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

Advus Financial Partners, LLC

$441M in tracked AUM across 261 positions as of Q2 2026.

AF
CIK 0002150676 · last filed Jun 30, 2026
Total AUM
$441M
as of Q2 2026
Holdings
261
—
positions
Whale Score
56
56
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
$33M200K7.5%02
IVV
ISHARES TR
$32M42K7.2%03
ACWX
ISHARES TR
$30M393K6.8%04
QUAL
ISHARES TR
$19M85K4.2%05
IQLT
ISHARES TR
$18M373K4.2%06
IUSB
ISHARES TR
$15M322K3.4%07
IVW
ISHARES TR
$8M60K1.9%08
DYNF
BLACKROCK ETF TRUST
$8M119K1.8%09
VTI
VANGUARD INDEX FDS
$8M21K1.7%10
EFV
ISHARES TR
$7M96K1.7%

Filing history

2026Q2Jun 30
$441M▲ 10.3%
261 positionsView →2026Q1Mar 31
$399M▼ 3.3%
246 positionsView →2025Q4Dec 31
$413M▼ 0.9%
242 positionsView →2025Q3Sep 30
$416M▲ 6.4%
255 positionsView →2025Q2Jun 30
$391M▲ 9.6%
254 positionsLocked2025Q1Mar 31
$357M▲ 0.5%
234 positionsLocked2024Q4Dec 31
$355M▲ 1.4%
222 positionsLocked2024Q3Sep 30
$350M▲ 6.8%
220 positionsLocked2024Q2Jun 30
$328M▲ 1.4%
203 positionsLocked2024Q1Mar 31
$324M▲ 11.0%
202 positionsLocked2023Q4Dec 31
$291M▲ 14.6%
182 positionsLocked2023Q3Sep 30
$254M▼ 2.0%
152 positionsLocked
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