Advus Financial Partners, LLC

Registered adviser

CIK

2150676

Location

WINTER PARK, FL

Portfolio Value

Small $311,214,221

Diversification

Highly concentrated

Filing Date

Global Rank

#7,893 / 8,811 ▲ 589 · as of Jun 2026

Top Industry

Semiconductors 19.0%

3Y Alpha vs SPY

-6.1%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

21 quarters · since Sep 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 311990

Roster of Oct 1, 2026

Regulatory AUM

$3,970,976,661

Main clients

Pension and profit sharing plans (72% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,970,976,661	Pension and profit sharing plans (72%)
Apr 2025 to Mar 2026	$3,066,675,906	Pension and profit sharing plans (66%)
Apr 2024 to Mar 2025	$2,764,389,643	Pension and profit sharing plans (66%)
May 2023 to Mar 2024	$2,287,801,345	Pension and profit sharing plans (65%)
Apr 2023	$2,287,801,345	Pension and profit sharing plans (65%)
Sep 2022 to Mar 2023	$2,357,295,190	Pension and profit sharing plans (68%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.8% of the book (60%+)

Turnover

Low turnover

24.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.5%; sector active share 70.4% against the combined 13F book's sector weights.

Over time 20 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

143 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

61.9%

+48.9 pts

Top 5

77.8%

+34.8 pts

Top 10

85.9%

+24.1 pts

HHI

3,918

Highly concentrated+3,363

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.0%	$286,400,466	109
Technology	3.9%	$12,212,565	12
Financial Services	1.3%	$4,070,474	7
Consumer Cyclical	0.7%	$2,329,882	2
Healthcare	0.6%	$1,751,086	5
Energy	0.5%	$1,521,275	2
Communication Services	0.4%	$1,336,917	2
Consumer Defensive	0.3%	$1,064,992	2
Industrials	0.2%	$526,564	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOVT	iShares U.S. Treasury Bond ETF	+124,904	252,350	$5,518,894
IDEF		+37,860	62,504	$1,951,812
BLCR		+22,721	34,895	$1,708,459
IUSB	iShares Core Universal USD Bond ETF	+21,482	343,410	$15,140,946
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+12,873	41,762	$1,977,848
IHI	iShares U.S. Medical Devices ETF	+11,161	17,813	$911,134
BAI	BlackRock ETF Trust	+10,514	73,057	$3,447,559
SYSB	iShares Systematic Bond ETF	+10,239	17,719	$1,493,357
EFG	iShares MSCI EAFE Growth ETF	+8,376	32,845	$0
CBOY		+8,100	17,255	$435,516
IAGG	iShares Core International Aggregate Bond ETF	+6,224	88,502	$4,354,298
IVE	iShares S&P 500 Value ETF	+4,238	35,259	$8,048,924
IEMG	iShares Trust	+4,118	79,445	$0
MBB	iShares MBS ETF	+3,728	57,684	$5,169,640
EJUL		+2,850	30,148	$940,014
IWF	iShares Russell 1000 Growth ETF	+2,726	15,735	$1,970,966
NVDA	Nvidia Corp	+2,219	9,197	$2,100,410
SUB	iShares Short-Term National Muni Bond ETF	+2,127	21,642	$2,262,454
IJUL		+2,000	15,467	$558,811
IGV	iShares Expanded Tech-Software Sector ETF	+1,786	4,187	$445,831
VEU	Vanguard International Equity Index Funds	+1,712	19,563	$1,623,142
MTUM	iShares MSCI USA Momentum Factor ETF	+1,542	10,056	$0
GLD	Spdr Gold Trust	+1,183	15,413	$5,869,886
IVV	iShares Core S&P 500 ETF	+1,182	43,249	$33,122,246
THRO		+1,178	69,812	$3,070,331
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGOV	iShares International Treasury Bond ETF	−20,140	29,010	$1,153,727
COMT	iShares GSCI Commodity Dynamic Roll Strategy ETF	−12,148	20,322	$749,068
STIP	iShares 0-5 Year TIPS Bond ETF	−10,820	3,118	$310,864
BINC		−10,601	84,099	$4,271,388
EFV	iShares MSCI EAFE Value ETF	−10,392	85,153	$0
—		−10,317	28,994	$0
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−10,266	3,290	$298,863
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−9,110	109,819	$7,606,063
QUAL	iShares MSCI USA Quality Factor ETF	−8,443	76,172	$0
IAU	Ishares Gold Trust	−6,165	26,717	$2,086,597
SCHB	Schwab U.S. Broad Market ETF	−6,054	113,191	$3,317,628
OEF	iShares S&P 100 ETF	−5,406	3,242	$1,238,703
IQLT	iShares MSCI Intl Quality Factor ETF	−4,928	368,132	$18,211,490
IYW	iShares, Inc.	−3,567	4,625	$0
IJH	iShares Core S&P Mid-Cap ETF	−2,820	34,827	$2,505,802
OCTW	AllianzIM U.S. Equity Buffer20 Oct ETF	−2,757	48,466	$2,036,056
ICVT	iShares Convertible Bond ETF	−1,993	6,037	$681,788
CGGO	Capital Group Global Growth Equity ETF	−1,946	32,235	$1,282,308
ACWX	iShares MSCI ACWI ex U.S. ETF	−1,763	391,478	$29,603,566
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	−1,629	16,390	$1,657,520
—		−1,136	42,495	$0
IJAN		−1,063	49,957	$1,918,848
UJAN		−976	46,453	$2,155,419
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−923	198,865	$33,067,272
