Advus Financial Partners, LLC

Q3 2026 13F-HR Holdings

Location
Winter Park, FL
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$354,762
Net value change ($000)
+3,815 (1.1%)
New positions
6
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GOVT 2,616 90.1%
IVV 1,618 5.1%
IDEF 1,169 149.3%
BLCR 1,095 178.6%
IVE 1,005 14.3%
EFG 892 29.3%
SYSB 829 124.8%
NVDA 706 50.6%
GLD 628 12.0%
MSFT 619 53.6%
Top Reduces (Value $000, Stocks/ETFs)
OEF -1,925 -60.8%
QUAL -1,639 -8.8%
STIP -1,113 -78.2%
EMB -1,008 -77.1%
IGOV -863 -42.8%
IYW -841 -40.7%
BINC -686 -13.8%
EFV -575 -7.9%
DYNF -482 -6.0%
MUB -443 -6.3%
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