Advus Financial Partners, LLC 13F Holdings · Q2 2026
Advus Financial Partners, LLC reported 142 securities worth $350.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (9.35%), IVV (8.98%), ACWX (8.53%). Among its top 25 positions this quarter: 3 new, 10 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $32.8M | 9.35% | 199,788 | Trimmed |
| 2 | IVV | ISHARES TR | $31.5M | 8.98% | 42,067 | Added |
| 3 | ACWX | ISHARES TR | $29.9M | 8.53% | 393,241 | Trimmed |
| 4 | QUAL | ISHARES TR | $18.6M | 5.29% | 84,615 | Trimmed |
| 5 | IQLT | ISHARES TR | $18.5M | 5.27% | 373,060 | Trimmed |
| 6 | IUSB | ISHARES TR | $14.9M | 4.23% | 321,928 | Trimmed |
| 7 | IVW | ISHARES TR | $8.2M | 2.34% | 59,682 | Trimmed |
| 8 | DYNF | BLACKROCK ETF TRUST | $8.1M | 2.30% | 118,929 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $7.6M | 2.18% | 20,663 | Added |
| 10 | EFV | ISHARES TR | $7.3M | 2.08% | 95,545 | Trimmed |
| 11 | IVE | ISHARES TR | $7.0M | 2.01% | 31,021 | Added |
| 12 | MUB | ISHARES TR | $7.0M | 2.00% | 65,162 | Trimmed |
| 13 | IEMG | ISHARES INC | $6.2M | 1.78% | 75,327 | Added |
| 14 | GLD | SPDR GOLD TR | $5.2M | 1.49% | 14,230 | Added |
| 15 | MBB | ISHARES TR | $5.1M | 1.45% | 53,956 | Added |
| 16 | BINC | BLACKROCK ETF TRUST II | $5.0M | 1.41% | 94,700 | Trimmed |
| 17 | BOND | PIMCO ETF TR | $4.9M | 1.39% | 52,994 | New |
| 18 | TLH | ISHARES TR | $4.3M | 1.23% | 42,904 | Added |
| 19 | IAGG | ISHARES TR | $4.2M | 1.19% | 82,278 | Added |
| 20 | IDEV | ISHARES TR | $4.0M | 1.15% | 45,306 | Trimmed |
| 21 | IOCT | INNOVATOR ETFS TRUST | $3.7M | 1.05% | 100,082 | New |
| 22 | SCHB | SCHWAB STRATEGIC TR | $3.5M | 0.98% | 119,245 | New |
| 23 | BAI | BLACKROCK ETF TRUST | $3.3M | 0.94% | 62,543 | Added |
| 24 | OEF | ISHARES TR | $3.2M | 0.90% | 8,648 | Trimmed |
| 25 | EFG | ISHARES TR | $3.0M | 0.87% | 24,469 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR