERG MRKT	$479K	0.3%	8,642 SH	New
ISHARES TR	10-20 YR TRS ETF	$626K	0.4%Prev: 1.6%	5,208 SH	Decreased-36,127 SH
ISHARES TR	CONV BD ETF	$445K	0.3%Prev: 0.4%	6,411 SH	Decreased-3,471 SH
ISHARES TR	CORE DIV GRWTH	$281K	0.2%	5,890 SH	New
ISHARES TR	CORE HIGH DV ETF	$2.3M	1.6%Prev: 1.0%	22,412 SH	Decreased+2,935 SH
ISHARES TR	CORE MSCI INTL	$11.9M	8.2%Prev: 1.4%	222,317 SH	Increased+176,661 SH
ISHARES TR	CORE MSCI TOTAL	$298K	0.2%	5,221 SH	New
ISHARES TR	CORE S&P MCP ETF	$4.0M	2.7%Prev: 1.0%	17,463 SH	Increased-20,794 SH
ISHARES TR	CORE S&P SCP ETF	$4.9M	3.4%	52,985 SH	New
ISHARES TR	CORE S&P TTL STK	$1.6M	1.1%Prev: 11.1%	19,271 SH	Decreased-187,274 SH
ISHARES TR	CORE S&P US GWT	$302K	0.2%	3,614 SH	New
ISHARES TR	CORE S&P US VLU	$340K	0.2%	5,089 SH	New
ISHARES TR	CORE S&P500 ETF	$34.8M	24.0%Prev: 10.3%	91,854 SH	Increased+50,283 SH
ISHARES TR	CORE TOTAL USD	$9.2M	6.4%	197,206 SH	New
ISHARES TR	CORE US AGGBD ET	$647K	0.4%Prev: 0.3%	6,365 SH	Decreased-2,189 SH
ISHARES TR	EAFE GRWTH ETF	$1.6M	1.1%Prev: 1.0%	20,023 SH	Decreased-2,745 SH
ISHARES TR	EAFE VALUE ETF	$3.2M	2.2%Prev: 2.9%	72,830 SH	Decreased-31,244 SH
ISHARES TR	ESG AWR MSCI USA	$6.6M	4.6%Prev: 0.1%	78,908 SH	Increased+77,411 SH
ISHARES TR	FALN ANGLS USD	$2.3M	1.6%	93,831 SH	New
ISHARES TR	GLOBAL TECH ETF	$631K	0.4%	13,813 SH	New
ISHARES TR	JPMORGAN USD EMG	$326K	0.2%Prev: 0.7%	3,825 SH	Decreased-15,582 SH
ISHARES TR	MBS ETF	$2.2M	1.5%Prev: 1.9%	22,806 SH	Decreased-30,128 SH
ISHARES TR	MSCI ACWI EX US	$226K	0.2%Prev: 10.3%	5,021 SH	Decreased-393,776 SH
ISHARES TR	MSCI EAFE MIN VL	$5.4M	3.7%	85,733 SH	New
ISHARES TR	MSCI INTL QUALTY	$5.6M	3.8%Prev: 6.8%	180,104 SH	Decreased-207,785 SH
ISHARES TR	MSCI USA MIN VOL	$299K	0.2%Prev: 0.3%	4,265 SH	Decreased-3,967 SH
ISHARES TR	MSCI USA QLT FCT	$10.1M	7.0%Prev: 6.5%	90,635 SH	Decreased+905 SH
ISHARES TR	MSCI USA VALUE	$493K	0.3%	5,449 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.2M	1.5%Prev: 2.6%	21,123 SH	Decreased-44,279 SH
ISHARES TR	RUS 1000 ETF	$440K	0.3%Prev: 0.1%	2,120 SH	Increased+1,193 SH
ISHARES TR	RUS 1000 GRW ETF	$236K	0.2%Prev: 0.5%	1,078 SH	Decreased-2,174 SH
ISHARES TR	RUS MID CAP ETF	$259K	0.2%Prev: 0.1%	4,004 SH	Increased+1,648 SH
ISHARES TR	RUSSELL 2000 ETF	$746K	0.5%Prev: 0.3%	4,405 SH	Increased+1,513 SH
ISHARES TR	S&P 500 GRWT ETF	$527K	0.4%Prev: 2.6%	8,732 SH	Decreased-51,766 SH
ISHARES TR	SHRT NAT MUN ETF	$263K	0.2%Prev: 0.8%	2,515 SH	Decreased-16,974 SH
ISHARES TR	SP SMCP600VL ETF	$210K	0.1%	2,363 SH	New
ISHARES TR	TIPS BD ETF	$2.2M	1.5%	18,912 SH	New
ISHARES TR	U.S. ENERGY ETF	$847K	0.6%	22,216 SH	New
ISHARES TR	US TREAS BD ETF	$6.9M	4.7%Prev: 0.5%	288,130 SH	Increased+228,628 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.1M	2.1%Prev: 0.9%	76,088 SH	Increased+7,177 SH
SPDR S&P 500 ETF TR	TR UNIT	$396K	0.3%	1,046 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.2M	0.8%	2,923 SH	New
SPDR SER TR	NUVEEN BLOOMBERG	$413K	0.3%	8,040 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$568K	0.4%	10,860 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$446K	0.3%	9,759 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$350K	0.2%	1,995 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$335K	0.2%Prev: 0.1%	961 SH	Increased+403 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	3.2%Prev: 2.5%	24,376 SH	Decreased+4,110 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.7M	1.8%Prev: 0.3%	53,144 SH	Increased+36,308 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$202K	0.1%	1,411 SH	New
VANGUARD TAX-MANAGED INTL FD	VAN FTSE DEV MKT	$1.5M	1.0%	35,977 SH	New

Sold (vs prior filing)

ABBVIE INC — $243K
AMAZON COM INC — $216K
BLACKROCK ETF TRUST — $1.7M
BLACKROCK ETF TRUST — $7.2M
BLACKROCK ETF TRUST — $2.4M
BLACKROCK ETF TRUST II — $5.2M
ISHARES GOLD TR — $2.6M
ISHARES INC — $682K
ISHARES TR — $2.0M
ISHARES TR — $286K
ISHARES TR — $3.7M
ISHARES TR — $15.3M
ISHARES TR — $353K
ISHARES TR — $247K
ISHARES TR — $1.8M
ISHARES TR — $3.4M
ISHARES TR — $6.0M
ISHARES TR — $2.1M
JOHNSON & JOHNSON — $331K
JPMORGAN CHASE & CO — $247K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 2, 2026	Q4 2025	13F-HR/A	0002150676-26-000042	$278.3M	View
Oct 2, 2026	Q4 2024	13F-HR/A	0002150676-26-000038	$233.5M	View
Oct 2, 2026	Q4 2023