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: $253.2M64 positionsView on SEC.gov

			% of Portfolio
APPLE INC	COM	$2.0M	0.8%Prev: 1.1%	9,557 SH	Decreased-2,087 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$485K	0.2%Prev: 0.2%	999 SH	Increased+146 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$223K	0.1%	7,715 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.6M	2.2%	102,950 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$866K	0.3%	24,349 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.7M	1.9%	89,293 SH	New
BLACKSTONE INC	COM	$274K	0.1%Prev: 0.1%	1,832 SH	Decreased-865 SH
ENTERPRISE PRODS PARTNERS L	COM	$381K	0.2%Prev: 0.2%	12,297 SH	Decreased-2,243 SH
GE VERNOVA INC	COM	$353K	0.1%	668 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$221K	0.1%	751 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.3M	0.5%	20,255 SH	New
ISHARES INC	CORE MSCI EMKT	$2.8M	1.1%Prev: 0.9%	45,940 SH	Increased+7,051 SH
ISHARES INC	MSCI EMRG CHN	$1.5M	0.6%Prev: 0.2%	23,445 SH	Increased+15,622 SH
ISHARES TR	0-5 YR TIPS ETF	$936K	0.4%	9,095 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.4M	1.0%	24,100 SH	New
ISHARES TR	20 YR TR BD ETF	$1.2M	0.5%Prev: 1.6%	13,497 SH	Decreased-26,574 SH
ISHARES TR	CONV BD ETF	$980K	0.4%	10,882 SH	New
ISHARES TR	CORE HIGH DV ETF	$7.7M	3.0%Prev: 3.2%	65,870 SH	Increased-568 SH
ISHARES TR	CORE INTL AGGR	$1.6M	0.6%	31,872 SH	New
ISHARES TR	CORE MSCI INTL	$3.7M	1.4%Prev: 1.4%	48,275 SH	Increased-725 SH
ISHARES TR	CORE S&P MCP ETF	$2.7M	1.1%Prev: 1.3%	43,420 SH	Decreased-6,159 SH
ISHARES TR	CORE S&P TTL STK	$33.0M	13.0%Prev: 13.5%	244,595 SH	Increased-10,942 SH
ISHARES TR	CORE S&P500 ETF	$30.4M	12.0%Prev: 17.6%	48,949 SH	Decreased-23,466 SH
ISHARES TR	CORE TOTAL USD	$16.3M	6.4%Prev: 6.4%	352,131 SH	Increased+34,968 SH
ISHARES TR	CORE US AGGBD ET	$784K	0.3%Prev: 0.3%	7,904 SH	Increased+548 SH
ISHARES TR	EAFE GRWTH ETF	$4.1M	1.6%Prev: 1.6%	36,496 SH	Increased+756 SH
ISHARES TR	EAFE VALUE ETF	$5.9M	2.3%Prev: 2.1%	93,151 SH	Increased+4,559 SH
ISHARES TR	ESG AWR MSCI USA	$364K	0.1%Prev: 0.4%	2,694 SH	Decreased-5,166 SH
ISHARES TR	HIGH YLD SYSTM B	$407K	0.2%	8,579 SH	New
ISHARES TR	INVESTMENT GRADE	$393K	0.2%	8,659 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.5M	0.6%Prev: 0.4%	16,662 SH	Increased+6,225 SH
ISHARES TR	MBS ETF	$4.9M	1.9%Prev: 2.0%	51,934 SH	Increased+1,794 SH
ISHARES TR	MSCI ACWI EX US	$27.8M	11.0%Prev: 9.8%	455,788 SH	Increased+42,987 SH
ISHARES TR	MSCI INTL QUALTY	$17.3M	6.8%Prev: 6.3%	400,908 SH	Increased+37,368 SH
ISHARES TR	MSCI USA MMENTM	$1.3M	0.5%	5,576 SH	New
ISHARES TR	MSCI USA QLT FCT	$18.8M	7.4%Prev: 6.8%	102,681 SH	Increased+13,336 SH
ISHARES TR	NATIONAL MUN ETF	$7.0M	2.8%Prev: 2.7%	67,245 SH	Increased+10,796 SH
ISHARES TR	RUS 1000 ETF	$328K	0.1%Prev: 0.1%	965 SH	Increased-45 SH
ISHARES TR	RUS 1000 GRW ETF	$265K	0.1%Prev: 0.1%	625 SH	Increased+32 SH
ISHARES TR	RUS MID CAP ETF	$219K	0.1%	2,376 SH	New
ISHARES TR	RUSSELL 2000 ETF	$536K	0.2%Prev: 0.2%	2,485 SH	Increased+11 SH
ISHARES TR	S&P 100 ETF	$1.2M	0.5%Prev: 0.2%	4,032 SH	Increased+2,007 SH
ISHARES TR	S&P 500 GRWT ETF	$6.2M	2.5%Prev: 1.0%	56,673 SH	Increased+32,040 SH
ISHARES TR	S&P 500 VAL ETF	$4.1M	1.6%Prev: 0.4%	21,076 SH	Increased+15,622 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.7%Prev: 0.8%	17,462 SH	Increased+1,276 SH
ISHARES TR	U.S. TECH ETF	$2.4M	1.0%Prev: 1.0%	13,904 SH	Increased-349 SH
ISHARES TR	US INFRASTRUC	$208K	0.1%Prev: 0.1%	4,232 SH	Decreased-3,260 SH
ISHARES TR	US TREAS BD ETF	$1.3M	0.5%Prev: 0.8%	55,431 SH	Decreased-24,757 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$4.1M	1.6%Prev: 1.8%	157,872 SH	Decreased+8,030 SH
MICROSOFT CORP	COM	$289K	0.1%Prev: 0.2%	581 SH	Decreased-400 SH
REDDIT INC	CL A	$301K	0.1%	2,000 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$854K	0.3%Prev: 0.3%	21,330 SH	Increased+2,688 SH
SPDR S&P 500 ETF TR	TR UNIT	$368K	0.1%Prev: 0.2%	593 SH	Decreased-118 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.6M	0.6%Prev: 0.7%	2,739 SH	Increased-30 SH
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$717K	0.3%	16,057 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.0M	0.4%	10,860 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$568K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$325K	0.1%Prev: 0.1%	571 SH	Increased-18 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.5M	2.6%Prev: 2.8%	21,194 SH	Increased-2,114 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$758K	0.3%Prev: 0.3%	15,458 SH	Decreased+175 SH
VANGUARD STAR FDS	VG TL INTL STK F	$564K	0.2%Prev: 0.2%	8,170 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.6%Prev: 0.6%	28,128 SH	Increased+25 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.2M	0.9%Prev: 1.1%	27,143 SH	Decreased-7,856 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $1.3M
BLACKROCK ETF TRUST II — $568K
HOLOGIC INC — $212K
ISHARES TR — $234K
ISHARES TR — $391K
ISHARES TR — $286K
ISHARES TR — $2.3M
ISHARES TR — $756K
ISHARES TR — $1.1M
ISHARES TR — $4.7M
SPDR SER TR — $870K
TESLA INC — $594K
VANECK ETF TRUST — $438K

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