Advus Financial Partners, LLC

WINTER PARK, FL · CIK 2150676 · 13F filing filed 2026-08-25

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$4.0bn
Staff16 · 10 in investment roles
Main clients (by assets)Pension plans 72%, High net worth individuals 21%, Charities 3%
Form ADV · 2026-07-28SEC adviser record

Kindinstitutions
Others nearbyWinter Park, FL, Valencia, CA, Jacksonville, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Winter Park, FL (main office)United States	United States	about 5
Valencia, CAUnited States	United States	3
Jacksonville, FLUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$440.5m reported value +10.3% vs Q1 2026

261positions

40.3%in top 10

32 new 71 added 125 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P TTL STK ITOT	ITOT	199,788	$32.8m7.45%	7.45%	Reduced -6.9k	-6,863 -3.3%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	42,193	$31.6m7.17%	7.17%	Added +293	+293 0.7%
3	ISHARES TR MSCI ACWI EX US ACWX	ACWX	393,241	$29.9m6.79%	6.79%	Reduced -5.6k	-5,556 -1.4%
4	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	84,615	$18.6m4.21%	4.21%	Reduced -5.1k	-5,115 -5.7%
5	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	373,060	$18.5m4.20%	4.20%	Reduced -14.8k	-14,829 -3.8%
6	ISHARES TR CORE TOTAL USD IUSB	IUSB	321,928	$14.9m3.37%	3.37%	Reduced -9.5k	-9,476 -2.9%
7	ISHARES TR S&P 500 GRWT ETF IVW	IVW	59,682	$8.2m1.86%	1.86%	Reduced -816	-816 -1.4%
8	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	118,929	$8.1m1.84%	1.84%	Reduced -5.3k	-5,253 -4.2%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	20,663	$7.6m1.74%	1.74%	Reduced -87	-87 -0.4%
10	ISHARES TR EAFE VALUE ETF EFV	EFV	95,545	$7.3m1.66%	1.66%	Reduced -8.5k	-8,529 -8.2%
11	APPLE INC COM AAPL	AAPL	24,746	$7.2m1.63%	1.63%	Reduced -4.6k	-4,625 -15.8%
12	ISHARES TR S&P 500 VAL ETF IVE	IVE	31,021	$7.0m1.60%	1.60%	Added +2.7k	+2,725 9.6%
13	ISHARES TR NATIONAL MUN ETF MUB	MUB	65,162	$7.0m1.59%	1.59%	Reduced -240	-240 -0.4%
14	ISHARES INC CORE MSCI EMKT IEMG	IEMG	75,327	$6.2m1.42%	1.42%	Added +3.2k	+3,182 4.4%
15	NVIDIA CORPORATION COM NVDA	NVDA	29,667	$5.9m1.35%	1.35%	Reduced -1.3k	-1,315 -4.2%
16	SPDR GOLD TR GOLD SHS GLD	GLD	14,230	$5.2m1.19%	1.19%	Added +3.5k	+3,498 32.6%
17	ISHARES TR MBS ETF MBB	MBB	53,956	$5.1m1.16%	1.16%	Added +1.0k	+1,022 1.9%
18	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	94,700	$5.0m1.13%	1.13%	Reduced -6.1k	-6,092 -6.0%
19	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	52,893	$4.9m1.11%	1.11%	Added +7.5k	+7,454 16.4%
20	ISHARES TR 10-20 YR TRS ETF TLH	TLH	42,904	$4.3m0.98%	0.98%	Added +1.6k	+1,569 3.8%
21	JPMORGAN CHASE & CO COM JPM	JPM	13,032	$4.3m0.97%	0.97%	Reduced -327	-327 -2.5%
