Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending September 30, 2025. The filing, submitted on October 2, 2026, details the firm's equity portfolio holdings as of the specified quarter-end date.
The report lists 65 distinct equity securities held by the firm. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares Core S&P Total Stock Market ETF and the iShares MSCI ACWI ex US ETF. Other significant positions include the iShares Core S&P 500 ETF and the iShares MSCI USA Quality Factor ETF.
While the majority of the portfolio consists of broad market ETFs, the filing also lists several individual company stocks. Notable individual equity positions include Apple Inc., Microsoft Corporation, Berkshire Hathaway Inc., Reddit Inc., and NVIDIA Corporation. The filing indicates that all positions are held in a Sole voting capacity.
