Salus Financial Advisors, LLC
CIK
2056601
Location
COLORADO SPRINGS, CO
Portfolio Value
Micro
$3,692,360
Diversification
Highly concentrated
Filing Date
Global Rank
#8,414
/ 8,605
▲ 87
· as of Mar 2026
Top Industry
Consumer Electronics
39.3%
3Y Alpha vs SPY
-39.9%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-28.2%
SPY
+24.4%
Annualised alpha
-38.0%
Max drawdown
−44.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
79.0%
+15.7 pts
Top 5
100.0%
+6.1 pts
Top 10
100.0%
0.0 pts
HHI
6,395
Highly concentrated+2,105
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 79.0% | $2,918,149 |
| Technology | 8.2% | $304,294 |
| Consumer Defensive | 6.7% | $248,944 |
| Healthcare | 6.0% | $220,973 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | +35,403 | 79,276 | $2,918,149 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
4 positions ·
$3,692,360 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BITB |
Bitwise Bitcoin ETF
|
Added | 79,276 | $2,918,149 | 79.03% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,199 | $304,294 | 8.24% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 2,054 | $248,944 | 6.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 904 | $220,973 | 5.98% |