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: $278.3M64 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$255K	0.1%	1,116 SH	New
APPLE INC	COM	$2.9M	1.0%Prev: 1.3%	10,681 SH	Decreased-1,063 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$502K	0.2%Prev: 0.2%	998 SH	Increased+110 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.3M	0.5%	38,978 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.0M	2.5%Prev: 2.0%	114,693 SH	Increased+25,278 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$2.3M	0.8%	59,018 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.2M	1.9%Prev: 1.7%	97,930 SH	Increased+20,246 SH
BLACKSTONE INC	COM	$282K	0.1%Prev: 0.1%	1,832 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$516K	0.2%Prev: 0.2%	16,097 SH	Increased+1,557 SH
GE VERNOVA INC	COM	$437K	0.2%Prev: 0.1%	668 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$227K	0.1%	766 SH	New
ISHARES GOLD TR	ISHARES NEW	$2.3M	0.8%Prev: 0.2%	28,030 SH	Increased+20,917 SH
ISHARES INC	CORE MSCI EMKT	$4.5M	1.6%Prev: 0.6%	67,073 SH	Increased+41,261 SH
ISHARES INC	MSCI EMRG CHN	$677K	0.2%Prev: 0.8%	9,314 SH	Decreased-24,984 SH
ISHARES TR	0-5 YR TIPS ETF	$1.9M	0.7%	18,723 SH	New
ISHARES TR	10-20 YR TRS ETF	$4.0M	1.5%	39,716 SH	New
ISHARES TR	20 YR TR BD ETF	$341K	0.1%Prev: 1.1%	3,913 SH	Decreased-26,427 SH
ISHARES TR	CONV BD ETF	$984K	0.4%Prev: 0.4%	9,988 SH	Decreased-1,825 SH
ISHARES TR	CORE HIGH DV ETF	$7.9M	2.9%Prev: 3.1%	65,277 SH	Increased+1,088 SH
ISHARES TR	CORE INTL AGGR	$3.5M	1.3%	70,109 SH	New
ISHARES TR	CORE MSCI INTL	$4.1M	1.5%Prev: 1.4%	49,441 SH	Increased+118 SH
ISHARES TR	CORE S&P MCP ETF	$2.9M	1.0%Prev: 1.2%	43,294 SH	Increased-735 SH
ISHARES TR	CORE S&P TTL STK	$36.2M	13.0%Prev: 13.8%	243,540 SH	Increased-7,008 SH
ISHARES TR	CORE S&P500 ETF	$28.5M	10.2%Prev: 14.3%	41,613 SH	Decreased-15,089 SH
ISHARES TR	CORE UNIVRSL USD	$15.6M	5.6%	335,247 SH	New
ISHARES TR	CORE US AGGBD ET	$817K	0.3%Prev: 0.3%	8,184 SH	Increased+668 SH
ISHARES TR	EAFE GRWTH ETF	$2.9M	1.0%Prev: 1.8%	25,065 SH	Decreased-18,847 SH
ISHARES TR	EAFE VALUE ETF	$7.2M	2.6%Prev: 2.0%	101,524 SH	Increased+14,346 SH
ISHARES TR	ESG AWR MSCI USA	$203K	0.1%Prev: 0.2%	1,362 SH	Decreased-2,763 SH
ISHARES TR	HIGH YLD SYSTM B	$270K	0.1%Prev: 0.1%	5,700 SH	Decreased-528 SH
ISHARES TR	JPMORGAN USD EMG	$1.9M	0.7%Prev: 0.5%	19,267 SH	Increased+5,850 SH
ISHARES TR	MBS ETF	$5.0M	1.8%Prev: 2.1%	52,762 SH	Increased-993 SH
ISHARES TR	MSCI ACWI EX US	$29.5M	10.6%Prev: 9.8%	439,452 SH	Increased+508 SH
ISHARES TR	MSCI INTL QUALTY	$17.8M	6.4%Prev: 6.1%	391,227 SH	Increased+5,414 SH
ISHARES TR	MSCI USA MMENTM	$1.7M	0.6%Prev: 0.2%	6,769 SH	Increased+4,335 SH
ISHARES TR	MSCI USA QLT FCT	$21.0M	7.5%Prev: 7.2%	105,782 SH	Increased+10,863 SH
ISHARES TR	NATIONAL MUN ETF	$6.8M	2.5%Prev: 3.2%	63,789 SH	Decreased-6,189 SH
ISHARES TR	RUS 1000 ETF	$346K	0.1%Prev: 0.1%	927 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.6%Prev: 0.1%	3,404 SH	Increased+2,779 SH
ISHARES TR	RUS MID CAP ETF	$227K	0.1%Prev: 0.1%	2,356 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$609K	0.2%Prev: 0.2%	2,474 SH	Increased-11 SH
ISHARES TR	S&P 100 ETF	$3.0M	1.1%	8,699 SH	New
ISHARES TR	S&P 500 GRWT ETF	$6.9M	2.5%Prev: 2.3%	56,242 SH	Increased+4,202 SH
ISHARES TR	S&P 500 VAL ETF	$5.5M	2.0%Prev: 1.1%	25,929 SH	Increased+12,213 SH
ISHARES TR	SHRT NAT MUN ETF	$1.9M	0.7%Prev: 0.8%	18,075 SH	Increased+219 SH
ISHARES TR	U.S. TECH ETF	$2.3M	0.8%Prev: 0.9%	11,604 SH	Increased-1,992 SH
ISHARES TR	US TREAS BD ETF	$1.3M	0.5%Prev: 0.6%	57,827 SH	Increased+1,176 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$3.9M	1.4%Prev: 1.6%	158,524 SH	Increased+9,245 SH
JOHNSON & JOHNSON	COM	$244K	0.1%	1,180 SH	New
REDDIT INC	CL A	$460K	0.2%	2,000 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$964K	0.3%Prev: 0.2%	21,330 SH	Increased+7,185 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$210K	0.1%	7,725 SH	New
SPDR GOLD TR	GOLD SHS	$258K	0.1%	650 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$406K	0.1%Prev: 0.2%	594 SH	Increased-29 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.7M	0.6%Prev: 0.7%	2,730 SH	Increased-37 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.9M	1.1%	49,597 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$350K	0.1%Prev: 0.1%	558 SH	Increased-13 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.1M	2.5%Prev: 2.7%	21,140 SH	Increased-756 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$786K	0.3%Prev: 0.3%	15,638 SH	Decreased-145 SH
VANGUARD STAR FDS	VG TL INTL STK F	$616K	0.2%Prev: 0.2%	8,170 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.6%Prev: 0.6%	28,128 SH	Increased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.4M	0.9%Prev: 0.8%	27,092 SH	Increased-1,152 SH
WALMART INC	COM	$300K	0.1%	2,685 SH	New

Sold (vs prior filing)

INDEPENDENT BK CORP MASS — $336K
ISHARES TR — $17.5M
ISHARES TR — $319K
ISHARES TR — $1.1M
ISHARES TR — $217K
ISHARES TR — $593K
ISHARES TR — $329K
JPMORGAN CHASE & CO. — $242K
MICROSOFT CORP — $561K
SPDR SER TR — $955K
TESLA INC — $606K
VANGUARD INDEX FDS — $506K

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