Salus Financial Advisors, LLC

All 13F Filings

Location
Colorado Springs, CO
Most recent 13F
Q2 2026
Holdings value ($000)
202,843
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
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 40.92 K 20.2% 8.698 K 0 8.698 K
ETFs 154.1 K 76.0% 22.22 K 0 22.22 K
Debt 7.86 K 3.9% 429 0 429
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
202,843
Holdings
39
QoQ value change ($000)
31,353 (18.3%)
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.