Salus Financial Advisors, LLC

All 13F Filings

Location
Colorado Springs, CO
Most recent 13F
Q3 2026
Holdings value ($000)
209,532
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/20/2026 43 209,532 13F-HR Salus Financial Advisors, LLC
Q2 2026 8/6/2026 39 202,843 13F-HR Salus Financial Advisors, LLC
Q1 2026 4/23/2026 34 171,490 13F-HR Salus Financial Advisors, LLC
Q4 2025 1/21/2026 35 166,851 13F-HR Salus Financial Advisors, LLC
Q3 2025 11/7/2025 32 162,137 13F-HR Salus Financial Advisors, LLC
Q2 2025 7/29/2025 33 148,810 13F-HR Salus Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 42.25 K 20.2% 1.335 K 0 1.335 K
ETFs 159.8 K 76.2% 5.692 K 0 5.692 K
Debt 7.521 K 3.6% 0 339 -339
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Fund Snapshot

Q3 2026
Latest filed
10/20/2026
Total value ($000)
209,532
Holdings
43
QoQ value change ($000)
6,689 (3.3%)
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.