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: 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: $188.2M53 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$1.3M	0.7%Prev: 0.6%	6,559 SH	Increased+283 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$518K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$291K	0.2%Prev: 0.2%	852 SH	Increased
BLACKSTONE INC	COM	$307K	0.2%Prev: 0.2%	3,300 SH	Increased+848 SH
ENTERPRISE PRODS PARTNERS L	COM	$383K	0.2%Prev: 0.2%	14,540 SH	Increased+2,010 SH
HOLOGIC INC	COM	$261K	0.1%	3,224 SH	New
HOME DEPOT INC	COM	$255K	0.1%	822 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$201K	0.1%	1,500 SH	New
ISHARES INC	CORE MSCI EMKT	$3.2M	1.7%Prev: 0.2%	64,918 SH	Increased+59,569 SH
ISHARES TR	0-5YR HI YL CP	$2.3M	1.2%	54,437 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.4M	1.2%Prev: 0.4%	21,232 SH	Increased+16,024 SH
ISHARES TR	CORE HIGH DV ETF	$7.0M	3.7%Prev: 1.6%	69,399 SH	Increased+46,987 SH
ISHARES TR	CORE MSCI INTL	$3.7M	1.9%Prev: 8.2%	60,017 SH	Decreased-162,300 SH
ISHARES TR	CORE S&P MCP ETF	$3.0M	1.6%Prev: 2.7%	11,640 SH	Decreased-5,823 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	1.3%Prev: 3.4%	24,743 SH	Decreased-28,242 SH
ISHARES TR	CORE S&P TTL STK	$19.3M	10.2%Prev: 1.1%	197,016 SH	Increased+177,745 SH
ISHARES TR	CORE S&P500 ETF	$33.4M	17.8%Prev: 24.0%	75,006 SH	Decreased-16,848 SH
ISHARES TR	CORE TOTAL USD	$14.2M	7.6%Prev: 6.4%	313,032 SH	Increased+115,826 SH
ISHARES TR	CORE US AGGBD ET	$668K	0.4%Prev: 0.4%	6,818 SH	Increased+453 SH
ISHARES TR	EAFE GRWTH ETF	$3.9M	2.1%Prev: 1.1%	41,390 SH	Increased+21,367 SH
ISHARES TR	EAFE VALUE ETF	$3.7M	2.0%Prev: 2.2%	75,270 SH	Increased+2,440 SH
ISHARES TR	ESG AWR MSCI USA	$6.3M	3.4%Prev: 4.6%	64,814 SH	Decreased-14,094 SH
ISHARES TR	FALN ANGLS USD	$518K	0.3%Prev: 1.6%	20,403 SH	Decreased-73,428 SH
ISHARES TR	JPMORGAN USD EMG	$1.9M	1.0%Prev: 0.2%	21,852 SH	Increased+18,027 SH
ISHARES TR	MBS ETF	$5.9M	3.1%Prev: 1.5%	63,429 SH	Increased+40,623 SH
ISHARES TR	MSCI ACWI EX US	$17.5M	9.3%Prev: 0.2%	355,028 SH	Increased+350,007 SH
ISHARES TR	MSCI INTL QUALTY	$9.8M	5.2%Prev: 3.8%	275,653 SH	Increased+95,549 SH
ISHARES TR	MSCI USA MIN VOL	$1.5M	0.8%Prev: 0.2%	20,156 SH	Increased+15,891 SH
ISHARES TR	MSCI USA MMENTM	$779K	0.4%	5,397 SH	New
ISHARES TR	MSCI USA QLT FCT	$5.0M	2.6%Prev: 7.0%	36,954 SH	Decreased-53,681 SH
ISHARES TR	NATIONAL MUN ETF	$4.9M	2.6%Prev: 1.5%	45,863 SH	Increased+24,740 SH
ISHARES TR	RUS 1000 ETF	$354K	0.2%Prev: 0.3%	1,452 SH	Decreased-668 SH
ISHARES TR	RUSSELL 2000 ETF	$713K	0.4%Prev: 0.5%	3,806 SH	Decreased-599 SH
ISHARES TR	SHRT NAT MUN ETF	$1.8M	1.0%Prev: 0.2%	17,567 SH	Increased+15,052 SH
ISHARES TR	U.S. TECH ETF	$1.8M	0.9%	16,109 SH	New
ISHARES TR	US INFRASTRUC	$202K	0.1%	5,176 SH	New
ISHARES TR	US TREAS BD ETF	$2.7M	1.4%Prev: 4.7%	116,857 SH	Decreased-171,273 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.3M	1.7%Prev: 2.1%	126,768 SH	Increased+50,680 SH
MICROSOFT CORP	COM	$280K	0.1%	822 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$558K	0.3%	6,087 SH	New
SCHWAB STRATEGIC TR	SCHWB FDT INT LG	$634K	0.3%	19,620 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$374K	0.2%Prev: 0.3%	840 SH	Decreased-206 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.4M	0.7%Prev: 0.8%	2,834 SH	Increased-89 SH
SPDR SER TR	NUVEEN BLMBRG MU	$666K	0.4%	14,418 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$663K	0.4%Prev: 0.4%	10,860 SH	Increased
TESLA INC	COM	$785K	0.4%	3,000 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$411K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$312K	0.2%Prev: 0.2%	762 SH	Decreased-199 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.1M	2.7%Prev: 3.2%	23,200 SH	Increased-1,176 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$996K	0.5%Prev: 1.8%	19,841 SH	Decreased-33,303 SH
VANGUARD STAR FDS	VG TL INTL STK F	$469K	0.2%	8,365 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.7%	29,907 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$6.6M	3.5%	104,953 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $209K
ISHARES INC — $961K
ISHARES INC — $479K
ISHARES TR — $445K
ISHARES TR — $281K
ISHARES TR — $298K
ISHARES TR — $302K
ISHARES TR — $340K
ISHARES TR — $631K
ISHARES TR — $5.4M
ISHARES TR — $493K
ISHARES TR — $236K
ISHARES TR — $259K
ISHARES TR — $527K
ISHARES TR — $210K
ISHARES TR — $2.2M
ISHARES TR — $847K
SPDR SER TR — $413K
VANECK ETF TRUST — $446K
VANGUARD SPECIALIZED FUNDS — $202K
… and 1 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