Advus Financial Partners, LLC

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

Import this data to Google Sheets with:

=jivedata("advus-financial-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 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: $141.2M55 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.4M	1.7%Prev: 2.6%	17,138 SH	Decreased-9,218 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$406K	0.3%Prev: 0.2%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$257K	0.2%Prev: 0.4%	962 SH	Decreased-1,435 SH
BLACKSTONE INC	COM	$205K	0.1%Prev: 0.3%	2,452 SH	Decreased-1,106 SH
ENTERPRISE PRODS PARTNERS L	COM	$298K	0.2%Prev: 0.2%	12,530 SH	Decreased-5,340 SH
HOLOGIC INC	COM	$208K	0.1%	3,224 SH	New
ISHARES INC	ESG AWR MSCI EM	$731K	0.5%	26,414 SH	New
ISHARES INC	MSCI EMERG MRKT	$842K	0.6%	16,606 SH	New
ISHARES TR	10-20 YR TRS ETF	$633K	0.4%	5,812 SH	New
ISHARES TR	CONV BD ETF	$547K	0.4%	7,943 SH	New
ISHARES TR	CORE HIGH DV ETF	$2.7M	1.9%	29,782 SH	New
ISHARES TR	CORE MSCI INTL	$10.2M	7.2%Prev: 8.4%	210,648 SH	Decreased-15,521 SH
ISHARES TR	CORE MSCI TOTAL	$812K	0.6%Prev: 0.3%	15,941 SH	Increased+9,250 SH
ISHARES TR	CORE S&P MCP ETF	$3.7M	2.7%Prev: 3.0%	17,084 SH	Decreased-2,030 SH
ISHARES TR	CORE S&P SCP ETF	$4.7M	3.3%Prev: 3.0%	53,814 SH	Decreased+6,341 SH
ISHARES TR	CORE S&P TTL STK	$1.6M	1.1%Prev: 1.4%	20,199 SH	Decreased-4,197 SH
ISHARES TR	CORE S&P500 ETF	$34.9M	24.7%Prev: 19.9%	97,199 SH	Decreased+21,565 SH
ISHARES TR	CORE TOTAL USD	$9.4M	6.6%	210,909 SH	New
ISHARES TR	CORE US AGGBD ET	$653K	0.5%Prev: 0.5%	6,777 SH	Decreased-1,733 SH
ISHARES TR	EAFE GRWTH ETF	$1.8M	1.3%	25,280 SH	New
ISHARES TR	EAFE VALUE ETF	$3.1M	2.2%Prev: 0.8%	79,336 SH	Increased+50,551 SH
ISHARES TR	ESG AWR MSCI USA	$7.1M	5.0%	88,997 SH	New
ISHARES TR	FALN ANGLS USD	$2.2M	1.6%	92,984 SH	New
ISHARES TR	GLOBAL TECH ETF	$427K	0.3%Prev: 0.2%	10,118 SH	Increased+5,048 SH
ISHARES TR	JPMORGAN USD EMG	$355K	0.3%	4,469 SH	New
ISHARES TR	MBS ETF	$2.2M	1.6%	24,114 SH	New
ISHARES TR	MSCI ACWI EX US	$211K	0.1%Prev: 0.2%	5,270 SH	Decreased-133 SH
ISHARES TR	MSCI EAFE MIN VL	$4.8M	3.4%Prev: 3.7%	84,737 SH	Decreased-1,600 SH
ISHARES TR	MSCI INTL QUALTY	$4.9M	3.4%Prev: 4.6%	174,966 SH	Decreased-38,768 SH
ISHARES TR	MSCI USA MIN VOL	$287K	0.2%	4,346 SH	New
ISHARES TR	MSCI USA QLT FCT	$7.3M	5.2%Prev: 9.8%	70,060 SH	Decreased-51,583 SH
ISHARES TR	MSCI USA VALUE	$385K	0.3%	4,702 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.6M	1.8%Prev: 0.5%	25,395 SH	Increased+18,298 SH
ISHARES TR	RUS 1000 ETF	$445K	0.3%Prev: 0.2%	2,256 SH	Increased+748 SH
ISHARES TR	RUS MID CAP ETF	$249K	0.2%Prev: 0.2%	4,004 SH	Decreased-5 SH
ISHARES TR	RUSSELL 2000 ETF	$728K	0.5%Prev: 0.5%	4,411 SH	Decreased-6 SH
ISHARES TR	S&P 500 GRWT ETF	$488K	0.3%Prev: 0.1%	8,444 SH	Increased+5,864 SH
ISHARES TR	SHRT NAT MUN ETF	$432K	0.3%	4,209 SH	New
ISHARES TR	SP SMCP600VL ETF	$200K	0.1%	2,431 SH	New
ISHARES TR	TIPS BD ETF	$2.1M	1.5%	20,173 SH	New
ISHARES TR	U.S. ENERGY ETF	$763K	0.5%	19,400 SH	New
ISHARES TR	US TREAS BD ETF	$7.3M	5.1%	318,639 SH	New
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.0M	2.2%	85,354 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$375K	0.3%Prev: 0.3%	1,046 SH	Decreased+32 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.2M	0.8%Prev: 0.8%	2,889 SH	Decreased+127 SH
SPDR SER TR	NUVEEN BLOOMBERG	$492K	0.3%	10,267 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$544K	0.4%Prev: 0.4%	10,860 SH	Decreased
TESLA INC	COM	$875K	0.6%Prev: 1.4%	3,300 SH	Decreased+885 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$624K	0.4%	14,344 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$340K	0.2%Prev: 0.3%	1,995 SH	Decreased-458 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$322K	0.2%Prev: 0.3%	975 SH	Decreased-433 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.4M	3.1%Prev: 3.2%	24,385 SH	Decreased+78 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.4M	1.7%Prev: 1.0%	49,471 SH	Increased+16,057 SH
VANGUARD STAR FDS	VG TL INTL STK F	$216K	0.2%	4,717 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$960K	0.7%	26,412 SH	New

Sold (vs prior filing)

ABBOTT LABS — $282K
ABBVIE INC — $365K
ACCENTURE PLC IRELAND — $216K
ADOBE SYSTEMS INCORPORATED — $214K
ALPHABET INC — $1.2M
ALPHABET INC — $660K
AMAZON COM INC — $2.4M
AMGEN INC — $282K
ANTHEM INC — $219K
AT&T INC — $201K
BK OF AMERICA CORP — $448K
BOEING CO — $330K
BOOKING HOLDINGS INC — $228K
BROADCOM INC — $527K
CHEVRON CORP NEW — $340K
CISCO SYS INC — $402K
COCA COLA CO — $217K
COMCAST CORP NEW — $386K
COSTCO WHSL CORP NEW — $324K
CVS HEALTH CORP — $207K
… and 57 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0002150676-26-000045	—	View
Oct 2, 2026	Q4 2025	13F-HR/A	0002150676-26-000042	$278.3M	View
Oct 2, 2026	Q4 2024