account_balance

Investment manager · 13F filer · SEC CIK 2150676

Advus Financial Partners, LLC

Reported value$355Mas of Sep 30, 2026

Positions143 1 new, 119 sold out

Top 10 weight50.2%IVV alone is 9%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

9.3%Added +3%

ITOTiShares Tr

9.3%

ACWXiShares Tr

8.3%

IQLTiShares Tr

5.1%

QUALiShares Tr

4.8%Trimmed −10%

IUSBiShares Tr

4.3%Added +7%

IVWiShares Tr

2.4%

IVEiShares Tr

2.3%Added +14%

VTIVanguard Index FDS

2.2%

DYNFBlackRock ETF Trust

2.1%−8%

EFViShares Tr

1.9%−11%

MUBiShares Tr

1.9%

IVViShares Tr

9.3%Added +3%

ITOTiShares Tr

9.3%

ACWXiShares Tr

8.3%

IQLTiShares Tr

5.1%

QUALiShares Tr

4.8%

IUSBiShares Tr

4.3%

IVW2.4%

IVE2.3%

VTI2.2%

DYNF

EFV1.9%

MUB1.9%

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 9.3% Added +3%

ITOT iShares Tr 9.3% Held

ACWX iShares Tr 8.3% Held

IQLT iShares Tr 5.1% Held

QUAL iShares Tr 4.8% Trimmed −10%

IUSB iShares Tr 4.3% Added +7%

IVW iShares Tr 2.4% Held

IVE iShares Tr 2.3% Added +14%

VTI Vanguard Index FDS 2.2% Held

DYNF BlackRock ETF Trust 2.1% Trimmed −8%

EFV iShares Tr 1.9% Trimmed −11%

MUB iShares Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Aug 25, 2026 filing

add_circleNew

ZTS $240K

arrow_upwardAdded

BLCR +187%
IHI +168%
IDEF +154%
SYSB +137%

arrow_downwardTrimmed

GOOGL −71%
AAPL −70%
MU −70%
NVDA −69%

remove_circleSold out

WDC $2.28M
STX $1.99M
AMAT $1.62M
LRCX $1.55M

Advus Financial Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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