Advus Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
6/30/2026
Date filed
8/25/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$440,514
Net value change ($000)
+41,103 (10.3%)
New positions
32
Sold out positions
16
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/25/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 4,228 15.4%
ITOT 3,386 11.5%
ACWX 2,624 9.6%
MU 2,106 265.2%
BAI 1,586 92.7%
GOVT 1,540 113.0%
IVW 1,365 19.9%
QUAL 1,356 7.9%
STX 1,321 198.3%
IEMG 1,208 24.0%
Top Reduces (Value $000, Stocks/ETFs)
HDV -1,565 -59.2%
COMT -1,344 -57.7%
IAU -803 -24.4%
VYMI -718 -28.9%
STIP -545 -27.7%
EMB -516 -28.3%
IUSB -451 -2.9%
VO -428 -100.0%
EFV -424 -5.5%
MCD -408 -100.0%
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