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 66.50% of Salus Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: IEFA, IVV, FBND, IUSV, FESM, FLTB, FCOR, FDEM, BITB, BITQ.
  • Reduced shares in these 7 stocks: FBCG, FELC, FELG, FENI, AOA, ESGV, AAPL.
  • Sold out of its position in FELG.
  • Salus Financial Advisors was a net buyer of stock by $3.0M.
  • Salus Financial Advisors has $162M in assets under management (AUM), dropping by 8.96%.
  • Central Index Key (CIK): 0002056601

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Portfolio Holdings for Salus Financial Advisors

Salus Financial Advisors holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.4 $43M +2% 64k 669.29
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Ishares Tr Core Msci Eafe (IEFA) 12.6 $20M +7% 234k 87.31
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Ishares Tr Core S&p Us Vlu (IUSV) 12.5 $20M +2% 203k 99.95
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 8.5 $14M +6% 299k 46.24
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 6.5 $11M -9% 195k 53.66
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Fidelity Covington Trust Emerg Mkts Mltft (FDEM) 5.2 $8.5M 282k 30.08
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Fidelity Covington Trust Enhanced Small (FESM) 4.5 $7.3M +2% 201k 36.56
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Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 4.1 $6.7M +2% 139k 48.00
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Ishares Tr Sp Smcp600vl Etf (IJS) 2.6 $4.2M +2% 38k 110.59
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Exchange Traded Concepts Tru Bitwise Crypto (BITQ) 2.1 $3.4M +2% 135k 25.07
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Ishares Tr Eafe Value Etf (EFV) 2.0 $3.3M 48k 67.83
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Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 2.0 $3.2M +5% 63k 50.66
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Ishares Tr Msci Eafe Etf (EFA) 1.9 $3.1M 33k 93.37
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 1.6 $2.6M +4% 41k 62.22
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Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.0M 8.3k 241.95
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Vanguard Index Fds Value Etf (VTV) 1.1 $1.8M 9.6k 186.48
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Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $1.6M 29k 53.40
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.7 $1.2M 18k 66.74
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Fidelity Covington Trust Enhanced Large (FELC) 0.5 $851k -39% 23k 37.27
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Fidelity Covington Trust Enhanced Intl (FENI) 0.4 $609k -20% 17k 35.28
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Vanguard Index Fds Growth Etf (VUG) 0.4 $576k 1.2k 479.61
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $457k 6.2k 73.46
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $415k 3.4k 120.72
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $406k 2.0k 206.51
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $360k -4% 3.0k 118.44
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Apple (AAPL) 0.2 $332k 1.3k 254.63
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $325k 1.6k 208.71
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Vanguard World Health Car Etf (VHT) 0.2 $292k 1.1k 259.60
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Ishares Tr Core 80/20 Aggre (AOA) 0.2 $244k -9% 2.8k 88.13
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $243k 759.00 320.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $242k 395.00 612.38
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Microsoft Corporation (MSFT) 0.1 $239k 462.00 517.95
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Past Filings by Salus Financial Advisors

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