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: $354.8M133 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$498K	0.1%Prev: 0.1%	1,902 SH	Increased+986 SH
ADOBE INC	COM	$314K	0.1%	1,308 SH	New
ADVANCED MICRO DEVICES INC	COM	$551K	0.2%	900 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US AUG ETF	$701K	0.2%	20,162 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JAN ETF	$605K	0.2%	15,294 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JUN ETF	$388K	0.1%	11,136 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US OCT ETF	$2.0M	0.6%	48,466 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.3M	0.6%	61,110 SH	New
ALPHABET INC	CAP STK CL A	$956K	0.3%	2,779 SH	New
AMAZON COM INC	COM	$2.0M	0.6%	7,948 SH	New
AMGEN INC	COM	$449K	0.1%	1,065 SH	New
APPLE INC	COM	$2.5M	0.7%Prev: 0.9%	7,425 SH	Decreased-2,456 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.2M	0.3%	662 SH	New
BANK OF AMER CORP	COM	$261K	0.1%	4,793 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$728K	0.2%Prev: 0.2%	1,462 SH	Increased+464 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$3.4M	1.0%	73,057 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$1.7M	0.5%	34,895 SH	New
BLACKROCK ETF TRUST	ISHA US THEM ETF	$3.1M	0.9%	69,812 SH	New
BLACKROCK ETF TRUST	ISHARES DEFENSE	$2.0M	0.6%	62,504 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.6M	2.1%Prev: 2.4%	109,819 SH	Increased+2,500 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$4.3M	1.2%	84,099 SH	New
BLACKSTONE INC	COM	$217K	0.1%Prev: 0.1%	1,932 SH	Decreased+100 SH
BOEING CO	COM	$201K	0.1%	1,080 SH	New
BROADCOM INC	COM	$1.0M	0.3%	2,924 SH	New
CALAMOS ETF TR	BITCOIN STRUCTRD	$436K	0.1%	17,255 SH	New
CALAMOS ETF TR	CALLMOS BIT STRU	$379K	0.1%	15,525 SH	New
CALAMOS ETF TR	NASD 100 ST JUNE	$327K	0.1%	11,768 SH	New
CALAMOS ETF TR	S&P 500 PROT ETF	$265K	0.1%	9,487 SH	New
CALAMOS ETF TR	S&P 500 STR JULY	$342K	0.1%	12,245 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$1.3M	0.4%	32,235 SH	New
CHENIERE ENERGY INC	COM NEW	$948K	0.3%	3,524 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$573K	0.2%Prev: 0.1%	16,097 SH	Increased+3,800 SH
HOME DEPOT INC	COM	$350K	0.1%	1,229 SH	New
INNOVATOR ETFS TRUST	EMERGING MKT PWR	$2.3M	0.7%	66,206 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT APRIL	$400K	0.1%	11,828 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$443K	0.1%	11,929 SH	New
INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$940K	0.3%	30,148 SH	New
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$541K	0.2%	16,983 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$1.8M	0.5%	29,061 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BUF	$982K	0.3%	13,640 SH	New
INNOVATOR ETFS TRUST	INNOVATOR GW 100	$312K	0.1%	9,997 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTER	$308K	0.1%	8,824 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTL D	$540K	0.2%	17,715 SH	New
INNOVATOR ETFS TRUST	INTERNATIONAL DV	$3.8M	1.1%	99,732 SH	New
INNOVATOR ETFS TRUST	INTL DE PW JUNE	$789K	0.2%	25,254 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$213K	0.1%	5,775 SH	New
INNOVATOR ETFS TRUST	INTL DEV PWR MAY	$635K	0.2%	19,910 SH	New
