Advus Financial Partners, LLC

Q2 2026 13F-HR/A Holdings

Location
Winter Park, FL
Holdings as of
6/30/2026
Date filed
10/2/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
142
Total value ($000)
$350,947
Net value change ($000)
+86,878 (32.9%)
New positions
78
Sold out positions
5
Turnover %
16.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 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)
BOND 4,887 NEW
IVV 4,349 16.0%
IOCT 3,702 NEW
SCHB 3,453 NEW
ITOT 3,401 11.6%
ACWX 2,624 9.6%
EOCT 2,261 NEW
QQQM 2,253 NEW
JPM 2,221 899.2%
UJAN 2,150 NEW
Top Reduces (Value $000, Stocks/ETFs)
HDV -1,565 -59.2%
COMT -1,344 -57.7%
VYMI -718 -28.9%
STIP -545 -27.7%
EMB -516 -28.3%
IUSB -451 -2.9%
EFV -424 -5.5%
ESML -353 -100.0%
VO -327 -100.0%
TLT -286 -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