Advus Financial Partners, LLC
CIK 0002150676 · WINTER PARK, FL · Quarter end: 2021-09-30 · Filed on: 2026-08-25 · Open the SEC source ↗
The most recent 13F EDGAR holds under this CIK is 2021 Q3, filed 2026-08-25. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.3M
2021 Q3
Positions
108
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.4%
Est. Net Flow (Q)
—
2021 Q3
Top Holdings
IVV
ISHARES TR
19.9%
QUAL
ISHARES TR
9.8%
IDEV
ISHARES TR
8.4%
IQLT
ISHARES TR
4.6%
SCHB
SCHWAB STRATEGIC TR
4.2%
EFAV
ISHARES TR
3.7%
VTI
VANGUARD INDEX FDS
3.2%
IJR
ISHARES TR
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.