account_balance
Investment manager · 13F filer · SEC CIK 2055137
Intellus Advisors LLC
Reported value$854Mas of Sep 30, 2026
Positions153 38 new, 19 sold out
Top 10 weight51.4%QQQ alone is 10%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Trust
10.3%Trimmed −4%
VIGVanguard Dividend Appreciation ETF
6.2%
QINTAmerican Century Quality Diversified International ETF
6.0%
IAUiShares Gold Trust
5.5%Added +2%
RODMHartford Multifactor Developed Markets (Ex-US) ETF
4.9%
JQUAJPMorgan U.S. Quality Factor ETF
4.7%Trimmed −6%
JAVAJ P Morgan ETF Active Value ETF
4.4%Trimmed −3%
AAPLApple Inc.
3.2%
SYLDCambria Shareholder Yield ETF
3.2%Trimmed −4%
AMDAdvanced Micro Devices Inc
3.0%Trimmed −5%
FVDFirst Trust Value Line Dividend Index Fund
3.0%Trimmed −3%
FSCCFederated Hermes MDT Small Cap Core ETF
3.0%Trimmed −3%
QQQInvesco QQQ Trust
10.3%Trimmed −4%
VIGVanguard Dividend Appreciation ETF
6.2%
QINTAmerican Century Quality Diversified International ETF
6.0%
IAUiShares Gold Trust
5.5%+2%
RODMHartford Multifactor Developed Markets (Ex-US) ETF
4.9%
JQUAJPMorgan U.S. Quality Factor ETF
4.7%
JAVAJ P Morgan ETF Active Value ETF
4.4%
AAPLApple Inc.
3.2%
SYLDCambria Shareholder Yield ETF
3.2%
FVD3.0%
FSCC3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Trust 10.3% Trimmed −4%
VIG Vanguard Dividend Appreciation ETF 6.2% Held
QINT American Century Quality Diversified International ETF 6.0% Held
IAU iShares Gold Trust 5.5% Added +2%RODM Hartford Multifactor Developed Markets (Ex-US) ETF 4.9% Held
JQUA JPMorgan U.S. Quality Factor ETF 4.7% Trimmed −6%
JAVA J P Morgan ETF Active Value ETF 4.4% Trimmed −3%
AAPL Apple Inc. 3.2% HeldSYLD Cambria Shareholder Yield ETF 3.2% Trimmed −4%
AMD Advanced Micro Devices Inc 3.0% Trimmed −5%FVD First Trust Value Line Dividend Index Fund 3.0% Trimmed −3%
FSCC Federated Hermes MDT Small Cap Core ETF 3.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.