Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2025. The filing, submitted by Compliance Analyst Rodrigo Diaz, updates the firm's previously reported equity portfolio.
The restated portfolio consists of 64 individual equity securities and exchange-traded funds (ETFs). The filing lists the firm's address as 631 W Morse Blvd, Suite 115, Winter Park, FL.
The holdings are primarily composed of large-cap U.S. exchange-traded funds, with the top positions including the iShares Core S&P 500 ETF, the iShares Core MSCI ACWI ex US ETF, and the iShares Core MSCI USA Quality ETF. The portfolio also includes significant allocations to international equities, such as the iShares Core MSCI International ETF and the iShares MSCI Emerging Markets ETF, as well as exposure to commodities via the iShares GSCI Commodity Strategy ETF.
Beyond broad market exposure, the portfolio holds specific individual equities. Notable names include Apple Inc., Microsoft Corporation, Berkshire Hathaway Inc., and Enterprise Products Partners L.P. The filing also lists positions in Reddit Inc. and Blackstone Inc.
The report indicates that the firm holds a small number of shares in Berkshire Hathaway Class A and Class B, with positions ranging from 1 to 999 shares respectively.
