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: $350.9M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$621K	0.2%	2,470 SH	New
ADOBE INC	COM	$347K	0.1%	1,693 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US AUG ETF	$676K	0.2%	19,862 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JAN ETF	$590K	0.2%	15,256 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JUN ETF	$370K	0.1%	10,756 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US OCT ETF	$2.1M	0.6%	51,223 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.2M	0.6%	60,710 SH	New
ALPHABET INC	CAP STK CL A	$808K	0.2%	2,261 SH	New
AMAZON COM INC	COM	$1.8M	0.5%	7,488 SH	New
AMGEN INC	COM	$514K	0.1%	1,420 SH	New
APPLE INC	COM	$2.2M	0.6%Prev: 0.8%	7,677 SH	Increased-1,880 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.3M	0.4%	659 SH	New
ASTRAZENECA PLC	ORD	$213K	0.1%	1,123 SH	New
BANK OF AMER CORP	COM	$292K	0.1%	5,118 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$528K	0.2%Prev: 0.2%	1,055 SH	Increased+56 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$3.3M	0.9%	62,543 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$613K	0.2%	12,174 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$3.0M	0.8%	68,634 SH	New
BLACKROCK ETF TRUST	ISHARES DEFENSE	$783K	0.2%	24,644 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.1M	2.3%Prev: 2.2%	118,929 SH	Increased+15,979 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$5.0M	1.4%	94,700 SH	New
BLACKSTONE INC	COM	$227K	0.1%Prev: 0.1%	1,932 SH	Decreased+100 SH
BOEING CO	COM	$234K	0.1%	1,080 SH	New
BROADCOM INC	COM	$1.1M	0.3%	2,947 SH	New
CALAMOS ETF TR	BITCOIN STRUCTRD	$224K	0.1%	9,155 SH	New
CALAMOS ETF TR	CALLMOS BIT STRU	$358K	0.1%	15,225 SH	New
CALAMOS ETF TR	NASD 100 ST JUNE	$320K	0.1%	11,568 SH	New
CALAMOS ETF TR	RUSSE 2000 JULY	$208K	0.1%	7,500 SH	New
CALAMOS ETF TR	S&P 500 PROT ETF	$257K	0.1%	9,287 SH	New
CALAMOS ETF TR	S&P 500 STR JULY	$355K	0.1%	12,845 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$1.4M	0.4%	34,181 SH	New
CHENIERE ENERGY INC	COM NEW	$865K	0.2%	3,618 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$592K	0.2%Prev: 0.2%	16,097 SH	Increased+3,800 SH
HOME DEPOT INC	COM	$430K	0.1%	1,220 SH	New
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$2.3M	0.6%	66,187 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$390K	0.1%	11,861 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$436K	0.1%	12,104 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$853K	0.2%	27,298 SH	New
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$531K	0.2%	17,240 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.7M	0.5%	29,038 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$936K	0.3%	13,325 SH	New
INNOVATOR ETFS TRUST	INNOVATOR GW 100	$304K	0.1%	10,015 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTER	$272K	0.1%	7,854 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$541K	0.2%	17,755 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$3.7M	1.1%	100,082 SH	New
INNOVATOR ETFS TRUST	INTL DE PW JUNE	$787K	0.2%	25,254 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$212K	0.1%	5,775 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR MAY	$659K	0.2%	20,760 SH	New
