Advus Financial Partners, LLC ETF holdings
Winter Park, FL
Reported $328.7M in 111 ETFs in its Form 13F for June 30, 2026.
ETF value
$328.7M
ETFs held
111
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
74.6%
of $440.5M
Top 10 of 111 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $32.8M | 199,788 | New position |
| IVV | iShares Core S&P 500 ETF | $31.6M | 42,193 | New position |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $29.9M | 393,241 | New position |
| QUAL | iShares MSCI USA Quality Factor ETF | $18.6M | 84,615 | New position |
| IQLT | iShares MSCI Intl Quality Factor ETF | $18.5M | 373,060 | New position |
| IUSB | iShares Core Universal USD Bond ETF | $14.9M | 321,928 | New position |
| IVW | iShares S&P 500 Growth ETF | $8.2M | 59,682 | New position |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $8.1M | 118,929 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $7.6M | 20,663 | New position |
| EFV | iShares MSCI EAFE Value ETF | $7.3M | 95,545 | New position |
101 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002150676. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Advus Financial Partners, LLC own?
Advus Financial Partners, LLC reported 111 ETF positions worth $328.7M in its Form 13F for June 30, 2026. The largest was ITOT, at $32.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.