JPM	Jpmorgan Chase & Co	−923	6,618	$2,189,432
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	900	$550,584
NOW	ServiceNow, Inc.	2,319	$310,769
MA	Mastercard Inc	509	$280,698
TMO	Thermo Fisher Scientific Inc.	377	$254,493
INTC	Intel Corp	2,000	$240,460
ZTS	Zoetis Inc.	3,435	$239,866
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	300	$289,500
SBCF	Seacoast Banking Corp Of Florida	8,140	$270,655
IBM	International Business Machines Corp	831	$233,685
AZN	Astrazeneca PLC	1,123	$212,943
CPRJ		7,500	$207,510
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 tracked positions · $311,214,221 total · filing declares 144 positions · $354,761,917 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	43,249	+1,182	$33,122,246	—	10.64%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	198,865	-923	$33,067,272	—	10.63%
ACWX	iShares MSCI ACWI ex U.S. ETF	Reduced	391,478	-1,763	$29,603,566	—	9.51%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	368,132	-4,928	$18,211,490	—	5.85%
IUSB	iShares Core Universal USD Bond ETF	Added	343,410	+21,482	$15,140,946	—	4.87%
IVW	iShares S&P 500 Growth ETF	Added	59,784	+102	$8,504,871	—	2.73%
IVE	iShares S&P 500 Value ETF	Added	35,259	+4,238	$8,048,924	—	2.59%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	20,662	-1	$7,732,546	+1.1%	2.48%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	109,819	-9,110	$7,606,063	−6.0%	2.44%
MUB	iShares National Muni Bond ETF	Reduced	64,984	-178	$6,569,882	—	2.11%
GLD	Spdr Gold Trust	Added	15,413	+1,183	$5,869,886	+12.0%	1.89%
GOVT	iShares U.S. Treasury Bond ETF	Added	252,350	+124,904	$5,518,894	—	1.77%
MBB	iShares MBS ETF	Added	57,684	+3,728	$5,169,640	—	1.66%
BOND	PIMCO Active Bond Exchange-Traded Fund	Added	53,523	+529	$4,655,965	−4.7%	1.50%
IAGG	iShares Core International Aggregate Bond ETF	Added	88,502	+6,224	$4,354,298	—	1.40%
BINC		Reduced	84,099	-10,601	$4,271,388	−13.8%	1.37%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	43,670	+766	$4,025,063	—	1.29%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	44,933	-373	$4,020,604	—	1.29%
IOCT		Reduced	99,732	-350	$3,766,877	+1.8%	1.21%
BAI	BlackRock ETF Trust	Added	73,057	+10,514	$3,447,559	+4.6%	1.11%
SCHB	Schwab U.S. Broad Market ETF	Reduced	113,191	-6,054	$3,317,628	−3.9%	1.07%
THRO		Added	69,812	+1,178	$3,070,331	+3.8%	0.99%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	34,827	-2,820	$2,505,802	—	0.81%
AAPL	Apple Inc. Technology	Reduced	7,425	-252	$2,472,673	+11.3%	0.79%
EOCT		Added	66,206	+19	$2,343,030	+3.6%	0.75%
SUB	iShares Short-Term National Muni Bond ETF	Added	21,642	+2,127	$2,262,454	—	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,618	-923	$2,189,432	−11.3%	0.70%
UJAN		Reduced	46,453	-976	$2,155,419	+0.2%	0.69%
NVDA	Nvidia Corp Technology	Added	9,197	+2,219	$2,100,410	+50.4%	0.67%
IAU	Ishares Gold Trust	Reduced	26,717	-6,165	$2,086,597	−16.0%	0.67%
OCTW	AllianzIM U.S. Equity Buffer20 Oct ETF	Reduced	48,466	-2,757	$2,036,056	−2.8%	0.65%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,886	-54	$2,022,681	+0.2%	0.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,948	+460	$1,980,244	+11.0%	0.64%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	41,762	+12,873	$1,977,848	+35.4%	0.64%
IWF	iShares Russell 1000 Growth ETF	Added	15,735	+2,726	$1,970,966	—	0.63%
IDEF		Added	62,504	+37,860	$1,951,812	+149.2%	0.63%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	27,431	-518	$1,936,902	−2.7%	0.62%
IJAN		Reduced	49,957	-1,063	$1,918,848	−1.2%	0.62%
MSFT	Microsoft Corp Technology	Added	3,458	+364	$1,773,608	+53.7%	0.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,666	-64	$1,750,788	−8.8%	0.56%
BLCR		Added	34,895	+22,721	$1,708,459	+178.6%	0.55%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Reduced	16,390	-1,629	$1,657,520	−6.3%	0.53%
VEU	Vanguard International Equity Index Funds	Added	19,563	+1,712	$1,623,142	+8.6%	0.52%
NJAN		Added	25,264	+412	$1,533,019	+4.5%	0.49%
SYSB	iShares Systematic Bond ETF	Added	17,719	+10,239	$1,493,357	—	0.48%
FNDF	Schwab Fundamental International Equity ETF	Held	27,347	0	$1,469,901	+1.9%	0.47%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	11,158	-119	$1,373,326	+2.3%	0.44%
CGGO	Capital Group Global Growth Equity ETF	Reduced	32,235	-1,946	$1,282,308	−11.4%	0.41%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	13,138	+239	$1,280,166	—	0.41%
OEF	iShares S&P 100 ETF	Reduced	3,242	-5,406	$1,238,703	—	0.40%

Showing the top 50 of 143 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.