Advus Financial Partners, LLC has filed a Form 13F-HR report disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's consultant as Michael Shunnarah, located in Covington, Kentucky.
The report details a portfolio consisting of 144 individual securities. The holdings are primarily composed of exchange-traded funds (ETFs) and mutual funds, with a significant allocation to major U.S. equity indices and broad market funds. Among the individual stocks held, the largest positions include Apple Inc., Microsoft Corporation, JPMorgan Chase & Co., and NVIDIA Corporation.
The portfolio also includes substantial holdings in various ETFs tracking global and domestic markets. Notable ETF holdings include iShares Core S&P 500 ETF, Vanguard Total Stock Market ETF, iShares Core U.S. Aggregate Bond ETF, and iShares Core MSCI World ETF.
The filing indicates that all positions are held in a Sole voting capacity with no shared voting or dispositive rights.
