DOSSIER · 13F-HR · Q1 2026
Salus Financial Advisors, LLC
Salus Financial's holding co. based in Stamford, CT — $171M in tracked AUM across 34 positions as of Q1 2026.
SF
Salus Financial·Stamford, CT·Holding Co.
CIK 0002056601 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Salus Financial Advisors, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 414.4% from approximately $32.43 million in the previous quarter (Q3 2025) to $166.85 million as of December 31, 2025. This dramatic increase suggests a substantial inflow of new capital, likely driven by new client acquisitions or significant client contributions during the quarter. The portfolio remains relatively concentrate...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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