Advus Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
3/31/2026
Date filed
8/25/2026
Form type
13F-HR
Num holdings
246
Total value ($000)
$399,411
Net value change ($000)
-13,447 (-3.3%)
New positions
22
Sold out positions
18
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: 8/25/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLD 4,253 1165.2%
BOND 2,687 178.4%
USMV 773 NEW
LNG 637 79.9%
WDC 613 130.4%
IEMG 523 11.6%
EFV 488 6.7%
IVE 476 8.7%
OEF 438 14.7%
VO 428 NEW
Top Reduces (Value $000, Stocks/ETFs)
ITOT -6,795 -18.8%
HDV -5,295 -66.7%
QUAL -3,799 -18.1%
ACWX -2,194 -7.4%
AAPL -1,898 -20.3%
COMT -1,616 -41.0%
IVV -1,358 -4.7%
MSFT -864 -17.6%
BRK-B -755 -100.0%
VTI -598 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type