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: $233.4M60 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.1M	0.9%Prev: 0.9%	9,457 SH	Increased-2,367 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.3%Prev: 1.1%	1 SH	Decreased-3 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$532K	0.2%Prev: 0.2%	999 SH	Increased+146 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.6M	2.0%	93,466 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.3M	1.8%	82,315 SH	New
BLACKSTONE INC	COM	$256K	0.1%Prev: 0.2%	1,832 SH	Decreased-1,468 SH
ENTERPRISE PRODS PARTNERS L	COM	$420K	0.2%Prev: 0.2%	12,297 SH	Decreased-2,243 SH
GE VERNOVA INC	COM	$204K	0.1%	668 SH	New
ISHARES GOLD TR	ISHARES NEW	$923K	0.4%	15,650 SH	New
ISHARES INC	CORE MSCI EMKT	$1.5M	0.6%Prev: 1.0%	27,624 SH	Decreased-14,467 SH
ISHARES INC	MSCI EMRG CHN	$1.9M	0.8%Prev: 0.1%	35,276 SH	Increased+30,933 SH
ISHARES TR	10-20 YR TRS ETF	$708K	0.3%	6,821 SH	New
ISHARES TR	20 YR TR BD ETF	$2.3M	1.0%Prev: 1.7%	24,764 SH	Decreased-16,803 SH
ISHARES TR	CONV BD ETF	$1.2M	0.5%	14,004 SH	New
ISHARES TR	CORE HIGH DV ETF	$8.1M	3.5%Prev: 3.3%	67,139 SH	Increased+641 SH
ISHARES TR	CORE MSCI INTL	$3.4M	1.4%Prev: 1.5%	49,028 SH	Increased-284 SH
ISHARES TR	CORE S&P MCP ETF	$2.5M	1.1%Prev: 1.4%	43,635 SH	Decreased-6,678 SH
ISHARES TR	CORE S&P TTL STK	$30.1M	12.9%Prev: 13.1%	246,334 SH	Increased-8,728 SH
ISHARES TR	CORE S&P500 ETF	$30.4M	13.0%Prev: 17.5%	54,065 SH	Decreased-20,890 SH
ISHARES TR	CORE TOTAL USD	$17.3M	7.4%Prev: 6.3%	375,317 SH	Increased+64,020 SH
ISHARES TR	CORE US AGGBD ET	$773K	0.3%Prev: 0.3%	7,815 SH	Increased+291 SH
ISHARES TR	EAFE GRWTH ETF	$4.2M	1.8%Prev: 1.7%	41,674 SH	Increased+5,804 SH
ISHARES TR	EAFE VALUE ETF	$4.9M	2.1%Prev: 2.3%	83,877 SH	Decreased-10,908 SH
ISHARES TR	ESG AWR MSCI USA	$452K	0.2%Prev: 0.4%	3,710 SH	Decreased-5,060 SH
ISHARES TR	HIGH YLD SYSTM B	$539K	0.2%	11,439 SH	New
ISHARES TR	IBOXX INV CP ETF	$205K	0.1%Prev: 1.1%	1,888 SH	Decreased-20,741 SH
ISHARES TR	INVESTMENT GRADE	$610K	0.3%	13,558 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.6%Prev: 0.4%	14,496 SH	Increased+4,740 SH
ISHARES TR	MBS ETF	$4.9M	2.1%Prev: 2.1%	52,388 SH	Increased+2,010 SH
ISHARES TR	MSCI ACWI EX US	$25.8M	11.1%Prev: 9.8%	465,443 SH	Increased+53,460 SH
ISHARES TR	MSCI INTL QUALTY	$16.2M	6.9%Prev: 6.5%	408,368 SH	Increased+42,537 SH
ISHARES TR	MSCI USA MMENTM	$892K	0.4%	4,415 SH	New
ISHARES TR	MSCI USA QLT FCT	$16.9M	7.2%Prev: 6.7%	98,719 SH	Increased+6,743 SH
ISHARES TR	NATIONAL MUN ETF	$7.5M	3.2%Prev: 2.7%	70,726 SH	Increased+14,676 SH
ISHARES TR	RUS 1000 ETF	$284K	0.1%Prev: 0.1%	927 SH	Decreased-83 SH
ISHARES TR	RUS 1000 GRW ETF	$226K	0.1%Prev: 0.1%	625 SH	Increased+30 SH
ISHARES TR	RUS MID CAP ETF	$200K	0.1%	2,356 SH	New
ISHARES TR	RUSSELL 2000 ETF	$496K	0.2%Prev: 0.2%	2,485 SH	Decreased+11 SH
ISHARES TR	S&P 100 ETF	$376K	0.2%Prev: 0.2%	1,388 SH	Decreased-874 SH
ISHARES TR	S&P 500 GRWT ETF	$5.0M	2.2%Prev: 0.7%	54,278 SH	Increased+36,646 SH
ISHARES TR	S&P 500 VAL ETF	$3.0M	1.3%Prev: 0.3%	15,999 SH	Increased+12,123 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.8%Prev: 0.8%	17,988 SH	Increased+1,876 SH
ISHARES TR	TRS FLT RT BD	$396K	0.2%Prev: 2.4%	7,818 SH	Decreased-98,432 SH
ISHARES TR	U.S. TECH ETF	$1.9M	0.8%Prev: 0.8%	13,547 SH	Increased-488 SH
ISHARES TR	US INFRASTRUC	$272K	0.1%Prev: 0.2%	6,043 SH	Decreased-2,143 SH
ISHARES TR	US TREAS BD ETF	$1.3M	0.5%Prev: 0.8%	54,971 SH	Decreased-28,769 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$4.2M	1.8%Prev: 1.8%	158,702 SH	Increased+12,522 SH
MICROSOFT CORP	COM	$220K	0.1%Prev: 0.2%	585 SH	Decreased-396 SH
REDDIT INC	CL A	$210K	0.1%	2,000 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$511K	0.2%	14,145 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$350K	0.1%Prev: 0.2%	623 SH	Decreased-88 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.5M	0.6%Prev: 0.7%	2,739 SH	Decreased-30 SH
SPDR SER TR	PRTFLO S&P500 GW	$873K	0.4%Prev: 0.4%	10,860 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$488K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$293K	0.1%Prev: 0.1%	571 SH	Increased-18 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.0M	2.6%Prev: 2.7%	21,805 SH	Decreased-1,503 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$777K	0.3%Prev: 0.4%	15,654 SH	Decreased-36 SH
VANGUARD STAR FDS	VG TL INTL STK F	$507K	0.2%Prev: 0.2%	8,170 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.6%Prev: 0.6%	28,128 SH	Increased+25 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.1M	0.9%Prev: 1.1%	28,244 SH	Decreased-6,755 SH

Sold (vs prior filing)

ABBVIE INC — $235K
BLACKROCK ETF TRUST — $575K
BLACKROCK ETF TRUST II — $240K
HOLOGIC INC — $223K
ISHARES TR — $255K
ISHARES TR — $389K
ISHARES TR — $855K
ISHARES TR — $1.1M
SCHWAB STRATEGIC TR — $882K
TESLA INC — $527K
VANECK ETF TRUST — $448K

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