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: $238.0M62 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.7M	1.1%Prev: 1.6%	11,688 SH	Decreased-5,957 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$691K	0.3%Prev: 1.7%	1 SH	Decreased-5 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$393K	0.2%Prev: 0.2%	853 SH	Increased
BLACKROCK ETF TRUST	US EQT FACTOR	$2.4M	1.0%	48,812 SH	New
BLACKROCK ETF TRUST II	FLEXIBLE INCOME	$1.6M	0.7%	29,811 SH	New
BLACKSTONE INC	COM	$313K	0.1%Prev: 0.2%	2,042 SH	Decreased-1,258 SH
ENTERPRISE PRODS PARTNERS L	COM	$423K	0.2%Prev: 0.2%	14,540 SH	Increased
HOLOGIC INC	COM	$233K	0.1%Prev: 0.1%	2,856 SH	Increased-368 SH
INDEPENDENT BK CORP MASS	COM	$1.5M	0.6%	25,187 SH	New
ISHARES INC	CORE MSCI EMKT	$2.1M	0.9%Prev: 1.0%	36,502 SH	Increased-1,782 SH
ISHARES INC	MSCI EMRG CHN	$895K	0.4%	14,639 SH	New
ISHARES TR	20 YR TR BD ETF	$3.6M	1.5%Prev: 1.8%	37,025 SH	Increased+72 SH
ISHARES TR	CONV BD ETF	$411K	0.2%	4,916 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.8M	3.3%Prev: 3.5%	66,066 SH	Increased+1,691 SH
ISHARES TR	CORE MSCI INTL	$3.5M	1.5%Prev: 1.6%	49,318 SH	Increased-2,518 SH
ISHARES TR	CORE S&P MCP ETF	$3.0M	1.3%Prev: 1.5%	48,819 SH	Increased+38,004 SH
ISHARES TR	CORE S&P TTL STK	$32.0M	13.5%Prev: 12.2%	255,056 SH	Increased+15,563 SH
ISHARES TR	CORE S&P500 ETF	$38.6M	16.2%Prev: 15.9%	66,967 SH	Increased-1,818 SH
ISHARES TR	CORE TOTAL USD	$16.1M	6.7%Prev: 6.8%	340,772 SH	Increased+52,824 SH
ISHARES TR	CORE US AGGBD ET	$768K	0.3%Prev: 0.3%	7,586 SH	Increased+655 SH
ISHARES TR	EAFE GRWTH ETF	$4.2M	1.8%Prev: 1.7%	38,775 SH	Increased+1,283 SH
ISHARES TR	EAFE VALUE ETF	$4.8M	2.0%Prev: 2.3%	83,956 SH	Increased-5,085 SH
ISHARES TR	ESG AWR MSCI USA	$913K	0.4%Prev: 0.5%	7,236 SH	Increased-2,123 SH
ISHARES TR	GLOBAL ENERG ETF	$249K	0.1%	6,158 SH	New
ISHARES TR	HDG MSCI EAFE	$289K	0.1%	8,154 SH	New
ISHARES TR	IBOXX INV CP ETF	$1.7M	0.7%Prev: 1.0%	15,489 SH	Decreased-3,135 SH
ISHARES TR	INVESTMENT GRADE	$667K	0.3%	14,346 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.1M	0.4%Prev: 0.4%	11,297 SH	Increased+2,347 SH
ISHARES TR	MBS ETF	$4.9M	2.0%Prev: 2.3%	50,733 SH	Increased+2,970 SH
ISHARES TR	MSCI ACWI EX US	$23.7M	10.0%Prev: 9.7%	414,498 SH	Increased+28,607 SH
ISHARES TR	MSCI INTL QUALTY	$15.2M	6.4%Prev: 6.3%	365,935 SH	Increased+14,323 SH
ISHARES TR	MSCI USA MIN VOL	$700K	0.3%Prev: 0.6%	7,665 SH	Decreased-7,253 SH
ISHARES TR	MSCI USA QLT FCT	$15.9M	6.7%Prev: 6.1%	88,769 SH	Increased+3,381 SH
ISHARES TR	NATIONAL MUN ETF	$6.7M	2.8%Prev: 2.4%	61,851 SH	Increased+17,362 SH
ISHARES TR	RUS 1000 ETF	$291K	0.1%Prev: 0.2%	927 SH	Decreased-525 SH
ISHARES TR	RUS 1000 GRW ETF	$235K	0.1%	625 SH	New
ISHARES TR	RUS MID CAP ETF	$208K	0.1%	2,356 SH	New
ISHARES TR	RUSSELL 2000 ETF	$549K	0.2%Prev: 0.2%	2,485 SH	Increased+11 SH
ISHARES TR	S&P 100 ETF	$343K	0.1%	1,239 SH	New
ISHARES TR	S&P 500 GRWT ETF	$3.4M	1.4%Prev: 0.6%	35,640 SH	Increased+19,974 SH
ISHARES TR	S&P 500 VAL ETF	$1.6M	0.7%	8,214 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.8M	0.8%Prev: 0.7%	17,165 SH	Increased+3,772 SH
ISHARES TR	TIPS BD ETF	$872K	0.4%Prev: 0.6%	7,895 SH	Decreased-2,685 SH
ISHARES TR	TRS FLT RT BD	$3.4M	1.4%Prev: 2.7%	67,117 SH	Decreased-33,801 SH
ISHARES TR	U.S. TECH ETF	$2.1M	0.9%Prev: 0.6%	14,016 SH	Increased+3,390 SH
ISHARES TR	US INFRASTRUC	$346K	0.1%	7,365 SH	New
ISHARES TR	US TREAS BD ETF	$1.8M	0.7%Prev: 1.4%	74,652 SH	Decreased-41,679 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.8M	1.6%Prev: 2.0%	145,806 SH	Decreased+14,776 SH
MICROSOFT CORP	COM	$422K	0.2%Prev: 0.1%	981 SH	Increased+159 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$529K	0.2%	14,145 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$361K	0.2%Prev: 0.2%	626 SH	Increased-214 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.6M	0.7%Prev: 0.7%	2,769 SH	Increased-41 SH
SPDR SER TR	PRTFLO S&P500 GW	$901K	0.4%Prev: 0.3%	10,860 SH	Increased
TESLA INC	COM	$392K	0.2%Prev: 0.4%	1,500 SH	Decreased-1,500 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$410K	0.2%Prev: 0.2%	8,728 SH	Increased+1,150 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$486K	0.2%Prev: 0.3%	1,995 SH	Increased-400 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$312K	0.1%Prev: 0.2%	589 SH	Increased-173 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	2.7%Prev: 2.6%	22,708 SH	Increased-324 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$786K	0.3%Prev: 0.5%	15,368 SH	Decreased-4,809 SH
VANGUARD STAR FDS	VG TL INTL STK F	$529K	0.2%Prev: 0.2%	8,170 SH	Increased-195 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.6%Prev: 0.7%	28,128 SH	Increased-2,454 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.4M	1.0%Prev: 1.4%	33,029 SH	Decreased-9,133 SH

Sold (vs prior filing)

HOME DEPOT INC — $248K
ISHARES TR — $367K
KLA CORP — $367K
PIMCO ETF TR — $521K
SCHWAB STRATEGIC TR — $739K

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