Advus Financial Partners, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 440,514
- 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 | 8/25/2026 | 261 | 440,514 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2026 | 8/25/2026 | 246 | 399,411 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2025 | 8/25/2026 | 242 | 412,858 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2025 | 8/25/2026 | 255 | 416,421 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2025 | 8/25/2026 | 254 | 391,435 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2025 | 8/25/2026 | 234 | 356,995 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2024 | 8/25/2026 | 222 | 355,290 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2024 | 8/25/2026 | 220 | 350,381 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2024 | 8/25/2026 | 203 | 328,135 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2024 | 8/25/2026 | 202 | 323,525 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2023 | 8/25/2026 | 182 | 291,335 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2023 | 8/25/2026 | 152 | 254,218 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2023 | 8/25/2026 | 160 | 259,405 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2023 | 8/25/2026 | 143 | 241,709 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2022 | 8/25/2026 | 146 | 229,490 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2022 | 8/25/2026 | 128 | 187,996 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2022 | 8/25/2026 | 127 | 189,718 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2022 | 8/25/2026 | 125 | 196,162 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2021 | 8/25/2026 | 108 | 181,272 | 13F-HR | Advus Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.7 K | 30.4% | 16.73 K | 0 | 16.73 K |
| ETFs | 306.8 K | 69.6% | 24.72 K | 0 | 24.72 K |
| Debt | 0 | 0.0% | 0 | 347 | -347 |
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Fund Snapshot
Q2 2026
Latest filed
8/25/2026
Total value ($000)
440,514
Holdings
261
QoQ value change ($000)
41,103
(10.3%)
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.