Advus Financial Partners, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 354,762
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 143 | 354,762 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2026 | 10/2/2026 | 142 | 350,947 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q2 2026 | 8/25/2026 | 261 | 440,514 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2026 | 10/2/2026 | 69 | 264,069 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q1 2026 | 8/25/2026 | 246 | 399,411 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2025 | 10/2/2026 | 65 | 278,316 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q4 2025 | 8/25/2026 | 242 | 412,858 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2025 | 10/2/2026 | 65 | 269,503 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q3 2025 | 8/25/2026 | 255 | 416,421 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2025 | 10/2/2026 | 64 | 253,236 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q2 2025 | 8/25/2026 | 254 | 391,435 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2025 | 10/2/2026 | 60 | 233,410 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q1 2025 | 8/25/2026 | 234 | 356,995 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2024 | 10/2/2026 | 61 | 233,490 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q4 2024 | 10/2/2026 | 46 | 140,195 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q4 2024 | 8/25/2026 | 222 | 355,290 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2024 | 10/2/2026 | 62 | 237,965 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q3 2024 | 8/25/2026 | 220 | 350,381 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2024 | 10/2/2026 | 59 | 224,589 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q2 2024 | 8/25/2026 | 203 | 328,135 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2024 | 10/2/2026 | 59 | 224,819 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q1 2024 | 8/25/2026 | 202 | 323,525 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2023 | 10/2/2026 | 53 | 204,328 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q4 2023 | 8/25/2026 | 182 | 291,335 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2023 | 10/2/2026 | 53 | 186,432 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q3 2023 | 8/25/2026 | 152 | 254,218 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2023 | 10/2/2026 | 53 | 188,245 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q2 2023 | 8/25/2026 | 160 | 259,405 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2023 | 10/2/2026 | 52 | 181,871 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q1 2023 | 8/25/2026 | 143 | 241,709 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2022 | 10/2/2026 | 64 | 176,682 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q4 2022 | 8/25/2026 | 146 | 229,490 | 13F-HR | Advus Financial Partners, LLC |
| Q3 2022 | 10/2/2026 | 55 | 141,173 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q3 2022 | 8/25/2026 | 128 | 187,996 | 13F-HR | Advus Financial Partners, LLC |
| Q2 2022 | 10/2/2026 | 59 | 145,198 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q2 2022 | 8/25/2026 | 127 | 189,718 | 13F-HR | Advus Financial Partners, LLC |
| Q1 2022 | 10/2/2026 | 55 | 147,544 | 13F-HR/A - RESTATEMENT | Advus Financial Partners, LLC |
| Q1 2022 | 8/25/2026 | 125 | 196,162 | 13F-HR | Advus Financial Partners, LLC |
| Q4 2021 | 10/2/2026 | 46 | 140,195 | 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 | 47.04 K | 13.3% | 2.76 K | 0 | 2.76 K |
| ETFs | 307.7 K | 86.7% | 1.053 K | 0 | 1.053 K |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
354,762
Holdings
143
QoQ value change ($000)
3,815
(1.1%)
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.