Advus Financial Partners, LLC: 13F holdings
CIK 21506762026Q2
| Positions | 261 |
|---|
| Reported value | $440.5m |
|---|
| Filed | 2026-08-25 |
|---|
Change since last quarter
| Positions | 261 (+15 vs prior quarter) |
|---|
| Reported value | $440.5m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 199,788 | $32.8m | 7.5% |
| IVV ISHARES TR | 42,193 | $31.6m | 7.2% |
| ACWX ISHARES TR | 393,241 | $29.9m | 6.8% |
| QUAL ISHARES TR | 84,615 | $18.6m | 4.2% |
| IQLT ISHARES TR | 373,060 | $18.5m | 4.2% |
| IUSB ISHARES TR | 321,928 | $14.9m | 3.4% |
| IWF ISHARES TR | 59,682 | $8.2m | 1.9% |
| DYNF BLACKROCK ETF TRUST | 118,929 | $8.1m | 1.8% |
| VTI VANGUARD INDEX FDS | 20,663 | $7.6m | 1.7% |
| EFV ISHARES TR | 95,545 | $7.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2150676")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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