22	ISHARES TR CORE INTL AGGR IAGG	IAGG	82,278	$4.2m0.95%	0.95%	Added +7.9k	+7,949 10.7%
23	AMAZON COM INC COM AMZN	AMZN	17,047	$4.1m0.92%	0.92%	Reduced -836	-836 -4.7%
24	ISHARES TR CORE MSCI INTL IDEV	IDEV	45,306	$4.0m0.92%	0.92%	Reduced -350	-350 -0.8%
25	MICROSOFT CORP COM MSFT	MSFT	10,625	$4.0m0.90%	0.90%	Reduced -316	-316 -2.9%
26	INNOVATOR ETFS TRUST INTERNATIONAL DV IOCT	IOCT	100,082	$3.7m0.84%	0.84%	Reduced -916	-916 -0.9%
27	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	119,245	$3.5m0.78%	0.78%	Reduced -11.2k	-11,153 -8.6%
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,642	$3.4m0.78%	0.78%	Reduced -107	-107 -1.1%
29	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	62,543	$3.3m0.75%	0.75%	Added +10.6k	+10,610 20.4%
30	ISHARES TR S&P 100 ETF OEF	OEF	8,648	$3.2m0.72%	0.72%	Reduced -2.1k	-2,108 -19.6%
31	ISHARES TR EAFE GRWTH ETF EFG	EFG	24,469	$3.0m0.69%	0.69%	Added +1.5k	+1,495 6.5%
32	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	68,634	$3.0m0.67%	0.67%	Added +3.6k	+3,584 5.5%
33	BROADCOM INC COM AVGO	AVGO	7,830	$3.0m0.67%	0.67%	Reduced -154	-154 -1.9%
34	ISHARES TR MSCI USA MMENTM MTUM	MTUM	8,514	$2.9m0.66%	0.66%	Added +983	+983 13.1%
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	37,774	$2.9m0.66%	0.66%	Reduced -621	-621 -1.6%
36	ISHARES TR US TREAS BD ETF GOVT	GOVT	127,446	$2.9m0.66%	0.66%	Added +67.9k	+67,944 114.2%
37	MICRON TECHNOLOGY INC COM MU	MU	2,513	$2.9m0.66%	0.66%	Added +163	+163 6.9%
38	ISHARES GOLD TR ISHARES NEW IAU	IAU	32,882	$2.5m0.56%	0.56%	Reduced -4.4k	-4,392 -11.8%
39	WESTERN DIGITAL CORP COM WDC	WDC	3,572	$2.3m0.52%	0.52%	Reduced -430	-430 -10.7%
40	INNOVATOR ETFS TRUST EMERGING MKT PWR EOCT	EOCT	66,187	$2.3m0.51%	0.51%	Added +670	+670 1.0%
41	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	7,438	$2.3m0.51%	0.51%	Reduced -345	-345 -4.4%
42	INNOVATOR ETFS TRUST US EQT ULTRA BF UJAN	UJAN	47,429	$2.2m0.49%	0.49%	Reduced -1.8k	-1,787 -3.6%
43	AIM ETF PRODUCTS TRUST US LRGCP B20 OCT OCTW	OCTW	51,223	$2.1m0.48%	0.48%	Reduced -1.2k	-1,217 -2.3%
44	ISHARES TR SHRT NAT MUN ETF SUB	SUB	19,515	$2.1m0.47%	0.47%	Added +26	+26 0.1%
45	ISHARES TR U.S. TECH ETF IYW	IYW	8,192	$2.1m0.47%	0.47%	Reduced -3.2k	-3,216 -28.2%
46	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,940	$2.0m0.46%	0.46%	Added +67	+67 2.3%
47	ISHARES TR INTL TREA BD ETF IGOV	IGOV	49,150	$2.0m0.46%	0.46%	Reduced -7.0k	-7,000 -12.5%
48	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	43,631	$2.0m0.45%	0.45%	Added +345	+345 0.8%
49	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	27,949	$2.0m0.45%	0.45%	Added +370	+370 1.3%
50	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,059	$2.0m0.45%	0.45%	Added +359	+359 21.1%
