StockDriftsStockDriftsTop 50 Advus Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.34% | 43.2K | $33.1M | +2.50%(+1.06K) | $440.44(+74.83%) | 2026-09-30 | |
| ITOT | ISHARES TR | 9.32% | 198.9K | $33.1M | -0.46%(-923) | $92.88(+79.50%) | 2026-09-30 | |
| ACWX | ISHARES TR | 8.34% | 391.5K | $29.6M | -0.45%(-1.76K) | $48.39(+53.14%) | 2026-09-30 | |
| IQLT | ISHARES TR | 5.13% | 368.1K | $18.2M | -1.32%(-4.93K) | $36.60(+36.59%) | 2026-09-30 | |
| QUAL | ISHARES TR | 4.77% | 76.2K | $16.9M | -9.98%(-8.44K) | $140.21(+60.63%) | 2026-09-30 | |
| IUSB | ISHARES TR | 4.27% | 343.4K | $15.1M | +6.67%(+21.48K) | $47.45(-6.58%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.4% | 59.8K | $8.5M | +0.17%(+102) | $91.65(+52.98%) | 2026-09-30 | |
| IVE | ISHARES TR | 2.27% | 35.3K | $8.0M | +13.66%(+4.24K) | $199.45(+17.91%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.18% | 20.7K | $7.7M | -0.00%(-1) | $222.50(+68.78%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.14% | 109.8K | $7.6M | -7.66%(-9.11K) | $50.14(+37.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.12% | +52.55% | — | — | +36.16% |
| Top 20 Holdings Unweighted | +12.40% | +42.01% | — | — | +25.98% |
Advus Financial Partners LLC reports $354.76M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.3%), ITOT (9.3%) and ACWX (8.3%). The top 20 holdings account for 65.27% of reported assets. Its disclosed equity book has returned +52.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advus Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2150676). View Advus Financial Partners LLC’s 13F filings on SEC