INNOVATOR ETFS TRUST	INTL DEVELOPED	$526K	0.1%	17,420 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$475K	0.1%	14,298 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$1.9M	0.6%	51,020 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$484K	0.1%	13,467 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$2.4M	0.7%	53,369 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$1.0M	0.3%	24,860 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$234K	0.1%Prev: 0.1%	831 SH	Increased+80 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	0.6%	7,438 SH	New
INVESCO QQQ TR	UNIT SER 1	$213K	0.1%	289 SH	New
ISHARES GOLD TR	ISHARES NEW	$2.5M	0.7%Prev: 0.5%	32,882 SH	Increased+12,627 SH
ISHARES INC	CORE MSCI EMKT	$6.2M	1.8%Prev: 1.1%	75,327 SH	Increased+29,387 SH
ISHARES INC	MSCI EMRG CHN	$701K	0.2%Prev: 0.6%	6,855 SH	Decreased-16,590 SH
ISHARES TR	0-5 YR TIPS ETF	$1.4M	0.4%Prev: 0.4%	13,938 SH	Increased+4,843 SH
ISHARES TR	10-20 YR TRS ETF	$4.3M	1.2%Prev: 1.0%	42,904 SH	Increased+18,804 SH
ISHARES TR	CONV BD ETF	$978K	0.3%Prev: 0.4%	8,030 SH	Decreased-2,852 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.3%Prev: 3.0%	39,311 SH	Decreased-26,559 SH
ISHARES TR	CORE INTL AGGR	$4.2M	1.2%Prev: 0.6%	82,278 SH	Increased+50,406 SH
ISHARES TR	CORE MSCI INTL	$4.0M	1.1%Prev: 1.4%	45,306 SH	Increased-2,969 SH
ISHARES TR	CORE S&P MCP ETF	$2.9M	0.8%Prev: 1.1%	37,647 SH	Increased-5,773 SH
ISHARES TR	CORE S&P TTL STK	$32.8M	9.4%Prev: 13.0%	199,788 SH	Decreased-44,807 SH
ISHARES TR	CORE S&P500 ETF	$31.5M	9.0%Prev: 12.0%	42,067 SH	Increased-6,882 SH
ISHARES TR	CORE UNIVRSL USD	$14.9M	4.2%	321,928 SH	New
ISHARES TR	CORE US AGGBD ET	$1.1M	0.3%Prev: 0.3%	10,797 SH	Increased+2,893 SH
ISHARES TR	EAFE GRWTH ETF	$3.0M	0.9%Prev: 1.6%	24,469 SH	Decreased-12,027 SH
ISHARES TR	EAFE VALUE ETF	$7.3M	2.1%Prev: 2.3%	95,545 SH	Increased+2,394 SH
ISHARES TR	EXPANDED TECH	$218K	0.1%	2,401 SH	New
ISHARES TR	INTL TREA BD ETF	$2.0M	0.6%	49,150 SH	New
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.4%Prev: 0.6%	13,556 SH	Decreased-3,106 SH
ISHARES TR	MBS ETF	$5.1M	1.5%Prev: 1.9%	53,956 SH	Increased+2,022 SH
ISHARES TR	MSCI ACWI EX US	$29.9M	8.5%Prev: 11.0%	393,241 SH	Increased-62,547 SH
ISHARES TR	MSCI EAFE ETF	$253K	0.1%	2,439 SH	New
ISHARES TR	MSCI INTL QUALTY	$18.5M	5.3%Prev: 6.8%	373,060 SH	Increased-27,848 SH
ISHARES TR	MSCI USA MIN ETF	$1.2M	0.4%	12,899 SH	New
ISHARES TR	MSCI USA MMENTM	$2.9M	0.8%Prev: 0.5%	8,514 SH	Increased+2,938 SH
ISHARES TR	MSCI USA QLT FCT	$18.6M	5.3%Prev: 7.4%	84,615 SH	Decreased-18,066 SH
ISHARES TR	NATIONAL MUN ETF	$7.0M	2.0%Prev: 2.8%	65,162 SH	Decreased-2,083 SH
ISHARES TR	RUS 1000 ETF	$380K	0.1%Prev: 0.1%	927 SH	Increased-38 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.5%Prev: 0.1%	13,009 SH	Increased+12,384 SH
ISHARES TR	RUS MID CAP ETF	$260K	0.1%Prev: 0.1%	2,356 SH	Increased-20 SH
ISHARES TR	RUSSELL 2000 ETF	$779K	0.2%Prev: 0.2%	2,593 SH	Increased+108 SH
ISHARES TR	S&P 100 ETF	$3.2M	0.9%Prev: 0.5%	8,648 SH	Increased+4,616 SH
ISHARES TR	S&P 500 GRWT ETF	$8.2M	2.3%Prev: 2.5%	59,682 SH	Increased+3,009 SH
ISHARES TR	S&P 500 VAL ETF	$7.0M	2.0%Prev: 1.6%	31,021 SH	Increased+9,945 SH
