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Salus Financial Advisors

Latest statistics and disclosures from Salus Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, IUSV, FBND, FBCG, and represent 66.82% of Salus Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: BITQ, IVV, IEFA, IUSV, FCOR, GOOGL, TGT, JNJ, FLTB, IJS.
Started 4 new stock positions in GOOGL, JNJ, TGT, BITQ.
Reduced shares in these 10 stocks: Bitwise Crypto Industry Innovators Etf, FBCG, EFV, EFA, FBND, CDC, IWM, ESGV, AAPL, AOA.
Sold out of its position in Bitwise Crypto Industry Innovators Etf.
Salus Financial Advisors was a net buyer of stock by $2.0M.
Salus Financial Advisors has $167M in assets under management (AUM), dropping by 2.91%.
Central Index Key (CIK): 0002056601

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Positions held by Salus Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Salus Financial Advisors

Salus Financial Advisors holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.8	$45M	+2%	65k	684.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	13.0	$22M	+3%	243k	89.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	12.7	$21M		207k	102.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.2	$14M		298k	46.04	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	6.1	$10M	-5%	185k	54.84	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	5.2	$8.8M		284k	30.88	View chart
Fidelity Covington Trust Enhanced Small (FESM)	4.6	$7.7M		203k	37.78	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	4.2	$7.0M	+4%	146k	47.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.6	$4.4M	+2%	39k	113.72	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	2.0	$3.3M	+4%	66k	50.66	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$3.3M	-3%	47k	71.41	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.9	$3.1M	-2%	32k	96.03	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	1.6	$2.7M	NEW	136k	19.93	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.3	$2.1M	+6%	44k	47.56	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$2.0M		8.2k	246.14	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.8M		9.6k	190.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.0	$1.6M		30k	54.71	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.7	$1.1M	-4%	17k	65.89	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$871k		23k	38.17	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$632k		17k	36.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$585k		1.2k	487.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$469k		6.2k	75.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$424k		3.4k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$417k		2.0k	212.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$353k	-3%	2.9k	120.96	View chart
Apple (AAPL)	0.2	$341k	-3%	1.3k	271.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$330k		1.6k	211.79	View chart
Vanguard World Health Car Etf (VHT)	0.2	$324k		1.1k	287.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$289k	+16%	460.00	627.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$260k	+5%	804.00	323.01	View chart
Microsoft Corporation (MSFT)	0.1	$248k	+11%	513.00	483.62	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$238k	-4%	2.7k	89.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$219k	NEW	699.00	313.00	View chart
Target Corporation (TGT)	0.1	$201k	NEW	2.1k	97.75	View chart
Johnson & Johnson (JNJ)	0.1	$201k	NEW	970.00	206.95	View chart

Past Filings by Salus Financial Advisors

SEC 13F filings are viewable for Salus Financial Advisors going back to 2025

Salus Financial Advisors 2025 Q4 filed Jan. 21, 2026
Salus Financial Advisors 2025 Q3 filed Nov. 7, 2025
Salus Financial Advisors 2025 Q2 filed July 29, 2025
Salus Financial Advisors 2025 Q1 filed April 25, 2025

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