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: $233.5M61 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.9M	1.3%Prev: 1.1%	11,744 SH	Increased+19 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$681K	0.3%Prev: 1.1%	1 SH	Decreased-3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$403K	0.2%Prev: 0.1%	888 SH	Increased+35 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.6M	2.0%	89,415 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.0M	1.7%	77,684 SH	New
BLACKSTONE INC	COM	$316K	0.1%Prev: 0.2%	1,832 SH	Decreased-1,468 SH
ENTERPRISE PRODS PARTNERS L	COM	$456K	0.2%Prev: 0.2%	14,540 SH	Increased
GE VERNOVA INC	COM	$220K	0.1%	668 SH	New
INDEPENDENT BK CORP MASS	COM	$336K	0.1%	5,187 SH	New
ISHARES GOLD TR	ISHARES NEW	$352K	0.2%	7,113 SH	New
ISHARES INC	CORE MSCI EMKT	$1.3M	0.6%Prev: 1.0%	25,812 SH	Decreased-14,560 SH
ISHARES INC	MSCI EMRG CHN	$1.9M	0.8%	34,298 SH	New
ISHARES TR	20 YR TR BD ETF	$2.6M	1.1%Prev: 1.9%	30,340 SH	Decreased-9,564 SH
ISHARES TR	CONV BD ETF	$1.0M	0.4%	11,813 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.2M	3.1%Prev: 3.2%	64,189 SH	Increased-790 SH
ISHARES TR	CORE MSCI INTL	$3.2M	1.4%Prev: 1.5%	49,323 SH	Increased+104 SH
ISHARES TR	CORE S&P MCP ETF	$2.7M	1.2%Prev: 1.4%	44,029 SH	Decreased+33,658 SH
ISHARES TR	CORE S&P TTL STK	$32.2M	13.8%Prev: 12.8%	250,548 SH	Increased+1,493 SH
ISHARES TR	CORE S&P500 ETF	$33.4M	14.3%Prev: 16.8%	56,702 SH	Decreased-15,155 SH
ISHARES TR	CORE TOTAL USD	$17.5M	7.5%Prev: 6.8%	388,001 SH	Increased+87,245 SH
ISHARES TR	CORE US AGGBD ET	$728K	0.3%Prev: 0.3%	7,516 SH	Increased+403 SH
ISHARES TR	EAFE GRWTH ETF	$4.3M	1.8%Prev: 1.7%	43,912 SH	Increased+8,217 SH
ISHARES TR	EAFE VALUE ETF	$4.6M	2.0%Prev: 2.3%	87,178 SH	Decreased-4,737 SH
ISHARES TR	ESG AWR MSCI USA	$531K	0.2%Prev: 0.5%	4,125 SH	Decreased-4,927 SH
ISHARES TR	HIGH YLD SYSTM B	$293K	0.1%	6,228 SH	New
ISHARES TR	IBOXX INV CP ETF	$319K	0.1%Prev: 1.2%	2,987 SH	Decreased-19,091 SH
ISHARES TR	INVESTMENT GRADE	$1.1M	0.5%	25,426 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.2M	0.5%Prev: 0.4%	13,417 SH	Increased+4,395 SH
ISHARES TR	MBS ETF	$4.9M	2.1%Prev: 2.3%	53,755 SH	Increased+3,969 SH
ISHARES TR	MSCI ACWI EX US	$22.9M	9.8%Prev: 9.9%	438,944 SH	Increased+44,417 SH
ISHARES TR	MSCI INTL QUALTY	$14.3M	6.1%Prev: 6.6%	385,813 SH	Increased+25,470 SH
ISHARES TR	MSCI USA MMENTM	$504K	0.2%	2,434 SH	New
ISHARES TR	MSCI USA QLT FCT	$16.9M	7.2%Prev: 6.5%	94,919 SH	Increased+4,352 SH
ISHARES TR	NATIONAL MUN ETF	$7.5M	3.2%Prev: 2.4%	69,978 SH	Increased+25,341 SH
ISHARES TR	RUS 1000 ETF	$299K	0.1%Prev: 0.2%	927 SH	Decreased-465 SH
ISHARES TR	RUS 1000 GRW ETF	$251K	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: 0.3%	2,485 SH	Increased-68 SH
ISHARES TR	S&P 500 GRWT ETF	$5.3M	2.3%Prev: 0.6%	52,040 SH	Increased+34,424 SH
ISHARES TR	S&P 500 VAL ETF	$2.6M	1.1%	13,716 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.8%Prev: 0.7%	17,856 SH	Increased+4,701 SH
ISHARES TR	TIPS BD ETF	$217K	0.1%Prev: 0.6%	2,033 SH	Decreased-8,760 SH
ISHARES TR	TRS FLT RT BD	$593K	0.3%Prev: 2.6%	11,750 SH	Decreased-95,007 SH
ISHARES TR	U.S. TECH ETF	$2.2M	0.9%Prev: 0.7%	13,596 SH	Increased+1,392 SH
ISHARES TR	US INFRASTRUC	$329K	0.1%Prev: 0.1%	7,105 SH	Increased+628 SH
ISHARES TR	US TREAS BD ETF	$1.3M	0.6%Prev: 1.1%	56,651 SH	Decreased-38,369 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.8M	1.6%Prev: 1.7%	149,279 SH	Increased+12,926 SH
JPMORGAN CHASE & CO.	COM	$242K	0.1%	1,009 SH	New
MICROSOFT CORP	COM	$561K	0.2%Prev: 0.2%	1,331 SH	Increased+400 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$470K	0.2%	14,145 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$367K	0.2%Prev: 0.2%	623 SH	Increased-97 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.6M	0.7%Prev: 0.7%	2,767 SH	Increased-43 SH
SPDR SER TR	PRTFLO S&P500 GW	$955K	0.4%Prev: 0.3%	10,860 SH	Increased
TESLA INC	COM	$606K	0.3%Prev: 0.4%	1,500 SH	Decreased-1,500 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$506K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$308K	0.1%Prev: 0.2%	571 SH	Decreased-176 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.3M	2.7%Prev: 2.7%	21,896 SH	Increased-1,136 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$791K	0.3%Prev: 0.5%	15,783 SH	Decreased-3,863 SH
VANGUARD STAR FDS	VG TL INTL STK F	$481K	0.2%Prev: 0.2%	8,170 SH	Decreased-195 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.6%Prev: 0.7%	28,128 SH	Decreased-1,762 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.9M	0.8%Prev: 1.3%	28,244 SH	Decreased-11,084 SH

Sold (vs prior filing)

ABBVIE INC — $200K
HOLOGIC INC — $204K
ISHARES TR — $309K
ISHARES TR — $947K
ISHARES TR — $444K
SCHWAB STRATEGIC TR — $787K
VANECK ETF TRUST — $364K

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