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: $269.5M65 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$212K	0.1%	916 SH	New
APPLE INC	COM	$2.5M	0.9%Prev: 1.1%	9,881 SH	Decreased-1,807 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$502K	0.2%Prev: 0.2%	998 SH	Increased+145 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$719K	0.3%	21,037 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.4M	2.4%	107,319 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$2.1M	0.8%	56,439 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.0M	1.9%	94,606 SH	New
BLACKSTONE INC	COM	$313K	0.1%Prev: 0.1%	1,832 SH	Increased-210 SH
ENTERPRISE PRODS PARTNERS L	COM	$385K	0.1%Prev: 0.2%	12,297 SH	Decreased-2,243 SH
GE VERNOVA INC	COM	$411K	0.2%	668 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$212K	0.1%	751 SH	New
ISHARES GOLD TR	ISHARES NEW	$1.8M	0.7%	24,140 SH	New
ISHARES INC	CORE MSCI EMKT	$4.2M	1.6%Prev: 0.9%	63,787 SH	Increased+27,285 SH
ISHARES INC	MSCI EMRG CHN	$635K	0.2%Prev: 0.4%	9,401 SH	Decreased-5,238 SH
ISHARES TR	0-5 YR TIPS ETF	$1.9M	0.7%	18,227 SH	New
ISHARES TR	10-20 YR TRS ETF	$4.0M	1.5%	38,654 SH	New
ISHARES TR	20 YR TR BD ETF	$366K	0.1%Prev: 1.5%	4,095 SH	Decreased-32,930 SH
ISHARES TR	CONV BD ETF	$932K	0.3%Prev: 0.2%	9,318 SH	Increased+4,402 SH
ISHARES TR	CORE HIGH DV ETF	$7.8M	2.9%Prev: 3.3%	63,762 SH	Increased-2,304 SH
ISHARES TR	CORE INTL AGGR	$3.4M	1.3%	66,537 SH	New
ISHARES TR	CORE MSCI INTL	$3.9M	1.4%Prev: 1.5%	48,220 SH	Increased-1,098 SH
ISHARES TR	CORE S&P MCP ETF	$2.8M	1.0%Prev: 1.3%	43,295 SH	Decreased-5,524 SH
ISHARES TR	CORE S&P TTL STK	$34.8M	12.9%Prev: 13.5%	238,801 SH	Increased-16,255 SH
ISHARES TR	CORE S&P500 ETF	$28.1M	10.4%Prev: 16.2%	42,031 SH	Decreased-24,936 SH
ISHARES TR	CORE TOTAL USD	$16.0M	5.9%Prev: 6.7%	343,100 SH	Decreased+2,328 SH
ISHARES TR	CORE US AGGBD ET	$798K	0.3%Prev: 0.3%	7,958 SH	Increased+372 SH
ISHARES TR	EAFE GRWTH ETF	$3.6M	1.3%Prev: 1.8%	31,180 SH	Decreased-7,595 SH
ISHARES TR	EAFE VALUE ETF	$7.1M	2.6%Prev: 2.0%	104,153 SH	Increased+20,197 SH
ISHARES TR	HIGH YLD SYSTM B	$264K	0.1%	5,508 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.8M	0.7%Prev: 0.4%	18,811 SH	Increased+7,514 SH
ISHARES TR	MBS ETF	$5.0M	1.9%Prev: 2.0%	52,434 SH	Increased+1,701 SH
ISHARES TR	MSCI ACWI EX US	$29.4M	10.9%Prev: 10.0%	451,594 SH	Increased+37,096 SH
ISHARES TR	MSCI INTL QUALTY	$17.5M	6.5%Prev: 6.4%	394,919 SH	Increased+28,984 SH
ISHARES TR	MSCI USA MMENTM	$1.7M	0.6%	6,523 SH	New
ISHARES TR	MSCI USA QLT FCT	$20.3M	7.5%Prev: 6.7%	104,256 SH	Increased+15,487 SH
ISHARES TR	NATIONAL MUN ETF	$6.5M	2.4%Prev: 2.8%	60,849 SH	Decreased-1,002 SH
ISHARES TR	RUS 1000 ETF	$339K	0.1%Prev: 0.1%	927 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$278K	0.1%Prev: 0.1%	593 SH	Increased-32 SH
ISHARES TR	RUS MID CAP ETF	$227K	0.1%Prev: 0.1%	2,356 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$599K	0.2%Prev: 0.2%	2,474 SH	Increased-11 SH
ISHARES TR	S&P 100 ETF	$2.1M	0.8%Prev: 0.1%	6,331 SH	Increased+5,092 SH
ISHARES TR	S&P 500 GRWT ETF	$6.6M	2.5%Prev: 1.4%	55,068 SH	Increased+19,428 SH
ISHARES TR	S&P 500 VAL ETF	$5.2M	1.9%Prev: 0.7%	25,045 SH	Increased+16,831 SH
ISHARES TR	SHRT NAT MUN ETF	$1.8M	0.7%Prev: 0.8%	16,766 SH	Decreased-399 SH
ISHARES TR	U.S. TECH ETF	$2.6M	1.0%Prev: 0.9%	13,196 SH	Increased-820 SH
ISHARES TR	US TREAS BD ETF	$1.3M	0.5%Prev: 0.7%	58,144 SH	Decreased-16,508 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$4.2M	1.6%Prev: 1.6%	156,501 SH	Increased+10,695 SH
MICROSOFT CORP	COM	$301K	0.1%Prev: 0.2%	581 SH	Decreased-400 SH
NVIDIA CORPORATION	COM	$225K	0.1%	1,205 SH	New
REDDIT INC	CL A	$460K	0.2%	2,000 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$916K	0.3%Prev: 0.2%	21,330 SH	Increased+7,185 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$203K	0.1%	7,725 SH	New
SPDR GOLD TR	GOLD SHS	$231K	0.1%	650 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$397K	0.1%Prev: 0.2%	593 SH	Increased-33 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.6M	0.6%Prev: 0.7%	2,730 SH	Increased-39 SH
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$1.6M	0.6%	34,768 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$1.1M	0.4%	10,860 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$587K	0.2%Prev: 0.2%	1,995 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$351K	0.1%Prev: 0.1%	571 SH	Increased-18 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.0M	2.6%Prev: 2.7%	21,233 SH	Increased-1,475 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$767K	0.3%Prev: 0.3%	15,320 SH	Decreased-48 SH
VANGUARD STAR FDS	VG TL INTL STK F	$600K	0.2%Prev: 0.2%	8,170 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.6%Prev: 0.6%	28,128 SH	Increased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.3M	0.9%Prev: 1.0%	27,143 SH	Decreased-5,886 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $2.4M
BLACKROCK ETF TRUST II — $1.6M
HOLOGIC INC — $233K
INDEPENDENT BK CORP MASS — $1.5M
ISHARES TR — $913K
ISHARES TR — $249K
ISHARES TR — $289K
ISHARES TR — $1.7M
ISHARES TR — $667K
ISHARES TR — $700K
ISHARES TR — $872K
ISHARES TR — $3.4M
ISHARES TR — $346K
SPDR SER TR — $901K
TESLA INC — $392K
VANECK ETF TRUST — $410K

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