51	INNOVATOR ETFS TRUST INTRNL DEV JAN IJAN	IJAN	51,020	$1.9m0.44%	0.44%	Reduced -250	-250 -0.5%
52	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	2,730	$1.9m0.44%	0.44%	Unchanged
53	JOHNSON & JOHNSON COM JNJ	JNJ	7,402	$1.9m0.43%	0.43%	Added +317	+317 4.5%
54	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	18,019	$1.8m0.40%	0.40%	Reduced -8.4k	-8,373 -31.7%
55	APPLIED MATLS INC COM AMAT	AMAT	2,238	$1.6m0.37%	0.37%	Reduced -5	-5 -0.2%
56	ISHARES TR RUS 1000 GRW ETF IWF	IWF	13,009	$1.6m0.37%	0.37%	Added +1	+1 0.0%
57	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,578	$1.6m0.35%	0.35%	Added +34	+34 1.0%
58	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	770	$1.5m0.35%	0.35%	Reduced -19	-19 -2.4%
59	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	17,851	$1.5m0.34%	0.34%	Added +2.0k	+2,018 12.8%
60	KLA CORP COM NEW KLAC	KLAC	4,950	$1.5m0.34%	0.34%	Unchanged
61	INNOVATOR ETFS TRUST GRWT100 PWR BF NJAN	NJAN	24,852	$1.5m0.33%	0.33%	Reduced -828	-828 -3.2%
62	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	28,889	$1.5m0.33%	0.33%	Added +12.0k	+12,006 71.1%
63	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	34,181	$1.4m0.33%	0.33%	Reduced -5.2k	-5,184 -13.2%
64	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	27,347	$1.4m0.33%	0.33%	Reduced -72	-72 -0.3%
65	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	13,938	$1.4m0.32%	0.32%	Reduced -5.1k	-5,101 -26.8%
66	ELI LILLY & CO COM LLY	LLY	1,145	$1.4m0.31%	0.31%	Reduced -116	-116 -9.2%
67	ALPHABET INC CAP STK CL C GOOG	GOOG	3,808	$1.3m0.31%	0.31%	Added +69	+69 1.9%
68	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	11,277	$1.3m0.30%	0.30%	Added +119	+119 1.1%
69	ISHARES TR JPMORGAN USD EMG EMB	EMB	13,556	$1.3m0.30%	0.30%	Reduced -5.9k	-5,851 -30.1%
70	VISA INC COM CL A V	V	3,781	$1.3m0.29%	0.29%	Reduced -70	-70 -1.8%
71	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,555	$1.3m0.29%	0.29%	Reduced -38	-38 -1.5%
72	ISHARES TR MSCI USA MIN VOL USMV	USMV	12,999	$1.3m0.28%	0.28%	Added +4.7k	+4,667 56.0%
73	WALMART INC COM WMT	WMT	10,711	$1.2m0.28%	0.28%	Reduced -939	-939 -8.1%
74	CITIGROUP INC COM NEW C	C	8,575	$1.2m0.27%	0.27%	Reduced -31	-31 -0.4%
75	CHENIERE ENERGY INC COM NEW LNG	LNG	5,015	$1.2m0.27%	0.27%	Reduced -38	-38 -0.8%
76	META PLATFORMS INC CL A META	META	2,109	$1.2m0.27%	0.27%	Reduced -122	-122 -5.5%
77	CATERPILLAR INC COM CAT	CAT	1,111	$1.2m0.27%	0.27%	Reduced -4	-4 -0.4%
78	CISCO SYS INC COM CSCO	CSCO	9,781	$1.1m0.26%	0.26%	Reduced -209	-209 -2.1%
79	PROCTER AND GAMBLE CO COM PG	PG	7,766	$1.1m0.26%	0.26%	Reduced -285	-285 -3.5%
80	ABBVIE INC COM ABBV	ABBV	4,517	$1.1m0.26%	0.26%	Added +203	+203 4.7%
