Advus Financial Partners, LLC

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

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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: $204.3M53 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$200K	0.1%	1,292 SH	New
APPLE INC	COM	$2.3M	1.1%Prev: 1.2%	11,725 SH	Increased-5,213 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	1.1%Prev: 0.3%	4 SH	Increased+3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$304K	0.1%Prev: 0.1%	853 SH	Increased+1 SH
BLACKSTONE INC	COM	$432K	0.2%	3,300 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$383K	0.2%Prev: 0.2%	14,540 SH	Increased+3,010 SH
HOLOGIC INC	COM	$204K	0.1%Prev: 0.1%	2,856 SH	Decreased-368 SH
ISHARES INC	CORE MSCI EMKT	$2.0M	1.0%	40,372 SH	New
ISHARES TR	20 YR TR BD ETF	$3.9M	1.9%	39,904 SH	New
ISHARES TR	CORE HIGH DV ETF	$6.6M	3.2%Prev: 2.1%	64,979 SH	Increased+29,031 SH
ISHARES TR	CORE MSCI INTL	$3.1M	1.5%Prev: 6.9%	49,219 SH	Decreased-167,683 SH
ISHARES TR	CORE S&P MCP ETF	$2.9M	1.4%Prev: 2.3%	10,371 SH	Decreased-6,273 SH
ISHARES TR	CORE S&P SCP ETF	$309K	0.2%Prev: 2.8%	2,851 SH	Decreased-49,104 SH
ISHARES TR	CORE S&P TTL STK	$26.2M	12.8%Prev: 1.1%	249,055 SH	Increased+226,855 SH
ISHARES TR	CORE S&P500 ETF	$34.3M	16.8%Prev: 21.9%	71,857 SH	Decreased-28,829 SH
ISHARES TR	CORE TOTAL USD	$13.9M	6.8%Prev: 5.8%	300,756 SH	Increased+74,132 SH
ISHARES TR	CORE US AGGBD ET	$706K	0.3%Prev: 0.4%	7,113 SH	Increased+236 SH
ISHARES TR	EAFE GRWTH ETF	$3.5M	1.7%Prev: 1.4%	35,695 SH	Increased+5,149 SH
ISHARES TR	EAFE VALUE ETF	$4.8M	2.3%Prev: 2.1%	91,915 SH	Increased+10,896 SH
ISHARES TR	ESG AWR MSCI USA	$950K	0.5%Prev: 4.3%	9,052 SH	Decreased-80,411 SH
ISHARES TR	IBOXX INV CP ETF	$2.4M	1.2%	22,078 SH	New
ISHARES TR	JPMORGAN USD EMG	$803K	0.4%Prev: 0.2%	9,022 SH	Increased+4,231 SH
ISHARES TR	MBS ETF	$4.7M	2.3%Prev: 1.6%	49,786 SH	Increased+19,092 SH
ISHARES TR	MSCI ACWI EX US	$20.1M	9.9%Prev: 0.2%	394,527 SH	Increased+387,749 SH
ISHARES TR	MSCI INTL QUALTY	$13.5M	6.6%Prev: 3.3%	360,343 SH	Increased+178,418 SH
ISHARES TR	MSCI USA MIN VOL	$947K	0.5%Prev: 0.3%	12,134 SH	Increased+5,766 SH
ISHARES TR	MSCI USA QLT FCT	$13.3M	6.5%Prev: 3.2%	90,567 SH	Increased+40,211 SH
ISHARES TR	NATIONAL MUN ETF	$4.8M	2.4%Prev: 1.9%	44,637 SH	Increased+12,254 SH
ISHARES TR	RUS 1000 ETF	$365K	0.2%Prev: 0.3%	1,392 SH	Decreased-864 SH
ISHARES TR	RUSSELL 2000 ETF	$512K	0.3%Prev: 0.4%	2,553 SH	Decreased-1,816 SH
ISHARES TR	S&P 100 ETF	$444K	0.2%	1,986 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.6%Prev: 0.3%	17,616 SH	Increased+9,172 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.7%Prev: 8.1%	13,155 SH	Decreased-123,400 SH
ISHARES TR	TIPS BD ETF	$1.2M	0.6%Prev: 1.1%	10,793 SH	Decreased-8,177 SH
ISHARES TR	TRS FLT RT BD	$5.4M	2.6%	106,757 SH	New
ISHARES TR	U.S. TECH ETF	$1.5M	0.7%Prev: 0.2%	12,204 SH	Increased+8,639 SH
ISHARES TR	US INFRASTRUC	$261K	0.1%	6,477 SH	New
ISHARES TR	US TREAS BD ETF	$2.2M	1.1%Prev: 4.1%	95,020 SH	Decreased-220,669 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.4M	1.7%Prev: 1.3%	136,353 SH	Increased+55,271 SH
MICROSOFT CORP	COM	$350K	0.2%	931 SH	New
SCHWAB STRATEGIC TR	SCHWB FDT INT LG	$787K	0.4%	23,320 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$344K	0.2%Prev: 0.2%	720 SH	Decreased-251 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.4M	0.7%Prev: 0.7%	2,810 SH	Increased-58 SH
SPDR SER TR	PRTFLO S&P500 GW	$707K	0.3%Prev: 0.3%	10,860 SH	Increased
TESLA INC	COM	$745K	0.4%Prev: 0.2%	3,000 SH	Increased
VANECK ETF TRUST	INTRMDT MUNI ETF	$364K	0.2%Prev: 0.3%	7,745 SH	Decreased-4,329 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$438K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$326K	0.2%Prev: 0.2%	747 SH	Decreased-230 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.5M	2.7%Prev: 2.6%	23,032 SH	Increased-1,339 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.5%Prev: 0.9%	19,646 SH	Decreased-12,510 SH
VANGUARD STAR FDS	VG TL INTL STK F	$485K	0.2%Prev: 0.3%	8,365 SH	Increased-544 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.7%Prev: 1.4%	29,890 SH	Decreased-29,296 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.6M	1.3%	39,328 SH	New

Sold (vs prior filing)

INVESCO EXCH TRD SLF IDX FD — $571K
ISHARES INC — $555K
ISHARES INC — $1.4M
ISHARES TR — $919K
ISHARES TR — $829K
ISHARES TR — $625K
ISHARES TR — $1.8M
ISHARES TR — $330K
ISHARES TR — $4.4M
ISHARES TR — $213K
ISHARES TR — $287K
ISHARES TR — $247K
ISHARES TR — $630K
ISHARES U S ETF TR — $301K
J P MORGAN EXCHANGE TRADED F — $368K
J P MORGAN EXCHANGE TRADED F — $913K
PIMCO ETF TR — $6.6M
PIMCO ETF TR — $498K
SPDR SER TR — $452K
SPDR SER TR — $325K
… and 2 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