Detalus Advisors, LLC

All 13F Filings

Location
St. Louis, MO
Most recent 13F
Q4 2025
Holdings value ($000)
410,279
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/3/2026 170 410,279 13F-HR Detalus Advisors, LLC
Q3 2025 10/30/2025 175 386,288 13F-HR Detalus Advisors, LLC
Q2 2025 7/23/2025 172 345,015 13F-HR Detalus Advisors, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 240.3 K 58.6% 14.28 K 0 14.28 K
ETFs 168.8 K 41.1% 9.717 K 0 9.717 K
Debt 209 0.1% 0 4 -4
Other 976 0.2% 2 0 2
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
410,279
Holdings
170
QoQ value change ($000)
23,991 (6.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.