StockDriftsStockDriftsTop 39 Salus Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.44% | 68.9K | $51.6M | +4.40%(+2.90K) | $587.18(+32.39%) | 2026-06-30 | |
| IEFA | ISHARES TR | 14.22% | 298.6K | $28.8M | +12.40%(+32.95K) | $82.08(+23.09%) | 2026-06-30 | |
| IUSV | ISHARES TR | 13.21% | 243.3K | $26.8M | +8.01%(+18.03K) | $95.30(+20.39%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.71% | 343.8K | $15.6M | +9.55%(+29.96K) | $45.78(-1.88%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 6.88% | 224.6K | $14.0M | +8.61%(+17.80K) | $45.14(+38.31%) | 2026-06-30 | |
| FESM | FIDELITY COVINGTON TRUST | 4.77% | 200.3K | $9.7M | +0.97%(+1.92K) | $32.13(+50.76%) | 2026-06-30 | |
| FDEM | FIDELITY COVINGTON TRUST | 4.72% | 263.4K | $9.6M | +2.49%(+6.39K) | $26.29(+35.43%) | 2026-06-30 | |
| FCOR | FIDELITY MERRIMACK STR TR | 3.87% | 166.7K | $7.9M | +5.73%(+9.03K) | $47.20(-1.88%) | 2026-06-30 | |
| IJS | ISHARES TR | 2.66% | 39.5K | $5.4M | +3.11%(+1.19K) | $108.01(+28.46%) | 2026-06-30 | |
| FLTB | FIDELITY MERRIMACK STR TR | 1.96% | 79.4K | $4.0M | +8.13%(+5.97K) | $50.10(-0.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.20% |
Salus Financial Advisors, LLC reports $202.84M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.4%), IEFA (14.2%) and IUSV (13.2%). The top 20 holdings account for 96.64% of reported assets. Its disclosed equity book has returned +25.81% cumulatively over 6 quarters. Figures reflect the Q2 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 Salus Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056601). View Salus Financial Advisors, LLC’s 13F filings on SEC