account_balance

Investment manager · 13F filer · SEC CIK 2056601

Salus Financial Advisors, LLC

Reported value$210Mas of Sep 30, 2026
Positions43 5 new, 1 sold out
Top 10 weight84.2%IVV alone is 25%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IVV iShares Tr 25.3% Held
IEFA iShares Tr 14.7% Added +6%
IUSV iShares Tr 13.2% Added +3%
FBND Fidelity Merrimack STR Tr 7.3% Added +2%
FBCG Fidelity Covington Trust 6.6% Trimmed −2%
FDEM Fidelity Covington Trust 4.8% Added +8%
FESM Fidelity Covington Trust 4.1% Trimmed −4%
FCOR Fidelity Merrimack STR Tr 3.6% Held
IJS iShares Tr 2.4% Held
BITB Bitwise Bitcoin ETF 2.3% Added +16%
FLTB Fidelity Merrimack STR Tr 2.0% Added +6%
EFV iShares Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • FESM −4%
  • FBCG −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist