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: $224.6M59 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.5M	1.1%Prev: 0.7%	11,644 SH	Increased+5,085 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$612K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$347K	0.2%Prev: 0.2%	853 SH	Increased+1 SH
BLACKROCK ETF TRUST	US EQT FACTOR	$1.3M	0.6%	27,458 SH	New
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$568K	0.3%	10,890 SH	New
BLACKSTONE INC	COM	$334K	0.1%Prev: 0.2%	2,697 SH	Increased-603 SH
ENTERPRISE PRODS PARTNERS L	COM	$421K	0.2%Prev: 0.2%	14,540 SH	Increased
HOLOGIC INC	COM	$212K	0.1%Prev: 0.1%	2,856 SH	Decreased-368 SH
ISHARES INC	CORE MSCI EMKT	$2.1M	0.9%Prev: 1.7%	38,889 SH	Decreased-26,029 SH
ISHARES INC	MSCI EMRG CHN	$463K	0.2%	7,823 SH	New
ISHARES TR	20 YR TR BD ETF	$3.7M	1.6%	40,071 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.2M	3.2%Prev: 3.7%	66,438 SH	Increased-2,961 SH
ISHARES TR	CORE MSCI INTL	$3.2M	1.4%Prev: 1.9%	49,000 SH	Decreased-11,017 SH
ISHARES TR	CORE S&P MCP ETF	$2.9M	1.3%Prev: 1.6%	49,579 SH	Decreased+37,939 SH
ISHARES TR	CORE S&P SCP ETF	$234K	0.1%Prev: 1.3%	2,195 SH	Decreased-22,548 SH
ISHARES TR	CORE S&P TTL STK	$30.4M	13.5%Prev: 10.2%	255,537 SH	Increased+58,521 SH
ISHARES TR	CORE S&P500 ETF	$39.6M	17.6%Prev: 17.8%	72,415 SH	Increased-2,591 SH
ISHARES TR	CORE TOTAL USD	$14.3M	6.4%Prev: 7.6%	317,163 SH	Increased+4,131 SH
ISHARES TR	CORE US AGGBD ET	$714K	0.3%Prev: 0.4%	7,356 SH	Increased+538 SH
ISHARES TR	EAFE GRWTH ETF	$3.7M	1.6%Prev: 2.1%	35,740 SH	Decreased-5,650 SH
ISHARES TR	EAFE VALUE ETF	$4.7M	2.1%Prev: 2.0%	88,592 SH	Increased+13,322 SH
ISHARES TR	ESG AWR MSCI USA	$938K	0.4%Prev: 3.4%	7,860 SH	Decreased-56,954 SH
ISHARES TR	GLOBAL ENERG ETF	$391K	0.2%	9,417 SH	New
ISHARES TR	HDG MSCI EAFE	$286K	0.1%	8,039 SH	New
ISHARES TR	IBOXX INV CP ETF	$2.3M	1.0%	21,707 SH	New
ISHARES TR	JPMORGAN USD EMG	$923K	0.4%Prev: 1.0%	10,437 SH	Decreased-11,415 SH
ISHARES TR	MBS ETF	$4.6M	2.0%Prev: 3.1%	50,140 SH	Decreased-13,289 SH
ISHARES TR	MSCI ACWI EX US	$21.9M	9.8%Prev: 9.3%	412,801 SH	Increased+57,773 SH
ISHARES TR	MSCI INTL QUALTY	$14.2M	6.3%Prev: 5.2%	363,540 SH	Increased+87,887 SH
ISHARES TR	MSCI USA MIN VOL	$756K	0.3%Prev: 0.8%	9,006 SH	Decreased-11,150 SH
ISHARES TR	MSCI USA QLT FCT	$15.3M	6.8%Prev: 2.6%	89,345 SH	Increased+52,391 SH
ISHARES TR	NATIONAL MUN ETF	$6.0M	2.7%Prev: 2.6%	56,449 SH	Increased+10,586 SH
ISHARES TR	RUS 1000 ETF	$300K	0.1%Prev: 0.2%	1,010 SH	Decreased-442 SH
ISHARES TR	RUS 1000 GRW ETF	$216K	0.1%	593 SH	New
ISHARES TR	RUSSELL 2000 ETF	$502K	0.2%Prev: 0.4%	2,474 SH	Decreased-1,332 SH
ISHARES TR	S&P 100 ETF	$535K	0.2%	2,025 SH	New
ISHARES TR	S&P 500 GRWT ETF	$2.3M	1.0%	24,633 SH	New
ISHARES TR	S&P 500 VAL ETF	$993K	0.4%	5,454 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.8%Prev: 1.0%	16,186 SH	Decreased-1,381 SH
ISHARES TR	TIPS BD ETF	$1.1M	0.5%	9,946 SH	New
ISHARES TR	TRS FLT RT BD	$4.7M	2.1%	92,126 SH	New
ISHARES TR	U.S. TECH ETF	$2.1M	1.0%Prev: 0.9%	14,253 SH	Increased-1,856 SH
ISHARES TR	US INFRASTRUC	$316K	0.1%Prev: 0.1%	7,492 SH	Increased+2,316 SH
ISHARES TR	US TREAS BD ETF	$1.8M	0.8%Prev: 1.4%	80,188 SH	Decreased-36,669 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$4.1M	1.8%Prev: 1.7%	149,842 SH	Increased+23,074 SH
MICROSOFT CORP	COM	$438K	0.2%Prev: 0.1%	981 SH	Increased+159 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$659K	0.3%	18,642 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$388K	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	$870K	0.4%Prev: 0.4%	10,860 SH	Increased
TESLA INC	COM	$594K	0.3%Prev: 0.4%	3,000 SH	Decreased
VANECK ETF TRUST	INTRMDT MUNI ETF	$438K	0.2%	9,550 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$459K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$296K	0.1%Prev: 0.2%	589 SH	Decreased-173 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.3M	2.8%Prev: 2.7%	23,308 SH	Increased+108 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$766K	0.3%Prev: 0.5%	15,283 SH	Decreased-4,558 SH
VANGUARD STAR FDS	VG TL INTL STK F	$493K	0.2%Prev: 0.2%	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: 3.5%	34,999 SH	Decreased-69,954 SH

Sold (vs prior filing)

HOME DEPOT INC — $255K
INTERNATIONAL BUSINESS MACHS — $201K
ISHARES TR — $2.3M
ISHARES TR — $2.4M
ISHARES TR — $518K
ISHARES TR — $779K
PIMCO ETF TR — $558K
SCHWAB STRATEGIC TR — $634K
SPDR SER TR — $666K

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