Advus Financial Partners, LLC has filed a Form 13F-HR/A, which represents a restatement of the firm's institutional investment holdings as of the close of business on June 30, 2026. The filing was submitted by Rodrigo Diaz, the Compliance Analyst for the firm, and lists the company's address as 631 W Morse Blvd, Suite 115, Winter Park, FL.
The filing details a portfolio consisting of 142 equity securities, including a mix of individual stocks and exchange-traded funds (ETFs). The top holdings by number of shares include the iShares Core S&P 500 ETF, the iShares Core S&P 500 ETF, and the iShares MSCI ACWI ex US ETF. Individual company positions include Apple Inc., Amazon.com Inc., Microsoft Corporation, Alphabet Inc. Class A, and Johnson & Johnson. The portfolio also holds various ETFs focused on sectors such as gold, real estate, and bonds, including the SPDR Gold Shares and the iShares Core U.S. Aggregate Bond ETF.
The filing indicates that all positions are held in a 'SOLE' capacity, meaning the firm holds the securities in its own name without shared voting or investment power.