INNOVATOR ETFS TRUST	INTL DEVELOPED	$545K	0.2%	18,020 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$473K	0.1%	14,128 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JAN	$1.9M	0.5%	49,957 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$559K	0.2%	15,467 SH	New
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$2.4M	0.7%	52,393 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$1.1M	0.3%	24,860 SH	New
INTEL CORP	COM	$240K	0.1%	2,000 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.4M	0.7%	8,032 SH	New
INVESCO QQQ TR	UNIT SER 1	$299K	0.1%	403 SH	New
ISHARES GOLD TR	ISHARES NEW	$2.1M	0.6%Prev: 0.7%	26,717 SH	Increased+2,577 SH
ISHARES INC	CORE MSCI EMKT	$6.4M	1.8%Prev: 1.6%	79,445 SH	Increased+15,658 SH
ISHARES INC	MSCI EMRG CHN	$608K	0.2%Prev: 0.2%	6,133 SH	Decreased-3,268 SH
ISHARES TR	0-5 YR TIPS ETF	$311K	0.1%Prev: 0.7%	3,118 SH	Decreased-15,109 SH
ISHARES TR	10-20 YR TRS ETF	$4.0M	1.1%Prev: 1.5%	43,670 SH	Increased+5,016 SH
ISHARES TR	CONV BD ETF	$682K	0.2%Prev: 0.3%	6,037 SH	Decreased-3,281 SH
ISHARES TR	CORE HIGH DV ETF	$811K	0.2%Prev: 2.9%	28,994 SH	Decreased-34,768 SH
ISHARES TR	CORE INTL AGGR	$4.4M	1.2%Prev: 1.3%	88,502 SH	Increased+21,965 SH
ISHARES TR	CORE MSCI INTL	$4.0M	1.1%Prev: 1.4%	44,933 SH	Increased-3,287 SH
ISHARES TR	CORE S&P MCP ETF	$2.5M	0.7%Prev: 1.0%	34,827 SH	Decreased-8,468 SH
ISHARES TR	CORE S&P TTL STK	$33.1M	9.3%Prev: 12.9%	198,865 SH	Decreased-39,936 SH
ISHARES TR	CORE S&P500 ETF	$33.1M	9.3%Prev: 10.4%	43,249 SH	Increased+1,218 SH
ISHARES TR	CORE UNIVRSL USD	$15.1M	4.3%	343,410 SH	New
ISHARES TR	CORE US AGGBD ET	$985K	0.3%Prev: 0.3%	10,419 SH	Increased+2,461 SH
ISHARES TR	EAFE GRWTH ETF	$3.9M	1.1%Prev: 1.3%	32,845 SH	Increased+1,665 SH
ISHARES TR	EAFE VALUE ETF	$6.7M	1.9%Prev: 2.6%	85,153 SH	Decreased-19,000 SH
ISHARES TR	EXPANDED TECH	$446K	0.1%	4,187 SH	New
ISHARES TR	INTL TREA BD ETF	$1.2M	0.3%	29,010 SH	New
ISHARES TR	JPMORGAN USD EMG	$299K	0.1%Prev: 0.7%	3,290 SH	Decreased-15,521 SH
ISHARES TR	MBS ETF	$5.2M	1.5%Prev: 1.9%	57,684 SH	Increased+5,250 SH
ISHARES TR	MSCI ACWI EX US	$29.6M	8.3%Prev: 10.9%	391,478 SH	Increased-60,116 SH
ISHARES TR	MSCI EAFE ETF	$253K	0.1%	2,439 SH	New
ISHARES TR	MSCI INTL QUALTY	$18.2M	5.1%Prev: 6.5%	368,132 SH	Increased-26,787 SH
ISHARES TR	MSCI USA MIN ETF	$1.3M	0.4%	13,138 SH	New
ISHARES TR	MSCI USA MMENTM	$3.2M	0.9%Prev: 0.6%	10,056 SH	Increased+3,533 SH
ISHARES TR	MSCI USA QLT FCT	$16.9M	4.8%Prev: 7.5%	76,172 SH	Decreased-28,084 SH
ISHARES TR	NATIONAL MUN ETF	$6.6M	1.9%Prev: 2.4%	64,984 SH	Increased+4,135 SH
ISHARES TR	RUS 1000 ETF	$386K	0.1%Prev: 0.1%	927 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$2.0M	0.6%Prev: 0.1%	15,735 SH	Increased+15,142 SH
ISHARES TR	RUS MID CAP ETF	$251K	0.1%Prev: 0.1%	2,356 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$715K	0.2%Prev: 0.2%	2,572 SH	Increased+98 SH
ISHARES TR	S&P 100 ETF	$1.2M	0.3%Prev: 0.8%	3,242 SH	Decreased-3,089 SH
ISHARES TR	S&P 500 GRWT ETF	$8.5M	2.4%Prev: 2.5%	59,784 SH	Increased+4,716 SH
ISHARES TR	S&P 500 VAL ETF	$8.0M	2.3%Prev: 1.9%	35,259 SH	Increased+10,214 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.6%Prev: 0.7%	21,642 SH	Increased+4,876 SH
ISHARES TR	SYSTEMATIC BD ET	$1.5M	0.4%	17,719 SH	New
