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: $186.4M53 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$3.0M	1.6%Prev: 1.7%	17,645 SH	Increased+507 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$3.2M	1.7%Prev: 0.3%	6 SH	Increased+5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$299K	0.2%Prev: 0.2%	853 SH	Increased-109 SH
BLACKSTONE INC	COM	$354K	0.2%Prev: 0.1%	3,300 SH	Increased+848 SH
ENTERPRISE PRODS PARTNERS L	COM	$398K	0.2%Prev: 0.2%	14,540 SH	Increased+2,010 SH
HOLOGIC INC	COM	$224K	0.1%Prev: 0.1%	3,224 SH	Increased
HOME DEPOT INC	COM	$248K	0.1%	822 SH	New
ISHARES INC	CORE MSCI EMKT	$1.8M	1.0%	38,284 SH	New
ISHARES TR	20 YR TR BD ETF	$3.3M	1.8%	36,953 SH	New
ISHARES TR	CORE HIGH DV ETF	$6.4M	3.5%Prev: 1.9%	64,375 SH	Increased+34,593 SH
ISHARES TR	CORE MSCI INTL	$3.0M	1.6%Prev: 7.2%	51,836 SH	Decreased-158,812 SH
ISHARES TR	CORE S&P MCP ETF	$2.7M	1.5%Prev: 2.7%	10,815 SH	Decreased-6,269 SH
ISHARES TR	CORE S&P SCP ETF	$367K	0.2%Prev: 3.3%	3,873 SH	Decreased-49,941 SH
ISHARES TR	CORE S&P TTL STK	$22.7M	12.2%Prev: 1.1%	239,493 SH	Increased+219,294 SH
ISHARES TR	CORE S&P500 ETF	$29.7M	15.9%Prev: 24.7%	68,785 SH	Decreased-28,414 SH
ISHARES TR	CORE TOTAL USD	$12.6M	6.8%Prev: 6.6%	287,948 SH	Increased+77,039 SH
ISHARES TR	CORE US AGGBD ET	$652K	0.3%Prev: 0.5%	6,931 SH	Decreased+154 SH
ISHARES TR	EAFE GRWTH ETF	$3.2M	1.7%Prev: 1.3%	37,492 SH	Increased+12,212 SH
ISHARES TR	EAFE VALUE ETF	$4.4M	2.3%Prev: 2.2%	89,041 SH	Increased+9,705 SH
ISHARES TR	ESG AWR MSCI USA	$879K	0.5%Prev: 5.0%	9,359 SH	Decreased-79,638 SH
ISHARES TR	IBOXX INV CP ETF	$1.9M	1.0%	18,624 SH	New
ISHARES TR	JPMORGAN USD EMG	$739K	0.4%Prev: 0.3%	8,950 SH	Increased+4,481 SH
ISHARES TR	MBS ETF	$4.2M	2.3%Prev: 1.6%	47,763 SH	Increased+23,649 SH
ISHARES TR	MSCI ACWI EX US	$18.1M	9.7%Prev: 0.1%	385,891 SH	Increased+380,621 SH
ISHARES TR	MSCI INTL QUALTY	$11.8M	6.3%Prev: 3.4%	351,612 SH	Increased+176,646 SH
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.6%Prev: 0.2%	14,918 SH	Increased+10,572 SH
ISHARES TR	MSCI USA QLT FCT	$11.3M	6.1%Prev: 5.2%	85,388 SH	Increased+15,328 SH
ISHARES TR	NATIONAL MUN ETF	$4.6M	2.4%Prev: 1.8%	44,489 SH	Increased+19,094 SH
ISHARES TR	RUS 1000 ETF	$342K	0.2%Prev: 0.3%	1,452 SH	Decreased-804 SH
ISHARES TR	RUSSELL 2000 ETF	$439K	0.2%Prev: 0.5%	2,474 SH	Decreased-1,937 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.6%Prev: 0.3%	15,666 SH	Increased+7,222 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.7%Prev: 0.3%	13,393 SH	Increased+9,184 SH
ISHARES TR	TIPS BD ETF	$1.1M	0.6%Prev: 1.5%	10,580 SH	Decreased-9,593 SH
ISHARES TR	TRS FLT RT BD	$5.1M	2.7%	100,918 SH	New
ISHARES TR	U.S. TECH ETF	$1.1M	0.6%	10,626 SH	New
ISHARES TR	US TREAS BD ETF	$2.6M	1.4%Prev: 5.1%	116,331 SH	Decreased-202,308 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.8M	2.0%Prev: 2.2%	131,030 SH	Increased+45,676 SH
KLA CORP	COM NEW	$367K	0.2%	800 SH	New
MICROSOFT CORP	COM	$260K	0.1%	822 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$521K	0.3%	5,932 SH	New
SCHWAB STRATEGIC TR	SCHWB FDT INT LG	$739K	0.4%	23,320 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$360K	0.2%Prev: 0.3%	840 SH	Decreased-206 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.3M	0.7%Prev: 0.8%	2,810 SH	Increased-79 SH
SPDR SER TR	PRTFLO S&P500 GW	$644K	0.3%Prev: 0.4%	10,860 SH	Increased
TESLA INC	COM	$751K	0.4%Prev: 0.6%	3,000 SH	Decreased-300 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$334K	0.2%Prev: 0.4%	7,578 SH	Decreased-6,766 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$466K	0.3%Prev: 0.2%	2,395 SH	Increased+400 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$300K	0.2%Prev: 0.2%	762 SH	Decreased-213 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.9M	2.6%Prev: 3.1%	23,032 SH	Increased-1,353 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$971K	0.5%Prev: 1.7%	20,177 SH	Decreased-29,294 SH
VANGUARD STAR FDS	VG TL INTL STK F	$448K	0.2%Prev: 0.2%	8,365 SH	Increased+3,648 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.7%Prev: 0.7%	30,582 SH	Increased+4,170 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.6M	1.4%	42,162 SH	New

Sold (vs prior filing)

ISHARES INC — $731K
ISHARES INC — $842K
ISHARES TR — $633K
ISHARES TR — $547K
ISHARES TR — $812K
ISHARES TR — $2.2M
ISHARES TR — $427K
ISHARES TR — $4.8M
ISHARES TR — $385K
ISHARES TR — $249K
ISHARES TR — $200K
ISHARES TR — $763K
SPDR SER TR — $492K

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