13F Insight
DOSSIER · 13F-HR · Q2 2026

Advus Financial Partners, LLC

$351M in tracked AUM across 142 positions as of Q2 2026.

AF
CIK 0002150676 · last filed Jun 30, 2026
Total AUM
$351M
as of Q2 2026
Holdings
142
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Advus Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$33M200K9.4%02
IVV
ISHARES TR
$32M42K9.0%03
ACWX
ISHARES TR
$30M393K8.5%04
QUAL
ISHARES TR
$19M85K5.3%05
IQLT
ISHARES TR
$18M373K5.3%06
IUSB
ISHARES TR
$15M322K4.2%07
IVW
ISHARES TR
$8M60K2.3%08
DYNF
BLACKROCK ETF TRUST
$8M119K2.3%09
VTI
VANGUARD INDEX FDS
$8M21K2.2%10
EFV
ISHARES TR
$7M96K2.1%

Filing history

2026Q2Jun 30
$351M▲ 32.9%
142 positionsView →2026Q1Mar 31
$264M▼ 5.1%
69 positionsView →2025Q4Dec 31
$278M▲ 3.3%
65 positionsView →2025Q3Sep 30
$270M▲ 6.4%
65 positionsLocked2025Q2Jun 30
$253M▲ 8.5%
64 positionsLocked2025Q1Mar 31
$233M▼ 0.0%
60 positionsLocked2024Q4Dec 31
$233M▼ 1.9%
61 positionsLocked2024Q3Sep 30
$238M▲ 6.0%
62 positionsLocked2024Q2Jun 30
$225M▼ 0.1%
59 positionsLocked2024Q1Mar 31
$225M▲ 10.0%
59 positionsLocked2023Q4Dec 31
$204M▲ 9.6%
53 positionsLocked2023Q3Sep 30
$186M▼ 1.0%
53 positionsLocked
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