Advus Financial Partners, LLC
CIK: 2150676SEC EDGAR →
Portfolio Value
$47.6B
Holdings
46
As of
Q3 2026
New Positions
46
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 226,169 | $15.3B | 32.12% |
| 2 | ISHARES TR | 213,733 | $8.4B | 17.67% |
| 3 | ISHARES TR | 86,336 | $6.6B | 13.92% |
| 4 | ISHARES TR | 67,332 | $3.7B | 7.86% |
| 5 | ISHARES TR | 34,961 | $2.7B | 5.60% |
| 6 | ISHARES INC | 43,321 | $2.6B | 5.44% |
| 7 | VANGUARD MUN BD FDS | 33,414 | $1.8B | 3.85% |
| 8 | VANGUARD TAX-MANAGED INTL FD | 35,475 | $1.8B | 3.80% |
| 9 | ISHARES TR | 28,785 | $1.5B | 3.05% |
| 10 | SPDR SER TR | 10,860 | $787.0M | 1.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $47.4B | 99.4% |
| Energy | 1 | $275.2M | 0.6% |
| Technology | 2 | $1.9M | 0.0% |
| Consumer Cyclical | 2 | $886K | 0.0% |
| Unknown | 2 | $776K | 0.0% |
| Communication Services | 2 | $634K | 0.0% |