Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2023. The filing, which was submitted on May 2, 2026, details the firm's equity portfolio holdings as of the specified date.
The firm reported a total of 52 equity securities held in its portfolio. The largest holding in the portfolio is the iShares Core S&P 500 ETF, which the firm reported owning 33,767,146 shares. Other significant holdings include the iShares MSCI ACWI ex US ETF with 16,535,859 shares and the iShares Core S&P Total Stock Market ETF with 14,166,070 shares.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs), including the iShares Core Total USD Bond ETF, the Vanguard Whitehall Funds International High ETF, and the iShares MSCI International Quality ETF. Individual stock positions include Apple Inc., with 16,775 shares, and Tesla Inc., with 3,000 shares.
The filing also lists a small number of individual stock positions, including Berkshire Hathaway Inc. Class A with 1 share, Hologic Inc. with 3,224 shares, and Blackstone Inc. with 2,300 shares.