ISHARES TR	U.S. MED DVC ETF	$911K	0.3%	17,813 SH	New
ISHARES TR	U.S. TECH ETF	$1.2M	0.3%Prev: 1.0%	4,625 SH	Decreased-8,571 SH
ISHARES TR	US TREAS BD ETF	$5.5M	1.6%Prev: 0.5%	252,350 SH	Increased+194,206 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$749K	0.2%Prev: 1.6%	20,322 SH	Decreased-136,179 SH
JOHNSON & JOHNSON	COM	$310K	0.1%	1,172 SH	New
JPMORGAN CHASE & CO	COM	$2.2M	0.6%	6,618 SH	New
MASTERCARD INCORPORATED	CL A	$281K	0.1%	509 SH	New
META PLATFORMS INC	CL A	$381K	0.1%	525 SH	New
MICRON TECHNOLOGY INC	COM	$806K	0.2%	757 SH	New
MICROSOFT CORP	COM	$1.8M	0.5%Prev: 0.1%	3,458 SH	Increased+2,877 SH
NVIDIA CORPORATION	COM	$2.1M	0.6%Prev: 0.1%	9,197 SH	Increased+7,992 SH
ORACLE CORP	COM	$415K	0.1%	3,019 SH	New
PIMCO ETF TR	ACTIVE BD ETF	$4.7M	1.3%	53,523 SH	New
PROCTER & GAMBLE CO	COM	$785K	0.2%	5,400 SH	New
RTX CORPORATION	COM	$326K	0.1%	1,754 SH	New
SALESFORCE INC	COM	$1.0M	0.3%	4,370 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.5M	0.4%Prev: 0.3%	27,347 SH	Increased+6,017 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$243K	0.1%Prev: 0.1%	7,725 SH	Increased
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$226K	0.1%	4,553 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.3M	0.9%	113,191 SH	New
SERVICENOW INC	COM	$311K	0.1%	2,319 SH	New
SPDR GOLD TR	GOLD SHS	$5.9M	1.7%Prev: 0.1%	15,413 SH	Increased+14,763 SH
SPDR SERIES TRUST	ST STR NUVEE ETF	$1.8M	0.5%	42,495 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$1.4M	0.4%	11,158 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$211K	0.1%	414 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$589K	0.2%	772 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.8M	0.5%	2,666 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$254K	0.1%	377 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$225K	0.1%	2,500 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$7.7M	2.2%	20,662 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.0M	0.6%Prev: 0.1%	2,886 SH	Increased+2,315 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.6M	0.5%	19,563 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.0M	0.6%Prev: 0.3%	41,762 SH	Increased+26,442 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$215K	0.1%	4,287 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$685K	0.2%Prev: 0.2%	8,067 SH	Increased-103 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.5%Prev: 0.6%	27,431 SH	Increased-697 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$347K	0.1%	2,237 SH	New
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.7M	0.5%Prev: 0.9%	16,390 SH	Decreased-10,753 SH
VISA INC	COM CL A	$395K	0.1%	1,099 SH	New
WALMART INC	COM	$280K	0.1%	2,699 SH	New
ZOETIS INC	CL A	$240K	0.1%	3,435 SH	New

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $754K
BLACKROCK ETF TRUST — $719K
BLACKROCK ETF TRUST — $2.1M
BLACKROCK ETF TRUST II — $5.0M
GE VERNOVA INC — $411K
INTERNATIONAL BUSINESS MACHS — $212K
ISHARES TR — $366K
ISHARES TR — $16.0M
ISHARES TR — $264K
REDDIT INC — $460K
SPDR S&P 500 ETF TR — $397K
SPDR S&P MIDCAP 400 ETF TR — $1.6M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $1.1M
VANGUARD INDEX FDS — $587K
VANGUARD INDEX FDS — $7.0M

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