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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 66.99% of Salus Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IEFA, IUSV, BITB, FBCG, FBND, VTI, FCOR, IVV, FLTB, BITQ.
Started 1 new stock position in VTI.
Reduced shares in these 10 stocks: FDEM, MSFT, GOOGL, FESM, VTV, ESGV, EFV, VUG, IJS, VBR.
Sold out of its positions in GOOGL, MSFT.
Salus Financial Advisors was a net buyer of stock by $7.5M.
Salus Financial Advisors has $172M in assets under management (AUM), dropping by 2.78%.
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 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	25.1	$43M		66k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	14.0	$24M	+9%	266k	90.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	13.4	$23M	+8%	225k	102.25	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.3	$14M	+5%	314k	45.62	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	6.0	$10M	+11%	207k	50.12	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	4.7	$8.1M	-9%	257k	31.58	View chart
Fidelity Covington Trust Enhanced Small (FESM)	4.4	$7.5M	-2%	198k	38.00	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	4.3	$7.4M	+8%	158k	47.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.6	$4.5M		38k	118.45	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	2.2	$3.7M	+11%	74k	50.27	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$3.4M		46k	74.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.8	$3.2M		33k	97.13	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.7	$2.9M	+80%	79k	36.81	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	1.6	$2.7M	+5%	144k	18.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$2.0M		8.2k	247.98	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$1.8M	-2%	9.3k	196.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.0	$1.7M		30k	56.79	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.7	$1.2M		17k	71.43	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.5	$834k		23k	36.27	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.4	$644k		17k	37.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$640k	NEW	2.0k	320.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$484k	-7%	1.1k	436.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$480k		6.2k	77.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$415k		2.0k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$389k		3.4k	113.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$319k	-5%	1.5k	217.25	View chart
Vanguard World Health Car Etf (VHT)	0.2	$307k		1.1k	272.33	View chart
Apple (AAPL)	0.2	$304k	-4%	1.2k	253.79	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$280k	-14%	2.5k	112.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$279k		468.00	597.00	View chart
Target Corporation (TGT)	0.1	$249k		2.1k	121.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$246k	-2%	785.00	313.81	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$230k	-2%	2.6k	88.49	View chart
Johnson & Johnson (JNJ)	0.1	$221k	-6%	904.00	244.44	View chart

Past Filings by Salus Financial Advisors

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

Salus Financial Advisors 2026 Q1 filed April 23, 2026
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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