Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2023. The filing, submitted on October 2, 2026, lists the firm’s equity securities portfolio as of the specified date.
The firm’s portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the iShares Core S&P 500 ETF, which accounts for 33,430,718 shares. Other major ETF positions include the iShares Core S&P Total Stock Market ETF (19,276,058 shares) and the iShares MSCI ACWI ex US ETF (17,474,503 shares). The firm also holds significant positions in various other ETFs, including the iShares Core Total USD Bond ETF, the iShares MSCI International Quality ETF, and the iShares Core High Dividend ETF.
In addition to broad-market ETFs, the filing discloses specific equity positions. Notable individual stock holdings include Apple Inc., with 1,272,249 shares; Tesla Inc., with 785,310 shares; and Berkshire Hathaway Inc. Class A, with 517,810 shares. The firm also lists positions in Microsoft Corp., Home Depot Inc., and Blackstone Inc.
