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: $224.8M59 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$235K	0.1%	1,292 SH	New
APPLE INC	COM	$2.0M	0.9%Prev: 1.5%	11,824 SH	Decreased-4,951 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.5M	1.1%Prev: 0.3%	4 SH	Increased+3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$359K	0.2%Prev: 0.1%	853 SH	Increased+1 SH
BLACKROCK ETF TRUST	US EQT FACTOR	$575K	0.3%	12,946 SH	New
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$240K	0.1%	4,572 SH	New
BLACKSTONE INC	COM	$434K	0.2%Prev: 0.1%	3,300 SH	Increased+1,000 SH
ENTERPRISE PRODS PARTNERS L	COM	$424K	0.2%Prev: 0.2%	14,540 SH	Increased+3,010 SH
HOLOGIC INC	COM	$223K	0.1%Prev: 0.1%	2,856 SH	Decreased-368 SH
ISHARES INC	CORE MSCI EMKT	$2.2M	1.0%Prev: 1.7%	42,091 SH	Decreased-21,627 SH
ISHARES INC	MSCI EMRG CHN	$250K	0.1%	4,343 SH	New
ISHARES TR	20 YR TR BD ETF	$3.9M	1.7%	41,567 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.3M	3.3%Prev: 3.8%	66,498 SH	Increased-1,159 SH
ISHARES TR	CORE MSCI INTL	$3.3M	1.5%Prev: 2.3%	49,312 SH	Decreased-18,779 SH
ISHARES TR	CORE S&P MCP ETF	$3.1M	1.4%Prev: 1.7%	50,313 SH	Decreased+37,941 SH
ISHARES TR	CORE S&P SCP ETF	$255K	0.1%Prev: 1.8%	2,308 SH	Decreased-32,473 SH
ISHARES TR	CORE S&P TTL STK	$29.4M	13.1%Prev: 7.8%	255,062 SH	Increased+98,617 SH
ISHARES TR	CORE S&P500 ETF	$39.4M	17.5%Prev: 18.6%	74,955 SH	Increased-7,187 SH
ISHARES TR	CORE TOTAL USD	$14.2M	6.3%Prev: 7.6%	311,297 SH	Increased+10,699 SH
ISHARES TR	CORE US AGGBD ET	$737K	0.3%Prev: 0.4%	7,524 SH	Increased+706 SH
ISHARES TR	EAFE GRWTH ETF	$3.7M	1.7%Prev: 2.0%	35,870 SH	Increased-3,241 SH
ISHARES TR	EAFE VALUE ETF	$5.2M	2.3%Prev: 2.0%	94,785 SH	Increased+18,620 SH
ISHARES TR	ESG AWR MSCI USA	$1.0M	0.4%Prev: 3.5%	8,770 SH	Decreased-61,598 SH
ISHARES TR	GLOBAL ENERG ETF	$389K	0.2%	9,053 SH	New
ISHARES TR	IBOXX INV CP ETF	$2.5M	1.1%	22,629 SH	New
ISHARES TR	JPMORGAN USD EMG	$875K	0.4%Prev: 1.1%	9,756 SH	Decreased-13,512 SH
ISHARES TR	MBS ETF	$4.7M	2.1%Prev: 3.2%	50,378 SH	Decreased-11,437 SH
ISHARES TR	MSCI ACWI EX US	$22.0M	9.8%Prev: 9.1%	411,983 SH	Increased+72,925 SH
ISHARES TR	MSCI INTL QUALTY	$14.5M	6.5%Prev: 4.5%	365,831 SH	Increased+133,260 SH
ISHARES TR	MSCI USA MIN VOL	$855K	0.4%Prev: 0.8%	10,224 SH	Decreased-9,233 SH
ISHARES TR	MSCI USA QLT FCT	$15.1M	6.7%Prev: 0.9%	91,976 SH	Increased+78,674 SH
ISHARES TR	NATIONAL MUN ETF	$6.0M	2.7%Prev: 2.6%	56,050 SH	Increased+11,781 SH
ISHARES TR	RUS 1000 ETF	$291K	0.1%Prev: 0.2%	1,010 SH	Decreased-442 SH
ISHARES TR	RUS 1000 GRW ETF	$201K	0.1%	595 SH	New
ISHARES TR	RUSSELL 2000 ETF	$520K	0.2%Prev: 0.4%	2,474 SH	Decreased-1,497 SH
ISHARES TR	S&P 100 ETF	$560K	0.2%	2,262 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.7%Prev: 0.3%	17,632 SH	Increased+9,188 SH
ISHARES TR	S&P 500 VAL ETF	$724K	0.3%	3,876 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.8%Prev: 1.7%	16,112 SH	Decreased-13,808 SH
ISHARES TR	TIPS BD ETF	$1.1M	0.5%	10,039 SH	New
ISHARES TR	TRS FLT RT BD	$5.4M	2.4%	106,250 SH	New
ISHARES TR	U.S. TECH ETF	$1.9M	0.8%Prev: 0.8%	14,035 SH	Increased-667 SH
ISHARES TR	US INFRASTRUC	$355K	0.2%	8,186 SH	New
ISHARES TR	US TREAS BD ETF	$1.9M	0.8%Prev: 1.3%	83,740 SH	Decreased-17,527 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.9M	1.8%Prev: 1.7%	146,180 SH	Increased+29,542 SH
MICROSOFT CORP	COM	$413K	0.2%	981 SH	New
SCHWAB STRATEGIC TR	SCHWB FDT INT LG	$882K	0.4%Prev: 0.3%	24,772 SH	Increased+5,152 SH
SPDR S&P 500 ETF TR	TR UNIT	$373K	0.2%Prev: 0.2%	711 SH	Increased-129 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.5M	0.7%Prev: 0.7%	2,769 SH	Increased-65 SH
SPDR SER TR	PRTFLO S&P500 GW	$794K	0.4%Prev: 0.3%	10,860 SH	Increased
TESLA INC	COM	$527K	0.2%Prev: 0.3%	3,000 SH	Decreased
VANECK ETF TRUST	INTRMDT MUNI ETF	$448K	0.2%	9,635 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$470K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$283K	0.1%Prev: 0.2%	589 SH	Decreased-173 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.1M	2.7%Prev: 2.6%	23,308 SH	Increased+4 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$794K	0.4%Prev: 0.5%	15,690 SH	Decreased-2,570 SH
VANGUARD STAR FDS	VG TL INTL STK F	$493K	0.2%Prev: 0.3%	8,170 SH	Increased-195 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.6%Prev: 0.7%	28,103 SH	Increased-1,804 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.4M	1.1%Prev: 4.8%	34,999 SH	Decreased-106,508 SH

Sold (vs prior filing)

INVESCO EXCH TRD SLF IDX FD — $419K
ISHARES TR — $2.5M
ISHARES TR — $2.5M
ISHARES TR — $523K
ISHARES TR — $284K
ISHARES TR — $836K
PIMCO ETF TR — $565K
SPDR SER TR — $713K

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