81	ISHARES TR CORE HIGH DV ETF HDV	HDV	39,311	$1.1m0.24%	0.24%	Reduced -58.1k	-58,074 -59.6%
82	ISHARES TR CORE US AGGBD ET AGG	AGG	10,797	$1.1m0.24%	0.24%	Added +1.2k	+1,204 12.6%
83	ISHARES U S ETF TR GSCI CMDTY STGY COMT	COMT	32,470	$986.1k0.22%	0.22%	Reduced -36.4k	-36,441 -52.9%
84	RTX CORPORATION COM RTX	RTX	5,158	$978.7k0.22%	0.22%	Reduced -101	-101 -1.9%
85	ISHARES TR CONV BD ETF ICVT	ICVT	8,030	$977.6k0.22%	0.22%	Reduced -1.9k	-1,852 -18.7%
86	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	26,248	$964.9k0.22%	0.22%	Added +556	+556 2.2%
87	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,613	$937.0k0.21%	0.21%	Reduced -49	-49 -3.0%
88	ALTRIA GROUP INC COM MO	MO	12,846	$924.3k0.21%	0.21%	Added +735	+735 6.1%
89	HOME DEPOT INC COM HD	HD	2,572	$907.1k0.21%	0.21%	Reduced -27	-27 -1.0%
90	BANK AMERICA CORP COM BAC	BAC	15,575	$887.5k0.20%	0.20%	Added +51	+51 0.3%
91	TESLA INC COM TSLA	TSLA	2,089	$878.6k0.20%	0.20%	Reduced -59	-59 -2.8%
92	AMGEN INC COM AMGN	AMGN	2,374	$859.8k0.20%	0.20%	Reduced -317	-317 -11.8%
93	INNOVATOR ETFS TRUST EMRGNG MKT JULY EJUL	EJUL	27,298	$852.7k0.19%	0.19%	Reduced -100	-100 -0.4%
94	SALESFORCE INC COM CRM	CRM	5,050	$791.2k0.18%	0.18%	Reduced -470	-470 -8.5%
95	INNOVATOR ETFS TRUST INNOVATOR INTL D IJUN	IJUN	25,254	$787.4k0.18%	0.18%	Added +3.5k	+3,550 16.4%
96	BLACKROCK ETF TRUST ISHARES DEFENSE IDEF	IDEF	24,644	$783.2k0.18%	0.18%	New
97	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,593	$779.0k0.18%	0.18%	Reduced -401	-401 -13.4%
98	MASTERCARD INCORPORATED CL A MA	MA	1,468	$754.2k0.17%	0.17%	Reduced -253	-253 -14.7%
99	GILEAD SCIENCES INC COM GILD	GILD	5,689	$718.7k0.16%	0.16%	Reduced -147	-147 -2.5%
100	HARTFORD INSURANCE GROUP INC COM HIG	HIG	5,411	$717.1k0.16%	0.16%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VO	VO	5,960	$427.9k6.0k shares
MCDONALDS CORP MCD	MCD	1,314	$408.4k1.3k shares
ISHARES TR ESML	ESML	7,500	$352.6k7.5k shares
VANGUARD BD INDEX FDS BSV	BSV	4,423	$346.8k4.4k shares
PEPSICO INC PEP	PEP	1,934	$300.3k1.9k shares
ISHARES TR TLT	TLT	3,296	$285.7k3.3k shares
ABBOTT LABS ABT	ABT	2,623	$269.3k2.6k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	3,237	$260.8k3.2k shares
CONOCOPHILLIPS COP	COP	1,892	$249.7k1.9k shares
DEVON ENERGY CORP NEW DVN	DVN	4,933	$248.2k4.9k shares
ISHARES TR HYDB	HYDB	5,320	$247.5k5.3k shares
DISNEY WALT CO DIS	DIS	2,339	$225.5k2.3k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	639	$220.6k639 shares
T-MOBILE US INC TMUS	TMUS	1,034	$217.2k1.0k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,474	$215.6k1.5k shares
ISHARES TR ESGU	ESGU	1,497	$211.7k1.5k shares
COMCAST CORP NEW CMCSA	CMCSA	7,321	$210.2k7.3k shares