Advus Financial Partners, LLC has filed a restatement of its Form 13F-HR/A for the period ending December 31, 2025. The filing, submitted on October 2, 2026, lists the firm's total equity portfolio as holding 65 positions with a total value of approximately $278.3 million.
The portfolio is heavily concentrated in exchange-traded funds (ETFs), with the top holdings being iShares Core S&P Total Stock Market ETF, which accounts for $36.2 million in shares, and iShares MSCI ACWI ex US ETF, valued at $29.5 million. Other major positions include iShares Core S&P 500 ETF ($28.5 million), iShares MSCI USA Quality Factor ETF ($21.0 million), and iShares MSCI International Quality ETF ($17.8 million).
Among individual stocks held, Apple Inc. is the largest position with 10,681 shares valued at approximately $2.9 million. The filing also lists a position in Berkshire Hathaway Inc. Class A shares, held in a single share valued at $754,800, and a position in Reddit Inc. Class A shares valued at $459,740.