ISHARES TR	SHRT NAT MUN ETF	$2.1M	0.6%Prev: 0.7%	19,515 SH	Increased+2,053 SH
ISHARES TR	SYSTEMATIC BD ET	$664K	0.2%	7,480 SH	New
ISHARES TR	U.S. MED DVC ETF	$329K	0.1%	6,652 SH	New
ISHARES TR	U.S. TECH ETF	$2.1M	0.6%Prev: 1.0%	8,192 SH	Decreased-5,712 SH
ISHARES TR	US TREAS BD ETF	$2.9M	0.8%Prev: 0.5%	127,446 SH	Increased+72,015 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$986K	0.3%Prev: 1.6%	32,470 SH	Decreased-125,402 SH
JOHNSON & JOHNSON	COM	$380K	0.1%	1,495 SH	New
JPMORGAN CHASE & CO	COM	$2.5M	0.7%	7,541 SH	New
META PLATFORMS INC	CL A	$264K	0.1%	468 SH	New
MICRON TECHNOLOGY INC	COM	$872K	0.2%	756 SH	New
MICROSOFT CORP	COM	$1.2M	0.3%Prev: 0.1%	3,094 SH	Increased+2,513 SH
NVIDIA CORPORATION	COM	$1.4M	0.4%	6,978 SH	New
ORACLE CORP	COM	$382K	0.1%	2,609 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$4.9M	1.4%	52,994 SH	New
PROCTER & GAMBLE CO	COM	$839K	0.2%	5,723 SH	New
RTX CORPORATION	COM	$343K	0.1%	1,806 SH	New
SALESFORCE INC	COM	$701K	0.2%	4,460 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.4M	0.4%Prev: 0.3%	27,347 SH	Increased+6,017 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$240K	0.1%	7,725 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$220K	0.1%	4,562 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.5M	1.0%	119,245 SH	New
SEACOAST BKG CORP FLA	COM NEW	$271K	0.1%	8,140 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$290K	0.1%	300 SH	New
SPDR GOLD TR	GOLD SHS	$5.2M	1.5%	14,230 SH	New
SPDR SERIES TRUST	ST STR NUVEE ETF	$2.0M	0.6%	43,631 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.3M	0.4%	11,277 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$216K	0.1%	412 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$552K	0.2%	737 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.9M	0.5%	2,730 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$215K	0.1%	2,500 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	0.6%Prev: 0.1%	2,940 SH	Increased+2,369 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.6M	2.2%Prev: 2.6%	20,663 SH	Increased-531 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.5M	0.4%	17,851 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.5M	0.4%Prev: 0.3%	28,889 SH	Increased+13,431 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$241K	0.1%	4,360 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$690K	0.2%Prev: 0.2%	8,067 SH	Increased-103 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.0M	0.6%Prev: 0.6%	27,949 SH	Increased-179 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$352K	0.1%	2,227 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.8M	0.5%Prev: 0.9%	18,019 SH	Decreased-9,124 SH
VISA INC	COM CL A	$301K	0.1%	877 SH	New
WALMART INC	COM	$376K	0.1%	3,317 SH	New

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $729K
BLACKROCK ETF TRUST — $223K
BLACKROCK ETF TRUST — $866K
BLACKROCK ETF TRUST II — $4.7M
GE VERNOVA INC — $353K
ISHARES TR — $1.2M
ISHARES TR — $16.3M
ISHARES TR — $364K
ISHARES TR — $407K
ISHARES TR — $393K
ISHARES TR — $208K
REDDIT INC — $301K
SPDR S&P 500 ETF TR — $368K
SPDR S&P MIDCAP 400 ETF TR — $1.6M
SPDR SERIES TRUST — $717K
SPDR SERIES TRUST — $1.0M
VANGUARD INDEX FDS — $568K

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