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: $176.7M64 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.2M	1.2%Prev: 0.9%	16,938 SH	Increased+9,438 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$469K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$263K	0.1%Prev: 0.2%	852 SH	Decreased-237 SH
ENTERPRISE PRODS PARTNERS L	COM	$278K	0.2%Prev: 0.2%	11,530 SH	Increased-1,000 SH
HOLOGIC INC	COM	$241K	0.1%	3,224 SH	New
INVESCO EXCH TRD SLF IDX FD	RAFI STRG US ETF	$571K	0.3%	21,268 SH	New
ISHARES INC	ESG AWR MSCI EM	$555K	0.3%	18,453 SH	New
ISHARES INC	MSCI EMERG MRKT	$1.4M	0.8%	26,439 SH	New
ISHARES TR	0-5YR HI YL CP	$919K	0.5%	22,465 SH	New
ISHARES TR	10-20 YR TRS ETF	$829K	0.5%	7,659 SH	New
ISHARES TR	CONV BD ETF	$625K	0.4%	9,000 SH	New
ISHARES TR	CORE HIGH DV ETF	$3.7M	2.1%	35,948 SH	New
ISHARES TR	CORE MSCI INTL	$12.1M	6.9%Prev: 10.9%	216,902 SH	Decreased-9,267 SH
ISHARES TR	CORE S&P MCP ETF	$4.0M	2.3%Prev: 3.8%	16,644 SH	Decreased-2,385 SH
ISHARES TR	CORE S&P SCP ETF	$4.9M	2.8%Prev: 3.9%	51,955 SH	Decreased+4,681 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	1.1%Prev: 1.8%	22,200 SH	Decreased-1,938 SH
ISHARES TR	CORE S&P500 ETF	$38.7M	21.9%Prev: 25.7%	100,686 SH	Increased+25,215 SH
ISHARES TR	CORE TOTAL USD	$10.2M	5.8%	226,624 SH	New
ISHARES TR	CORE US AGGBD ET	$667K	0.4%Prev: 0.6%	6,877 SH	Decreased-32 SH
ISHARES TR	EAFE GRWTH ETF	$2.6M	1.4%	30,546 SH	New
ISHARES TR	EAFE VALUE ETF	$3.7M	2.1%Prev: 1.0%	81,019 SH	Increased+52,234 SH
ISHARES TR	ESG AWR MSCI USA	$7.6M	4.3%	89,463 SH	New
ISHARES TR	FALN ANGLS USD	$1.8M	1.0%	74,013 SH	New
ISHARES TR	GLOBAL TECH ETF	$330K	0.2%Prev: 0.2%	7,356 SH	Increased+2,286 SH
ISHARES TR	JPMORGAN USD EMG	$405K	0.2%	4,791 SH	New
ISHARES TR	MBS ETF	$2.8M	1.6%	30,694 SH	New
ISHARES TR	MSCI ACWI EX US	$308K	0.2%Prev: 0.2%	6,778 SH	Increased+1,375 SH
ISHARES TR	MSCI EAFE MIN VL	$4.4M	2.5%Prev: 4.7%	69,636 SH	Decreased-16,700 SH
ISHARES TR	MSCI INTL QUALTY	$5.9M	3.3%Prev: 6.0%	181,925 SH	Decreased-31,808 SH
ISHARES TR	MSCI USA MIN VOL	$459K	0.3%	6,368 SH	New
ISHARES TR	MSCI USA MMENTM	$213K	0.1%	1,459 SH	New
ISHARES TR	MSCI USA QLT FCT	$5.7M	3.2%Prev: 12.6%	50,356 SH	Decreased-71,287 SH
ISHARES TR	MSCI USA VALUE	$287K	0.2%	3,148 SH	New
ISHARES TR	NATIONAL MUN ETF	$3.4M	1.9%Prev: 0.6%	32,383 SH	Increased+25,286 SH
ISHARES TR	RUS 1000 ETF	$475K	0.3%Prev: 0.3%	2,256 SH	Increased+748 SH
ISHARES TR	RUS MID CAP ETF	$247K	0.1%Prev: 0.2%	3,667 SH	Decreased-337 SH
ISHARES TR	RUSSELL 2000 ETF	$762K	0.4%Prev: 0.7%	4,369 SH	Decreased-31 SH
ISHARES TR	S&P 500 GRWT ETF	$494K	0.3%Prev: 0.2%	8,444 SH	Increased+5,864 SH
ISHARES TR	SHRT NAT MUN ETF	$14.2M	8.1%	136,555 SH	New
ISHARES TR	TIPS BD ETF	$2.0M	1.1%	18,970 SH	New
ISHARES TR	U.S. ENERGY ETF	$630K	0.4%	13,556 SH	New
ISHARES TR	U.S. TECH ETF	$266K	0.2%	3,565 SH	New
ISHARES TR	US TREAS BD ETF	$7.2M	4.1%	315,689 SH	New
ISHARES U S ETF TR	BLOOMBERG ROLL	$301K	0.2%	5,529 SH	New
ISHARES U S ETF TR	GSCI CMDTY STGY	$2.3M	1.3%	81,082 SH	New
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$368K	0.2%	7,980 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$913K	0.5%	18,365 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$6.6M	3.7%	72,187 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$498K	0.3%	9,701 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$373K	0.2%Prev: 0.3%	971 SH	Decreased-43 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.3M	0.7%Prev: 1.0%	2,868 SH	Decreased+106 SH
SPDR SER TR	NUVEEN BLMBRG MU	$452K	0.3%	9,902 SH	New
SPDR SER TR	NUVEEN BLOOMBERG	$325K	0.2%	6,633 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$550K	0.3%Prev: 0.6%	10,860 SH	Decreased
TESLA INC	COM	$370K	0.2%	3,000 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$551K	0.3%	12,074 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$359K	0.2%Prev: 0.4%	1,995 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$343K	0.2%Prev: 0.4%	977 SH	Decreased-246 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	2.6%Prev: 4.1%	24,371 SH	Decreased+555 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.6M	0.9%Prev: 1.3%	32,156 SH	Decreased-1,258 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$846K	0.5%	12,703 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$214K	0.1%Prev: 0.2%	1,411 SH	Decreased-206 SH
VANGUARD STAR FDS	VG TL INTL STK F	$461K	0.3%	8,909 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	1.4%	59,186 SH	New

Sold (vs prior filing)

ALPHABET INC — $377K
ALPHABET INC — $258K
AMAZON COM INC — $630K
BLACKSTONE INC — $422K
HOME DEPOT INC — $256K
ISHARES INC — $2.6M
ISHARES TR — $442K
ISHARES TR — $3.7M
ISHARES TR — $475K
ISHARES TR — $3.1M
ISHARES TR — $2.7M
ISHARES TR — $378K
ISHARES TR — $2.5M
ISHARES TR — $2.5M
ISHARES TR — $439K
MICROSOFT CORP — $554K
VANGUARD TAX-MANAGED INTL FD — $1.8M

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